Knowledge Base & Support Center

iHomefinder ONE - Transactions

Buyer Transaction Status – Deleting a Status

iHomefinder ONE If you are interested in deleting a specific status for buyer's transactions you will navigate to your IDX Control Panel > CRM Tools > Business Process Settings. Here, you can scroll d...

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Linking a Listing to a Seller Transaction

iHomefinder ONE If you have a listing you should also have a Seller Prospect. Once you have entered your Seller Prospect, you can attach the listing to their transaction. Here’s how: 1. Go to your Prosp...

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Transaction Parties – Deleting a Party

iHomefinder ONE Sometimes, you might be interested in removing a transaction party. You can complete this in the following steps; Login to your IDX Control Panel > CRM Tools > Business Process Setting...

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Adding an Action Plan to a Transaction

iHomefinder ONE Want to add an Action Plan to one of your buyer or seller transactions? Here’s how: Locate your Prospect (Under "Active Prospects") and click on their name. Click on the Transaction ...

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How do I change a Prospect’s Transaction Status?

iHomefinder ONE It’s important to keep your Prospect’s Transaction Status(es) current. Why? This provides visibility for your entire transaction pipeline at a glance, and allows you to sort all your transacti...

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Adding & Deleting Transaction Status choices

iHomefinder ONE The selections/choices in the Transaction Status drop-down need to be done by the account owner or administrator. Here’s how: Within the "Buyer Transaction Status" or the "Seller Transaction...

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Seller Transaction Status – Deleting a Status

iHomefinder ONE If you are interested in deleting a specific status for sellers transactions you will navigate to your IDX Control Panel > CRM Tools > Business Process Settings. Here, you can scroll d...

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Creating a Seller Transaction

iHomefinder ONE There are two ways to create a Seller Transaction. The first we will go over is promoting a Lead directly to a Seller Prospect. Within the lead list click on the name of the lead that you wou...

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What does "Transaction Status" mean?

iHomefinder ONE A Prospect‘s Transaction Status is basically an “at a glance” view of what’s going on with this persons transaction. It helps you, as well as your Team Lead, see at a glance what’s happening w...

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Closing a Pending Deal

iHomefinder ONE A lead becomes a prospect as they begin working with an agent, creating a “transaction”. A Prospect is demoted to lead a or contact when all transactions for the prospect have been updated to...

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