Once a buyer for a property has been identified, its important to bring everyone together to have a successful closing . Getting a buyer through the closing process takes time, patence and a lot of hard work by all parties involved. Having a tool like Realolve to organize your processes can make the difference between a happiness and frustration.
This training block shows how to add a transaction, along with the additional fields, in order to have everything in place for automating with workflows. You need a good understanding of where data should be placed in order to fully implement the the automation features of workflows and templates in later training sessions.