Transaction Management

How to Change Transaction Statuses
If your listing goes from 'Active' to 'Under Contract', or 'Under Contract' to 'Sold' (congrats by the way!), or any other p...
Fri, Jul 3, 2020 at 3:16 PM
Dashboard Reports Overview
When you first log in to RealScale, right there on your dash is an overview of a number of important reports. We've placed these here to make it very...
Tue, Sep 6, 2022 at 1:12 PM
How to View, Upload, & Remove Documents From a Transaction
Keeping relevant documents linked to a transaction in Transactify is fantastic for ensuring you have your bases covered, and that you can always locate a...
Wed, Feb 26, 2020 at 9:00 AM
How to Enter a New Transaction
Entering listings into Transactify will take you ~3 minutes after you've learned how to do it. Here's how to get started. Log into Transacti...
Thu, Jul 2, 2020 at 2:09 PM
How to Create & Edit Task List Templates
Task list templates are lists of tasks that you can reuse over and over again for your transactions. They're like a playbook for your transaction man...
Fri, Jan 21, 2022 at 9:58 AM
How to Create & Edit Tasks and Task Lists
Creating and editing tasks in your transaction is easy! Whenever you need to create a new task for yourself, or for another team member, here's what to ...
Fri, Aug 21, 2020 at 12:39 PM
How to Load Task List Templates into a Transaction
Here's how to launch existing task list templates into a transaction. To launch a task list template, go to the main page of the transaction and clic...
Wed, Feb 26, 2020 at 9:52 AM
Transaction Tasks
There are many ways to reach the task list, First I will show you how to open a task with Transaction and then how to open a general task page.  &...
Tue, Aug 10, 2021 at 8:58 AM
How to Sync Transaction Dates to your Calendar
Any dates you add to your transactions can sync automatically to your calendar. Here's how to sync those up! Once you have synced, all events from all...
Mon, Aug 29, 2022 at 10:31 AM
How to Get a CDA From Your Broker
Thu, Aug 13, 2020 at 11:21 AM