All participants in a transaction have the ability to tag certain teams to ensure their questions are answered promptly by the right person.
Who should I Tag?
To make it super easy to know who to tag in transactions comments, and when, check out the info below to make the best choice:
Transaction Team (@transaction team) | Tag the Transactions Team for questions or comments regarding:
|
Broker Team (@broker team) | Tag the Broker Team for questions or comments regarding:
|
Finance Team CANADA ONLY (@finance team) | This tag is ONLY available for agents in Canada. Tag the Finance Team for questions or comments regarding:
|
All Agents (@all agents) | All Agents is primarily used by the Transaction or Broker Team to send a notification to all agents involved in the transaction. |
Tagging in the Checklist Tab
If you have questions or comments about a particular contract, document, or disclosure, you can tag your broker team by tagging @broker team. This will notify your entire broker team of your question or comment so they can comment back as soon as possible.
Important Note: The Transactions Team should not be tagged in any comments or questions regarding specific contracts, documents, or disclosures. The Broker Team is the appropriate team to direct all questions and comments regarding compliance!
The only time the Transactions Team should be tagged in a checklist item is for the Proof of Payment item. Since the Transactions Team handles settling the transaction, if you have information about your payment (check details, reference numbers, tracking numbers, etc.), you may tag @transactions team to notify them.