This session will explain how to create Office Checklists and Templates in Transact to review agent documents.

- How to find Broker Options
- Understanding Property Phases
- How to create an Office Checklist
- How to create an Office Template
- How to create a transaction with a template
- Understanding the agent submission process
- Understanding the broker review and approval process
​​​​​​​- Understanding the agent review process

Presenters