Transaction Desk: Basic (Non-CE)

This 3 Hour Non-CE course is being hosted by Sweet Home Realty & Management and held at Transformation Title & Escrow.

#1: NAVIGATION

This section will get you familiar with how to navigate Transactions.

• Logging in and Accessing Areas of Help

• Customizing the Dashboard

• Tour of the Platform and Navigation Bar

• Forms Library and Documents

• Establishing Settings/Branding

• Setting up Notifications

#2: CREATE TRANSACTIONS

This section will show you how to create and manage a Transaction.

• Transaction Navigation Bar

• Create a Transaction

• How to add Contacts

• How to add Forms & Documents

• How to create a Checklist & Tasks

#3: AUTHENTISIGN FUNDAMENTALS

This section will show you the fundamentals of how to send an e-Signature packet using Authentisign, as well as demonstrate the customer’s signing journey.

• Overview of Authentisign

• Creating an e-Signature packet

• Adding Signers, Forms, and Documents for Signing

• Review Tools (Markup, Drag & Drop)

• Adding and Arranging Pages

• Signer Actions

• Signer Fields

Know what’s Happening Next — before everyone else does.

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Host or Publisher Kayla Pierson