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Overview of Transaction Projects
This scribe provides a brief overview of transaction projects.
Brokerage Engine
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0 step
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2 minutes
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Navigate to your brokerage's login page and login as a System user.
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Click "Transactions"
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Click "Pending"
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Utilize the search bar to find the filter the table's transactions by selecting the listing/buying agent.
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Identify the desired transaction and click the "Action" button under the transaction's Action column,
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Click "Toggle Dropdown" next to the "Transaction Documents" button.
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Click "Transaction Project" from the dropdown menu.
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Review the transaction's information in the left menu.
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Click "Add Owner" to assign a specific user to the project.
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Click "-- Select Owner --" to review the list of potential project owners.
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Click "OK" save the users as the project owner.
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Click "OK" again to exit the pop-up window.
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After the page refreshers you'll see the project owner's name listed.
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Click "Change Owner" to update the project owner.
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Review the project progress and task data in the lower left side menu.
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Click "Cancel Project" if you need to cancel the project.
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Review the "Project Tasks" table to review assigned tasks and their statuses.
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Click here.
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Click the "Add Task" button to add a new task to the table.
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Click "Activity Log" to review a log of activities associated with the project.
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