Articles

Building your own customized Task lists

With TransactionPlan, you can build a series of different “to-do” lists for different types of transactions (Listings, Buyers Agency, REO properties, Short sales, etc) or you can build lists based on the status of your transactions (Active Listings, Pending Sales, Closed transactions)

With AccountTECH, Timeline task lists are not just for keeping track of what you need to do on each transaction, it is for keeping Buyers and Sellers “in-the-loop” about everything you are doing and everything you have done.