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How To Update The Status Of A Transaction Using The Home Wire

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Updating the status of a transaction will automatically notify all parties connected to the transaction.

To do this, simply open the transaction you would like to update. Once you are on the transaction details page you will have a few options to choose from.

Start by clicking the update status button.

You can add a note to the status update page that will be sent out to all the parties connected to the transaction.

Once you have added your note simply click the appropriate button below to update the status.

You will notice that the next status update will always be a green button and as a transaction progresses so does the status bar.

Other options you have on the transaction details page include History, Upload/view Documents and modify.

The history page will show you the history of the transaction from its inception.

The upload and view documents page will allow you to upload and view important documents associated with your transaction.

And the modify button allows you to modify the information and parties associated to the transaction.

To update the status of another transactions, simply go the the my transactions tab on the left hand side of the screen.

You will then be able to open your other transactions and update them as the transaction moves forward.  

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