Class Details

TransActioner Contracts Software Basics for Real Estate

TransActioner is a modern contracts software that helps agents and TCs be more efficient and provides an exceptional experience for your clients!

What you will learn:
– What is TransActioner?
– Concept of “Sharing” and Sharing/Unsharing buttons.
– Your clients’ experience of the client portal.
– Agent Navigation: Dashboard, Documents, Parties, Calendar.
– Creating and using Templates.
– Creating Offers and Listings.
– Getting Signatures.
– Extracting Deadlines.
– Receiving Offers (in TransActioner & from other platforms).
– Working with TCs & Assistants.