GSBOR's Transaction Desk Help Desk

MAR Forms Now Available in TD!

Good news for those of you who use the forms provided by Missouri Association of REALTORS...those forms are now available in Transaction Desk. 

After logging into Transaction Desk, click on the "Instanet Forms" link on the top toolbar.  Select "Show Individual Forms" and the MAR forms are listed in the folder labeled "Missouri Association of REALTORS". 

My Documents Are Missing!

I can tell that it's been a little over 3 months since we've taught the "DocBox" class.  I can only say that because I've received numerous phone calls this week from Agent's about how they can't find their documents in the DocBox...they've just "disappeared"!

No sweat, your documents have not disappeared...they are still there.  However, if they are not showing up, it just means that the document is now over 90 days old.  The default viewing period of Transaction Desk for DocBox is 90 days.  If you would like for the default to be set differently, then you can change it in "Settings" tab at the top of your Transaction Desk account.

To find your missing documents, go to your DocBox by clicking on the link at the top labeled "DocBox". You will want to change the drop-down box in "VIEW OTHER PERIODS" to change your setting from the default 90 days to further back.  Once you click "Go", your page will refresh and your disappearing documents will reappear for you.  This will NOT change the default of 90 days, so after you leave the DocBox screen, the 90 day default period will come back.  To change the default search criteria, you need to change it in the Settings tab. 

Free Online How-To Webinars!

Press Release from Instanet Solutions:

We are excited to announce that we are now offering pre-scheduled,  ongoing live webinars to all of our clients at no additional charge! These webinars will be  from 30-60 minutes in length and will be on a variety of topics. The longer sessions will be system overviews and the shorter sessions will be focused on particular feature areas. These webinars will be available to all of our end-users nationwide on an unlimited basis. By moving to a national webinar model we are now able to offer all of our clients and end-users more webinars, more often and on an ongoing basis.

I have included a link below so you can see our initial schedule. We will adjust the schedule based on demand and attendance.

www.transactiondesk.com/webinars

Training Module Upcoming!

Need Help? Log A Ticket.

The GSBOR Resolution Center is now open.  If you have issues regarding anything tech related with your real estate business, then we have made it easy for you to log and keep track of your issues until they have been resolved to your satisfaction.  When you have problems with anything tech related including Transaction Desk and Rapattoni then there are steps to take to get your issue resolved quickly.

1)  Call the Tech Helpline. 1-888-829-1441.

2)  Scour this blog by selecting specific categories in the left column to see if this issue has been addressed.

3)  Schedule to attend a Module or Overview Training Course at The Board.

4)  If all else fails...log a ticket in the Resolution Center of the members section on the GSBOR Web Site.

To access the Resolution Center, you must be a member of the Greater Springfield Board of REALTORS.  Once you log into www.gsbor.com, click on "Members" and enter your NRDS ID and password.  Then select "Resolution Center" at the top of the menu list.  Enter the info in every required field of the ticket.  Once you click "Submit" there is a team of qualified people to answer your question the best that they can.  Just be patient, most questions are answered within 48 hours.

Importing Contacts into TD from Top Producer 8i

As you have seen from Instanet Solutions Press Release, integration with Transaction Desk (including Instanet Forms) has made huge strides in completing the integration with Top Producer 8i.

Here is the link for how to import your contacts from Top Producer into Transaction Desk:

Download TP8i_Import.pdf (999.3K)

Reminder! Shred Your Documents!

Transaction Desk allows us to be a little bit "greener" with the ability to go paperless. But we want to warn you to be careful when you begin to get rid of all that paper containing sensitive information, such as client social security numbers, loan information, etc.

In 2005, The FACTA Act (Fair and Accurate Credit Transaction Act) was put into place by the Federal Trade Commission.  This Act is to protect consumers from identity theft and requires that any association that is governed by the FTC is required to follow this rule.  This includes the REALTOR® organization.  The Act stipulates requirements for information privacy, accuracy and disposal of consumer information collected.  Which (in layman's terms) means that you are required to destroy (shred) this paper before you stick it in the trash can. If you are REALTOR®, then you must follow this act or risk being fined by the FTC.  These fines are $2,500 by Federal for each violation and $1,000 by State for each violation.  Ouch!

Therefore, this blog post is serving as a reminder. If you are putting all of your real estate transactions into Transaction Desk and getting rid of the paper in your office, then this reminder is to make sure that you are properly disposing of these documents.  Happy Shredding!

Important Press Release From Instanet Solutions Regarding Top Producer

Please read the following press release from Instanet Solutions regarding the launch of an exciting, new integration with Top Producer to production. This integration allows our users to import their Top Producer contacts into their transactions within InstanetForms and TransactionDesk. Once again, we are reducing the need for REALTORS® to  redundantly enter data into multiple systems. Integrating Top Producer with our platform gives our mutual users the ability to manage virtually all of their client communication and service from first contact all the way to close - as efficiently as possible.

More information will be coming soon!
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Backing Up Your Data to an External Hard Drive

During today's DocBox training class, several questions were brought up about backing up the data that you put into Transaction Desk.  We suggest using the Transaction Desk DocBox to upload any document for online storage whether or not it is related to a transaction.  Once you have those documents uploaded, chances are you will want to back that data up.  It's a good idea to have a place where you can back up all of your data and we suggest using an an external hard drive for your backups. 

Make The DocBox Work For You

Don't miss Wednesday's (March 26th) TD training module on using the DocBox.  If you're wanting to go paperless in your office and cut down on the chaos that comes with boxes and boxes of files, then the TD DocBox is the key to making this happen!  You can store more than just transactions...store everything from receipts, to insurance policies, drivers license information, to almost anything.  It's super easy to use and will make you more "green". 

Make sure you call Renee at The Board (417-883-1226) to register.

Download DocBox.mov