Transactions - From the Beginning to Closing
Create a Transaction, Complete Tasks and Get Paid
Step 1: Log into our back office system. If you have no idea how to do this send a text to the office at 844-553-5557 and ask them re-send an invitation to your email.
Step 2: Once logged in a create a transaction. This should be done the day you receive an executed sales contract or a listing agreement but doing this late is better than never at all.
You will need to complete the TASKS which include adding information under the DETAILS tab, the CONTACTS tab and uploading required documents under DOCUMENTS tab. Documents will need to be labeled. All tasks need to be checked off as completed.
In addition, you will need to make certain you enter commission information correctly. A 3 percent commission for example should be entered as 3.00 and not .03.
Add contact information:
Label documents and assign them to a task.
GET PAID IN FLORIDA & GEORGIA
Please request a Paid at Closing under the REQUEST tab at least several days before closing. Once approved which is typically the next day a CDA letter is automatically sent to the Closing Agent.
GET PAID (NORTH CAROLINA & SOUTH CAROLINA)
In South Carolina you need to email wiring instructions to the closing agent (buyer’s attorney) several days before closing which can be found in the form library which is located inside of Working Documents in our back office.
Then on the day of closing you Request a Commission under the REQUEST tab. Typically, we receive the funds the next day and we can direct deposit back to you. (There are some exceptions)
Also please note if on the rare occasion a closing attorney will not wire funds or you feel they are charging an unreasonable fee for doing so, you can always deposit into a SunTrust Bank with the account number on the wiring instructions.
A 3rd option to ask the closing agent (buyer's attorney in GA, NC & SC. Title agent in FL.) to mail us a check. I would suggest something with tracking as these days you never know what to expect for sure with the mail.
Agent Group Realty 433 Plaza Real Suite 275 Boca Raton, FL 33432
Changing a Transaction from Pending to Closed
The office will do this after they either pay you in NC & SC or after they receive the transaction fee when a CDA letter is sent to the closing agent in FL or GA. CDA = Commission Distribution Authorization.If you get stuck and can't figure something out, try videos at this link.
Other Helpful Things to Know
In our back office you will be able to find forms/contracts for whatever states you are licensed in. You will be able to track your sales, your leads, fill out forms electronically, send documents for e-signature etc. On demand training on all of these topics can be found at the link below.
Need Live Help?
If you call tech support during regular business hours they have people on staff that can send you a Zoom link, give you the ability to share your mouse with them and show you how something works as if they were sitting right next to you.
BACK OFFICE TECH SUPPORT HOTLINE
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