Transaction Management
- Collaboration In RBO
- RBO Teams Module Explained
- How To Create A Transaction
- Transaction Details & Property Details
- Agent Personal Interest
- User Profile Shortcut
- Pre-Offer and Pre-Listing Transaction Stage
- Reminders for Transaction Contract Critical Due Dates
- Upload Documents to Transaction
- How to Download Document from Transaction
- How to Download Document Certificate from Transaction
- How to Move Document to Transaction Folder
- How to Delete Document from Transaction
- Assign Signed Documents to Transaction
- How to add a Contact into RBO
- Autocomplete Contact Information
- How to Add a Third-Party Contact in Transaction
- How to Add a Collaborator or Co-Agent
- How To Showcase Preferred Vendors Inside The Transaction File Under The Contact Tab
- How To Add A Preferred Vendor to a Transaction
- Transaction Financials
- How to Edit Transaction Financials
- How to Add a Charge Item
- How to Add a Payout Item
- How to Pay a Collaborator
- How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request
- How to Add a Task in Transaction
- How to Edit Transaction Task
- How to Link Transaction Document to Task
- How to Link Document to Transaction Task
- How To Add A Comment to A Transaction Task & View Task Logs
- Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
- How to Add Transaction Notes
- How to Delete a Transaction
- How to Close a Transaction
- All Transactions & Transaction Filters
- File Number Field and Filter
- How to Search For A Transaction By the MLS Number
- How to Narrow Down The Transactions By The Listing Expiration Date
- How To Search For Transactions With Pending Commission
- How To Search For Co-Agent/Team Member Transactions
- How To Insure Admins Can Access Transactions
- How To Transfer a Transaction From One Office to Another Office
