Lock Box Inventory

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Transaction Manager>

This Feature is only available to Broker or Manager User Levels.

Lock Box Inventory

1. Select the "Transaction Manager" menu link presented in your Administration Menu or select the "Transactions" Icon in your dashboard and select "View transactions"

2. On the Transactions List page, select the “Lockbox Inventory” tab.

On this page, all transactions that have their Lockbox information included are listed here, as an easy to find, and search list of Lockbox information

On the Lockbox Inventory page you can Search through your Lockbox Inventory using the Search dropdown and entry boxes, sort your Lockbox Inventory via the column titles, and Review yourLockbox Inventory.

3. To View/Edit a Transaction featuring its Lockbox Information:

  • Select any Lockbox Inventory item of your choice from your Lockbox Inventory list page.
  • You will be taken to that Transaction, where you can view/edit the Lockbox information contained.