Transaction Management

Learning Your Way Around

• How to Create a Transaction
• How to Search and Filter Transactions
• Terminations and Cancellations

Documents

• Document Exemption Requests
• Add Custom or Multiple Documents

Questions

• Transaction - Questions

Dates

• Transaction Dates

Property

• Inputting Property Information

Submitting Funding Request - Get PAID!

• Submitting Your Transaction for Funding
• STEP ONE: Enter Your Final Sale Price
• STEP TWO: How is this transaction being funded?
• STEP THREE: Verify you have reviewed and validated information
• STEP FOUR: Funding Summary