Description

Managing transactions just got easier! NC REALTORS® members can now access Lone Wolf Transact, the powerful new transaction management solution now available at no cost in your Lone Wolf Transactions (zipForm Edition) account.

Trusted by industry leaders across North America, Lone Wolf powers over 11 million transactions and 30 million signatures every year, setting the standard for modern deal management. Built for brokers and agents alike, Transact streamlines operations, mitigates compliance risk, and delivers a faster, smoother experience from offer to close.

This Transact training provides you the fundamentals needed to get started, including transaction creation, paperwork management, e-sign integration, and our new intelligent lost deal workflow.

• Creating a Transaction
• Transaction Summary Info
• Creating Contacts
• Where to add Documents
• Setting up an e-Sign Packet
• How to send the e-Sign Packet
• Property Phases