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Wise Agent offers transaction management tools to help users track listings, buyers, critical dates, tasks, and vendor information. To start, access templates from the transactions drop-down menu on the home page. Selecting the seller template allows customization by clicking the green plus sign and naming the template. The system guides users through four main sections: dates, forms, tasks, and contacts. The dates section highlights critical transaction dates such as listing, expiration, contract, and close of escrow dates, with options to edit these dates, mark them as required, and set preferences.