Live Online: Reduce Your Risk Using Instanet (SWMLS Training)

0 CE (Training)

Managing your files is an important part of your real estate business. Use Instanet to increase your efficiency by managing all parts of your transaction in one place. This hands-on class will show you how to: use Transaction Desk to manage your files, where to find your forms, obtaining e-signatures using Authentisign, docbox, and creating tasks, templates and checklists.

Class: brokers who are new to using Instanet transaction management system.

Learners can bring a laptop to class.

At the end of this class, learners will be able to:

• Discuss reasons brokers need a system to manage their transactions.
• Create a new transaction file using Transaction Desk/Instanet.
• Locate forms library in Transaction Desk/Instanet.
• Create a new signing using Authentisign.
• Arrange files in the Docbox.
• Create a task list for transaction files.
• Create a forms template.