How to's

How to Track Deals and Review + Sign Documents as a Business Profile

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Uploading and Managing Forms in a Deal

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Using In-App Messaging and View Activities

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Collaborating with Team on Deals and Sharing Forms

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Managing Your Deal Timeline

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Creating and Using Custom Templates and Clauses

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Adding a Client

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Adding a team member

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Add a connection (Agents, TC's, Lenders, Closing Agents,etc)

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How to change the property address

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How to create and use Custom Templates

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How to create and use Custom Clauses

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Adding Signatures to a PDF

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How to Annotate PDFs

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