Transactions (eZmax for agents)

Transactions in eZmax

• From Main menu >> Files.

NOTE: No matter what type of files you click on, the page with tabs for all file types appears.

• Here are the different types of files available:
  • Listings
  • Temporary Listings
  • Buyer’s Contracts
  • Deals
  • Draft Deals
  • Refused Offers
  • Other Income

Deals

• The deal address appears at the top of the page in the center.

• There are 6 sections in each of the file types:

  • Documents : Electronic Document Management (EDM). For more information, please see the article Consult and add documents in EDM (eZmax for agents).
  • Comments : Communication module between the brokerage and the agents. To send or view a message specific to this transaction.

NOTE: Deleted comments remain on file.

• * **Required Documents** : Mandatory documents determined by your brokerage and that have not yet been added to the file. 
  

  • Print
  • File Labels
  • File Notes : To add a "Post-it" in the transaction, with or without reminder. To add a reminder, click on Options. This reminder will appear in the notifications on the home page. You can permanently delete a note by clicking on the X at the top right.Below, there is these sections:

• Buyers : All the contact information of the buyers.

• Transaction : All the important information such as the transaction amount, the accepted offer date and the possession date.

• Mortgage Information

• Lawyer : If you need to communicate with your lawyers, you can click on the desired name and send an e-mail.

• Conditions : If applicable, you will see the conditions to your transaction.

• Detailed Commissions : How the breakdown is done.

• Other Income : Ex.: Referrals.

• Commission Calculation : Once the brokerage closes and pays out this transaction, you will see the information in this section.

• Commission Advances

• Deposits

• External Deposits

• Supplies Invoiced in File