Brivity Transactions

Time Placeholders for Custom Dates

Written by Donna Reed
Updated over a week ago

Add Team Roles

Set Roles for your team to manage contacts & Transactions collectively.

Written by Donna Reed
Updated over a week ago

Import Past and Current Transactions

Written by Donna Reed
Updated over a week ago

Daily Use of Transactions

Written by Donna Reed
Updated over a week ago

Manage Update Emails for your Clients & Collaborators

Written by Donna Reed
Updated over a week ago

Client and Collaborator Login History

Written by Donna Reed
Updated over a week ago

Add Collaborators to a Transaction

Written by Donna Reed
Updated over a week ago

Incorporating Collaborators

Written by Donna Reed
Updated over a week ago

Client Portal Flyer

Written by Donna Reed
Updated over a week ago

Add Clients/Collaborators to view transactions

Written by Donna Reed
Updated over a week ago

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 over a week ago

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 over a week ago

Brainstorm: Transaction Auto Plan Steps

Win your administrators and team up to 50-70% of their time back. Brainstorm using these methods to consolidate plans into Brivity.

Written by Donna Reed
Updated over a week ago

Save 50-75% of your time with Auto Plans.

Written by Donna Reed
Updated over a week ago

Add Custom Dates (Milestones)

Written by Savannah Dowe
Updated over a week ago

Brivity CRM Property Pages

Written by Savannah Dowe
Updated over a week ago

Permanently Delete a Transaction

Written by Savannah Dowe
Updated over a week ago

Brivity Calendar

Written by Savannah Dowe
Updated over a week ago

Advertising Plans

Written by Savannah Dowe
Updated over a week ago

Transactions Index

Find, filter, and update transactions in all statuses in the new view of the Transactions Index.

Written by Donna Reed
Updated over a week ago

How to Add and Use Notes On a Transaction

Written by Savannah Dowe
Updated over a week ago

Re-send a Client/Collaborator Welcome email

Written by Savannah Dowe
Updated over a week ago

View, Add and Update Showing Feedback

Written by Savannah Dowe
Updated over a week ago

Viewing Tasks and Timeline

Written by Savannah Dowe
Updated over a week ago

Managing Tasks

Written by Savannah Dowe
Updated over a week ago

Manage Who Has Access to a Transaction

Written by Savannah Dowe
Updated over a week ago

Update the Status for Your Transactions

Written by Savannah Dowe
Updated over a week ago

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 over a week ago

What Does "Published" Mean On a Transaction?

When a transaction is "Published" in Brivity, this is what that means.

Written by Donna Reed
Updated over a week ago

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 over a week ago

Transaction Financials

Written by Donna Reed
Updated over a week ago

Utilizing Communication & Conversations

Written by Donna Reed
Updated over a week ago

Understanding a Transaction Dashboard

Written by Donna Reed
Updated over a week ago

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 over a week ago

Add a Listing Transaction

Written by Donna Reed
Updated over a week ago