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CB Bain | NWMLS: Transaction Desk II | Issaquah | May 7 2019

May 7, 2019 @ 10:00 AM - 1:00 PM


NWMLS – Transaction Desk II

Speaker: NWMLS Rep


Course Summary

The Transaction Desk II: Advanced course builds on the basic features taught in Transaction Desk I: Basics by adding advanced techniques and strategies. The course focuses on strategies for staying organized, how to use the advanced menu features such as the markup tools and the PDF slicer feature for secondary signings and counteroffers, how to create and use templates and checklists, and how to use the advanced features in Authentisign.

Course Objectives

  • Overview of the Transaction Desk forms platform and document storage system

  • Navigate the system menu, dashboard, and transaction menu options

  • Create a purchase and sale transaction using the one-click icon in Matrix

  • Create an electronic signing in Authentisign

  • Upload signed documents into your transaction

  • Archive your transaction in Transaction Desk

  • Discuss system settings and create transaction templates

  • Create a listing transaction in Transaction Desk


Please Note:

  • This is an exclusive event for CB Bain, brokers, staff, and guests by special invitation.

  • If you cannot attend it is very IMPORTANT that you CANCEL your registration! CLICK HERE for step-by-step instructions.

  • Clock hours for this course are for WA brokers. All chapters must be completed before receiving certification.

  • We respectfully ask that brokers, who are sick, consider their fellow colleagues and abstain from attending classes until they are no longer sick.

  • In case of an emergency or unforeseen cancellation of an event, the registered attendees will be notified by email.

Thank you!


May 7, 2019
10:00 AM - 1:00 PM


Coldwell Banker Bain of Issaquah
1151 NW Sammamish Road, #103
Issaquah, WA 98027 United States


CBBain Training & Education Team