Transaction Management

How to Review a File & Create a CDA for an Agent
Here's how to review a file, and then create & send a CDA for an agent! 
Fri, Jan 15, 2021 at 9:27 AM
How to View Closed/Completed Transactions
To view your closed/completed deals, open your 'Transactions' page https://app.realscale.com/v2/transactions and click the 'Completed/Paid' ...
Fri, Aug 26, 2022 at 2:43 PM
How to Log Referral Payments from Other Agents/Brokers
If you're receiving a referral payment from another agent/broker and want to record it in Transactify, here's how to do that. First, click &#...
Thu, Feb 4, 2021 at 10:54 AM
How to Write & Use Email Templates
Email templates make it super easy for you to send standard, routine messages.  To write a new email template, go to your Task Templates page: https://t...
Wed, Mar 3, 2021 at 12:18 PM