Managing Online Transactions (Transaction Desk)
The objective is for real estate agents to learn the proper procedures when conducting online real estate transactions. This includes utilizing esignatures, online task lists, and cross-system collaboration. The goal is for this course to teach attendees how to:
- Create and manage a paperless real estate transaction - 100% online
- Edit and auto-populate interactive real estate documents and share them with clients, agents, service providers, and anyone else involved in the real estate transaction
- Add more value to your client's buying or selling experience by creating client checklists (task lists that help your client understand what else they should be considering/what else they should be doing during the buying/selling/moving process).
- Utilize esignatures as an alternative to printing, scanning, faxing, or meeting face to face. Also discusses is esignature legality and security
- Submit and manage all transaction files online, work interactively with TFN staff to receive, review and approve forms and transaction files.
Example Curriculum
Introduction
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Section A: Getting Started
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Section B: Navigating and Understanding CREA WEBForms®
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Section C: Working with WEBForms®
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Section C - Working With Forms
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- Understanding Forms & Fields
- Creating an individual (standalone) form
- Attached a form to an existing transaction
- Editing a form in a transaction
- Adding a page to a from (automatically)
- Editing a standalone form
- Renaming a Form
- Deleting a Form From A Transaction
- Deleting multiple Forms from a Transaction
- Copying a transaction form
- Copying a form to documents
- Emailing a form
- Printing a form
- Inserting a clause into a form
Section C - Working With Transactions
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- Creating a New Transaction for an Offer
- Using the 5-Step Transaction Wizard
- Creating a transaction from the Transaction menu
- Creating a transaction using a template
- Importing MLS System data into an existing transaction
- Editing a transaction
- Attaching a form to an existing transaction
- Applying a template to an existing transaction
- Adding a photo to a transaction
- Adding a checklist to a transaction
- Archiving a transaction
- Deleting a transaction
- Sending your transaction to a DocuSign Account
Section C - Working With Transaction Templates
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Section C - Working with Documents
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Section C - Working with Clauses
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Section C - Working with Contacts
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Section C - Working with Checklists & Tasks
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Section D: Setting up your Profile and System
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Section E: Customizing your Dashboards using Widgets
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Appendix
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