Let's walk through the navigation menu on the left-hand side of your screen.
Home Screen: Customize your home dashboard to see information regarding your transactions.
Clients: Create clients/client groups/ legal entities as well as view all your clients in one place.
Transactions: Sort through all of your transactions.
Documents: A master list of every document you have available to you. This includes standard state contracts, brokerage specific docs, Damian Cox or Franscona Docs as well as any customized docs you uploads. You can share documents to others within your workspace.
Templates: Create four different types of templates to streamline your business.
Documents
Dates & Deadlines
Messages
Transactions Bundles
Clauses: A master list of every clause you have available to you. This includes standard state clauses, brokerage specific clauses, Damian Cox or Franscona clauses as well as any customized clauses you create. You can also share clauses with others in your brokerage.