Collaboration In RBO

RBO Teams Module Explained

How To Create A Transaction

To create a transaction in the system, go to Menu > click on Transactions > click on Add Transaction at the top > type in the property address (you can select from the dropdown menu as the system populates it for you > select the type of transaction you are working on in the Transaction...

Pre-Offer and Pre-Listing Transaction Stage

In this video, we are discussing a new enhancement that we added inside the transaction file called Transaction Stage. When you are adding a transaction, you will notice that on the Transaction Stage or Agent Role dropdown menu, we have split up the Transaction Stage and Agent Role. What that basically means is that, for...

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

  To add a contact inside of a transaction file, click on the Contacts tab in the middle panel. Then, click on Add New > Add Contact. After that, a pop-up will come up that you can fill out about the contact that you would like to add. If the contact is already in the...

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

  We have added a new enhancement inside the transaction file which is the File Number field. When you are inside a transaction file, on the left-hand side under Transaction Details, you can now add the transaction’s file number. When you add a file number to your transactions and click Update at the top, you...

How to Search For A Transaction By the MLS Number

There is a new feature that we have added to the Transaction Filter option. Now, when you are inside the Transactions module and are using the filter section, you will see that you can now narrow down the search by the MLS Number. If you use this filter, it will narrow down the search for...

How to Narrow Down The Transactions By The Listing Expiration Date

  If you wanted to reach out to all your sellers with upcoming listings that are going to be expiring soon and you wanted to narrow down all those transactions very quickly through RealtyBackOffice, here is a quick way to search for your transactions by the listing expiration date. First, you would want to go...

How To Add A Preferred Vendor To A Transaction

How To Assign Documents To A Task

  To assign documents to a task, the first step is to click on the Documents tab inside of a transaction file. Once you have uploaded all of the documents to the Documents tab then the next step you will want to do is go to the right side of the screen where you will...

Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.

  A new feature has been added to RealtyBackOffice in the Transactions module inside of a transaction file where a Co-Agent/Team Member can now view all the tasks related to the transaction. If an agent wants to take advantage of this new feature, the Agent should click on the transaction file and go to the...