Instanet Transaction Desk Training
~Thursday, April 19th , 1:00 pm to 4:00 pm - Deadline to register is April 11th
~Instructor: David Hamil
~Class topics include:
• Authentisign E-Signature Tool – Documents and forms can be e-signed using the optional, fully integrated Authentisign module.
• Instanet Forms – Create & distribute online forms and contracts.
• DocBox – Access & manage your documents from any computer or device with internet connection.
• Task Management – A virtual checklist lets you manage all transaction related tasks and to-dos.
• InstanetFax – Includes unlimited inbound & outbound faxing, including InstanetFax, paper fax to email technology.
• Calendar and Appointment Manager – View appointments & events in a calendar formant. You will have the ability to share calendars with other TransactionDesk users in the same office.
• Customer Service Portal – Give your clients 24/7 online access to their transaction documents and other information you wish to share. Improve your customer service while saving time.
• Broker Tools – Instanet file review for brokers and managers, Broker Dashboard, Agent Document Checklists with messaging, Compliance Review and Risk Mitigation Tools, Office/enterprise wide oversight and management tools, comprehensive reporting.