Sometimes changes need to be made to a Trade Record Sheet after it has been sent. You can easily make these changes in your app or on your desktop.
Watch this 4-minute video below or keep reading to learn how to edit & re-send a Trade Record Sheet.
If you haven't already: login to your reZEN account. Once you are logged in, find the transaction you need to edit and click on it.
How to edit a transaction:
Once you are in the transaction you need to edit:
- Click Edit Transaction
- Now click Recalculate Commission. This will move the transaction back to the Commission Calculation phase, so you can edit the transaction & make any necessary changes. You will see the yellow box that says "Need Commission Validation" and the "Approve Commission Calculation Button." This means you can edit the transaction again.
- Time to edit! Click Edit Transaction again and select the item you want to edit.
- Edit Address, MLS & Escrow - just click this button and update the information, then click Save.
- Edit Deal Information - if you need to edit the sale price or commission amounts, click this, make the updates, then save.
- Participants - you can add a participant just like you would when entering the transaction
- Commissions & Rebates - this is just like entering a transaction.
- Once you make the necessary updates, please review everything to make sure it is correct. If everything is correct, please click "Approve Commission Calculation" & confirm when prompted.
- The Commission Calculation is approved and your document is ready to send. Click "Confirm Trade RecordSheet." This will resend the Trade Sheet to Closing. When prompted, click confirm.
- You are done! Congratulations. You will see this status again when the process is complete:
Still have questions? Need to report an issue? Please contact Support for assistance: How do I contact Real Support?