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Transaction Management

Transaction Management

2

Collaboration In RBO
RBO Teams Module Explained
How To Create A Transaction
Pre-Offer and Pre-Listing Transaction Stage
Transaction Details, Reminders & Property Details
Reminders for Transaction Contract Critical Due Dates
Upload Documents To Transaction
How To Add A Document To A Transaction & Create Transaction Folder
How To Download Document From A Transaction
How To Delete Document From A Transaction
How To Download Document Certificate From A Transaction
How To Send Back To Working Documents
Assign Signed Documents To Transaction
How to Add a Contact Into RBO
How To Add A Third Party Contact In Transaction
How To Add A Collaborator Or Co Agent
Transaction Financials – Overview
How To Add A Charge Item
How To Add A Payout Item
How To Pay A Collaborator
Request Overview
How To Request Escrow Letter, Commission Request, Paid At Closing Request, Commission Demand
Transaction Tasks Overview
How To Link Document To Transaction Task
How To Add And Edit A Transaction Task
How To Add A Comment To Transaction Task & View Task Logs
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 Add A Preferred Vendor To A Transaction
How To Assign Documents To A Task
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.

People

2

Collaboration In RBO
RBO Teams Module Explained
How To Add A Contact
How To Give Full Access To Collaborators To Edit The Contact
How To Add Collaborators To A Contact
How To Add Contact Details
How To Add Documents To A Contact
Contacts – Transaction And Opportunities Overview
How To Add Action Plans To A Contact
How To Add A Task In Contact
How To Add A Comment To Contact Task & View Task Logs
Co-Agent/Team Member Can View All Tasks Related To The Contact
How To Add Contact Notes
How To Merge A Contact
How To Delete A Contact
Contacts – Filters
How to add People Tags
Companies – Overview

Leads

2

Collaboration In RBO
RBO Teams Module Explained
Lead – Filters
How To Add My Own Lead
How To Edit Lead Contact
How To Convert A Lead Into A Contact
How To Accept Or Decline A Lead
How To Add Lead Details
How to Add Lead Tags
How To Add Documents To A Lead
How To Add Action Plans To A Lead
How To Add Collaborators To A Lead
How To Give Full Access To Collaborators To Edit The Lead
How To Add A Task In Lead
How To Edit Lead Task
How To Add A Comment To Lead Task & View Task Logs
Co-Agent/Team Member Can View All Tasks Related To The Lead
How To Add Lead Notes
How To Discard A Lead

Opportunities

3

Collaboration In RBO
RBO Teams Module Explained
Opportunities Module Explained
Opportunity Filters
How To Add An Opportunity
How To Edit Or Delete An Opportunity
How To Add A Collaborator To Opportunities
Convert To Transaction

Agent Tips & Tricks

Agent Tips & Tricks

2

Having Issues Saving A Transaction Into RBO – Part 2
Having Issues Saving A Transaction Into RBO – Part 1

Home
Docs
Admin App
Agent Full Demo

Agent Full Demo

Dashboard

Transaction Management

Collaboration In RBO
RBO Teams Module Explained

Working Documents & E-Sign

Tasks

People

Collaboration In RBO
RBO Teams Module Explained

Leads

Collaboration In RBO
RBO Teams Module Explained

Opportunities

Collaboration In RBO
RBO Teams Module Explained
Opportunities Module Explained

Calendar

Reports

General Settings

General

Integration - RBO / Zapier

Agent Tips & Tricks

Having Issues Saving A Transaction Into RBO – Part 2
Having Issues Saving A Transaction Into RBO – Part 1

New Features Changelog

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