If you do transaction mangaement online, you may be using one of our other products, SettlementRoom. If that’s the case, then you’ll want to look at the new Version 2, which supports our two-click import from BrokerOffice.
It’s really this easy – log into SettlementRoom (v2), and click “Create a New Transaction” and look for the red link that says “Import from BrokerOffice”. Just click that link, and up will pop all the listings already found in BrokerOffice and you’ll be able to pick which listings you want to bring over.
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