<p><span style="font-weight: 400;"><img alt="transaction management checklist and templates on desktops in wise agent" class="aligncenter size-full wp-image-51577" src="/images/blog/Wise%20Agent%20Transaction%20Management.png" style="width: 1000px; height: 525px;" /></span></p>
<p dir="ltr">The real estate business can be a complex and chaotic world with numerous transactions to keep track of at any given time. Fortunately, Wise Agent provides an exceptional CRM solution tailored specifically to real estate agents.</p>
<p dir="ltr">One of the standout features of Wise Agent is its easy-to-use Transaction Management system, which streamlines the organization of all your buyer and seller transactions in one place. You can say goodbye to messy files on your desk or scattered documents on your computer and have everything you need for each transaction in one convenient location on your CRM.</p>
<p dir="ltr"><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/cKZ9cgD-iJo?si=8g9yTUbgaiV-4MSS" title="YouTube video player" width="560"></iframe></p>
<p dir="ltr">Wise Agent also offers customizable templates to help you manage all the critical dates, real estate fields, tasks, transaction notes, and contacts needed for a smooth transaction. With these templates, you can ensure that nothing falls through the cracks, leading to happy clients and repeat business.</p>
<p dir="ltr">In addition, Wise Agent's <a href="https://wiseagent.com/blog/checklist-triggers">Checklist Triggers</a> enable you to automate a variety of actions that save you time and hassle. You can easily send templated emails or text messages to contacts, add them to drip campaigns, or alert team members before or after a task is due or completed. These triggers keep you on top of your game, ensuring that every transaction is executed flawlessly, and your clients are satisfied with your services.</p>
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<p><img alt="wise agent checklist template" src="/images/blog/Transaction%20Checklist%20Templates%20Wise%20Agent.png" style="width: 1000px; height: 525px;" /></p>
<p dir="ltr">After designing your template, you'll find that you can reuse it time and again for each listing or closing you have in the future. With Wise Agent CRM, you don't have to worry about storage space for your forms and files because you have unlimited document storage at your fingertips. </p>
<p dir="ltr">Plus, you have the added benefit of being able to email attachments to your checklist from any device. Just copy your checklist's unique email address, and send an email to that address with the attachments you want to send, and your text in the email will even be added as a Transaction Note! </p>
<p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/tdQonNH-qrI?si=IzWt0LbNh_AfFkE8" title="YouTube video player" width="560"></iframe></p>
<p dir="ltr">Everything you need to keep track of your transactions and contact notes is easily accessible within your checklist summary. You can even categorize and search the notes you or your team made, making organization a breeze.</p>
<p><span style="font-weight: 400;"><img alt="wise agent checklist summary" src="/images/blog/Checklist%20Summary%20Wise%20Agent.png" style="width: 1000px; height: 525px;" /></span></p>
<p><span style="font-weight: 400;">The checklists include a section that corresponds to your Commission Reports to easily track your sales and commissions. </span></p>
<p><span style="font-weight: 400;"><img alt="wise agent transaction checklist add commission" src="/images/blog/Wise%20Agent%20Transaction%20Checklist%20Commission.png" style="width: 1000px; height: 525px;" /></span></p>
<p><span style="font-weight: 400;">Wise Agent has partnered with <a href="https://www.docusign.com/">DocuSign</a> that allows users to automatically save any digitally signed forms once you activate the integration.</span></p>
<p><span style="font-weight: 400;">Wise Agent’s real estate transaction management system is also very team-friendly. The checklists make it easy to see what tasks each team member is responsible for and when they are completed.</span></p>
<p><span style="font-weight: 400;">We’ve even added the functionality of assigning tasks to different team members and notifications for those tasks.</span></p>
<p><span style="font-weight: 400;"><img alt="wise agent transaction checklist task assigned to team members" src="/images/blog/transactionmanagement_teamsolutions-01.png" style="width: 100%;" /></span><br />
Wise Agent's Transaction Checklists can revolutionize the way you work, making your job easier and more efficient than ever before. Discover the benefits of Wise Agent today and take your productivity to the next level.</p>
