This guide is designed to take a broker from paper to paperless. The document is an overview that provides helpful information on how to implement TransactionDesk to improve your business. You can use the whole guide or simply skip to the chapters that interest you most.
The Number 1 Thing to Know About TransactionDesk
The very best way to use TransactionDesk and Instanet Forms is to start a transaction when beginning to work on a file for a client. Even if you are only going to work on forms, this will save you time by allowing you to auto fill the forms with the transaction file information and have all the forms for that file in one transaction folder. Click on the document or video links below for more information.
TransactionDesk Overview
Each of the links below will give you a brief overview of the basic functions and benefits of TransactionDesk including Instanet Forms, internet faxing, online document management and more. Click below to watch the read more about TransactionDesk.
10 Things to Know
Here are the top then things to you should know about TransactionDesk. This document will provide you a very fast way to make sure you get more out of TransactionDesk with less effort!
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TransactionDesk Implementation Guide
The purpose of this document is to guide a person or an organization through the TransactionDesk implementation in an easy to follow and understand step by step process. Our recommended approach is that, whether you are an individual or organization, you implement TransactionDesk in phases.
