The Content tab of your Active Transactions has a new button: ADD FROM CONTACTS. This button allows you to easily access your Form Simplicity Contacts and populate their information to the relevant role they play in the transaction (Seller/Landlord, Buyer/Tenant). With smart, find-as-you-type recognition, you can locate and populate the information quickly into your transactions.

Add From Contacts

Add From Contacts 2

  • Enter the information into the Content tab to auto-populate the information into all the forms in your transaction.
  • Locate  contacts using the “Find Contact” smart-search box (the list is filtered as the agent begins typing in the contact name).
  • Smart drop-down fields allows you to choose which contact is party 1 and which is party 2.
  • Remember to save your changes before exiting the Content tab!

Quickly add the Seller/Landlord and the Buyer/Tenant information to your active transaction using the new ‘ADD FROM CONTACTS’ button.