Curated YouTube video series explaining construction systems and components important for agents to identify and understand when representing sellers and buyers. Click Watch on YouTube or CLICK HERE to open the entire video series.
Author: shelbyagent
Assigning a Supra lockbox to Matrix MLS listing
Adding a Supra keybox to a listing is easily done directly from Matrix MLS. An additional walkthrough by the California Regional MLS can be found here: https://kb.crmls.org/knowledgebase/managing-supra-keyboxes/ First, navigate to your listing in Matrix. You should see a menu like this near the top of the page: The blue symbols are lockbox functions, from left…
Matrix MLS Disclosures & Documents – TransactionDesk Only
Per Paul Brown on 4/8/24, Our MLS no longer allows the use of manually uploaded documents (pdf) for disclosures, maps, reports, etc. Instead, these must all be uploaded to TransactionDesk. This is apparently so the documents will automatically populate when another agent is generating an offer. For a refresher on how to upload these files…
Uploading MLS Documents in TransactionDesk
How to Upload documents for view in Matrix MLS (Seller Disclosures, Maps, Inspection Reports, Etc). The screens shown in this video may differ from out MLS layout, but the icons and software is the same. This video shows how to upload documents starting from your listing in Matrix MLS. Make sure to select the listing…
How to Email a Document to a Fax Machine through TransactionDesk
Describes how to email a TransactionDesk Edition document directly to a fax machine using your email client Overview You can email a document directly from your TransactionDesk account email address to a fax number. For example: If you are away from the office and have a completed form that you need to send to a…
How to Fax a Document via TransactionDesk
Describes how to fax a TransactionDesk Edition document to a specific recipient. https://lonewolf.my.site.com/s/article/TDE-Fax-a-Document-1 Overview You can use TransactionDesk to fax a document to a specific recipient. For example, if you are working with an outside broker on the other side of town that only receives deal documents via fax, you can fax them the required…