Welcome to ReFiles! This guide will help you get started with our transaction management platform.
Prerequisites
Before you begin, make sure you have:
- A ReFiles account
- Admin access to your brokerage
- Basic understanding of real estate transactions
Step 1: Initial Setup
- Log in to your ReFiles account
- Navigate to Settings
- Configure your brokerage information
Step 2: Add Your Team
Invite team members to your ReFiles workspace:
- Go to Team → Invite Members
- Enter email addresses
- Assign roles and permissions
Next Steps
Once you're set up, you can:
- Create your first transaction
- Set up integrations
- Customize your workflow
For more help, contact our support team.