Hello and welcome to LPT's Intake Wizard tutorial. In this video, I will show you how to do our electronic intake form on connect. From the connect dashboard, you will select the transactions tab. You will scroll down until you see the transaction you would like to work on and then you will click that address. If you do not see your transaction listed, you can import it. You would import by clicking the add new transaction button. You would begin typing the address and as soon as it populates, you would click it. Be brought to this screen and you will click the orange intake button. You want to verify the address is correct, and if it's not, you may edit the necessary fields. Once the address is reflected accurately, you will click next step. On this page, you will verify that all of the information is correct and nothing is blank. If anything needs to be corrected, you may click the field to do so. If you are in a state that does not get paid at the closing table, you will want to select which way you would like LPT to receive funds. Keep in mind, picking up a check is always the fastest way to get paid. The specific instructions for title to send the funds to LPT for the option you select here will populate on the commission invoice. You'll then sit select next step. You will verify that all of the information is correct here and if there are no other fees being collected, you will click I confirm and then next step. If you need to add a fee, you can click the add fee button. You'll indicate what type of fee it is that you're collecting and then the amount and click submit. Once finished, you'll select the check mark to confirm no other fees are being collected and you will click next step. You'll then be brought to this screen. This is the client's page. You may edit the client's information by clicking the pencil icon that will show up on the top of these boxes or by clicking add new client. Please ensure you select the client type and then click save. Once complete, you will select next step. This screen is the parties page. You may edit the parties the same way we edited clients. Parties would be title companies, mortgage brokers, referral companies, etcetera. When adding a party, it is important you select the proper party type and include the party's email. Once complete, you'll select add party and then next step. This page is for fees owed to the opposing brokerage out of your commissions such as MLS fees, bonuses, etcetera. If you're not paying out a fee, you would toggle to no and then click next step. If you are, you would click yes and then add fee. You would put what type of fee it is and then the amount and click save and then next step. If you are giving the client a credit out of your commission, you will add that here by toggling to yes and then clicking add credit. You will select which client and the credit type and then put either the percentage or the amount and click submit. You'll then confirm that there are no other credits to do and click next step. Then you'll be brought to the referral source page. Do you have a referral being paid on this transaction? If not, you would toggle no and click I confirm there are no other commissions owed and then next step. If there is a referral being paid out, you would toggle to yes and then click add referral source. You would select the party that's getting the referral and the type and then put the amount in and click Submit. You'll then click Next Step. This page will begin to populate the commission details. If you are on a team, your team split information will be here. If you need to add an agent split, you can toggle to yes and then click add split. You can indicate if the other LPT agent is paying the transaction fee, what the agent's name is, the split type, and any memo. You then click add split. Verify that the information is correct. If there are any discrepancies, you can go back and edit. However, if everything is correct, you can move forward. If you're working in a split check state, meaning you yourself can get paid at the closing table, you will see this purple submit intake form button. Upon clicking that, if you are on a team, it will be sent to your team lead for approval, or if you're a single agent, it will be sent to the DA department. If you need to make a change and need to resubmit for review, you can click the resubmit for review button. If you are in a single check state and must wait for LPT to pay you, you will see an orange request single check button. Upon clicking that button, this pop up will come up where you have to verify everything looks correct. If everything is good, you'll click approve and send. The invoice will automatically be sent for single check state, so it's very important that the settlement company email is listed correctly. Once you click approve and send, you will get this pop up and you are all set.