Brokerage Engine Support

Adding a New Transaction 


Overview:

In this article, we'll go through how to add a selling side, buy side/double ender and other income transaction.  Most important part to understand about adding a new transaction is just where to start based on which side of transaction you represent.


Buy side Side:

Dashboard>Transactions>Pending>+New Transaction


Listing Side and/or Double Ender:

Dashboard>Listings>Residential Sales>Locate Property>Change Status Dropdown Menu>Add Transaction 


Other Income:

Dashboard>Transactions>Other Income



Link to Full Step-By-Step Guide



Quick Reference: 




Click here to view the full instructions within Scribe. 


Video Example: 


For a complete video walkthrough on Adding a New Selling Side Transaction, watch the video below. 


[INSERT LOOM VIDEO]



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