Getting Started With…Getting Started With…

Transactions

Watch for your “Welcome” emailWatch for your “Welcome” email

Sally Spender**********

This email will contain This email will contain your Username and your Username and Password as well as Password as well as a link to the NTREIS a link to the NTREIS Transactions systemTransactions system

Getting StartedGetting Started

• Click on the link to Click on the link to NTREIS Transactions.NTREIS Transactions.

• Log-in with your Log-in with your Username and Username and Password contained in Password contained in your Welcome email.your Welcome email.

Getting StartedGetting Started

• You will then be You will then be prompted to read and prompted to read and accept the NTREIS accept the NTREIS Transactions End User Transactions End User Agreement.Agreement.

• You must “accept” You must “accept” the agreement in the agreement in order to use the order to use the system. system.

The Summary PageThe Summary Page

• Once logged in, you will arrive at Once logged in, you will arrive at the Summary Page. the Summary Page.

• This page provides a snapshot of all This page provides a snapshot of all the information associated with this the information associated with this transactiontransaction, including contact, , including contact, document and services details. document and services details.

• The next few slides will provide The next few slides will provide additional detail on the sections of the additional detail on the sections of the Summary page you will use most.Summary page you will use most.

Summary Page: Property DetailsSummary Page: Property Details

• An advantage to using NTREIS An advantage to using NTREIS Transactions is that MLS information for Transactions is that MLS information for a specific property has already been a specific property has already been “transferred” to the file for the “transferred” to the file for the transaction. transaction.

• Click on “More File Information ” found Click on “More File Information ” found on the File Summary page on the File Summary page to access this additional MLS to access this additional MLS information.information.

Summary Page: Property DetailsSummary Page: Property Details

• Various forms and Various forms and information is available for information is available for the property. the property.

Click on any of the “names” Click on any of the “names” of the files to see this of the files to see this additional information.additional information.

Summary Page: DocumentsSummary Page: Documents

• To read a document, click on To read a document, click on the underlined title of the the underlined title of the document.document.

• To upload a document, click To upload a document, click on “Upload Document.”on “Upload Document.”

Summary Page: DocumentsSummary Page: Documents

• There are two ways to upload a There are two ways to upload a document: faxing it into the document: faxing it into the system, or uploading it from system, or uploading it from your computer. your computer.

• Select the method you will be Select the method you will be using by clicking on the using by clicking on the corresponding button.corresponding button.

Uploading Documents via Fax

There are 3 steps to uploading a There are 3 steps to uploading a document via Fax. document via Fax.

Step 1: The first step is to create the Step 1: The first step is to create the “Document Information.”“Document Information.”

Type in the Title for the document.Type in the Title for the document.Be sure to include any comments you Be sure to include any comments you would like associated with the would like associated with the document in the comments section.document in the comments section.

Uploading Documents via Fax

There are 3 steps to uploading a There are 3 steps to uploading a document via Fax.document via Fax.

Set the Document Security by Set the Document Security by selecting which roles will be able selecting which roles will be able to view this document. to view this document. Only roles in the “Permissions List” Only roles in the “Permissions List” will be able to view the document. will be able to view the document.

Click “Continue.”Click “Continue.”

Uploading Documents via Fax

• Step 2: Verify the Document Information is correct. Step 2: Verify the Document Information is correct.

Click “Continue.”Click “Continue.”

Uploading Documents via Fax

• Step 3: Print the fax cover sheet and Step 3: Print the fax cover sheet and fax the document to the fax number fax the document to the fax number listed on the cover sheet. listed on the cover sheet.

• Note: A cover sheet can only be Note: A cover sheet can only be used once. The numbers at the top used once. The numbers at the top of the cover sheet specifically of the cover sheet specifically identify the document and the file it identify the document and the file it belongs to. The system will know belongs to. The system will know exactly where to place this exactly where to place this document.document.

Uploading Documents ElectronicallyUploading Documents Electronically

• Type in the Title for the document.Type in the Title for the document.

• Be sure to include any comments you would like associated Be sure to include any comments you would like associated with the document in the comments section.with the document in the comments section.

• Click on the “Browse” button to access files on your computer. Click on the “Browse” button to access files on your computer. Locate the file you wish to upload and double-click to add. Locate the file you wish to upload and double-click to add.

• Set the Document Security by selecting which roles will be Set the Document Security by selecting which roles will be able to view this document. Only roles in the “Permissions able to view this document. Only roles in the “Permissions List” will be able to view the document. Click “Submit.”List” will be able to view the document. Click “Submit.”

Document Information Page…• Once you have completed the

upload or fax process for a document, you will be taken to the “Document Information” page.

• From this page you can view the document, see previous versions, upload a new version (revision), view the audit log (shows when the document has been viewed and by whom), add comments, email the document, or change the document security.

Summary Page: ServicesSummary Page: Services• You will receive a “New Service You will receive a “New Service

Order” email. Contained in that email Order” email. Contained in that email will be a link to the order. It will be will be a link to the order. It will be located towards the bottom of the located towards the bottom of the email. Click on it and log in.email. Click on it and log in.

• Once logged in, you will arrive at the Once logged in, you will arrive at the Summary Page for the transaction for Summary Page for the transaction for which the service has been ordered.. which the service has been ordered..

• Scroll to the “Services” section and Scroll to the “Services” section and click on your service to view the order.click on your service to view the order.

Order DetailsOrder Details• The Order Details Page The Order Details Page

includes all the MLS includes all the MLS information, Custom Order information, Custom Order form, and contact information form, and contact information pertaining to the service order.pertaining to the service order.

• Scroll to the bottom of the Scroll to the bottom of the screen and “accept” or screen and “accept” or “decline” the order.“decline” the order.

• Once you’ve accepted the Once you’ve accepted the order, a message will be sent order, a message will be sent notifying the participants that notifying the participants that the order has been accepted.the order has been accepted.

Summary Page: MessagesSummary Page: Messages• The messages section will show The messages section will show

messages to be read, as well as messages to be read, as well as enable you to send message to enable you to send message to any participants.any participants.

• To view a message, simply click To view a message, simply click on the “Subject” of the message. on the “Subject” of the message.

• To send a new message, click on To send a new message, click on “Send New Message.”“Send New Message.”

•

Sending A Message• First, highlight the First, highlight the

participant(s) you would like to participant(s) you would like to receive the message and click receive the message and click on the “Add” button.on the “Add” button.

• Complete the subject and Complete the subject and message sections and click message sections and click on “Send.”on “Send.”

• If you would like to send a If you would like to send a copy of this message to the copy of this message to the recipient(s)’ email address as recipient(s)’ email address as well, check the box indicating well, check the box indicating this at the bottom of the this at the bottom of the screen.screen.

• Hit “Send” to Hit “Send” to send your send your message.message.

Verifying or Changing Personal InfoVerifying or Changing Personal Info

• Click on “Settings,” located Click on “Settings,” located on the Main Menu tool bar.on the Main Menu tool bar.

• Select “Personal Select “Personal Information” from the list of Information” from the list of settings. Verify that the settings. Verify that the information we have on file information we have on file is accurate. Correct any is accurate. Correct any incorrect information and incorrect information and “Save.”“Save.”

For Additional HelpFor Additional HelpFor Technical Support call 800-For Technical Support call 800-250-8330 6:00AM-6:00 PM250-8330 6:00AM-6:00 PM

email at transactionhelpemail at transactionhelp@ntreis.net or or

phone 214-800-8443. phone 214-800-8443.

For Technical Support call 800-For Technical Support call 800-250-8330 6:00AM-6:00 PM250-8330 6:00AM-6:00 PM

email at transactionhelpemail at transactionhelp@ntreis.net or or

phone 214-800-8443. phone 214-800-8443. For more For more information on your information on your transaction please transaction please contact your Real contact your Real Estate Agent.Estate Agent.