• Pay Via Escrow

  Watch The Quick Video Tutorial At: https://www.loom.com/share/4ebbc59ed7fa42a4aa17791598eb4972 If your brokerage allows for commission payments via escrow, please follow the steps below: Within the transaction detail interface, select "Commission" tab Ensure you enter a valid "Expected Commission" value Navigate to "Referral" section and click to expand Click on "+Add" as shown below: Add Referral (https://storage.crisp.chat/users/helpdesk/website/b26472d9a9134000/referralfeesPopular

• Transaction creation via IDX MLS integration

  How To Use MLS IDX Concierge Off Login Page If you are in a rush or simply don't want to create a transaction manually by logging into RealtyPass (and have IDX MLS integration established for your office) you are in luck! Concierge will be your new best friend. This is the simplest, most effective way to create transactions in RealtyPass for any MLS-Listed property your office subscribes to (excluding FSBO's, Referrals and most commercial listings). It's As Easy as 1-2-3 Click "In aPopular

• PDF Markup Tools and electronic signatures

  This is a great way to add notes to PDF files, electronically sign (eSign) documents and type general text on your PDF documents or to fill small areas of your PDF's.Popular

• AI-Generated Transaction Creation

  artificial intelligence transaction creationSome readers

• Adding Referral Fees

  Adding Internal vs. External referral fees to your transaction files: Within the transaction detail interface, select "Commission" tab Navigate to "Referral" section and click to expand Click on "+Add" as shown below: Add Referral Select "Internal" to refer commission $ to someone in your office or "External" if a commission is due to a 3rd partySome readers

• Flyers

  To create flyers, please follow these steps from within the transaction Quick View or detail view: Click on "Flyer Generator" on the image carousel as shown below: Flyer Creator This will bring up the following interface: You may then select any template on the left and modify text by hovering over the text box. To replace images, simply click on an image to bring up the library of images toSome readers

• Virtual Showcase

  Virtual Showcases are a great way to showcase your listings and promote them online. Our Virtual Showcases come in 4 flavors and are optimized for mobile, tablet or desktop. Within the transaction Quick View or detail interface, hover over the property image and select "Virtual Showcase" as shown below Virtual Showcase Select the template on the left panel. You may preview what the end-uFew readers

• Transaction Stages

  Transaction Stages On Dashboard & Transactions Tab We have clearly defined stages for every transaction to help keep agents and managers organized. Find each of the stage meanings below: New - transaction is less than 24 hours old Updated - documents were added to the transaction Active - recently added transaction documents have been reviewed $$ Received - commission received Payable - all items on document checklist are approved and commission received - transaction approved forFew readers

• Concierge: Create Transactions Without Even Logging In

  How To Use Concierge If you are in a rush or simply don't want to create a transaction manually, Concierge will be your new best friend. This is the simplest, most effective way to create transactions in RealtyPass. It very well may become the only way you create transactions in the future. It's As Easy as 1-2-3 Click "In a hurry? Let’s go" button Add your RealtyPass email (thisFew readers

• Manually Create Transactions

  Enter Data Manually To Create A Transaction If you're already logged into the platform, you can easily create a transaction. Dashboard Method Click on the "Create +" button in the left sidebar. Fill in all of the fields. Drop any important documents into the right hand area. Click "save". Transaction Tab Method Click on the "+ Add" button at the bottom of the left sidebar. Fill in all of the fields. Drop any important documents into the right hand area. ClicSome readers

• Email Yourself in RealtyPass To Create a Transaction

  Email Yourself To Save Time Every user is assigned a unique email address in their RealtyPass account to quickly and easily add documents to transactions. How To Find Your RealtyPass Email Address Find your email in your Mailbox. Click on the drop down in the upper left hand corner of the Dashboard and click on Mailbox. Copy your email address and save it for future use. How To Create A Transaction Via Email Find your documents on your computer. Write an email to yourFew readers

• Update Transactions Via Email

  Quickly Add Documents To Transactions After you create a transaction in RealtyPass, a unique email address will be populated in the lower left hand corner. You will want to save this email for future use. Rather than logging into the platform every time you only need to add one document to a transaction, you can simply email the document to the transaction's unique email address. It will automatically be attached to the transaction for your convenience. IMPORTANT NOTE: Only approved cFew readers

• Collaboration on Transactions

  How Can I Invite Others To Collaborate With Me? If you want to invite the buyer, seller, listing agent, seller, escrow, title, lender, attorney, home inspect, or other parties onto the transaction, you can easily do so by completing the following steps: Find the transaction by using the search bar on the Dashboard or looking under Active on either the Dashboard or Transactions. Expand the full details of the transaction by clicking on it. Click "invite" on the left side bar. PFew readers

• Protect Sensitive Data on Transactions with Collaborators

  What Information Is Visible To Collaborators? When you invite anyone to collaborate on a transaction, they are limited to what they can see in order to protect the agent's information along with other sensitive details. Collaborators cannot see all tabs in the transaction. They can only see the Documents tab and Notes tab. On the Documents tab, Collaborators can only see documents that are unlocked. To learn more about how to lock documents, read this article (https://realtypass.crisp.heFew readers

• Lock Documents to Protect Data

  How Do I Lock A Document? In order to protect sensitive information, especially when collaborators have been invited to a transaction, utilize RealtyPass' lock option on documents. Decide which documents need to be protected. Click on the ellipse (⋮) and then click "lock". Now, only the agent and manager will be able to see these sensitive documents.Few readers

• Transaction Workflows

  Does RealtyPass Offer Pre-Made Workflows For Transactions? We make moving through the transaction process easy! Simply go to the Workflow tab in the Transaction. Select from the drop down options. We currently have pre-made workflows for New Listing, Closing Buyer, and Closing Seller. Click "apply workflow".Some readers

• Reassign Transactions

  Can I Reassign My Transactions? Your transaction can easily be reassigned. Simply go into the transaction, and click your name. Then select a new owner from the drop down.Few readers