Brokerage Engine Support

Adding a New Transaction 


Overview:

In this article, we will review how to add a selling side, buy side/double ender, and other income transaction. The key to successfully adding a new transaction is knowing where to start based on which side of the transaction you represent.


Buy Side:

  1. Go to Dashboard > Transactions > Pending

  2. Click + New Transaction

Listing Side and/or Double Ender:

  1. Go to Dashboard > Listings > Residential Sales

  2. Locate the property

  3. Use the Change Status dropdown menu

  4. Select Add Transaction

Other Income:

  1. Go to Dashboard > Transactions > Other Income


Please find the available resources below.



Quick Reference: 

Link to Full Step-By-Step Guide






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