Create a Listing

Alert! If your client has not been created yet, go to the client tab on the left hand side and create them first.

1. Within the Client tab, click on the client you would like to create the listing for.

2. Click "Seller Documents" to add the Exclusive Right to Sell.

3. Click "Add".

4. Either begin typing in the search bar for the Exclusive Right to Sell or click on "Launch Quick Start" to see a list of all the documents you can add.

5. Select the "Exclusive Right to Sell (2024)"

6. Click "Add Documents"

7. Click into "Exclusive Right to Sell (2024)" to start filling it out.

8. You can use the template button to apply a template if you have created one and then click "auto-fill."

9. Once you have filled out the ERS and are ready to send it to your client, click "Send Message".

Tip! If you are ready for your client to sign, make sure you toggle from locked to signable at the bottom on the message.

10.

11. You can sign the ERS whenever by clicking "Sign" and then following the steps to complete your signature.

12. From Timmy's profile, click "Create Transaction with Client" to begin the listing.

13. Click "Or click here to add manually" if the listing is not in the MLS yet.

14. Enter in the property address information. Then click "Create Transaction" at the bottom.

15. You will then be prompted to add any documents from the client profile into the transaction. Select the ERS that you just added to be included. Then click "Add Documents"

Tip! If you have created a transaction bundle template you can apply that by clicking "Select a Template" and that will auto-select any documents in that template.

16. Then select any additional documents you might need for the listing. Once you are done, click "Add Documents" and your listing will be created.

​