Instanet: Advanced Features Vendor Webinar

This session will cover how to customize TransactionDesk to be more consistent and efficient using Checklists for Tasks and Compliance. We'll cover features such as: Sharing with teams and business partners as well as offering Transaction access to clients, co-operating salespeople and other parties to the file. We will create a new client File and use the features we added and quickly sign forms and documents.

Click the register link below to sign up! You must register with Instanet to receive the webinar link.