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Advanced TransactionDesk®

Business Development
Tuesday, October 19, 2021
1:00 pm - 3:00 pm
Your Digital Device
Chandler, AZ 85286
Free (WeSERV Members)
$20.00 other attendees
No refunds
Event in the past

Advanced TransactionDesk®

About this Event

Gain a more in-depth understanding of how TransactionDesk® works. Learn how to make your life easy with templates, set up a layout in AuthentiSIGN®, learn how to use DocBox® and and share files.

TransactionDesk® is a new AAR member benefit which includes all of the real estate forms created by AAR, your local association and MLS. TransactionDesk® is loaded with the tools you need to begin and close a real estate transaction quickly and accurately.

TransactionDesk® includes:
  • AuthentiSign® E-Signature Tool. Legally e-sign documents and forms online (optional)
  • InstanetForms®. Cloud based forms and contracts. PC, Mac, Smart Phone and Tablet compatible.
  • DocBox®. The complete paperless cloud document management and storage solution.
  • InstanetFax®. Unlimited inbound and outbound including paper fax to email.
  • Broker Dashboard. Manage all of your Agents' documents and transactions.
 Your unique NRDS number needed for Transaction Desk®. look up your NRDS ID

Presentation Information
This class will be conducted via Zoom video conferencing. Zoom information to join the class will be shared in a reminder email the day before and the day of class.


Susan Nicolson
Susan Nicolson
Serving the greater Phoenix area since 2003, Susan Nicolson specializes in residential sales, corporate relocation, and investment properties. Passionate about quality, Susan formed Sun Cactus Realty and Sun Cactus School of Real Estate in 2018.  Her commitment to providing superior real estate services that are always in the best interests of her clients is evident in her transaction workflow. She prides herself on consistency and the ethical delivery of creative and innovative real estate solutions.
Susan is has earned her GRI and is a member of the Master of Real Estate Society and holder of WeMAR Elite Certification which is an acknowledgment to her success in practice and her pursuit of higher levels of continuing real estate education. She proudly serves her industry as a Director for the West Maricopa Association of REALTORS® and is currently the chair-elect of the Government Affairs Advisory Council. In 2020 she will lead the Women's Council of REALTORS® West Valley as their Network President and is also a Gold Level Major Investor to RAPAC giving her expertise, time and funds to support the often unseen political efforts that protect private property rights, homeownership and the real estate industry.
Susan is married to husband Brian, who flies for American Airlines and together they have two daughters. Outside of real estate Susan enjoys serving the community with the Phoenix West Rotary Club, volunteering at her daughter's school, tower gardening, a good movie, a glass of wine with friends and playing ball with their two dogs Lilo & Chief.


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Someone from our Member Service Team will contact you during business hours to answer your questions.

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Our office phone numbers connect to all locations. Our team members can assist you from any location or connect you to someone at another location. We welcome walk-ins and appointments during our business hours.

All WeSERV offices are closed in observance of New Year's Day, Martin Luther King Jr. Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day and the Friday after Thanksgiving, Christmas Eve, Christmas Day, and New Year's Eve.

Main Number:
Fax: 623-931-1008

Cochise County Chapter
Monday-Friday 8:00 AM-5:00 PM
Closed for lunch 12:00-1:00 PM, daily
500 E Fry Blvd, Suite L-1, Sierra Vista, AZ 85635

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Monday-Friday, 8:00 AM-5:00 PM
1733 E Northrop Blvd, Chandler, AZ 85286

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9001 W Union Hills Dr, #8, Peoria, AZ 85382

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