Transaction Management

Описание: 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!

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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
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