Creating a Transaction

Creating a Transaction

You can use a transaction to represent any interaction with a client, from a new listing to the time of an offer.

You can add a transaction manually, where you manually provide all of the transaction information. You can also use an MLS listing or the tax data record to automatically populate many of the fields in the transaction, decreasing the time it takes to add a transaction in TransactionDesk Edition.

Steps

  1. Navigate to Transactions navigate to transactions icon.
    The Transactions list page opens.
    Transactions list page.
  2. Click Add.
    The Create Transaction popup opens.
    create transaction page with no data entered yet
  3. Fill out the popup.
    Click for detailed steps


      1. import MLS data page showing mls association and single family detached
  4. Click Create.
    If you checked Use Wizard, the Wizard appears.
    Note: If you imported information from MLS, much of the listing information is populated automatically.
    Step 1 of create transaction wizard, showing a residential listing with address and MLS number
  5. At the top of the page, you can do any of the following:
    • Update the listing address
    • Use the status dropdown to set the transaction status
    • Click email upload from email iconto view the specific email address for the transaction that you can use to email documents directly to the transaction.
    • Use the more options menu More options icon. to do any of the following:
      • Delete the transaction.
      • Share the transaction with other agents within your office.
      • Add a note to the transaction.
      • Duplicate the transaction.
      • Create or apply a template to the transaction.
      • Import information from an MLS listing.
      • Archive the transaction.
      • Update the transaction status.
  6. Fill out the Details tab of the transaction.
    Note: At any time, you can scroll down and click Save and exit.
    Click for detailed steps


    2. listing information in transaction

    3. purchase information in transaction
  7. Click Next and fill out the Transaction Dates tab of the transaction.
    Click for detailed steps

    1. transaction dates in transaction

    2. mortgage dates in transaction
  8. Click Next or click the Contacts tab, and add contacts to the transaction.
    Note: If you added yourself to the transaction, your name appears. Other contacts are populated from the MLS listing.
    list of contacts from the listing loaded into the transaction
    Click for detailed steps


  9. Click Next or click the Forms tab, and add more forms to the transaction.
    add forms to a transaction example
    Click for detailed steps


    1. select type of forms to add to transaction

    3. example of individual form selected

      add forms to transaction page showing number of forms added
  10. Click Next or click the Documents tab, and add more documents to the transaction.
    add documents to a transaction example
    Click for detailed steps


    1. drag to add document to transaction
        1. upload icon
        1. Documents icon
        1. import from cloud icon
        1. email icon
        1. contact card icon
  11. Click Done.
    The transaction is added to the list of transactions in the system.

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