Getting Started With… Transactions

Watch for your “Welcome” Sally Spender ********** This will contain your Username and Password as well as a link to the NTREIS Transactions system

Getting Started Click on the link to NTREIS Transactions.Click on the link to NTREIS Transactions. Log-in with your Username and Password contained in your Welcome .Log-in with your Username and Password contained in your Welcome .

Getting Started You will then be prompted to read and accept the NTREIS Transactions End User Agreement.You will then be prompted to read and accept the NTREIS Transactions End User Agreement. You must “accept” the agreement in order to use the system.You must “accept” the agreement in order to use the system.

The Summary Page Once logged in, you will arrive at the Summary Page.Once logged in, you will arrive at the Summary Page. This page provides a snapshot of all the information associated with this transaction, including contact, document and services details.This page provides a snapshot of all the information associated with this transaction, including contact, document and services details. The next few slides will provide additional detail on the sections of the Summary page you will use most.The next few slides will provide additional detail on the sections of the Summary page you will use most.

Summary Page: Property Details An advantage to using NTREIS Transactions is that MLS information for a specific property has already been “transferred” to the file for the transaction.An advantage to using NTREIS Transactions is that MLS information for a specific property has already been “transferred” to the file for the transaction. Click on “More File Information ” found on the File Summary page to access this additional MLS information.Click on “More File Information ” found on the File Summary page to access this additional MLS information.

Summary Page: Property Details Various forms and information is available for the property. Click on any of the “names” of the files to see this additional information.Various forms and information is available for the property. Click on any of the “names” of the files to see this additional information.

Summary Page: Documents To read a document, click on the underlined title of the document.To read a document, click on the underlined title of the document. To upload a document, click on “Upload Document.”To upload a document, click on “Upload Document.”

Summary Page: Documents There are two ways to upload a document: faxing it into the system, or uploading it from your computer.There are two ways to upload a document: faxing it into the system, or uploading it from your computer. Select the method you will be using by clicking on the corresponding button.Select the method you will be using by clicking on the corresponding button.

Uploading Documents via Fax There are 3 steps to uploading a document via Fax. Step 1: The first step is to create the “Document Information.” Step 1: The first step is to create the “Document Information.” Type in the Title for the document. Be sure to include any comments you would like associated with the document in the comments section. Type in the Title for the document. Be sure to include any comments you would like associated with the document in the comments section.

Uploading Documents via Fax There are 3 steps to uploading a document via Fax. Set the Document Security by selecting which roles will be able to view this document. Only roles in the “Permissions List” will be able to view the document. Click “Continue.” Set the Document Security by selecting which roles will be able to view this document. Only roles in the “Permissions List” will be able to view the document. Click “Continue.”

Uploading Documents via Fax Step 2: Verify the Document Information is correct. Click “Continue.”Step 2: Verify the Document Information is correct. Click “Continue.”

Uploading Documents via Fax Step 3: Print the fax cover sheet and fax the document to the fax number listed on the cover sheet.Step 3: Print the fax cover sheet and fax the document to the fax number listed on the cover sheet. Note: A cover sheet can only be used once. The numbers at the top of the cover sheet specifically identify the document and the file it belongs to. The system will know exactly where to place this document.Note: A cover sheet can only be used once. The numbers at the top of the cover sheet specifically identify the document and the file it belongs to. The system will know exactly where to place this document.

Uploading Documents Electronically Type in the Title for the document.Type in the Title for the document. Be sure to include any comments you would like associated with the document in the comments section.Be sure to include any comments you would like associated with the document in the comments section. Click on the “Browse” button to access files on your computer. Locate the file you wish to upload and double-click to add.Click on the “Browse” button to access files on your computer. Locate the file you wish to upload and double-click to add. Set the Document Security by selecting which roles will be able to view this document. Only roles in the “Permissions List” will be able to view the document. Click “Submit.”Set the Document Security by selecting which roles will be able to view this document. Only roles in the “Permissions List” will be able to view the document. Click “Submit.”

Document Information Page… Once you have completed the upload or fax process for a document, you will be taken to the “Document Information” page. From this page you can view the document, see previous versions, upload a new version (revision), view the audit log (shows when the document has been viewed and by whom), add comments, the document, or change the document security.

Summary Page: Services You will receive a “New Service Order” . Contained in that will be a link to the order. It will be located towards the bottom of the . Click on it and log in.You will receive a “New Service Order” . Contained in that will be a link to the order. It will be located towards the bottom of the . Click on it and log in. Once logged in, you will arrive at the Summary Page for the transaction for which the service has been ordered..Once logged in, you will arrive at the Summary Page for the transaction for which the service has been ordered.. Scroll to the “Services” section and click on your service to view the order.Scroll to the “Services” section and click on your service to view the order.

Order Details The Order Details Page includes all the MLS information, Custom Order form, and contact information pertaining to the service order.The Order Details Page includes all the MLS information, Custom Order form, and contact information pertaining to the service order. Scroll to the bottom of the screen and “accept” or “decline” the order.Scroll to the bottom of the screen and “accept” or “decline” the order. Once you’ve accepted the order, a message will be sent notifying the participants that the order has been accepted.Once you’ve accepted the order, a message will be sent notifying the participants that the order has been accepted.

Summary Page: Messages The messages section will show messages to be read, as well as enable you to send message to any participants.The messages section will show messages to be read, as well as enable you to send message to any participants. To view a message, simply click on the “Subject” of the message.To view a message, simply click on the “Subject” of the message. To send a new message, click on “Send New Message.”To send a new message, click on “Send New Message.”

Sending A Message First, highlight the participant(s) you would like to receive the message and click on the “Add” button.First, highlight the participant(s) you would like to receive the message and click on the “Add” button. Complete the subject and message sections and click on “Send.”Complete the subject and message sections and click on “Send.” If you would like to send a copy of this message to the recipient(s)’ address as well, check the box indicating this at the bottom of the screen.If you would like to send a copy of this message to the recipient(s)’ address as well, check the box indicating this at the bottom of the screen. Hit “Send” to send your message.Hit “Send” to send your message.

Verifying or Changing Personal Info Click on “Settings,” located on the Main Menu tool bar.Click on “Settings,” located on the Main Menu tool bar. Select “Personal Information” from the list of settings. Verify that the information we have on file is accurate. Correct any incorrect information and “Save.”Select “Personal Information” from the list of settings. Verify that the information we have on file is accurate. Correct any incorrect information and “Save.”

For Additional Help For Technical Support call :00AM-6:00 PM at phone For Technical Support call :00AM-6:00 PM at phone For more information on your transaction please contact your Real Estate Agent.