Transaction Fundamentals

60 Minutes Each - 4 Sessions - Wednesdays at 9am Pacific - The Brivity Transaction System was the original part of Brivity and is the core of Brivity technology. The first release of Brivity software was built only as a Transaction Management system and has continually improved in transaction automations since then to become the leading Transaction Management tool in real estate - saving you 50-75% of your time!

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Topics Covered

• Managing outbound and inbound calls and texts
• Templating, automating and manually sending emails
• Automating and manually sending text messages
• Automating tasks
• Manually adding tasks for each teammate and role on your team
• Managing upcoming, past due and completed tasks
• Keeping a timeline of dates, tasks and events
• Using Custom Dates and Times to automate tasks and communications
• Using Custom Roles to automate tasks and communications to teammates
• Using Custom Properties for custom transaction fields
• Using Placeholders in email templates
• Using Placeholders in text messages
• Adding and pinning Notes in transactions
• Managing advertising and marketing
• Managing transaction financials

What You'll Learn

• Setup of fundamental aspects of Brivity in our accounts QUICKLY
• Use of Auto Plans for transactions and people
• Promote the use of tech as leverage along with current or future VA’s to handle tasks efficiently and inexpensively
• Increasing the focus of money-making activities for operations hires
• Creating consistency for your processes

This Training is Ideal For

• Transaction Managers
• Admins
• Team Leads
• Marketing Managers
• ... and anyone who manages transactions!

Transaction Fundamentals Recordings

Week 1

Week 2

Week 3

Week 4