Transaction Management

How to manage your transactions

25 articles in this collection
Written by Yuriy Storozhenko, Taylor Rief, and Andrew Chishchevoy

Custom email templates

Written by Yuriy Storozhenko
Updated over a week ago

Task Assignment

Assign tasks, tasks, users and tasks
Written by Taylor Rief
Updated over a week ago

How to unassign a document

Unassign, documents, delete, remove, replace
Written by Taylor Rief
Updated over a week ago

If I have an active buyer with no address how can I enter this information into Brokermint?

Written by Taylor Rief
Updated over a week ago

How to email documents to the co op side

Co op side, listing agent, buying agent, email documents
Written by Taylor Rief
Updated over a week ago

How to create a custom view

filter, custom view, transactions
Written by Taylor Rief
Updated over a week ago

Assigning checklists

How to assign a checklist, upload documents and submit documents for review
Written by Taylor Rief
Updated over a week ago

Create a transaction

How to create a transaction
Written by Taylor Rief
Updated over a week ago

Uploading documents

How to upload documents
Written by Taylor Rief
Updated over a week ago

Assigning documents

How to assign documents to a specific place on your checklist
Written by Taylor Rief
Updated over a week ago

Submit documents for review

How to submit documents for review after they have been uploaded to a place on the checklist
Written by Andrew Chishchevoy
Updated over a week ago

Close, cancel and edit transactions

How to close and cancel transactions.
Written by Taylor Rief
Updated over a week ago

How to edit a task date

tasks, overdue, dates, edit date, edit, tasks due, due date
Written by Taylor Rief
Updated over a week ago

Changing viewers for PDF documents

PDF documents failing to load properly when trying to preview.
Written by Taylor Rief
Updated over a week ago

How to exempt a document

If there is a document that does not need to be uploaded for the transaction you can exempt it.
Written by Taylor Rief
Updated over a week ago

How to edit sales volume

price, sales volume, price sold
Written by Taylor Rief
Updated over a week ago

How to void a checklist

void, checklist, checklists, documents
Written by Taylor Rief
Updated over a week ago

How to add a task to your checklist

How to add a new task to your checklist
Written by Taylor Rief
Updated over a week ago

How to split and merge documents

How to split and merge documents
Written by Taylor Rief
Updated over a week ago

How to delete a transaction

How to delete a transaction
Written by Taylor Rief
Updated over a week ago

Approving documents

How to approve documents
Written by Taylor Rief
Updated over a week ago

Emailing documents

How to email documents
Written by Taylor Rief
Updated over a week ago

Download transaction archive

How to download a transaction archive
Written by Taylor Rief
Updated over a week ago

Notifications and tasks

Tasks on checklists are now sent to all users added to a transaction in users and contacts
Written by Taylor Rief
Updated over a week ago

Activity Log

How to view your activity within a specific transaction
Written by Taylor Rief
Updated over a week ago