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With Wise Agent’s Transaction Portal, your client can have access to real-time updates. From your Wise Agent account, you can quickly and easily create a portal from one of your transaction checklists. You can select what information will be available on the webpage, include your branding, and even upload documents. Share the URL and create a login for your clients and vendors to access the portal day or night, and rest assured that their project is being taken care of.
If you accidently archive a checklist you can restore it with these instructions
We do not suggest deleting any documents, completed tasks, etc., for any transaction - whether it goes under contract or canceled.
Customize and share your checklist reports.
The transaction management features provided by Wise Agent can help you by creating a centralized database where all transactions may be viewed. It's an excellent way for an agent to view everything that has to be tracked for each transaction. The transactions tool and its features will be demonstrated in this article.
Your checklists help you ensure that no details of the transaction are ignored and will make sure that everything is completed on time.
Send an email to the client and important contacts attached to a transaction checklist.
Each transaction checklist is created from your template. Wise Agent provides customizable templates to assist you in keeping track of all the critical dates, real estate data, tasks, transaction notes, and contacts. You can reuse your template once you've created it whenever you have a listing or a closing.
Checklist templates help you set up consistent processes in no time. Effortlessly re-use your checklist templates and complete tasks even more efficiently!
With this powerful tool, you can automate various tasks within your Transaction workflow, such as sending templated emails or text messages to contacts, adding them to drip campaigns, or alerting team members before or after a task is due or completed. By setting up checklist triggers, you can ensure that essential tasks are never overlooked, and your team can move on to the next step more quickly. With automated processes in place, you can deliver the same high level of service to all of your clients by paying close attention to the details and allowing automation to handle the heavy lifting.
To have executed triggers show up in your notes, as well as be notified when a trigger experiences an error, follow the steps below!