Transaction Management System Transact Training
Thursday, May 28, 2026 (11:00 AM - 1:00 PM) (PDT)
Description
The new transaction management system Transact is now available in your area! This training walks you through the process of creating a Transact user account, and creating a transaction in the new system. Topics include:
- Process for Creating a Transact account
- Creating a Transaction
- Transaction Navigation
- How to add Parties
- How to Add Paperwork
- To-Do and Timeline
- Property Phases
- Creating a Transaction
- Transaction Navigation
- How to add Parties
- How to Add Paperwork
- To-Do and Timeline
- Property Phases