Transaction

Depending upon the file type, different tabs will be available on the transaction screen.

On a purchase or sale file, you will use the tabs of the transaction screen to enter dates, lawyers/notaries, deposit and realtors and referrals. Complete only the information that applies to your file.

On a borrower or lender file, you will use the tabs of the transaction screen to enter dates, lawyers/notaries and referrals. Complete only the information that applies to your file.

Select the links on the menu bar on the left for further details about each tab.