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  5. How to Create a Transaction (Transaction Coordinator)
  1. Home
  2. Knowledge Base
  3. Brokerage Tools
  4. How to Create a Transaction (Transaction Coordinator)


How to Create a Transaction for an Agent

Step 1:
As the Transaction Coordinator, Log into your account. Once logged in, click on New to start a New Transaction.
 

Step 2:
Select the type of transaction.

In the Transaction Details window, enter a name for the Transaction. The Transaction name can be anything that you wish to name it (think of the Transaction name as a file name). Select a Property Type.

Select the Agent that you would like to create the Transaction for by choosing the dropdown menu.

You can also optionally add a photo of the property by clicking on the Add Photo link. For information on adding a property photo to a Transaction, please Click Here.

Click on the Save button to move on.

Step 3:
After creating the Transaction for your Agent, it will appear on your account and the Agents account.


 

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