Knowledge Base

Having Issues Saving A Transaction Into RBO – Part 2

 

In this video, we will show you how you can go about resolving any difficulties when you are adding a transaction in RealtyBackOffice.

First, you want to go to Menu > Transactions. Once there, click on Add Transaction and fill out the address field. As you enter the property address, you will notice that RealtyBackOffice will always recognize the property address that you are putting in within the United States which lets you select from the dropdown menu. Once you select an address, RBO will auto-populate the address for you. After that, you want to fill out the rest of the fields in the pop-up.

In the Gross Commission field, if you would like to enter a dollar amount, you can definitely do so but make sure that in the next field, you choose Flat Fee instead of % so that the Gross Commission field will not be in red which indicates that there is something wrong with the information being put in. Once you have completed filling out the pop-up window, click on Save.

If you have any questions, please feel free to email us at techsupport@xcellencerealty.com or call us at (786) 697-0778.

Was this article helpful?
Updated on April 27, 2022