Tptrancoord

Transaction
Coordinator’s
Guide
Information in this document is provided for informational purposes only and may change without prior notice.
Registered or authorized users may download and/or print this document for personal use only. All other uses of
this document are strictly prohibited.
The company examples and the agent examples who work for such companies are not intended to depict any
particular company and were created for illustration purposes only. To provide comprehensive coverage of the
features available in the system, all available features are enabled and selected agents have full authority to access
all of the features. This in no way implies that any particular agent at any particular Real Estate company would
have access to all features covered within this guide. Contact your system administrator to verify which features
are enabled for your company and which features you are authorized to access. If you are unable to access a
particular feature documented here, that in no way implies that the software is functioning incorrectly.
© 2008 Fidelity National Real Estate Solutions, LLC. All rights reserved.
Fidelity National Real Estate Solutions, LLC

601 Riverside Avenue
Jacksonville, FL 32204
www.realestate.fnf.com
TransactionPoint is a registered trademark of Fidelity National Real Estate Solutions, LLC
All other trademarks are the property of their respective owners.

Contents
Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Who is a Transaction Coordinator? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Logging In. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Transaction Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Searching Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Creating a New Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Adding Transaction Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Adding Transaction Key Dates and Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Working with Transaction Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Filtering Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding Template Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding Master Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding One-time Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Removing Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Updating Due Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Entering Completion Dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Setting Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Accessing Activity Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Printing Fax Cover Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Printing Multiple Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Working with Activity Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Uploading a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Emailing an Activity Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using Default Activity Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Viewing Default Activities Priveleges and Archive Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Placing Activity Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Printing Due/Past Due Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Maintaining Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding a Co-Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Additional Information About Adding Co-Agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Adding an Existing Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Adding a New Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Adding an Existing Provider. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Adding a New Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adding Packet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Ordering Packet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
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Customizing the Facing Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Transferring Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Completing a Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Transfer Denied . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Assisting a Transaction Coordinator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Archive Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Downloading and Installing the Archive Utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Archiving Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Opening an Archive .PDF File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Customizing Archive Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Including a Document Using a Fax Cover Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Including a Document Using the Upload Feature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Order Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Viewing Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Understanding Order Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Top Section of the Order Detail Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Middle Section of Order Detail Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Bottom Section of Order Detail Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Changing Order Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Adding Order Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Uploading Documents From Your Hard Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Editing an Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Viewing a Transaction Order Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Removing an Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Property Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Adding a New Property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Creating a Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Finding Existing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Contacts and Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Searching for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Updating Client Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Viewing Client User IDs and Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Viewing Client Loan Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Writing a Client Letter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Using Letter Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Creating a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Viewing a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Editing a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Deleting a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Searching for Providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Document Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Viewing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Moving Inbox Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
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Uploading Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Viewing Document History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Assigning Document Access Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
E-mailing a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Archiving Transaction Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Moving and Copying Transaction Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Removing a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Using Document / Activity Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Faxing a Document Using an Activity-Specific Fax Cover Sheet . . . . . . . . . . . . . . . . . . . . . . . . 88
Uploading an Activity-Specific Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Using Default Document Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Splitting a Document into Multiple Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Report Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Creating a Branch Results Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Creating an Agent Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Creating an Activity Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Creating a Documents Received Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Profiles & Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Updating Your Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Addding Additional E-Mail Addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Additional Information About E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Maintaining Preferred Providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Setting Up an Assistant Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Setting Up Packet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Setting Up My Packet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Creating a New List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Adding a Single Provider for a Service Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Adding Multiple Providers for a Service Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Setting Up Real Estate Agent Packet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Creating a New List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Adding a Single Provider for a Service Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Adding Multiple Providers for a Service Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Mail Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Viewing Your Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Deleting Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Composing and Sending a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Searching for Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Changing Mail Forwarding Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Changing Your Mail Vacation Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Changing Your Mail Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Changing Your Mail Auto Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Changing Your Mail Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Changing Your Mail Signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
TransactionPoint v Transaction Coordinator’s Guide

Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Adding an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Editing an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Deleting an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Searching the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Exporting Calendar Entries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
TransactionPoint vi Transaction Coordinator’s Guide

Overview
TransactionPoint is a Web-based, automated transaction management solution for Real Estate companies and Real Estate
professionals. TransactionPoint provides real estate companies with a new level of service to their clients, while achieving a
quantum leap in transaction productivity and monitoring ability.
Who is a Transaction Coordinator?

Within TransactionPoint, the transaction coordinator can:
• Add properties for agents

• Associate clients with properties
• Create new transactions for properties
• Update transactions
• Place and review orders for transactions
• Upload documents for a property
System Requirements
• Microsoft® Windows 2000® or higher
• Microsoft® Internet Explorer® 5.5 or higher
Logging In
1. Using your Web browser, access the TransactionPoint Web site.
TransactionPoint 1 Transaction Coordinator’s Guide

2. Type your User ID.
3. Type your Password.
4. If you want your system to remember your password, select Remember my password. If you intend to change your
initial password that was sent to you in the email message, do not select the check box at this time.
5. If you would like to increase the font size for all TransactionPoint Web pages, check Increase font size.
6. Click Enter. The Transaction Center page appears.
Logging Out
1. Click Logout in the top navigation area. A logout confirmation page appears.
2. Click OK.

Getting Help
Click Help in the top navigation panel to view the available online help.
Click FAQ to obtain answers to frequently asked questions.

Transaction Center
You can search, create, modify, and remove transactions in the Transaction Center. You can also assist another transaction
coordinator, print due or past due activities, and print Fax covers pages for your transaction.
1. Click the Transactions tab.
2. Click Transaction Center. The Transaction Center page appears. You may also click HOME for the same results.

Searching Transactions
1. Select the search criteria for the transaction.
2. Click Search. The page refreshes to display a list of properties that match the search criteria.

Creating a New Transaction
1. Click Create Transaction. The Transaction Summary page appears.
2. Set access options for Transaction Coordinators and Full Access Agent. (Not available to all users)
• Transaction Coordinators can give Full Access Agents full access to a transaction.
i. In the Select Agent list select the primary agent for the transaction.

ii. Select the Allow Full Access check box if this agent is permitted to full access rights to the transaction.
The transaction will appear in the Full Access Agent’s list with an asterisk, indicating full access.
• Full Access Agents can assign Transaction Coordinators to a transaction.

i. Select the Allow TC Access check box.
ii. In the TC list, select the Transaction Coordinator to receive full access to the transaction.
Note: Only Transaction Coordinators with access to the same branch as the Full Access Agent appear in this list.
The transaction will now appear in the Transaction Coordinator’s list with an asterisk, indicating full access to the
transaction.
3. Complete the requested information. Required fields are marked with red asterisks (*).
• A selection from the Sales Type list is required. Choose from the following selections: Refinance, Resale, New
Construction, Other, and Unspecified.

Note: Transactions you entered into TransactionPoint before the Sales Type list was added will automatically be
given a default selection of Other. You can change this selection if you want.
• Use the Property Search button to search for properties in TransactionPoint or within your contracted MLS
provider.
4. Click the plus sign next to Additional Property Details to enter additional details, property specifications or property
occupancy information.
Note: Additional Property Detail and Home Owners Association information is not required to proceed with this
transaction.
5. Click the plus sign next to Home Owners Association to enter Home Owners Association information.
6. Click Save to save the information, or Save/Next to move to the next page in the transaction creation process.
Adding Transaction Contacts

1. The Transaction Contacts page appears.
2. Complete the requested information. Only the names are required. Click Find Contact to search existing contacts if the
seller has been involved in a prior transaction.
3. Click Save/Next. The Activities/Orders/Docs page appears.

Adding Transaction Key Dates and Activities
Key dates are different for every contract. All due dates for transaction activities are based on the key dates.
Note: The System Administrator can set up default key dates and descriptions. You can modify the default dates, if needed.
4. Either enter the # of Days from Acceptance Date or the Key Date for each date.
5. Select the Template you wish to apply to this transaction.
6. Click Generate Activities.

The Activities page appears, showing the complete list of activities required to process this transaction.
Working with Transaction Activities

The Transaction Activities page allows you to:
• Filter activities
• Add or remove activities
• Enter and update due and completed dates
• Set alerts
• View and enter activity logs
• Generate and print Fax cover sheets
• Upload and work with activity documents
• Place activity orders
• Print due or past due activities

Filtering Activities
You can filter activities by Task Type and Task Status:
Click Save Settings to save the filter selection for future use.
Adding Template Activities

1. Click Add Template Activities.
2. Select the Activity Template.
3. Click Continue. The Activities List appears.
4. Click Add Activities. A list of all activities in the system that are not in this transaction template appears.
5. Click the activities you want to add to this template.
6. Click Add Template Activities.
Adding Master Activities

1. Click Add Master Activities.
2. Click the activities you want to add.
3. Click Add New Activities.
Adding One-time Activities

1. Click Add Master Activities.
2. Enter the activities you want to add in the appropriate activity section.
3. Click Add New Activities.
Removing Activities
1. Select the activity you want to remove.
2. Click Remove.

Updating Due Dates
You can update due dates for your activities several ways ways:
• Select the Activity, enter the date in the Due field, then click Update:
You can select multiple activities to update at once.
• Select the Activity, click the Calendar Icon, select the date, then click Update:
• Open the Key Dates section, change the Key Date, then click Update Activities.
Entering Completion Dates

Select the Activity, enter the date manually in the Completed field, then click Update:
You can select multiple activities to update at once. You can also click the grey box next to the Completed field to
automatically insert today’s date.

Setting Alerts
You can set up alerts to notify contacts about activity completion, or to remind them about due dates.
1. Click on the bell to the right of the activity Due date.
The Activity Reminder page appears.
2. Select the reminders you want to send. If you select multiple boxes, multiple alerts are sent.
3. Select the Contacts you want to receive the reminders.
4. Click Submit.

Accessing Activity Logs
Activity logs record comments about specific activities. You cannot modify or delete these comments. The comment log
may be accessible to the Buyer/Seller should the activity be marked as Public.
1. Click L under the Log heading on the activity line.
2. Enter your comment.
3. Click Submit.
Printing Fax Cover Sheets

1. Select the activity for which you want to print a Fax cover sheet.
2. Click Fax Cover. The Fax Cover Sheet page appears.
When you create a fax cover sheet from the Transaction Center, within your user profile in the Transaction Center, and
in the Order section of your transaction, you can choose to have the system delete the fax cover sheet when the fax is
posted to TransactionPoint.
3. Check the box in the Include in Customized Archive column.
Note: For more information on archiving your transactions, see Archiving Transactions on page 44.

4. Click Submit. The Fax Cover Sheet appears.
Note: The Dispatcher (service provider) can create a fax cover sheet from the Order Center. See Editing an Order on page
55.
Printing Multiple Documents

You can print multiple documents from the Transaction Documents section of the Activities/Orders/Docs page.
1. Open the transaction and click the Activities/Orders/Docs tab.
2. In the Transaction Documents section select the check boxes of the documents you want to print and click Print.

3. In the Documents - Print page, click Yes, Continue.
Note: This step gives you the option to either continue assembling and printing the documents or cancelling the
process. If you continue, during the assembling of the documents you again have the option of cancelling the operation.
4. In the PDF page, you can:
• Print the documents by selecting File>Print.

• Save the documents (as a single document) by selecting File>Save.
Working with Activity Documents

The letter D appears under the document’s heading on the activity line for activities preset to be associated with documents.
You can use the document box to store documents related to the specific activity.
A paper clip next to the D indicates that there is a document in the box.

Uploading a Document
1. Click D. The Activity Document List appears.
2. Type the Document Name, or use the default document name.
3. Click Browse.
4. Select the document to be uploaded.
5. Select Document Security.
6. Select Yes if you want to include this document in a customized archive.
7. Click Upload.
To view a document, click on the document name. To assign specific privileges to this document, click the letter P on the
right of the document line.
Emailing an Activity Document

1. Select the document.

2. Click Mail. The Mail Documents page appears.
3. Select the Recipients.
4. Enter any Other Recipients, separated by a comma.
5. Enter a Subject.
6. Enter a Message.
7. Click Send.

Using Default Activity Reminders
The Site Administrator can set default email reminders for you. All new transactions then have reminders set for the
specified activities.
When a transaction is created and activities are populated into the transaction, you see red bells for reminders that are set
and blue bells for reminders that are not set.
You can change the settings and include additional participants to receive email reminders. To view the settings on the

email reminder, click the bell. A pop-up box appears and you can view the default settings.
You can change the default settings or add participants to receive the reminders.
Viewing Default Activities Priveleges and Archive Settings

The Site Administrator can set each activity to default to Public or Private:
• Public makes the activity viewable to all parties named in the transaction.
• Private makes the activity viewable only to the Primary Agent, Transaction Coordinator, and Super User.
Note: You cannot change the privilege. This may be done by the Site Administrator only.
To view whether an activity is Public or Private, click on the activity name from the Activities/Orders/Docs tab within the

transaction.

A pop-up window appears showing the privilege (see arrow A below).
A
B
The Site Administrator can also set each activity to be included in the Customized Archive CD burn. If an activity is set to
No, it is not included in the Customized Archive CD that you or an agent creates (see arrow B above).
Note: You cannot change this option. This may be done by the Site Administrator only.
To set activities using the Customized Archive feature, see Customizing Archive Options on page 47.
Placing Activity Orders

If there is an O in the Orders column for an activity, you can place an order for that activity.

1. Click O. The Select Provider page appears.
2. Select the Provider Contact.

3. Click Select. The Place Order page appears.
4. Select the Contacts to be notified of the order.
5. Select your First, Second and Third Choice Appointment Request if placing an order for inspections (or other
appointments).
6. If you want to make documents available to the provider, click Upload Documents, enter the Document Name, select
the file, and click Submit.
7. Enter any Special Instructions.
8. Click Submit. The Order Placed page appears.
9. Click Close.

Printing Due/Past Due Activities
1. Click the Transactions tab.
2. Click Transaction Center. The Transaction Center page appears.
3. Select the search criteria for the transaction.
4. Click Search. The page refreshes to display a list of properties that match the search criteria.
5. Select the transaction(s) for which you want to run the report.
6. Click Print Due/Past Due Activities.
Maintaining Transactions
After you create a transaction, you can modify the information, if necessary. For example, you can:
• Add a co-agent
• Add an existing or new contact
• Add an existing or new provider
• Add or order packet services
Adding a Co-Agent
1. Select the appropriate transaction.
2. Click Transaction Contacts.
3. Click Add Co-Seller’s Agent or Add Co-Buyer’s Agent.
Note: The transaction representation chosen when you created the transaction determines whether the Add Co-Seller’s

or Add Co-Buyer’s Agent button appears.
4. In the Co-Agent popup window, select the branch and agent, then click Submit.
The co-agent is added to the Transaction Contacts page.
Transaction access for a co-agent is determined by several factors:
• If the primary and co-agents are both Full Access Agents, then the co-agent will have full access.
• If the primary agent’s access is Full and the co-agent’s access is View Only, then the co-agent will have view only
access.

• If the primary agent’s access is View Only and the co-agent’s access is Full, then the co-agent will have view only
access.
Additional Information About Adding Co-Agents
You can add multiple co-agents to a transaction. However, when archived, only the first six agents (one primary agent and
five co-agents) will appear on the summary page of the transaction archive. Also, the prefix “co-” will be removed from the
title of all co-agents appearing on this page.
Adding an Existing Contact

3. Click Add Contact. The Add Contact page appears.
4. Select the search Category.
5. Select the name to Search On.
6. Enter the Search Text.
7. Click Search. The page refreshes to show contacts that match your criteria.
8. Select the contact to add.

9. Click Submit.
Adding a New Contact

3. Click Add Contact. The Add Contact page appears.
4. Enter the new contact information. First and Last Name are required fields.
5. Click Add New Contact.
Adding an Existing Provider


3. Click Add Provider. The Select Provider page appears.
4. Select the Contact Type.
5. Select the Provider type.
6. Select the Search for name.
7. Type at least two letters of name.
8. Click Search. The page refreshes to show providers that match your criteria.
9. Select the provider you want to add.
10. Click Select.
Adding a New Provider

3. Click Add Provider. The Select Provider page appears.
4. Select the Contact Type.
5. Select the Provider type.
6. Select the Search for name.
7. Type at least two letters of the name.

8. Click Search. The page refreshes to show providers that match your criteria.
9. Click Add New Company. The Add Company page appears.
10. Enter the company information. Required fields are marked with asterisks (*).

11. Click Add New Provider.
Adding Packet Services

1. Select the appropriate transaction and click Transaction Contacts.
2. Click Add Packet Services to open the Packet Services page.
3. In the Packet Services page select the list you want to add.

• Select a Transaction Coordinator’s list from the My Packet Services section.
• Select an agent’s list from the Real Estate Agent Packet Services section.
Note: The primary agent for the transaction always appears in the Agent Packet Services section.
4. Modify the list, if necessary.
• To remove a provider, clear the check box adjacent to that provider.

• To include multiple providers in a service category, select the check boxes of the additional providers you want to
add.
Note: For multiple providers in a category the first provider is a default selection. You can remove this provider by
clearing the associated check box and a different provider by then selecting another provider’s check box.
5. Decide if you want contact information to be kept private or be available publicly by selecting the appropriate option
for each service provider.
6. Click Select in the section of the Packet Services page (My Packet Services or Real Estate Agent Packet Services) to
add that specific packet to the transaction.
Example of a single provider

added to a service category
Example of multiple service

providers added to a service
category
Note: For details about setting up packet services, refer to Setting Up Packet Services in the Profiles &
Preferences chapter.
You can now order packet services for the transaction.
Ordering Packet Services


3. Click Order Packet Services. The Order Packet Services page appears.
4. Select the providers whose services you want to order.
5. Click Submit. The Place Order page appears.

6. Select the contacts you want notified of this order.
7. If you want to make documents available to the provider, click Upload Documents, enter the Document Name, select
the file, and click Submit.
8. Enter any Special Instructions.
9. Click Submit. The Order Placed page appears.
10. Click Close.
Customizing the Facing Sheet

You can access the facing sheet for your transaction under the Transaction Summary page.
You may exclude the following areas in the printed version of your facing sheet by clearing the check box for those areas to
exclude:
• Transaction Coordinator
• Closing Company
• Title Company
• Seller
• Buyer
• Seller’s Agent
• Buyer’s Agent
• Listing Commission
• Selling Commission
• Transaction Fees
• Lender Information
• Referral Fees
Note: If the Transaction Coordinator is different from the Full Access Agent, then both appear on the facing sheet. If there
is no Transaction Coordinator, then the Full Access Agent is listed twice - first as the coordinator and second as the agent.

You can choose to print the facing sheet on letter-size or legal-size paper.

Transferring Transactions
Transferring a transaction means passing transaction ownership. Only a transaction owner can transfer a transaction.
Ownership is created either by creating the transaction or by being the recipient of a transaction transfer.
Either a Transaction Coordinator or a Full Access Agent can be a recipient. The only requirement is that the recipient must
have access to the same branch as the transaction owner.
Completing a Transfer
1. In the Property Center page, select the check box of the transaction you want to transfer and click Transfer. Multiple
transactions can be transferred to another Transaction Coordinator at the same time by selecting additional check boxes.
Multiple transactions cannot be transferred to a Full Access Agent.
Note: A transaction with an asterisk means that you have access but not ownership of that transaction; you will not be
able to transfer that transaction.
2. In the To list, select the individual that will receive the transaction.
In this example, the first selection is a Full Access Agent, as noted by the asterisks. The second selection is a
Transaction Coordinator.
Note: The list will display coordinators and agents who have access to the same branch as the transaction owner and
the primary and any co-agents for the transaction.

3. Make your selection and click Transfer. At completion the transfer confirmation window appears.
The transaction now appears in the Transaction Center of the new owner.
New indicates that this transaction was transferred to this

individual. After opening the transaction New no longer appears.
Transfer Denied
If you do not own a transaction and attempt to transfer it, the following appears when you click Transfer on the Transaction
Center page:
Click Cancel to return to the Transaction Center page.

Assisting a Transaction Coordinator
The Assist a TC function allows you to work transactions owned by another transaction coordinator if you have that
transaction coordinator’s Assist a TC password.
Note: To assist a transaction coordinator, you must have access to the branch of the transaction coordinator you are helping.
1. Click Transactions tab.
2. Click Transaction Center. The Transaction Center page appears.
3. Click Assist a TC. The Assist a TC page appears.
4. Select the Transaction Coordinator from the list.
5. Enter the Assist a TC Password.
6. Click Submit.

7. The Transaction Center updates to show the new transaction coordinator and their respective transactions.
In this example the transaction coordinator owing these transactions is Janet Moore (displayed in red) and the assisting
coordinator is Cynthia Armstrong.
Note: Whenever an assisting transaction coordinator acts on behalf of another coordinator the Communication Log adds the
name of the assisting transaction coordinator. Also, when preparing a fax cover sheet, the name of the assisting coordinator
appears in the information section of the cover sheet.

Archive Center
The Archive Center allows you to download transactions, archive them to your computer, and/or burn them to a Compact
Disk. The files are saved as a readable .PDF file. You can then provide the file to agents and clients. Before you can use
Archive Center, you must download the TransactionPoint Archive client application.
Downloading and Installing the Archive Utility

Note: If you have not installed the current TP Archive Utility, follow the steps below to install or update the software.
This must be done before you burn CDs.
1. Go to your Transaction Point website and login. Go to the super tabs at the top of the page and hover your mouse over
Transactions. Click on Archive Center.
Step 1
Step 2
2. In the Archive Center, click on the link: TP Archive Utility to download the software.

3. Click on Run in the window shown below:
The screen below is shown to indicate that the software is installing on your computer:
4. Click Run in the Security Warning window (shown below) that pops up.

5. Click Next in the TP Archive-InstallShield Wizard window (shown below) that pops up.
6. Type your name and company name, select Anyone who uses this computer (all users), and click Next.

7. Click Install.
The Installing TP Archive window appears.

8. When the InstallShield Wizard Completed window appears, click Finish.
You are now ready to archive transactions.

Archiving Transactions
Note: Before writing the CD, the TP Archive utility ensures that there is enough room on the CD. If there is not enough
room, a warning appears.
1. To archive a transaction, go to the Archive Center and select transaction(s) by clicking the box to the left of the
property address.
2. Select the type of archive you wish to execute:
Full - Allows you to archive the entire file, including the communications log and private and public documents, for the
Broker’s or Agent’s records.
Public - Allows you to archive a limited view of the file (no communications log or private documents) to be given to
participants in the transaction.
Custom - Allows you to archive a customized list of documents and activities. Customized archive is available when
you upload documents directly to TransactionPoint or fax documents into TransactionPoint using the fax cover sheet.
This feature can also be made available using defaults set in the Activities section by the Site Administrator.
Additionally, you may archive multiple transactions at one time by selecting the check boxes to the left of the
transaction address.
Buyer - Allows you to archive all buyer documents.
Seller - Allows you to archive all seller documents.
3. Insert a blank CD.

Note: If this window appears, click Cancel.
4. Click Open. The TP Archive Write window appears.

5. Click Yes to reload the CD.
6. Choose Close Archive CD using TP Archive.
7. Click OK.
8. Click Yes to confirm your choice to close the CD.
9. To view the CD, close the CD drawer. The CD launches automatically.
Opening an Archive .PDF File

1. Insert the CD into your CD-ROM drive. The TP Archive Center page appears with a hyperlink for each address on the
CD.
2. Click the address you want to view. The Property Information page appears.

3. Click Transaction Summary Report.
You can now print the summary.
Customizing Archive Options

Including a Document Using a Fax Cover Sheet
This feature is available in TransactionPoint anywhere that you can create a fax cover sheet. Once you choose to create a
fax cover sheet, the following Fax Cover Sheet page appears. Check the Include in Customized Archive box; the faxed
documents will be included on the Customized Archive CD you create in the Archive Center.

Including a Document Using the Upload Feature
Note: Documents can be split and renamed as multiple PDF files after uploading. See Splitting a Document into Multiple
Documents on page 93.
You can include a document in your Customized Archive when you upload the document directly from your computer.
1. In the Transaction Documents window, click on Upload Document.
The Upload Document window appears:
2. Click Yes next to Include in Customized Archive.

Order Center
Use the Order Center to view the details of an individual order, make changes to an order, change the status of an order,
create a fax cover sheet, or remove an order associated with a property.
1. Click the Orders tab.
2. Click Existing Order Search. The Order Center page appears.
From the Order Center, you can work with individual orders or remove an order if the status is Order Placed.
Viewing Orders
1. Select the Branch.
2. Select the Agent.
3. Select the Status of the orders you want to view.
4. Enter the start and end dates if you selected Order Placed Between.
5. Select the Search By option to search for orders by Address, City, State, Zip, Order #, or Type.
6. Enter at least two characters in the Search By field.

Note: The search criteria is not case sensitive. Blank characters are meaningful. For example, the entry “123 ma” (with 2
blanks between the 3 and m) is different than the entry “123 ma” (with 1 blank between the 3 and m). Your search can fail
if you have extra blank characters.
7. Click Search. The Order Center page refreshes to show the results of the search.
Understanding Order Details

1. Click the Order ID for the selected property. The Order Details page appears.
Top Section of the Order Detail Page

The top section of the Order Detail page is where you select the actions to be performed on an order. These actions are:
• Change status
• Add comments
• Upload documents
• Edit the order
Also the Order Detail page displays detailed property information.

Middle Section of Order Detail Page
The middle section of the Order Detail displays:
• Details about the service order

• Information about the agent
• Information on the Transaction Coordinator
• Information about the client
• Status history and comments

Bottom Section of Order Detail Page
The bottom section of the Order Detail page displays:
• Notice of status changes and order documents

• Closing order details
• Sale transaction information
• Home owners association information
Changing Order Status

1. Click Change Status on the Order Detail page.

The Change Order Status page appears.
2. Select the New Status.
3. Add Comments to explain the reason for the status change.
4. Click Change Status.
If you use the Change Status to cancel an order, an Order Cancellation page appears. Click Yes to confirm the order
cancellation.
Adding Order Comments

1. Click Comments on the Order Details page.

The Order Status History page appears.
2. Enter the Comments.
3. Click Log Comment. The Order Status History page updates and displays the new comment.
Uploading Documents From Your Hard Drive

1. Select Documents on the Order Details Page.

The Order Documents page appears.
2. Type a Document Name.
3. Click Browse to search for the document.
4. Double-click on the name of the document you with to upload.
5. Select Document Security, and indicate whether this document should be included in the customized archive.
6. Type any Comments.
7. Click Upload. The document is uploaded and appears in the Order Document page.
If you entered any comments to be associated with the uploaded document, they are logged in the Status History and
Comments section of the Order Status History page.
8. Click Back to Order Center after you have uploaded all documents for the property.
Editing an Order
1. Click Edit Order on the Order Details page. The Edit Order Detail page appears.
2. Make the necessary changes.
3. Click Submit.

Viewing a Transaction Order Summary
3. Click Transaction Order Summary.

The Transaction Order Summary screen appears.
Click on an order to view its detail information. The Order Details screen appears.
4. Click Back to return to the Order Center.

Removing an Order
Use the Order Center to remove an order associated with a property when the order status is Order Placed.
3. Click Remove to the right of the order to be removed. A warning page appears.
4. Click Yes. The Order Center page reappears showing that the order has been removed.

Property Center
In the Property Center, you can add properties, modify property information, associate clients with properties, and create
transactions for properties.
The first step in using TransactionPoint is to add a new property. You can then associate clients with the new property.
Adding a New Property

1. Click Properties. The Property Center page appears.
2. Select the Branch. If you are the coordinator for a single branch, only your active branch is listed.
3. Select the Agent. The page refreshes to show the properties associated with the selected agent.
4. Click Add Property at the bottom of the page.

The Add Property page appears.

5. Complete the requested information. Required fields are marked with asterisks (*).
6. Click Submit. The Create Transaction screen appears.
7. Click Yes to create a transaction for the property, or No to return to the Property Center. If you click No, the property
is created but you cannot place orders or upload documents for the property.

Creating a Transaction
If you chose to create a transaction from the Add Property page, the Transaction Summary page appears.
8. Enter the requested information. Required fields are marked with asterisks (*).
9. Click Save.

Finding Existing Properties
1. Click Properties. The Property Center appears.
2. Select the Branch. If you are the coordinator for a single branch, only your active branch is listed.
3. Select the Agent. The page refreshes to show the properties associated with the selected agent.
To limit the search to an address or city, select the Search by variable, type at least two characters or numbers for the
search, and click Search.
If there are more than 10 properties associated with the agent, click Next to view the next page of properties.

Contacts and Providers
Searching for Contacts

In the Client Center, you can modify client information and view client user names and passwords.
1. Click the Contacts & Providers tab.
2. Click Contacts Search. The Client Center page appears.
1. Select the Branch.
2. Select the Agent. The Client Center page refreshes to show the clients associated with the selected agent.
3. Click the Search By arrow to select a search option (First Name, Last Name, or Property Address.)
4. Type at least two characters of the name or address.
5. Click Search. The page refreshes to show the requested clients.

Updating Client Information
1. Click the client name.
The Edit Client page appears.
2. Edit the client information.
3. Click Finished.

Viewing Client User IDs and Passwords
1. Locate the client in Client Center.
2. Click User Info for the client.
If an email address exists for the client, the User Information page appears and displays the email address where the
user ID and password was sent.
Note: Clicking the client link multiple times causes multiple messages to be sent to the client with their user ID and
Password.
If an email address has not been entered for the client, the User Information page displays the client user ID and password.
You can provide this information to the client in a letter or in a phone conversation.

Viewing Client Loan Information
1. Locate the client in Client Center.
2. Click Loan Info for the client.
The Loan Information page appears.

3. Edit the information as needed.
4. Click Next to move through the loan information pages.
Writing a Client Letter

You can use the Client Center to write a letter to the client.
1. Click Write Letter.
The Write Letter page appears.
Note: All of the clients for the selected agent, except co-buyers and co-sellers, appear in this list.

Use the scroll bar to view additional clients.
2. Select a template for the letter from the Default Template pull-down.
3. Select the recipients.
4. Click Merge to Word at the bottom of the page.
The Word format page appears. Note that the HTML formatting has been replaced.
5. Enter the body of the letter in the appropriate area, which is usually after the salutation. The letter automatically
expands as you type; you are not restricted to the space initially provided.
Use the standard Microsoft Word® functions to save the letter to a file for emailing to the client, or you may send the letter
to the printer.
Using Letter Templates

Letter templates provide a means to standardize the format of your letters, and speed up the letter writing process.
Creating a Template
You can create a new template to use when writing a letter in the Client Center.

1. Click Write Letter.
The Write Letter page appears.
2. Click New.

The Template creation page appears.
3. Use the pull-down menus to create the template.
• Insert Merge Fields: Date information and all information regarding the location of the property.
• Insert Contact Merge Fields: All information regarding the client which includes their first name, last name,
address, phone, etc.
• Insert My Fields: All information regarding the TC or the full-access Agent in charge of the transaction. This
information would include first name, last name, company name, phone number, etc.
• Start From Existing Templates: Allows you to base the new template on an existing template.
4. Use the toolbar for including features such as Bold, Italics, Underline, changing font size, changing font, changing font
color, etc. The template creation toolbar is similar to the Microsoft Word toolbar.
5. Click Save. A page appears for you to provide a name for the new template.

6. Type a Title and Description for the new template.
7. Click Save.
8. Click Close. The Write Letter page reappears.
9. Click the Default Template arrow to see the newly created template in the list.
Viewing a Template
1. Select a template from the pull down list.
2. Click View.
Note: You cannot make any changes to the template since it is open for read-only viewing.
3. Click Close.
Editing a Template
1. Select a template from the pull down list.
2. Click Edit.
The page containing the template appears.
3. Make any necessary changes to the template.
4. Click Save.
5. Click Close.
Deleting a Template
1. Select the template from the pull-down list.
2. Click Delete. A delete confirmation page appears.
3. Click OK to confirm the deletion of the selected template. The Write Letter page refreshes and the list of available
templates is updated.
Note: The Write Letter page is also available in the Contacts section of the transaction file.

Searching for Providers
1. Click the Contacts & Providers tab.
2. Click Providers Search. The Provider Search page appears.
3. Select the Provider Type.
4. Select the Search By option.
5. Type at least two characters of the Search text.
6. Click Search. The page refreshes to show the basic provider information.

7. Click the provider name to view all available information about the provider.

Document Center
You can receive fax or e-mail documents, print documents to TransactionPoint, or upload documents located on your
computer.
Note: The documents you upload must have a file type of .doc, .txt, .pdf, .tif, .dot, .rtf, .xls, .ppt, or .mpp.
To view PDF documents that have been uploaded, you must have Adobe Acrobat Reader® installed on your computer. You
can obtain a free copy at www.adobe.com.
Viewing Documents
1. Click Documents. The Document Center page appears.
2. Select from one or more of the following lists to locate a transaction.
• Branch
• Agent
• Agent representation
• Status (transaction status)
• With (activity status)
• Other filters (with text box for additional filtering)
3. Click Search Transactions.
4. In the Transaction list, select a transaction. The Document Center page refreshes to show the transaction and any

documents associated with that transaction.
Moving Inbox Documents

Any documents received by Fax or TransactionPoint email are listed under Inbox Documents.
If the document was emailed to the special email ID [username]transactionid/[email protected], the document is
automatically uploaded to the specified transaction or order. The meaning of the special ID is as follows:
• Indicates that this is an optional field. If the optional field is specified, the dollar sign ($) delimiter must also be
specified.
• The delimiter. If the optional field is not specified, the delimiter should not be used.
• Transaction or order identity number.
• T for Transaction or O for order. The default is T.
Examples A document emailed to [email protected] is automatically uploaded to transaction 1023-1234, regardless

of who is the transaction coordinator or agent.
The document is uploaded with the access privilege of the transaction coordinator or agent if the username is specified and
will be marked either public or private based on what the transaction coordinator or agent had selected for access privileges
under their profile.
1. Select the check box next to the documents you want to move.
2. Click Move to associate the document or documents with a property, transaction, or order for this agent. The Move or

Copy Document page appears.
3. Select whether you want to associate the document with an activity, a transaction number, or an order number. If you
select activity, click the magnifying glass to select the specific activity. Also, if applicable, check the box next to
Override the current document privilege with selected activity template privilege.
4. If you select transaction or order, enter the transaction or order number or click the Search icon to searach for the
transaction.
a. Select from one or more of the following lists to locate the transaction:
• Branch
• Agent
• Agent’s representation
• With (Activity status)
b. Click Search.
c. In the Transaction list, select the transaction and click Select. The transaction number appears in the Enter
Transaction # text box.
Note: You can rename the document by providing a new name for the document in the Rename To field. If you select

multiple documents to be moved, you can rename each document.
5. Click Move.
Note: You must fill in the Transaction # or Order # if you want to associate the document with a transaction or an
order and click the appropriate option button. If you do not fill in the Transaction # or Order # information, the
document is associated with the Property Address that is displayed on the page.
The Document Center page updates to show the document is now associated with the property, transaction, or order
and appears under Transaction Documents.
Uploading Documents
1. Click Documents. The Document Center page appears.
2. Select from one or more of the following lists to locate the transaction:
• Branch
• Agent
• Agent’s representation
• With (Activity status)
3. Click Search Transactions.
4. In the Transaction list, select a transaction. The Document Center page refreshes to show the transaction and any

documents associated with that transaction.
5. Click Upload Document to start the upload process. The Upload Document page appears.
6. Enter the Document Name.
7. Click Browse to locate the file to be uploaded.
8. Select the Document Security option.
9. Select the Include in Customized Archive option.
10. Click Upload. The document appears in the Transaction Documents section.

Viewing Document History
1. Click the L icon associated with the document.
The Document History page appears, displaying the following information:
• Who has accessed the document

• When the document was uploaded.
• Who has viewed the document and the date and time of the viewing
• The e-mail address of the individual who viewed the document.
2. Click Close to return to the Document Center page.

Assigning Document Access Privileges
The default access privilege for all documents is private; the agent and the coordinator can always view the document. If
you want to allow others to be able to view a document, you must change the access privileges.
1. Select the P icon associated with the document.
The Document Privilege page appears.
2. Rename the document, if necessary.
3. Select the Document is Public option to allow anyone to view the document; select Document is Private to limit the
access to Buyers, Sellers, transaction participants, and/or Other Agents.
4. Select the check boxes of the individuals listed in the Document Access section to whom you would like to grant
document access.

5. Click Submit to return to the Document Center page.
E-mailing a Document
You can send a document by e-mail to any of your contacts.
1. Select the check box of the document to be sent as an attachment to an e-mail message.
2. Click Mail.

The Mail Document page appears.
3. Select the check boxes of the recipients to receive the document.
Note: All selected recipients must have an e-mail address set up in their profiles.
4. Add more receipients by entering additional e-mail addresses in the Enter Other Recipients field. Separate addresses
with a comma.
5. Enter a Subject and a Message, then click Send.

Archiving Transaction Documents
1. Select the check box of the document to be archived and click Archive.
The Archive page appears.
2. Click Submit.

Moving and Copying Transaction Documents
Documents can be moved or copied from one transaction to another, to an activity, or to an order.
1. Select the check box of the document to be moved or copied and click Move/Copy.
The Move/Copy Document page appears.
2. Rename the document, if necessary.
3. Select the option for the action you want to take:
• Attach document to an activity - click the Search icon to select the activity.

i. In the Activty Name text box enter the name of the activity and click Search.
ii. From the results, select the option for the document you want to attach.
iii. Click Select. The document is now attached to the activity.
• Attach document to transaction - click the Search icon to locate a transaction.
i. In the Transaction Search page select from the lists to locate the transaction.
ii. In the Other Filters list select an option and enter additional information in the adjacent text box.
iii. Click Search.
iv. In the Transaction list, select the transaction to which the document will be attached and click Select.
The new transaction appears in the Select Action section.
• Attach document to order # - enter the order number in the adjacent text box.
4. Click:
• Move to move the document to the selected option.
Note: The page refreshes and shows that the document is no longer associated with the transaction. There is no
visual indicator as to where you moved the document. You need to note the address to where you moved the
document.

• Copy to copy the document to the selected option.
Removing a Document
You can remove documents from either the Inbox Documents list or the Transaction Documents list.
1. Select the check box of the document you want to remove and click Remove.
The Remove Document page appears.
2. Click Remove. The document is removed from the Transaction Documents section.

Using Document / Activity Defaults
The Site Administrator can set default names for documents faxed or uploaded directly to an activity. Then, each time you
fax a document into an activity using the fax cover sheet or upload a document directly to an activity, the document is
named automatically.
Note: This feature is not available on documents that are emailed into TransactionPoint.
Faxing a Document Using an Activity-Specific Fax Cover Sheet

1. Click the Activities/Orders/Docs tab within the transaction.
2. Check the boxes to the left of the activities for which you want to create fax cover sheets.

3. Click the Fax Cover button.
A pop-up window appears with the default document names. You can rename documents using any letters, numbers,
and punctuation marks.
4. If applicable, check Remove Cover Sheet.
5. If applicable, check Include in Customize Archive.
6. Click Submit.
Uploading an Activity-Specific Document
Note: Documents can be split and renamed as multiple PDF files after uploading. See Splitting a Document into Multiple
Documents on page 93.

1. Click on the Activities/Orders/Docs tab within the transaction.
2. Click the D icon associated with the activity to which you want to upload a document.

A pop-up window appears with the default document name. You can rename documents using any letters, numbers, and
punctuation marks.
1. Click Browse to locate the document you want to upload, then click Upload. The document appears in the Activity
Documents section.
2. Click Close to close the Activity Document List page.
Using Default Document Privileges

The Site Administrator can set default viewing privileges for documents faxed or uploaded directly to an activity. Then,
each time you fax a document into an activity using the fax cover sheet or upload a document directly to an activity,
TransactionPoint automatically sets the privilege to Public or Private access:
• Public access makes the document viewable to all parties named in the transaction.

• Private access makes the document viewable only to the Primary Agent, Transaction Coordinator, Super User and any
other parties specified at the Admin level.
When a document is uploaded to an activity, the privilege is indicated in the Activity Document List.
The Site Administrator may set the document privilege to Private and give viewing access to the following people:
• Buyer
• Seller
• Buyer’s Agent
• Seller’s Agent
• Escrow
Note: You can change the viewing access after the document is uploaded or faxed in by clicking the P under Privilege.

Splitting a Document into Multiple Documents
You can fax, email, or upload a group of documents into TransactionPoint at one time and break them into individual
documents within TransactionPoint:
1. Click the Activities/Orders/Docs tab within the transaction.
2. Click the paper clip next to the activity document you want to split. The Activity Document List appears.
3. Click on the wrench icon.

Note: If you do not see the wrench icon, see Including a Document Using the Upload Feature on page 48.
The Document Split window appears
Step 4
Step 5
4. To split a document, indicate the separate documents you want by using a comma separator between page numbers.
Each page you list will be the first page of each new document.
Example: You have an 8-page document. Pages 1-2 are a document; pages 3-6 are a document; pages 7-8 are a
document. Keying in 1, 3, 7 will split the document as follows: Document 1 will include pages 1-2; document 2 will
include pages 3-6; document 3 will include pages 7-8.
5. To name your documents, put the name of the first document followed by a comma, then the name of the next
document followed by a comma, and so-on. Example: Document 1, Document 2, Document 3
6. Click Submit.
Note: You may also access the PDF splitting tool in the Transaction Documents section. See Including a Document Using
the Upload Feature on page 48.

Report Center
You can create Branch, Agent, Activity and Documents Received reports.
Creating a Branch Results Report

1. Click the Reports tab.
2. Click Branch Results.
3. Select the Branch, Agent Status, Agent Representation, Transaction Status, and/or Date Range.
4. Click Go. The Branch report appears.
Use the Print button to print the report.

Creating an Agent Report
2. Click Agent Results.
3. Select the Agent Representation, Transaction Status, and/or Date Range.
4. Click Go. The Agent report appears.

Creating an Activity Report
2. Click Activity Report.
3. Select the Branch, Agent Status, Agent Representation, Transaction Status, and/or Date Range.
4. Click Go. The Activity report appears.

Creating a Documents Received Report
2. Click Documents Received Report.
3. Select the Report Type (Summary or Detailed).
4. Enter the Date Range.
5. Click Go. The Documents Received report appears.

Profiles & Preferences
Use the Profiles & Preferences tab to modify your profile, change your password and view preferred providers
Updating Your Profile

Use the User Profile function to update your personal information.
1. Click Profile & Preferences in the top navigation panel, then click Profile. Your Staff Registration page appears.
2. Update any fields requiring changes, and select any check boxes according to your preference (i.e., check Enable
Calendar if that is your preference). Fields marked with an asterisk (*) are required.
Addding Additional E-Mail Addresses

You can have up to five e-mail addresses. TransactionPoint can send e-mail messages, notifications, and alerts to each of
these addresses. Email 1 is always treated as your primary e-mail address. E-mail messages will always be sent to Email 1.
You have the option to have messages sent to other e-mail addresses.
To add additional e-mail addresses:
1. Enter the additional e-mail addresses you want to use.

2. Select the Select box to send notifications.... check box to enable the sending of e-mail messages to all addresses.
When you enable multiple e-mail addresses an envelope icon appears next to your e-mail address on the Transaction
Contacts page. This indicates to other users that you will receive e-mail messages at multiple locations. If you pause on this
icon with your mouse all e-mail addresses are displayed.
Additional Information About E-Mail Messages

Note the following parameters for e-mail addresses:
• TransactionPoint will track the multiple e-mail addresses in the Communication Log.
• Letter Writer will display only the e-mail address entered for Email 1.
• VCard functionality will display only the e-mail address entered for Email 1.
• For CSV uploads additional e-mail addresses can be uploaded to TransactionPoint.
3. Click Finished when you are done entering updating your profile.
Maintaining Preferred Providers

1. Click User Preferred Providers.
2. Select a Branch.
3. Select an Agent.

4. Select a category from the Inspection, Closing or Other Services lists. The corresponding preferred providers appear.
5. Click on a provider for detailed information. Use the Add Providers, Suggest Providers, and Remove buttons, as
needed.
6. Click Close to close the Provider Detail page.
7. After you obtain all needed provider information, click Finished.

Changing Your Password
Use the Password feature to change your login password.
1. Click the Profile & Preferences tab.
2. Click User Passwords.
The Change Password page appears.
3. Type your Old Password.
4. Type your New Password.
5. Retype your new password in the Confirm New Password field.
6. Click Change. The Password Confirmation panel appears.
7. Click Finished.

Setting Up an Assistant Password
1. Click the Profile & Preferences tab, and click on User Passwords.
The Change Password page appears.
2. Type a password in the New Password for Assist a TC Function Only field.
3. Retype the password in the Confirm New Password field.
4. Click Change. The Password Confirmation panel appears.
5. Click Finished.

Setting Up Packet Services
Packet Services are lists of the most frequently used providers used by Transaction Coordinators or agents. There are two
types of packet services:
• My Packet Services are lists of your preferred providers.

• Real Estate Agent Packet Services are lists of agent-preferred providers.
Setting Up My Packet Services

These sections describe how to:
• Create a new list.

• Add a single provider from a service category.
• Add multiple providers from a service category.
Creating a New List
1. Click the Profile & Preferences tab, then click User Packet Services.
The Packet Services page appears.
2. Click Create a New List.

The Create New Packet Services List appears.
3. In the Name of List text box, enter a name. This is the packet services name to look for when adding the packet to your
transaction.
Note: When you create a new list you must also add your first servicer provider. To add a service provider see the
section Adding a Single Provider. Begin with step 2.
Adding a Single Provider for a Service Category

1. Select the packet from the Packet Services List and click Add to List.
2. In the window for adding a provider, enter your search criteria:
• Select the service category from the Contact Type list.

• Select either Show Preferred Only or Show All from the Providers list.
• Select the Search for criteria. If you select First Name, Last Name, or Company Name you can enter either a

partial or full entry in the adjacent text box.
3. Click Search. From the list of providers displayed, choose a contact by selecting the option button for that name, then
click Select. If only one contact appears, you still need to select the option button for that contact before clicking
Select.
Note: If the provider you want is not found, you can add it to your list by clicking Add New Company and entering the
company’s information in the Add Company - TC window.
Adding Multiple Providers for a Service Category

Note that these steps assume that a packet services list has already been created.
1. Select a packet from the Packet Services List and click Add to List.

2. In the window for selecting a provider, enter your search criteria:

• Select the Search For criteria. If you select First Name, Last Name, or Company Name you can enter either a
• If you select All leave the text box empty.
• Click Search. From the list of providers displayed, choose a contact by selecting the option button for that name,
then click Select. If only one contact appears, you still need to select the option button for that contact before
clicking Select.
3. Repeat these steps to add the next provider for that catetory.

After completing these steps, the packet services list will display the multiple providers selected for that category.
Setting Up Real Estate Agent Packet Services

These sections describe how to do the following for an agent’s packet services list:
• Create a new list.

• Add a single provider from a service category.
• Add multiple providers from a service category.
Creating a New List
1. Click the Profile & Preferences tab, then click User Packet Services.

The Packet Services page appears.
1. In the Real Estate Agent Packet Services section:
a. Select the branch office from the Branch Office list.

• If your access is a single branch only, that branch automatically appears in the Branch Office list.
• If your access is to multiple branches, All appears in the Branch Office list. You can leave this selection
unchanged or select a specific branch.
b. Select an agent from the Real Estate Agent list.
Note: Your branch office selection governs the agents appearing in this list.
2. Click Create a New List.

The Create New Packet Services List appears.
3. In the Name of List text box, enter a name. This is the packet services name to look for when adding the packet to the
agent’s transaction.
Note: When you create a new list for an agent you must also add the first service provider. To add a service provider
see the section Adding a Single Provider for a Service Category. Begin with step 2.
Adding a Single Provider for a Service Category

1. In the Branch Office, Real Estate Agent, and Packet Services lists, make the appropriate selections to locate the
packet service you are looking for. Click Add to List.
2. In the window for adding a provider, enter your search criteria:

• Select the Search for criteria. If you select First Name, Last Name, or Company Name you can enter either a
3. Click Search. From the list of providers displayed, choose a contact by selecting the option button for that name, then
click Select. If only one contact appears, you still need to select the option button for that contact before clicking

Select.
Note: If the provider you want is not found, you can add it to your list by clicking Add New Company and entering the
company’s information in the Add Company - TC window.
Adding Multiple Providers for a Service Category

Note that these steps assume that a packet services list has already been created.
1. Select the branch office, real estate agent, and packet service from the lists. Click Add to List.
2. In the window for selecting a provider, enter your search criteria:

• Select the Search For criteria. If you select First Name, Last Name, or Company Name you can enter either a

• If you select All leave the text box empty.
• Click Search. From the list of providers displayed, choose a contact by selecting the option button for that name,
then click Select.
3. Repeat these steps to add the next provider for that catetory.

After completing these steps, the packet services list will display the multiple providers selected for that category.

Mail Center
From the Mail Center, you can view and send mail. This email system is a basic email system designed for your use within
TransactionPoint.
1. Click Mail in the top navigation toolbar.
The Mailbox Summary page appears.

Viewing Your Messages
1. Access the Mailbox Summary page.
2. Click the Main link.
3. Click on the message Subject to read the message.
Deleting Messages
Note: The deletion of messages is immediate and no confirmation panel appears.
2. To delete all messages, click Delete All.
3. Select the check box in front of a message(s) you want to delete.
4. Click the Delete button.
Composing and Sending a Message

The function of sending an email message is labeled Compose.
2. Click Compose on the Main Menu or on the unread message panel.

The Send Mail Message page appears.
3. Type the email address of the message recipients in the To field, the CC field, and/or the BCC field.
4. Type the Subject.
5. Select Add all recipients to address book if you want to add all the recipients listed to your Mail Address Book,.
6. Select Save message in Sent folder if you want to keep a copy of the outgoing message.
7. Select Include Signature if you want your mail signature sent with the message.
8. Type the body of the message in the field below the Subject field.
9. To attach a file:
a. Click the Browse button and locate the file.

b. Click the Attach button.
c. To remove an added attachment, select that file in the List of Files Attached field, and click Remove to
disconnect the file from the message.
10. Click Send. The message and any attachments are sent to all recipients.

Searching for Mail
2. Click Search.
The Search Mailbox screen appears.
3. Enter the search criteria and click Search to locate the mail message.

Changing Mail Forwarding Information
2. Click Change Mail Forwarding Information. The Change Forward screen appears.
3. Type the forwarding email address and click Save.
Changing Your Mail Vacation Address

2. Click Change Vacation Address. The Change Vacation Message screen appears.
3. Type your vacation message and click Save.

Changing Your Mail Address Book
2. Click Address Book. The Address Book screen appears.
3. Add, modify, or delete your address book entries.

Changing Your Mail Auto Response
2. Click Auto Response. The Auto Response screen appears.
3. Type your auto response message and click Save.

Changing Your Mail Preferences
2. Click Preferences. The Change Preferences screen appears.
3. Change your preferences, as appropriate, and click Save.

Changing Your Mail Signature
2. Click Change Signature. The Change Signature screen appears.
3. Enter the information and click Save.

Calendar
To access the Calendar, click Calendar in the top navigation toolbar.
The Calender screen appears.

Use the Day, Week, Month, List and Timeline buttons to change the calendar view. Use the Change Calendar list to
switch between Due Transaction Activities and My Calendar.
Adding an Event
Note: You can only schedule items using My Calendar.
1. Click Add. The New Event page appears.
2. Complete the Event fields.
3. Click OK to add the event. The calendar reappears showing the event added.
Editing an Event
1. Click on the event you want to edit. The Event Details screen appears.
2. Click Edit.
3. Edit the event fields, as needed.
4. Click OK.
Deleting an Event
1. Click on the event you want to delete. The Event Details screen appears.

2. Click Delete. A confirmation screen appears.
3. Click OK.
Searching the Calendar

1. Click Search at the top of the calendar.
The Calendar Search page appears.
2. Enter the search criteria.
3. Click Submit. The page refreshes to show events that match your criteria.

Exporting Calendar Entries
You can export transaction activities and personal events to Microsoft Excel®, XML or iCalendar format. Use the iCalendar
format to export to Microsoft Outlook® or Outlook Express®.
1. In the Calendar, click Export. The Export current items page appears.
2. Select the format.
3. Click OK.
4. Click Save.
5. Select where you want to save the file.
6. Click Save.

Index C
Calendar
123
Exporting Entries 126
Searching 125
Calendar page 123
Change Order Status page, in Order Center 53
A Change Password page 102, 103
Change Status, on Order Detail page 52
Accessing Changing
Activity Logs 14 Mail Address Book 119
Activities Mail Auto Response 120
Adding 9 Mail Forwarding Information 118
Adding Master 11 Mail Preferences 121
Adding One-time 11 Mail Signature 122
Adding Template 11 Mail Vacation Address 118
Filtering 11 Order Status 52
Removing 11 Your Password 102
Activity Documents Client Center page 64
16 client user ID and password, displayed 66
Emailing 17 clients associated with the selected agent, showing 64
Activity Logs Comments, on Order Detail page 53
Accessing 14 Completion Dates
Activity Report 97 Entering 12
Adding Contacts
Events 124 Adding New 27
Existing Contacts 25 Creating
Existing Providers 27 a Template 69
Master Activities 11 Activity Report 97
New Contacts 27 Agent Report 96
New Properties 59 Branch Results Report 95
New Providers 28 Documents Received Report 98
One-time Activities 11 New Transaction 6
Order Comments 53 Transactions 62
Packet Services 30
Template Activities 11
Transaction Contacts 8 D
Transaction Key Dates and Activities 9
Agent Report 96 defaults
Alerts activities as "private" 20
Setting 13 document privilege 91
Archive TC activity reminders 18
opening 46 Deleting
options for customized 47 Events 124
Archive Center 39 Messages 115
Archive Utility Templates 72
installing 39 Document
archiving transactions 44 Access Privileges 81
Assigning Emailing 82
Document Access Privileges 81 History Viewing 80
Assistant Password 103 Removing 87
Assisting a Transaction Coordinator 37 Document Center page 75
Document Name, when uploading a document 79
Document, in navigation bar 75
B Documents
Uploading 17, 54, 78
Branch Results Report 95 Uploading from Your Hard Drive 54
Burning a File to CD 44 Documents Received Report 98
Downloading

Archive Utility 39 M
Due Dates
Updating 12 Mail
Address Book 119
Auto Response 120
E Center 114
Forwarding Information 118
Edit Client page 65 Preferences 121
Edit Order, on Order Detail page 55 Searching 117
Editing Signature 122
Events 124 Vacation Address 118
Templates 72 Mail Document page 83
Emailing Mail, in navigation bar 114
Activity Documents 17 Mailbox Summary page 114
Documents 82 mailing a document to other recipients 83
Enter Other Recipients, mailing a document 83 Maintaining
Entering Preferred Providers 100
Completion Dates 12 Transactions 24
Event Message
Adding 124 Sending 115
Deleting 124 Messages
Editing 124 Deleting 115
Existing Contacts Viewing 115
Adding 26 Move Document page 85
Exporting Moving
Calendar Entries 126 Transaction Documents 85
F O
Fax Cover Sheets Opening an Archive 46
Printing 14 Order
Filtering Activities 11 Comments 53
Finding Existing Properties 63 Detail Page 50
Details 50
Removing 58
G Status 52
Summary 56
Getting Help 3
Order Cancellation page, in Order Center 53
Order Center 49
H Order Details page, in Order Center 50
Order ID
Help 3 in Order Center 50
Order number, used in Document Center 78
Order Status History page, in Order Center 54
I Ordering
Packet Services 32
Insert Contact Merge Field, writing a letter 71 Orders
Insert Merge Fields, writing a letter 71 Editing 55
Insert My Field, writing a letter 71 Viewing 49
Overview 1
L
P
Logging In 1
Logging Out 2 Packet Services
Adding 30
Ordering 32
Real Estate Agent 108
Setting Up 104

page restrictions on changing an existing letter template 72
Calender 123
Change Order Status 53
Change Password 102, 103 S
Client Center 64
Document Center 75 Searching
Edit Client 65 Calendar 125
il Document 83 Mail 117
Mailbox Summary 114 Providers 73
Move Document 85 Transactions 5
Order Cancellation, in Order Center 53 Sending
Order Details, in Order Center 50 Messages 115
Order Status History, in Order Center 54 Setting
Remove Document 87 Alerts 13
Upload Document, in Document Center 79 Setting Up
User Information, client center 66 Assistant Password 103
Write Letter 68 Packet Services 104
Password Real Estate Agent Packet Services 108
Changing 102 splitting documents 93
Setting Up an Assistant 103 System Requirements 1
Password, in navigation bar 102, 103
PDF splits 93
Preferences T
99
Preferred Providers 100 Template
Printing Creating 69
Fax Cover Sheets 14 Deleting 72
Profile Editing 72
Updating 99 Viewing 72
Profile, in navigation bar 99 template, selecting 69
Profiles Transaction
99 Activities 10
Properties Center 4
Finding Existing 63 Contacts
Property Adding 8
Adding New 59 Creating 6, 62
Center 59 Documents 85
Property Address, used for uploading documents in Document Order Summary 56
Center 78 transaction archiving 44
Providers Transaction Coordinator 1
Adding Existing 27 Assisting 37
Adding New 28 Transaction number, used in Document Center 78
Preferred 100 Transactions
Searching 73 Maintaining 24
Searching 5
Transferring 35
R Transferring
Transactions 35
Real Estate Agent Packet Services 108
Remove Document page 87
Removing U
Activities 11
Documents 87 Updating
Orders 58 Due Dates 12
Report Your Profile 99
Activity 97 Upload Document page, in Document Center 79
Agent 96 Uploading
Branch Results 95 Documents 54, 78
Center 95 User Information page, client center 66
Documents Received 98

V
Viewing
Document History 80
Messages 115
Templates 72
Transaction Order Summary 56
Viewing Orders 49
W
Working with the Calendar 122
Write Letter page 68

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Transaction

Fidelity National Real Estate Solutions, LLC

TransactionPoint is a registered trademark of Fidelity National Real Estate Solutions, LLC

All other trademarks are the property of their respective owners.

TransactionPoint iii Transaction Coordinator’s Guide

Contacts and Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

TransactionPoint iv Transaction Coordinator’s Guide

Profiles & Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

TransactionPoint v Transaction Coordinator’s Guide

TransactionPoint vi Transaction Coordinator’s Guide

Who is a Transaction Coordinator?

• Add properties for agents

TransactionPoint 1 Transaction Coordinator’s Guide

3. Type your Password.

6. Click Enter. The Transaction Center page appears.

TransactionPoint 2 Transaction Coordinator’s Guide

Click FAQ to obtain answers to frequently asked questions.

TransactionPoint 3 Transaction Coordinator’s Guide

1. Click the Transactions tab.

TransactionPoint 4 Transaction Coordinator’s Guide

TransactionPoint 5 Transaction Coordinator’s Guide

TransactionPoint 6 Transaction Coordinator’s Guide

• Full Access Agents can assign Transaction Coordinators to a transaction.

TransactionPoint 7 Transaction Coordinator’s Guide

Adding Transaction Contacts

3. Click Save/Next. The Activities/Orders/Docs page appears.

TransactionPoint 8 Transaction Coordinator’s Guide

5. Select the Template you wish to apply to this transaction.

6. Click Generate Activities.

TransactionPoint 9 Transaction Coordinator’s Guide

Working with Transaction Activities

TransactionPoint 10 Transaction Coordinator’s Guide

Adding Template Activities

2. Select the Activity Template.

3. Click Continue. The Activities List appears.

5. Click the activities you want to add to this template.

6. Click Add Template Activities.

Adding Master Activities

2. Click the activities you want to add.

3. Click Add New Activities.

Adding One-time Activities

3. Click Add New Activities.

TransactionPoint 11 Transaction Coordinator’s Guide

You can select multiple activities to update at once.

Entering Completion Dates

TransactionPoint 12 Transaction Coordinator’s Guide

1. Click on the bell to the right of the activity Due date.

The Activity Reminder page appears.

3. Select the Contacts you want to receive the reminders.

TransactionPoint 13 Transaction Coordinator’s Guide

1. Click L under the Log heading on the activity line.

2. Enter your comment.

Printing Fax Cover Sheets

2. Click Fax Cover. The Fax Cover Sheet page appears.

3. Check the box in the Include in Customized Archive column.

TransactionPoint 14 Transaction Coordinator’s Guide

Printing Multiple Documents

1. Open the transaction and click the Activities/Orders/Docs tab.

TransactionPoint 15 Transaction Coordinator’s Guide