Transact to work more like ZipformPlus (Global Office Clauses & Form Editing)
Currently Lone Wolf Transact does not allow for Clauses to be saved as Office/Global Clauses. Only created & saved at the Personal Level.
In ZipformPlus - our Brokerage has 31 PreWritten/Approved Clauses by our PB that our Agents can select from Global Clauses to insert as needed into their Contracts.
The Transact MCA Level Account can create Global Templates that Agents can access... it should be able to save created Global Clauses as well.
Form editing in ZipformPlus allows for a field that is typically Numeric or Date based to accept an "override" of Text by quickly hitting the spacebar. (turns the field blue and accepts letters) ie. "3% of Final Sales Price" .... or Additional Deposit: instead of a Date = "2 Business Days After J1 Expiration"
Currently in Transact you have to click / add a Text Box on the form which is not as efficient to have to do every time.
Cary Scoville
shared this idea
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Ryan Yarbrough
commented
You can do this. You just need to do it as the MCA logged in under the KWLR email