“Forms, Etc.”, a periodic newsletter of the Tennessee Assn. of REALTORS
Posted by: Buzz Steele, Director of Marketing & Research


CONTENTS –
This newsletter focuses on TransactionDesk, TAR’s online forms and transaction management platform. 

1. How can you upgrade from the LITE to FULL version of TransactionDesk?
2. Using a Tablet PC for Digital Signatures – even in TransactionDesk
3. Integrating Top Producer or Outlook contacts with TransactionDesk
4. How does changing Offices affect your TransactionDesk account
5. TAR Tech Support


1. How can you upgrade from the LITE to FULL version of TransactionDesk?
Each TAR member can access the FREE version of TransactionDesk (the Lite version). If you would like to upgrade to the FULL version ($129 annual subscription), simply log in to TransactionDesk and follow the steps:

  1. Click on the “STORE” link in the navigation bar
  2. Click on the “Login” link
  3. Click on the “New Members Can Sign Up Here” Link
  4. Create your Storefront Profile
  5. To purchase the UPGRADE, click on the “CATEGORIES” link on the left
  6. Click on the “Upgrades” link
  7. Then, click on the TransactionDesk Upgrades link
  8. Select the “Add to Cart” button

Then proceed to check out like any other normal web store.

Below is a feature comparison of LITE vs. FULL version of TransactionDesk for TAR members:

product comparison


2. Using a Tablet PC for Digital Signatures – even in TransactionDesk

The FULL version of TransactionDesk allows for use of a Tablet PC. Tablet PC’s are known for the ability to sign on the screen with a stylus and the capturing and transferring of that signature to a digital document.

For those of you who have a Tablet PC and are using TransactionDesk (FULL version ONLY), you can upload any document to the DocBox of TransactionDesk. Simply select the document that is in the DocBox and then choose:

I would like to:  SIGN DOCUMENT WITH A TABLET PC

NOTE: This feature is only offered in the FULL version of TransactionDesk.


3. Integrating Top Producer or Outlook contacts with TransactionDesk

Did you know you have the capability to integrate either Top Producer OR Outlook “contacts” with TransactionDesk? You can do so easily. It’s done through an “Import / Export” procedure. However, there is only one caveat. Top Producer can ONLY import into TransactionDesk. It can not export out of TransactionDesk back to Top Producer. Conversely, Outlook can go both ways (import/export).

For TOP PRODUCER,  click on the SETTINGS tab in TransactionDesk, then click on “My Preferences” and then click on “User Information”. On the resulting page, you will see “Top Producer Data Services Setup”. Just fill in the information.

For OUTLOOK,  click on the “Contacts” link in the navigation bar. Locate the “I would like to:” drop down menu. Select “Import/Export Utility”and follow the steps from there.

NOTE: This is not a “sync” feature and therefore importing and exporting of data may cause duplication of data if you’re not careful. 


4. How does changing Offices affect your TransactionDesk account

TAR pulls your member profile data from the National Association of Realtors Database (a.k.a “NRDS”). It is important that this information is correct in NRDS. All local associations in Tennessee are known as “points of entry” (POE’s). The POE inputs and corrects your information and then uploads it to NRDS and then TAR downloads it making TAR a third party to the data.

You must make sure that when you change offices, that your local association is informed in a timely manner and can “change” your information in NRDS accordingly. Once the information is changed in NRDS it should take no longer than 2 days for that change to be reflected in the TransactionDesk database.

If the information is incorrect in NRDS it will be incorrect in TransactionDesk – “garbage in… garbage out”.

NOTE: If you have a company logo that needs to be changed during this process contact and ask them to remove the “OLD” company logo.


5. TAR Tech Support

If you need technical help with the TAR web site and/or TransactionDesk, TAR has  a dedicated phone line that you can call Monday – Friday, 8:30 a.m. – 4:30 p.m. (CST):

615-440-5052

The TAR technical support team is well versed with TransactionDesk. However, there are times in which the question may need to be forwarded to the development team at InstanetSolutions, the online forms vendor.

In addition, you could use the online “Help Desk and Knowledgebase” located in the Member Services area of the TAR web site. By selecting TransactionDesk as the help category, simply fill out the form with your question and submit your help request to the TAR technical support team. You will be notified by email automatically when your question has been answered. All your questions and answers are archived for your personal use at any time.

 NOTE: The Help Desk can be used for Legal and Ethical questions and Educational questions.