A transaction with a Kit status is your personal workspace. As part of a kit transaction, you can link your transaction to a listing, add your clients, and manage your electronic documents, including electronic signature sessions.
However, please note that your "Kit" transaction is not visible to your office. In order to make the transaction visible, the status must be either; In Progress, Accepted, Cancelled or Rejected.
To create a kit transaction
From the Dashboard choose the Kit Transaction Report box
From the kit transaction report section, you will be able to see any of your created "kits". To create a new one, simply click on the + add transaction report button at the top of the page.
You will be redirected to the transaction creation page where you will have to indicate where the information should be imported from, are you the listing agent, the buyer's agent or both
Listing agent
You can choose to import your information from your Listing files, a box will open, clicking on the + sign will add the information from that file to the transaction kit. In this case you do not have any information from the Buyer Agreement side, so you will chose Do not import.
Buyer's agent
You can choose to import the Listing information with the MLS number or Do not import if you wish to add the listing side information manually. On the Buyer Agreement side you can choose to import the information from your buyer agreement file or Do not import if you wish to add the information manually.
Double ending, you are representing the seller and buyer
You get the gist, you can import the information from your Listing file and from your Buyer Agreement file or choose Do not import to add all the information manually.
Once the status Kit is changed, the file is shared with the office and certain restrictions will apply on the agent side. Your file will also be moved to the Transaction Reports section.
Completed!