Transaction Management

How to manage your transactions

30 articles in this collection
Written by Yuriy Storozhenko, Julie Tendler, 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 Julie Tendler
Updated over a week ago

How to unassign a document

Unassign, documents, delete, remove, replace
Written by Julie Tendler
Updated over a week ago

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

Written by Julie Tendler
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 Julie Tendler
Updated over a week ago

How to create a custom view

filter, custom view, transactions
Written by Julie Tendler
Updated over a week ago

How to generate a CDA form

CDA form, Commission disbursement
Written by Julie Tendler
Updated over a week ago

Assigning checklists

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

Create a transaction

How to create a transaction
Written by Julie Tendler
Updated over a week ago

Uploading documents

How to upload documents
Written by Julie Tendler
Updated over a week ago

User permissions: Commissions

Access to transaction commissions
Written by Julie Tendler
Updated over a week ago

Assigning documents

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

How to edit commissions

edit commissions, change commissions, finalize, reports,
Written by Julie Tendler
Updated over a week ago

How to edit a task date

tasks, overdue, dates, edit date, edit, tasks due, due date
Written by Julie Tendler
Updated over a week ago

Changing viewers for PDF documents

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

How to edit sales volume

price, sales volume, price sold
Written by Julie Tendler
Updated over a week ago

CDA form

How to generate a CDA form
Written by Julie Tendler
Updated over a week ago

How to void a checklist

void, checklist, checklists, documents
Written by Julie Tendler
Updated over a week ago

CDA form (Personal Company Name)

If you add company name to user profile it will populate in the CDA form. To populate agents name leave "Company Name" blank.
Written by Julie Tendler
Updated over a week ago

How to add a task to your checklist

How to add a new task to your checklist
Written by Julie Tendler
Updated over a week ago

How to split and merge documents

How to split and merge documents
Written by Julie Tendler
Updated over a week ago

How to delete a transaction

How to delete a transaction
Written by Julie Tendler
Updated over a week ago

Approving documents

How to approve documents
Written by Julie Tendler
Updated over a week ago

Emailing documents

How to email documents
Written by Julie Tendler
Updated over a week ago

Download transaction archive

How to download a transaction archive
Written by Julie Tendler
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 Julie Tendler
Updated over a week ago

Activity Log

How to view your activity within a specific transaction
Written by Julie Tendler
Updated over a week ago