Reesio Support Center

Transactions

  • Create a Transaction

    Creating a transaction in Reesio is simple. First, click the blue "Create Transaction" button, which can be fo...

    Sep 13, 2014 11:44PM PDT
  • Transactions Page

    To manage and access all of your transactions, you'll need to go to the Transactions page. You can get to the ...

    Sep 14, 2014 12:06AM PDT
  • Sorting, Searching, and Filtering Transactions

    By default, the Transactions page on Reesio shows you all of your own transactions if you're not a brokerage a...

    Sep 14, 2014 11:43AM PDT
  • Add/Invite Transaction Members

    Reesio was designed with full collaboration in mind -- where all parties of a transaction are in one centraliz...

    Sep 28, 2015 12:00PM PDT
  • What is the joining process for people you invite to your transactions...

    The magic of Reesio happens when you invite all members of a transaction into your Reesio transaction dashboar...

    Sep 28, 2015 12:28PM PDT
  • Assign an Agent to a Transaction

    ***NOTE: Before you can assign another agent to a transaction, that agent must be both in your brokerage AND i...

    Aug 31, 2015 04:44PM PDT
  • Transaction Member Groups

    By default, when you invite a transaction member, the member will be added to your "group". This does NOT mean...

    Sep 28, 2015 04:07PM PDT
  • Edit Transaction Member Info

    There are two types of members that can be added to a transaction, "Invited Members" and non-invited "Members"...

    Sep 28, 2015 03:19PM PDT
  • Remove/Delete Transaction Members

    There are two types of members that can be added to a transaction, "Invited Members" and non-invited "Members"...

    Sep 28, 2015 01:17PM PDT
  • Change Transaction Status/Status Tag

    When you first create a transaction, you can set the status for the transaction (i.e. Active, Active Contingen...

    Jan 24, 2015 03:30PM PST
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