Deal Communications
Brokerage Dashboard - Deal Items Requiring Attention
This article explains how to use the Requiring Attention section in your Dashboard to review and resolve outstanding items across your deals. BROKERAGE DASHBOARD OVERVIEW Let’s walk through each section of the Deals Requiring Attention menu, one step ...
Notify Agents of Pending or Closed Paystubs
View Paystub in Deal Click the 'Paystub' menu under the Deal parent menu Share Paystub with Agent Agent has Access They can follow the steps above to view their paystub Agent has No Access Click the 'Share' button at the top of any deal Fill out ...
Managing Deals: Tags, Workflow & Communication
🎥 Prefer a quick video? Watch: [Managing Deals:Tags, Workflow & Communication]