How to Use Transaction Desk

Transaction Desk

o Go to http://www.floridarealtors.org/
o Click on the green “Sign In” button at the top
o Click on “Transaction Desk”
o You might see a beige box open at the top of the page “Pop-up Blocked” -right click then left click on “Always Allow Pop-Ups”
o Click on “Start a new Transaction”



Step 1 Setting up the transaction

o Fill in the “Transaction Name” i.e. the property’s address
o Select the type of transaction i.e. “Residential Sale”
o Go to the bottom and select “Start Transaction”

Step 2 Property Information

o Enter in all of the information you know. If you do not know something or it is not pertinent to the contract leave it blank
o On the top right click on “Next”

Step 3 Dates

o Add all of the dates you know. Again if you don’t know something it is fine to leave it blank
o On the top right click on “Next”

Step 4 Parties involved in the transaction

o I would like to “Add New Transaction Contact” click “Go”
o Click on the drop down box to select the participant you want to add i.e. Buyer
o Click “Continue”
o Fill out all of the information you know
o Click on “Save Contact Information”
o On the top right click on “Next”

Step 5

o Click on “Save and Exit” on the left.

Step 6

o You are now at the Transaction Overview
o Move to the Forms On-line Gold section and click “edit”

Step 7

o Place a check mark next to all of the contracts
o Click on the drop down box and select “Auto Populate All Forms”
o Click on “Go”

Step 8

o Click on the first contract - this opens up an editable version of the contract
o Go through the contract and fill it out.
o Click on the “save” button near the top left
o Click on the next form in the list and fill it out
o Repeat these steps until all of the contracts have been filled out

Step 9

o You are ready to Print, Email, or Fax the Packaged Contracts

Print
o Place a check mark next to all of the contracts
o Click on the drop down box and select
o Click “Go”
o Click “Generate PDF Report”
o Click at the top of the page

o File > Print as you would with any normal document

Email

o Place a check mark next to all of the contracts
o Click on the drop down box and select
o You only need to fill out the “Recipient” and “Email Address” everything else is optional
o Click on the bottom “Send Email”

Fax

o Place a checkmark next to all of the contracts
o Click on the drop down box and select
o You only need to fill out “Recipient” and “Fax Number” everything else is optional
o Click on the bottom “Send Fax”




If you have any questions please feel free to contact Mark
239-659-3321
or
MarkYaschik@PrudentialFloridaRealty.com