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Wise Agent offers transaction management tools to help users track listings, buyers, critical dates, tasks, and vendors. To utilize these tools, navigate to the transactions drop-down from the home page and select templates. Users can create a seller template by clicking the green plus sign, naming the template, and following the prompts through four main sections: dates, forms, tasks, and contacts. The dates section includes essential transaction dates, such as list date, expiration date, contract date, and close of escrow. Users can edit these dates, make them required, and customize their template accordingly.
