As a Business Profile user (e.g., Lender, Title Sales Rep, Inspector, or other real estate professional) in Supra Transaction Management, you can join deals upon invitation, track progress, review and sign forms, and communicate with agents and team members. This guide provides step-by-step instructions for managing your role in a deal.

Getting Invited to a Deal

Agents invite Business Profile users to collaborate on deals.

1. Check your email for an invitation from Supra Transactions.
2. Click the link in the email to accept the invitation.
3. If you don’t have an account, create a Business Profile by selecting your role (e.g., Lender, Inspector) during registration.
4. Once accepted, you’ll gain access to the deal details.
   Note: If you reject the invitation, the agent will be notified, and you’ll be removed from the deal.

Viewing the Deal Timeline

The timeline displays key dates and deadlines for the deal, helping you stay aligned with the team.

1. Log in to Supra Transactions and go to your Dashboard.
2. Select the deal from My Deals.
3. On the Deal Details page, scroll to the Timeline section.
4. Review milestones relevant to your role, such as inspection or closing dates.

Tip: Timelines are updated when forms like the Purchase Contract are added or modified.

Viewing Forms and Documents

Access forms and documents shared with you by the agent or team.

1. On the Deal Details page, navigate to the Forms section.
2. Tap a form card to open the Form Summary page.
3. Choose a viewing method:
   • Smart View: A mobile-friendly, sectioned format for easy reading.
   • Contract View: Displays the full form with populated fields, mimicking the final document.
4. Toggle between views using the toolbar or tap the 3-dot Action Menu for options like View Form (PDF).

Signing Assigned Forms

If assigned forms to sign, they’ll appear as action tasks.

1. On the Deal Details page, check the Action Tasks section for forms requiring your signature.
2. Tap the form to open it.
3. Review the form in Smart View or Contract View.
4. If assigned, tap Sign and follow the prompts to add your signature.
5. Save and submit. The agent will be notified.
   Note: You can only sign forms if granted Sign permissions by the agent.

Messaging Agents and Team Members

Communicate directly with the agent or team members within the app.

1. From your Dashboard, go to Connections.
2. Select the agent or team member and tap Messages.
3. Type your message in the bottom text box and send.
4. View replies in the conversation thread.

Tips

• Regularly check your email and the Activity Bell for deal updates and new tasks.
• Use Smart View for quick document reviews on mobile devices.
• Respond promptly to messages to maintain efficient collaboration.

Troubleshooting

• No deal access? Ensure you’ve accepted the email invitation. Contact the inviting agent if the issue persists.
• Can’t sign a form? Verify you have Sign permissions—ask the agent to reshare the form with correct permissions.
• Timeline not visible? Confirm the agent has added key dates to the deal.
• Messages not appearing? Refresh the app or check your internet connection.