Your TransActioner Course: Contracts Software Basics for Real Estate #109625-Adding TCs, Continued

Adding TCs, Continued

Pdf Summary

TransActioner is a modern contract software designed for real estate transactions. It offers different features for assistants and transaction coordinators (TCs). Assistants are individuals who work with specific agents or groups of agents and have the ability to create new transactions for the agent. They can input clients' information and initiate the transaction process.<br /><br />To set up an assistant in TransActioner, their details including email, first name, last name, and a list of the agents they support should be emailed to info@transactioner.com.<br /><br />On the other hand, TCs are hired for specific transactions and are added to the transaction by the agent. When adding a TC for the first time, they need to be initialized as a TC within TransActioner. Agents can include a TC in the "Parties" section by following these steps:<br /><br />1. Click on the "Parties" menu option on the left-side menu.<br />2. Click on the plus sign next to "Other Parties".<br />3. In the "Add Party" pop-up, select "Transaction Coordinator" as the Role.<br />4. Fill out the TC's First Name, Last Name, and Email. It is important to ensure that the TC's email matches the one used for their TransActioner account.<br /><br />Once these steps are completed, the TC will have access to the specific transaction. TransActioner offers an efficient and user-friendly platform for real estate professionals to manage contracts, with features tailored for both assistants and TCs.

Keywords

TransActioner

contract software

real estate transactions

assistants

transaction coordinators

TCs

agents

Parties

user-friendly platform