Transaction Desk: Basic (Non-CE)

Kayla Pierson

Get familiar with navigating, creating and managing transactions, as well as sending e-signatures.

Transformation Title and Escrow

This 3 Hour Non-CE course is being hosted by Sweet Home Realty &amp; Management and held at Transformation Title &amp; Escrow. #1: NAVIGATIONThis section will get you familiar with how to navigate Transactions.<ul><li>Logging in and Accessing Areas of Help</li></ul><ul><li>Customizing the Dashboard</li></ul><ul><li>Tour of the Platform and Navigation Bar</li></ul><ul><li>Forms Library and Documents</li></ul><ul><li>Establishing Settings/Branding</li></ul><ul><li>Setting up Notifications</li></ul>#2: CREATE TRANSACTIONSThis section will show you how to create and manage a Transaction. <ul><li>Transaction Navigation Bar</li></ul><ul><li>Create a Transaction</li></ul><ul><li>How to add Contacts </li></ul><ul><li>How to add Forms &amp; Documents </li></ul><ul><li>How to create a Checklist &amp; Tasks</li></ul>#3: AUTHENTISIGN FUNDAMENTALSThis section will show you the fundamentals of how to send an e-Signature packet using Authentisign, as well as demonstrate the customer’s signing journey.<ul><li>Overview of Authentisign</li></ul><ul><li>Creating an e-Signature packet</li></ul><ul><li>Adding Signers, Forms, and Documents for Signing</li></ul><ul><li>Review Tools (Markup, Drag &amp; Drop)</li></ul><ul><li>Adding and Arranging Pages</li></ul><ul><li>Signer Actions</li></ul><ul><li>Signer Fields</li></ul>

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Transaction Desk: Basic (Non-CE)

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Transaction Desk: Basic (Non-CE)

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