Transaction Management
- 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.
