What is the Rerun Wizard?
The "Rerun Wizard" is a feature within the Actions section of a transaction. It allows you to reload the initial transaction wizard questions, facilitating updates and modifications to your transaction based on the latest developments.
Benefits of Using Rerun Wizard:
- Efficiency: Quickly update transactions without starting from scratch.
- Accuracy: Ensure all necessary forms and checklists are included as per the latest transaction status.
- Flexibility: Adapt to changes in the transaction (e.g., a listing going under contract) seamlessly.
How to Use Rerun Wizard:
1) Access the Transaction:
Navigate to the specific transaction you wish to update.
2) Locate Rerun Wizard:
In the Actions section of the transaction, find and click on the "Rerun Wizard" button.
3) Answer Updated Questions:
The transaction wizard will prompt you with a series of questions. Answer these to reflect the current status of your transaction.
4) Review and Confirm:
Once you have answered the questions, review your selections for accuracy and completeness. Complete the transaction wizard to apply these updates to your transaction.
Use Case Example:
If you have a listing that just went under contract and needs a different set of forms, simply use the "Rerun Wizard" to update the transaction. This eliminates the need to create a new transaction or manually add forms.