1-hour Training, Seminar, Class

05 Dec

Transaction Desk - Client File Management (advanced)

Transaction Desk - Client File Management (advanced)

Thursday, December 5, 2019 (2:00 PM to 3:00 PM)
1 CE Hours

Join us for advanced Transaction Desk Training!

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Transaction File Review and Manage * Checklist * Task and Documents * Service Providers * Correspondence and Compliance * CLIENT Benefit – Participation in a secure, consistent and state compliant transaction file. Client 'Rule of Three' benefit -- access to service provider lists and provider options and availability to receive (at least) three for every type of service (Inspectors, home stagers, surveyors, lawn care etc) they need to hire. AGENT objective -- Complete signing set up and deliver Authentisign Invitation receive documents through Authentisign linked to Checklist, upload Dvia email, fax, cloud and computer. Mark documents for Broker Review, manage and complete Tasks.