This 3 Hour CE course is being offered on ZOOM for the Northeast Tennessee Association of REALTORS®.

#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.