reeazily

Marking a Deal Void    We will be doing an “Advanced Rollback,” and then marking the deal “Void”     On the left-side panel, under the “Quic...

Marking a Deal Fallen    The first thing you will need to do is disburse the escrow back to the buyer or whoever issued it. (If you do not see the pe...

  Sending Out Invoices from QuickBooks  Hover over "Sales" on the left-side menu, and select "All Sales"        Click...

Monthly Reporting Start by selecting “Offices” from the upper navigation window. Find the office you would like to process the reporting for and highlight ...

Marking a Deal Void   We will be doing an “Advanced Rollback,” and then marking the deal “Void”   On the left-side panel, under the “Quickbooks” menu, ...

Start by selecting "Users" or “Agents” from the upper navigation menu.  Search for the Agent, and select/highlight their name.    Then on the l...

Select “Agents” from the upper navigation drop down menu.    You can search for the agent by “Status” or “Name”   Once you’ve found the age...

Select “Contracts“ from the upper navigation menu. Click the red universal add + sign. Most referrals in this case will not be in your MLS, though it’...

Please see the instructions below for adding a tax ID to one of your vendors and attach their W-9.     Start by hovering over “Expenses” from the left-...