Navigate the agent dashboard and customize your settings in Transaction Desk.
Learn how to create a transaction manually or automatically populate fields using MLS listings. We will also cover how to manage contacts, and duplicate transactions.
Checklists are a great way to stay organized and save time in managing transactions. I will show you how to create checklist templates for your firm, add checklist items, set due dates, assign tasks, and attach documents.
In this video, I will guide you through the process of allowing editing of forms by a consumer in Transaction Desk. I will also show you how to send the form to the consumer in Transaction Desk with the "Allow Editing of Form" option selected. I will also walk you through the steps to setting this preference as a default in your settings. By the end of the video, you will be able to effectively send forms to the consumer to be completed on their devices and saved in the transaction.