How do I change a file to a Dual Transaction in reZEN?

If you have a transaction already set up in reZEN, and you need to change it to Dual representation, here is a quick guide to help you get this coordinated.

Good to Know: 

• Once a transaction is set up in reZEN, you will not be able to change the Representation type from a Listing Agent or Buyers Agent, to a Dual Agent 
• This system is not able to change the Representation type, once the transaction has been set up in the system
• Therefore if your Listing transaction is already set up in reZEN, and it needs to be changed to Dual representation, there are two options to get this resolved

How to Resolve:

Click on the links below for full details and step-by-step instructions.

Option 1: You can set up a separate Buy side transaction in reZEN

If your Listing Transaction has already been set up in reZEN, you can set up a separate transaction for the Buyer's side of the deal.

• Simply set up a new Buy side transaction in reZEN - this is a quick and easy way to resolve it!
• This option is especially helpful if you have already uploaded all documents to the Listing transaction's Checklist or if your Listing transaction has already been approved by the Broker team
   

Here is a step-by-step guide that will show you how to set up a new Buy side transaction in reZEN, in case needed:

• US Agents: Step 1: Enter your deal in reZEN 
• Canadian Agents: Step 1: Enter your deal in reZEN - Canada
• When you are setting up the new transaction, please select: Buyer for the Representation Type
   

Once you have set up a new Buy side transaction in reZEN, you are all set!
 

Option 2: Or you can Terminate your Listing transaction, and re-set it up as a Dual transaction

First Terminate your Listing Transaction in reZEN:

• Click on this link to learn how: How do I Terminate a Transaction?
• When filling out the Reason for Termination - you can use the following to answer: "Need to set up Dual Transaction - Duplicate file" 
  
  Pro Tip: If you are terminating your original transaction to set up a Dual transaction, you can also download all of your documents from your original transaction's File Cabinet if you don't have these documents saved to your computer. Click on this link to learn how: How do I download my deal files?
   

Then set up a new Dual transaction:

• Click on this link to learn how: How do I enter a Dual Sided Transaction?
• Follow these instructions: 
  • Open your original Listing
  • Click on the Mark in Contract button
  • This will enable you to create a new transaction
  • Follow the steps in the Transaction Set Up Wizard
  • In the second set up screen, please select Dual for the Representation Type
    
    
     
  • A new Dual Transaction will then be set up in reZEN to enable you to manage both sides of the deal in one file

Once you have terminated your original transaction, and set up a new Dual transaction in reZEN, you are all set!