Help. Transaction Progress Report

Go to Transaction Progress Report on your Toolkit.
There are 2 ways of creating a new Transaction Progress Report:

• You can setup a contact first and then create a new Transaction Progress Report.

• You can assign a new Transaction Progress Report to an existing contact.
Fill in the Listing/Purchasing Property Address (the required fields are marked in red).
Enter the Escrow Information (Escrow Closing date, Escrow Number, Escrow Officer name and phone).
As the section on "Escrow Information" may not be applicable to your area, we have included a section on "Closing Information" to accurately reflect transaction details like contract acceptance date, scheduled closing date, and the name and phone number for the buyer's, seller's and lender's attorney.
Remind your client about important dates and transaction deadlines.
Inform your client about scheduled Inspections (Property, Termite, Roof).
Provide additional information to be sent to your client in the text box (You can enter notes to your client. These notes will be kept in the progress report, so you may find it useful to date them and use them as a "log" of events.)
Click Send to email the Report to your client. Your client will receive an email with the information you've entered along with the link to your ("Client Login" section) and the Login Information.
Before you send the Report you can click Preview to see how the Report will be shown on the client area on your site.
ATTENTION. Make sure to return Back to Report Generator and click Send to submit the Report to your client.
When you click Send , you will get a "Thank you" screen with the client's login information.

How can I update a Transaction Progress Report?

Login to your Toolkit and go to Transaction Progress Report.
To update the Transaction Progress Report you can select the address from the list (press radio button) and then click Continue.
Update the Transaction Progress Report.
Click Send to submit the Report to your client.
Before you send the Report, click Preview to see how the Report will be shown on your website.

ATTENTION. Make sure to return Back to Report Generator and click Send to email the Report to your client.

How can I archive a Transaction Progress Report?

Login to your Toolkit and go to the Transaction Progress Report.
Click the archive link on the right side of the address.
You can view the archived Transaction Progress Report from the client's profile.

Where can my clients view the transaction progress report that I created for them?

When you send the Transaction Progress Report to your clients, they receive it by email. This email includes the Report, the link to the client's login area on your site.
The Login protects the privacy of your client's transaction information.

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