Brivity Transactions
Save 50-70% of your time with every transaction by automating texts, emails, and tasks based on custom dates and times.
33 articles in this collection
Written by Savannah Dowe and Donna Reed
Written by Savannah Dowe and Donna Reed
Getting Started
Time Placeholders for Custom Dates
Written by Donna Reed
Updated yesterday
Updated yesterday
Customize Roles on Transactions
Written by Donna Reed
Updated yesterday
Updated yesterday
Organize Your New CRM
Setup & Organize Your CRM
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Import Past and Current Transactions
Written by Donna Reed
Updated yesterday
Updated yesterday
Roles
Manage Update Emails for your Clients & Collaborators
Written by Donna Reed
Updated yesterday
Updated yesterday
Client and Collaborator Login History
Written by Donna Reed
Updated yesterday
Updated yesterday
Add Collaborators to a Transaction
Written by Donna Reed
Updated yesterday
Updated yesterday
Incorporating Collaborators
Written by Donna Reed
Updated yesterday
Updated yesterday
Client Portal Flyer
Written by Donna Reed
Updated yesterday
Updated yesterday
Add Clients/Collaborators to view transactions
Written by Donna Reed
Updated yesterday
Updated yesterday
Automation
Build a Transaction Auto Plan
Save 50-75% of your time when you build auto plans to help you manage the steps of every transaction!
Written by Donna Reed
Updated yesterday
Updated yesterday
Make Tasks Contingent or Follow an Order
Make tasks in an Auto Plan to trigger as other tasks are completed first, or you can set your tasks to show in a specific order.
Written by Donna Reed
Updated yesterday
Updated yesterday
Advertising Action Plans
Written by Donna Reed
Updated yesterday
Updated yesterday
Brainstorm: Transaction Auto Plan Steps
Written by Donna Reed
Updated yesterday
Updated yesterday
Save 50-75% of your time with Auto Plans.
Written by Donna Reed
Updated yesterday
Updated yesterday
Daily Management
Brivity CRM Property Pages
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Permanently Delete a Transaction
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Brivity Calendar
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Advertising Plans
Written by Savannah Dowe
Updated yesterday
Updated yesterday
How to Add and Use Notes On a Transaction
Written by Savannah Dowe
Updated yesterday
Updated yesterday
View, Add and Update Showing Feedback
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Viewing Tasks and Timeline
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Managing Tasks
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Manage Who Has Access to a Transaction
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Update the Status for Your Transactions
Written by Savannah Dowe
Updated yesterday
Updated yesterday
Publish or Unpublish a Transaction
Publishing a transaction makes the Single Property Page in Brivity visible to search engines on the internet.
Written by Savannah Dowe
Updated yesterday
Updated yesterday
What Does "Published" Mean On a Transaction?
When a transaction is "Published" in Brivity, this is what that means.
Written by Donna Reed
Updated yesterday
Updated yesterday
How to Find a Transaction Using the Search Feature
If you have a large number of Transactions, you can search by address rather than looking in the Transaction Index.
Written by Donna Reed
Updated yesterday
Updated yesterday
Transaction Financials
Written by Donna Reed
Updated yesterday
Updated yesterday
Utilizing Communication & Conversations
Written by Donna Reed
Updated yesterday
Updated yesterday
Understanding a Transaction Dashboard
Written by Donna Reed
Updated yesterday
Updated yesterday
Add a Buyer Pending Transaction
Brivity is perfect for transaction management. Here you will learn to add a buyer pending transaction.
Written by Donna Reed
Updated yesterday
Updated yesterday
Add a Listing Transaction
Written by Donna Reed
Updated yesterday
Updated yesterday