Transaction Management

Transaction Management This is the 62nd Episode of Weekly Chime. We've had a lot of questions on this, so in this episode, we will have Aurora Courtney share how she's streamlining and managing her transactions from start to finish with her Smart Plans, transaction tools, and Chime's full reporting suite. She will go over how the integration tools help her keep track of any transaction data. PLUS, how Aurora leverages these tools to get and stay organized. Tune in and get your Transaction Management questions answered! _____________________ Content: 00:06 - Intro 01:20 - Who is Aurora Courtney? 02:11 - Transaction Management using Chime 04:06 - Step 1 - Creating a New Transaction 08:01 - Step 2 - Creating a Checklist Template 10:40 - Step 3 - Pre-Listing 11:34 - Transaction Coordination Integration apps you should try 12:25 - Uploading documents to your transaction 14:01 - Creating an Offer Link 19:55 - Importing Offer Information 20:50 - What's the advantage of having offer information in Chime? 23:04 - Closing templates after transactions 25:18 - Why should you optimize your templates/checklists 27:36 - Future of Automation 28:38 - Outro _____________________ Visit Our Page: https://chime.me/ Like Us On Facebook: https://www.facebook.com/ChimeCRM Join Our Facebook Community: https://www.facebook.com/groups/chimecrm _____________________ #TransactionManagement#Transaction#howtouseChime#CRM#Chime#ChimeCRM#WeeklyChime

source https://www.youtube.com/watch?v=r42H_VaySpc