In an effort to keep up with the latest in real estate technology, Instanet Forms has been upgraded to the more robust Transaction Desk. The old Instanet Forms are no longer available. If you have not used Transaction Desk, we recommend reading the FAQ further down on this page. A training schedule and further details are also available below.
The old version of Forms Online Gold will be upgraded in order to allow all Realtors® to take full advantage of the added functionality in the new Forms Online Gold in TransactionDesk.
You must convert your current transactions from the old Forms Online Gold to the new version of Forms Online Gold in TransactionDesk.
Converting your transactions now will give you time to become familiar with the new Forms Online Gold before the old Instanet Forms system is turned off in the future.
Your transactions become available in a new, improved interface with the same data in the same database. Your transactions remain in the same database to ensure data integrity.
Your individual forms are automatically converted from the old Forms Online Gold to the new version of Forms Online Gold in TransactionDesk. There are no other steps for you to complete.
WARNING: In order to keep transactions synchronized between the old Forms Online Gold and the new version of Forms Online Gold in TransactionDesk, you may only convert your transactions ONE TIME! After you convert your transactions, all future transactions must be completed in the new version of Forms Online Gold in
You will not be able to convert any new transactions from the oldForms Online Gold to the new version of Forms Online Gold in TransactionDesk again.
Manually Create a Transaction
Using the Wizard
All aspects of a real estate transaction can now be monitored and maintained in an easy to understand, easy to use manner. Users of the TransactionDesk service are provided the ability to create, monitor and edit the tasks, events and contracts pertaining to each of their transactions. The TransactionDesk service is fully customizable to meet the unique needs of each individual real estate professional. Users can maintain their transaction the way they want to not how we tell them to.
The TransactionDesk service is the only real estate transaction manager with integrated interactive contracts and forms. The TransactionDesk service has incorporated the industry leading on-line contract management service Forms, as it's interactive on-line document manager. The Forms portion of the service enables TransactionDesk users to create, and maintain all of their Association/Board/MLS contracts and forms from within the service. Contracts and forms can be auto-populated directly with property and contact information from each transaction.
Dynamic Contract Management
Contracts and Forms provided by your real estate board/association/MLS can be dynamically created and modified and saved within your TransactionDesk account. Any contract or form can then be viewed, faxed or emailed by anyone you share them with. All contracts and forms created with the TransactionDesk service are the industry standard Adobe PDF format. Users are not required to download 3rd party proprietary software to view and edit forms.
Auto-populate Contracts - Any contract or form can be auto-populated from MLS listing data, tax-roll data and/or previously populated transactions and forms.
Negotiate On-line - Forms can be sent between parties and interactively negotiated and tracked on-line. A full audit trail of all changes and modifications are kept for each contract and form created in the service
Email Forms - Forms can be emailed in read-only or editable format. As soon as the recipient receives a contract emailed through the TransactionDesk service the owner is sent an email notifying them the time and date that the contract was opened, any modifications made and even if the contract was printed. Users maintain full control of contracts sent abroad.
Digital Signatures - Contracts and forms can be digitally signed, authenticated and protected by the US Postal Service's Electronic Postmark technology.
Internet Faxing - Contracts can be sent via internet fax to clients for signing then digitally signed and distributed to both parties when approved. Users need not have a fax built into their computer as all documents are sent and received via the TransactionDesk internet fax service.
Off-line Archiving - Forms can be archived and stored off-line and even imported into the cd-rom based distributed version of the Forms software.
Remote Viewing - Form Access Rights can enable a non-TransactionDesk user to view the form remotely, make changes and save to your TransactionDesk account.
Clause Database - The clause database allows you to store information for commonly-used clauses and stipulations. The clauses can then be used in other TransactionDesk areas.
Multiple Fonts, color, sizes - Users have the ability to select from 14 different fonts, 10 colors and 8 font sizes when filling in and completing their contracts. Users are even able to use an auto-size feature that will shrink longer sentences to fit within the text input area on a contract.
Watermarks - Users have the ability to embed watermarks directly onto each page of their forms.
Quick Start Groups - The Quick-Start groups are designed to allow you to insert multiple forms into a transaction with one click, instead of adding the same individual forms to many transactions. Once created, your Quick-Start groups are visible in locations where you will add forms into a transaction.
Digital Signature Capabilities
'Signings' is a part of the TransactionDesk service that allows users to securely manage the signing of documents by remote parties, while optionally providing the verifiable security of USPS Electronic Postmark® (USPS EPM®).
The USPS Electronic Postmark® (USPS EPM®) is a web-based security service that enables users to verify authenticity, provide tamper detection, and date and timestamp electronic documents and files. Evidence of content authenticity is stored in the USPS EPM repository for seven years to ensure trusted non-repudiation of content.
A 'Signing' is a step-by-step procedure used to securely acquire signatures or alterations on any document in your account. All of the documents signed are protected form being altered by the US Postal Service Enforcement Branch. Users can feel secure in that all of the documents signed and secured within the TransactionDesk Service using the USPS EPM are protected by the following Federal Statutes:
Documents can be signed with either a digital certificate or by using the internet document faxing capabilities from within the Forms portion of the service.
Appointments, Events & Tasks
Appointments, Events & Tasks allows you to easily keep track of important dates and deadlines. Users can create individual tasks and appointments or they can have them be auto-generated when they start a new transaction
Email Reminders - TransactionDesk can also notify you by email of upcoming events or scheduled due dates.
Popup Reminders - TransactionDesk can popup a reminder on screen of upcoming events or scheduled due dates.
Task Templates are used to allow you to insert multiple tasks into a transaction with one click. The TransactionDesk provides default templates but users have the ability to create and modify their own templates.
The Calendar feature allows you to view your appointments, events & tasks in a calendar format. Any event, task or transaction activity is viewable in your own personal calendar. Users have the ability to share Calendars so they can be viewed by other TransactionDesk users in their work group, transaction coordinators, brokers or even clients. Calendars can be displayed in a number of different views from daily, weekly, monthly, 3 month and yearly views.
The TransactionDesk service comes complete with easy to use Wizards that help expedite the process of starting new transactions, sending contracts for signing via fax and/or email, creating new workflows used to automate the creation of transactions and the required tasks.
Working with Others is the functionality TransactionDesk provides to integrate and share your information with other users who also have a TransactionDesk account. This allows you to share any aspect of your TransactionDesk account with the people who need it the most. Users have the ability to edit the accessibility and viewing rights on any feature available within the TransactionDesk service.
Audit Trails and Logging
The TransactionDesk service comes complete with full auditing capabilities. The auditing portion of the service covers access to the service, call logs, activity logs, incoming and outgoing fax and email logs. All of the edits and modifications made to each and every contract and form within the TransactionDesk is stored so a complete revision history is available if necessary.
Views & Invitations
The TransactionDesk service allows you to easily share information with non- TransactionDesk users. Non-TransactionDesk users such as other agents, brokers, transaction coordinators, clients and 3rd party service providers can be given access to different views of the transaction data and associated contracts. Email based invitations are sent to alert external parties that a View has been made available. As external parties access the views, all activity including access time, date, location are recorded and tracked in the transaction audit facility.
The Contacts database allows you to store information for commonly-used parties such as agents, brokers and lawyers. This contact information can then be used to auto-populate transactions, contracts and forms. Contact Databases can even be shared between other TransactionDesk users within your office.
Service Providers Database
The service providers database allows you to store information for commonly-used parties such as contractors, landscapers and plumbers. This contact information can then be used to auto-populate service request orders. Service Providers databases can even be shared between other TransactionDesk users within your office. You may encounter 'Affiliate' service providers supplied by your real estate board/association/MLS.
Synchronize Events, Tasks and Contacts to MS Outlook and Palm devices.
The TransactionDesk service enables users to synchronize transaction data such as calendar events, tasks and contacts directly from their on-line transactions to their local MS Outlook program or to their PDA. Selected event and contact information can even be sent to clients enabling them to track the transaction activity pertaining to their property sale from their own computer or PDA.
Select the "Instanet Forms" login option, this will bring you directly to the Instanet Forms section of Transaction Desk.
Step 1) Select the group of forms you wish to use. For Indivudual forms, select "Click here to show Individual Forms".
Step 2) Click on the [+] to view more forms in a folder. A few simple clicks and you can get right to the form that you want.
Step 3) Click on the form folder to be able to create a new form of that type, or on an indiviudual saved form to open up an existing form. Option for either selection will appear on the right half of the screen.
That is it, the new streamlined process makes it quick and easy to use the new Instanet Forms.