Upcoming Workshops


TREC Core
Oct
22

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course in Montgomery County, TN.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

-COURSE OUTLINE-

Unit 1 TREC Law, Rules and Regulations with License Recognition

● TREC’s Complaint Process

● TREC Disciplinary Actions

● 21 Ways Your Real Estate License Can Be Suspended or Revoked by TREC

● Transferring Your Real Estate License Using the TREC-1 Form (New)

● Transferring Your Real Estate License Online

● Recent Changes to State Law and TREC Rules

● Non-Resident Candidates Seeking Licensure

● Resident Candidates Who Are Were Licensed in Another State

● Minimum TREC Requirements for Licensure under License Recognition

● Out-of-State Licensee Continuing Education Requirement for License Renewal

Unit 2 Advertising

● TREC Rules on Advertising

● Key Facts to Know Concerning Advertising

● A Word About “Coming Soon” and Pocket Listings

● Advertising as a Team

● Signage

● Internet Advertising

● Guarantees, Claims and Offers

● Rebates, Gifts and Prizes

Unit 3 Principal Broker Supervision of Affiliated Licensees & Risk Reduction

● Managing Licensees

● Principal Broker Responsibilities to Agents

● Managing Affiliate Brokers

● Termination of Affiliation

● Affiliate Broker Relationship to Principal Broker

● Designated Broker – Managing broker

● TREC Rule on Offices

● Tennessee Attorney General Opinion – Exemptions to Licensure

● Advertising and Principal Broker Supervision

● Trust Money (Earnest Money)

● If Something Happens to the Principal Broker

● Why Are Real Estate Agents Getting Sued or Having TREC Complaints Filed Against

Them?

● Why is the Trend for Suing an Agent and Their Broker Increasing?

● The Most Frequent Claims Made Against Real Estate Licensees

● Tips to Avoid Real Estate Errors and Omissions Claims

● TREC E & O Suspension and Penalty Fees

Unit 4 Agency

● Key Points About Agency in Tennessee

● Agency Law in Tennessee

● Duty Owed to All Parties

● Duty Owed to Licensee’s Client

Unit 5 Disclosures and Contracts

● Use of Tennessee REALTORS Forms

● TR Form Categories

● TREC Core Contract Skills Assessment

● Remembering Contract Basics

● Before You Write an Offer

● Important Rules of Contracts in Tennessee

● Binding the Agreement

● Contract Timelines and Performance Dates

● Notification and Termination of the Agreement

● Defaulting on the Contract

● Other Important Components of the Contract

● Purchase and Sale Agreement – Exhibits and Addenda

● Special Stipulations

● TR Forms Resource Guide

● Disclosing the Condition of the Property

● Tennessee Residential Property Condition Disclosure Act

● Required Property Condition Disclosures and Disclaimers

● Percolation Tests, Soil Absorption Rates and Presence of Sinkholes

● Planned Unit Developments

Unit 6 Property Management

● Property Management is Not For Everyone

● The Tennessee Uniform Residential Landlord and Tenant Act

● Some Key Points on Property Management in Tennessee

● E & O Coverage and Property Management

● Principal Broker Supervision of Property Management Activities

● Common Issues and Challenges

● Sanctions Imposed by TREC for Property Management Violations

TREC Frequently Asked Questions for Licensees and Firms

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NAR Code of Ethics
Mar
5

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Jan
29

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
NAR Code of Ethics
Dec
3

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
NAR Code of Ethics
Dec
3

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Nov
13

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
TransactionDesk: Advanced
Nov
7

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Transaction Desk: Basic
Nov
7

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: CHECKLISTS & TASKS

This section will show you how to create and manage Checklists & Tasks.

  1. Create a Checklist Template (Superusers)

  2. Set Dates & Assignees

  3. Attaching Documents for Broker Review

  4. Completing Items from the Tasks Widgets

#4: TEAMS/SHARING

This section will demonstrate how to add a team and/or share a transaction. 

#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.

View Event →
TREC Core
Oct
30

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course in Stewart County, TN.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TransactionDesk: Advanced
Oct
21

TransactionDesk: Advanced

This 3 Hour CE course is being offered by the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
NAR Code of Ethics
Oct
21
to Oct 23

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Sep
11

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
NAR Code of Ethics
Aug
20

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Jul
18

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
Marketing Strategy & Lead Generation
Jun
27

Marketing Strategy & Lead Generation

Join me and the Clarksville Association of REALTORS® for a 8-hour CE elective course.

The Marketing Strategy & Lead Generation course is an elective course for the Accredited Buyer’s Representation (ABR) designation. In this course, you’ll learn how to develop an effective marketing strategy and define your own brand, create a unique value proposition and demonstrate your appeal to clients, determine your target market and carry out appropriate marketing techniques, leverage social media for lead generation, track and measure your marketing efforts, and follow up and convert potential leads into lifelong clients.

Learn how to:

  • Develop an effective marketing strategy and define your own brand

  • Create a unique value proposition and demonstrate your appeal to clients

  • Determine your target market and carry out appropriate marketing techniques to reach your audience

  • Leverage social media for marketing purposes and lead generation

  • Track and measure your marketing efforts

  • Follow up and convert potential leads into lifelong clients

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement for the ABR Elective course.

View Event →
TransactionDesk: Advanced
Jun
12

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Transaction Desk: Basic
Jun
12

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: CHECKLISTS & TASKS

This section will show you how to create and manage Checklists & Tasks.

  1. Create a Checklist Template (Superusers)

  2. Set Dates & Assignees

  3. Attaching Documents for Broker Review

  4. Completing Items from the Tasks Widgets

#4: TEAMS/SHARING

This section will demonstrate how to add a team and/or share a transaction. 

#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.

View Event →
Introduction to Transaction Desk
May
8

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
NAR Code of Ethics
Apr
11

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Mar
21

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
Introduction to Transaction Desk
Jan
30

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
KW: Forms & Expectations
Jan
17

KW: Forms & Expectations

This 3 Hour ZOOM Course is designed for Keller Williams Realty agents & staff in the Clarksville Market Center & Business Center.

For more information or to register for this course, contact Kayla at kaylapierson@kw.com.

View Event →
Broker: Forms Update
Jan
11

Broker: Forms Update

Join me and the Clarksville Association of REALTORS® for a 4 hour CE course designed for Licensed Brokers.

This course will be a more in depth discussion of the Tennessee REALTORS® Purchase and Sale Agreement, as well as some of the forms that go hand-in-hand with the Agreement. Attendees will navigate changes made to the 2024 forms, and identify common market place hurdles that Brokers are overcoming when assisting the Affiliate Brokers.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 4 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TREC Core
Jan
10

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TREC Core
Dec
12

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TransactionDesk: Advanced
Nov
9

TransactionDesk: Advanced

This 2.5 Hour course is being offered at the Byers & Harvey Real Estate & Management training room. To register, email kayla@alignedaxis.com. (Note: this is a non-CE workshop)

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Marketing Strategy & Lead Generation
Oct
26

Marketing Strategy & Lead Generation

Join me and the Clarksville Association of REALTORS® for a 8-hour CE elective course.

The Marketing Strategy & Lead Generation course is an elective course for the Accredited Buyer’s Representation (ABR) designation. In this course, you’ll learn how to develop an effective marketing strategy and define your own brand, create a unique value proposition and demonstrate your appeal to clients, determine your target market and carry out appropriate marketing techniques, leverage social media for lead generation, track and measure your marketing efforts, and follow up and convert potential leads into lifelong clients.

Learn how to:

  • Develop an effective marketing strategy and define your own brand

  • Create a unique value proposition and demonstrate your appeal to clients

  • Determine your target market and carry out appropriate marketing techniques to reach your audience

  • Leverage social media for marketing purposes and lead generation

  • Track and measure your marketing efforts

  • Follow up and convert potential leads into lifelong clients

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement for the ABR Elective course.

View Event →
Oct
25

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

View Event →
TransactionDesk: Advanced
Oct
24

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES
This section will show you how to create and use Checklists & Templates.

  1. Create Template

    • Add Checklist

    • Add Contacts

    • Add Documents & Forms

    • Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Transaction Desk: Basic
Oct
24

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: CHECKLISTS & TASKS
This section will show you how to create and manage Checklists & Tasks.

  1. Create a Checklist Template (Superusers)

  2. Set Dates & Assignees

  3. Attaching Documents for Broker Review

  4. Completing Items from the Tasks Widgets

#4: TEAMS/SHARING
This section will demonstrate how to add a team and/or share a transaction

#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.

View Event →

Get in touch.

Interested in joining a class, or looking to host a workshop at your office? Message me today to get started.