Transaction Management

Wise Agent's Transaction Portal Feature

With Wise Agent’s Transaction Portal, your client can have access to real-time updates. From your Wise Agent account, you can quickly and easily create a portal from one of your transaction checklists. You can select what information will be available on the webpage, include your branding, and even upload documents. Share the URL and create a login for your clients and vendors to access the portal day or night, and rest assured that their project is being taken care of.

Create a Sub-Heading

Restore an Archived Checklist

If you accidently archive a checklist you can restore it with these instructions

Copy Checklist Template

Completing a Checklist

We do not suggest deleting any documents, completed tasks, etc., for any transaction - whether it goes under contract or canceled.

How to Email a Checklist Summary

Customize and share your checklist reports.

Printing a Checklist Summary

Wise Agent's Transaction Management System Overview

One of the standout features of Wise Agent is its easy-to-use Transaction Management system, which streamlines the organization of all your buyer and seller transactions in one place. You can say goodbye to messy files on your desk or scattered documents on your computer and have everything you need for each transaction in one convenient location on your CRM.

Checklists

Your checklists help you ensure that no details of the transaction are ignored and will make sure that everything is completed on time.

How to send an email to a contact from the Transaction Checklist

Send an email to the client and important contacts attached to a transaction checklist.

Uploading Documents to a Checklist

Creating Checklist Templates

Each transaction checklist is created from your template. Wise Agent provides customizable templates to assist you in keeping track of all the critical dates, real estate data, tasks, transaction notes, and contacts. You can reuse your template once you've created it whenever you have a listing or a closing.

Transaction Templates

Checklist templates help you set up consistent processes in no time. Effortlessly re-use your checklist templates and complete tasks even more efficiently!

Wise Agent's Checklist Triggers

Are you looking for ways to boost your productivity, improve accuracy, and maintain consistency in your real estate transaction workflow? Look no further than Wise Agent's Checklist Triggers. With this powerful tool, you can automate various actions, such as sending templated emails or text messages to contacts, adding them to drip campaigns, or alerting team members before or after a task is due or completed. Follow the steps below to get started!

Monitoring the Triggers for a Specific Checklist

Modify Your Settings for Trigger Documentation & Error Notifications

To have executed triggers show up in your notes, as well as be notified when a trigger experiences an error, follow the steps below!