Congrats on getting the deal done 🤌
Now it's time to document and store the data points of the successfully executed contract in the secure TransactIQ workspace.
To get started, navigate to the Contract tab within the particular deal and select the listing that you want to associate a contract record with.
Contract Overview Features
This is your digital lease/purchase abstract. It provides a single source of truth for you and your clients to refer to in the future. Capture all the critical data points and key dates to know regarding the contract.
Highlights of the Contract Overview Page:
✍️ Customize the Overview Section with Custom Fields. Display any important data here. Lease any field blank that you do not want to show to your clients.
🤖 Test the AI Doc Assist tool & we'll read your lease contract to extract the most important data for you.
🔔 Setup Key Date Reminders for monitoring Lease expirations, renewal option deadlines, and more. Setup future notifications for yourself so you better service your existing clients.
📑 Upload important documents, like the lease itself, financials, rent schedule, amendments, etc. (our Rent Schedule feature is coming soon! ✨)
Once a new contract has been recorded, you can view all your executed contracts from the Closed Tab on the Deal Pipelines page. (shown below) This will display all your closed deals, use the Filters option to find what you're looking for.
How to Set Up: Key Dates & Reminders
Never miss an important deadline or opportunity to re-engage your existing clients. The Key Date Reminders feature is an excellent way to leverage technology to stay on top of your business and continue to provide an excellent service to your clients even years after you've worked with them.
From the Edit Contract page:
1. Find the key date you want to create a reminder for and select 'Set Reminder' button. (you can also create Custom Dates, if you don't see what you need.)
2. Use the time period selector to choose when you'd like to be reminded of this key date. You must enter a # of days, months or years either before or after
3. All broker members associated with the closed deal will receive an activity notification & email for any Key Date Reminder set. The must still be a member of the deal, when the date occurs to receive the notification. ⚠️ Please Note: Clients will not receive the reminder only your team members on the deal.