 |
How to create a transaction using RELAY®
KBA-01327
With everything stored securely online, you never have to worry about losing a document or knowing what is happening in your transactions.
You cannot import forms from ZipForm®Online or WINForms Online® into a transaction created using RELAY®. If you are looking to import forms from ZipForm®Online or WINForms Online®, please read the following Knowledge Base Articles:
For ZipForm®Online KBA-01309.
For WINForms Online® KBA-01385.
Follow the steps below:
Step 1:
Click on the Create Transaction button:

Step 2:
Enter your transaction coversheet information, browse for your property image (if any), and enter any additional Sale Information. Confirm and Save your changes:
|
If you are a Transaction Coordinator or Agent Assistant, you need to select the Agent in your office for this transaction. If you do not see the Agent you are looking for on your list, he or she has not logged in to RELAY® yet.
|
|
|
|