How to Edit & Re-Send a Trade Record Sheet - CAD

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?