Transaction Room

After we have your New Listing Form details your Transaction Room is set up. This is where you can manage listing progress, store and access documents, setup tasks, and send notification emails. 

To begin, click on a blue listing address under Projects. A template is provided to setup and manage your transaction in phases. See KB Article – What is Transaction Room? for details. 

If you need help and have questions, or need to add a party to your transaction room open a help desk ticket.P