![]() I recommend developing checklists and form templates on an as-needed basis and iterating on them in real-time. Maybe implementing a setup wizard would help.īottom line – you need to spend some time on TransactionDesk getting it set up. However the user adoption and usefulness would likely be improved significantly if there were some transaction checklist templates already available in TransactionDesk.Īs it is, to get the most out of the system, you have to do a significant amount of setup to get the tool functioning at a high level. This isn’t necessarily a knock on TransactionDesk as most of their competitors are short on templates as well. It’s just not super-easy to pick up unless it’s your job as an office manager or transaction coordinator to work it. Instead, TransactionDesk just feels dated and a little unintuitive. Colors showing cases moving along well or highlighting those with outstanding issues. In a transaction management software, I would expect something like maybe a kanban style main dashboard highlighting current deals, progress, and outstanding tasks. I can’t quite put my finger on it, but the TransactionDesk user interface has never gripped me. It pulls the property and agent information so that you are not wasting time filling everything out from scratch. You can even initiate a transaction directly from the MLS into TransactionDesk. ![]() Keep them in the loop and well aware of the work you are putting in for them! MLS IntegrationsĪs mentioned, TransactionDesk works closely with MLSs, integrating directly with the major MLSs in the country. ![]() TransactionDesk comes with a client dashboard that lets you define which tasks your relationships need to see, and allow them to track completion. Client Dashboardĭon’t keep the transaction progress to yourself! Your clients and vendor partners need to know what is going on as well. They also now own the forms library zipLogix, as well a the Instanet library.Īnd TransactionDesk itself has brokerage dashboard in Instanet to help manage agents and their MLS transactions, as well as the DocBox for unlimited document storage.Īs such, it’s a pretty well-rounded solution if you elect to have all these additional a la carte products (though they don’t all come with TransactionDesk as a standalone). Step 3: Use your TransactionDesk login credentials to sign in, and then Accept when the permission is requested.In addition to transaction management, TransactionDesk and its parent company Lone Wolf own Authentisign, an e-signature tool. ![]() Step 2: Once on the Transactions tab, click the link to Sync with Lone Wolf Transactions (TransactionDesk Edition) If that has not, reach out to your broker/admin to have them set it up for the account. If that has been done, click the Transactions tab. Once they've connected to TransactionDesk then the Transactions tab will appear for all agents. Step 1: The Broker or Admin of the account must decide which Transaction platform they want to connect with. Click here to learn more about TransactionDesk and create an account. Note: To connect TransactionDesk, you must have an active TransactionDesk account. Follow the directions below to learn how to connect with TransactionDesk: You can connect PBGO with TransactionDesk in the Transactions section of your account. Connect Propertybase Go with TransactionDesk! Track and manage all transaction information and activities, from listing to close, with TransactionDesk.
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