Transaction Desk Master Class

Introduction

Purpose: Annual class on transaction desk, focusing on Aenta sign, office clauses, and various tips and tricks.
Goal: To understand the benefits and functionalities of using transaction desk throughout real estate transactions.

Efficiency: Reduces time spent on repetitive tasks by retaining data across the transaction lifecycle.
Comprehensive Management: Handles all paperwork, offers, and documents in one place.
Old School Methods: Some brokers still handwrite deals but using transaction desk is more efficient, even if signing in person.

Getting Started: Start from a listing in Matrix or Realist. Use the transaction desk button next to the listing photo for seamless integration.
Templates: Select appropriate templates for residential, condo, or land listings. Pre-built templates are available, reducing manual entry.
Adding Contacts: Input buyers, sellers, and other participants at the start to streamline later processes. Each individual gets an entry, even if they share an email.
Forms Management: Automatically fills in basic information across all forms (e.g., buyer names, prices, dates).
Clauses: Use office pre-built clauses for common terms. Personal clauses can be created for repetitive custom language.

Automatic Inclusion: Supplements from listings automatically pull into the transaction desk documents section.
Removing Unnecessary Forms: Delete redundant forms (e.g., if a 22J form is already included in supplements).
Adding Documents: Include additional documents like pre-approval letters, cover sheets, and inspection reports.

Setting Up Signatures: Automatically places signatures and initials where needed. Manual adjustment is possible for scanned or non-standard documents.
Order of Signatures: Define signing order to control the sequence of who signs first, second, etc.
Adding New Forms: If new forms are added, they can be directly sent to Athena sign from the forms list.
Corrections: Use text boxes with or without a transparent background to correct errors without restarting the draft.

Using Realist: Start new listings from Realist, ensuring correct property data imports (e.g., tax ID numbers without dashes).
Input Sheets: Fill out listing input sheets to ensure easy upload into Matrix. The upload listing button in Transaction Desk inputs listing as incomplete in Matrix.
Form 17: Send Form 17 to sellers digitally for them to fill in and return.

Leveraging Templates: Use office-provided templates to save time and reduce errors for different types of properties and transactions.
Addressing Mistakes: If critical errors occur, restart the transaction to ensure no outdated data carries over.
Communication: Stay in touch with clients throughout the process to ensure all documents are completed and updated correctly.

Cloud-Based Advantage: Transaction desk saves data continuously; no fear of data loss if you switch devices or lose power.
Navigation: Use the right-hand side for transaction-specific actions and the left-hand side for general system-wide controls.
Contact Support: Use Transaction Desk's in-built manual for help outside business hours.

Always leverage the pre-built functions and utilities within Transaction Desk to streamline and accelerate your real estate transactions.