The image below depicts the contents of our Transactions drop-down menu:
Wise Agent allows you to create your own template or use our default template. Once you've made your template, you can reuse it whenever you have a listing or a closing. You may click here on how to create a template. The following are some examples of our default templates:
Checklists
Once you've created your template, you can use it to make a checklist. The checklists simplify seeing which tasks each team member is in charge of and when they must be completed.
Add checklist
As shown in the image below, there are four steps to creating a checklist from your template.
Transaction Portal
This feature allows you to create a unique webpage for your client (or other involved parties) to view completed tasks, notes, and documents. The link will only be sent once, and it will automatically update whenever you save changes to your checklist.
