Transferring Transaction Kits Made Easier for Brokers

If a REALTOR® happens to move brokerages, what happens to the transaction kits they’ve created on CREA WEBForms®?

Previously, a broker had to manually transfer the transaction kits to the sales agent, but a new update to CREA WEBForms® makes it easier for those templates to move with you,

Brokers are now able to change their setting to automatically transfer transaction kits for outgoing agents.

For brokers who want to know how to unlock this feature, it’s found under Broker Tools > Office Settings and click “Enable Transaction Transfer”.

CREA remains committed to continuously building and improving CREA WEBForms®. Stay tuned for more updates.