Your TransActioner Course: Contracts Software Basics for Real Estate #109625-Client Portal Instructions

Client Portal Instructions

Pdf Summary

The Client Portal is a modern contract software designed for real estate transactions. It allows clients working with real estate agents who use Transactioner to access and sign documents online. To log in, clients need to click on a link received in an email from Transactioner.com, which will either be for signing documents or viewing new documents. After logging in, clients will have access to various features such as documents, calendar, contacts, and messages. <br /><br />In the Documents section, clients can see the documents that require their signature, documents that have been signed and shared with them, and documents that need to be filled out. Clients can sign, view, fill out, and download documents from this section. To sign a document, clients need to click on the "Sign" button and follow the instructions. To fill out a document, clients need to click on the "Fill Out" button and complete the necessary form fields. <br /><br />The Calendar section allows clients to view deadlines for the transaction if shared by their agent. Clients can click on specific calendar entries to see more details. <br /><br />The Contacts section provides contact information for various parties involved in the transaction, such as the agent, title company, escrow, and lender. Clients can easily access this information and even make calls directly from their phone if accessing the portal through their mobile device. <br /><br />The Messages section allows clients to view messages from their agent. <br /><br />Overall, the Client Portal is a convenient platform that streamlines the document signing and transaction process for clients working with Transactioner-using real estate agents.

Keywords

Client Portal

contract software

real estate transactions

Transactioner

access and sign documents online

email link

Documents section

Calendar section

Contacts section