Instanet Quick Tip: How to Start a Transaction

Want to start a transaction in NEW Instanet? Here are THREE different and EASY ways to do it:

1. Use the Create Transaction widget to start a buyer, seller or property management transaction:

Click the Create Transaction Widget:

create transaction
Next you’ll see the Create Transaction window, (pictured below).

To create a transaction: Enter Name and Agent Type (Add me as the“)

Optional: Template, Type, Import Data, Use Wizard
(although these are optional, if you fill these in you’ll make your life a LOT easier!)

Click the Create button and your Transaction will be ready to work in!

 

 

 

 

 

 

 

 

 

2. Here’s another way to create a buyer, seller or property management transaction: Use the ADD Transaction button from your Transaction page:

From your Agent Dashboard, click on the house icon, (named TransactionDesk), on your Account Tools toolbar on the left side of your screen:

 

 

 

 

You will find yourself on the Transaction Desk screen, (which is simply a list of your Transactions). Click the Add button, (it has a + mark on it), in the upper-right corner of your screen:

 

 

 

 

 

Next you’ll see the Create Transaction window, (pictured below).

To create a transaction: Enter Name and Agent Type (“Add me as the“)

Optional: Template, Type, Import Data, Use Wizard
(although these are optional, if you fill them in you’ll make your life a LOT easier!)

Click the Create button and your Transaction is live and ready!

 

 

 

 

 

 

 

 

 

3. Here’s another way to create a Transaction, but this is ONLY FOR THE BUYER’S SIDE of the Transaction. This little-known, but highly coveted method is known as the “One-Click Transaction” and must be started from PARAGON:

Find the listing in Paragon and click on the Instanet Action Icon (HINT: it looks like a little white spark in a blue square):

 

 

 

 

Instanet will open with the Create Transaction window.

Here are two handy things that are done for you:
The Transaction Name is filled in and the Import Data shows the listing MLS number.

However, you MUST STILL FILL IN the Agent Type (Add me as the“) to create the transaction.

Optional:
Template, Type, Use Wizard
(although these are optional, if you fill these in you’ll make your life a LOT easier!)

 

 

 

 

 

 

 

 

 

Click the Create button and your transaction will be created! Just as easy as the other two methods!

NOTE: If you wish to use the optional Wizard, keep the box checked like the picture above and you’ll be guided through STEPS 1-5. Simply click the Next and Prev buttons to build your transaction using the Wizard.

*Below is a picture of what a transaction looks like when it’s created:

Transaction Dashboard

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