In this live training course, we will cover the following topics and processes:
- Using time management tools on the main and detailed dashboards.
- Generating reports for quarterly taxes and tracking marketing strategies.
- Creating and using parent contract templates.
- Creating transactions using quick start.
- Completing eContacts and closing MLS info sheets.
- Finding and using HOA, attorney, appraiser, and title databases.
- Using the Save Time property search feature.
- How the integration works for buyer and listing agents.
- Recreating and adding buyers' names to disclosures.
- Managing multiple offers by creating sub-folders.
- Printing PDFs.
- Adding signature fields to PDFs using SMART Signature Technology.
- Creating ZIP files of all docs for compliance.
- Updating transaction statuses.
Payment and Registration Notes (please read!):
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