Work smarter, not harder with PPR Checklist To Improve Customer Service Templates to Download in 2024

Aug 6th, 2022
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How to PPR Checklist To Improve Customer Service Templates to Download in 2024

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[Music] keeping track of all the listings and the buyers that youre working with can be tough but thats why wise agent includes transaction management tools to help you keep track of critical dates important tasks and all the vendors that you work with lets take a look at some of the templates in the system that will help you get started from the home page click the transactions drop down and select templates were going to take a look at the seller template click on the green plus sign to the right and then give your template a name next its going to walk you through each of the different sections of the template there are four main sections that consist of dates forms tasks and contacts the first section is the dates these are the critical dates of the transaction the most important dates for example you might have a list date an expiration date a contract date and a close of escrow if you want you can edit any of these dates make them required and choose whether or not you want

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