Start Evaluating & Filing Transactions with RRE Report

These steps are intended for agents, processors, paralegals, or staff members who have been invited to access your firm’s RRE Report account to evaluate transactions and complete filings. Please share this page with anyone in your organization who will be actively working inside the platform. If your organization still needs to sign up for a RRE Report Firm account follow the steps here first:  https://fincenreport.com/rre-report-admin-start-guide/

Step 1: Accept Your Invitation

If someone in your organization has already created your firm’s RRE Report account, you do not need to sign up again. They can invite       you to join the same firm dashboard.

If You Were Invited:

  1. Open the email invitation from no_reply@rrereport.com (If the  email is not in the inbox, please check the spam folder)
  2. Click the “Set Your Password” button.
  3. Create a password & click “Save.”

If Your Invite Has Expired:

Step 2: Enable Two-Factor Authentication*Optional

  1. Click on the yellow circle icon located in the top right corner of your account.
  2. Now select Profile from the drop-down menu.
  3. Enter all required information
  4. Then click on the box next to “Multi-factor authentication.”
  5. When done, click “Update.”

Step 3: Evaluate a Transaction*Optional

Not sure if a transaction is reportable?

  1. Click on the “New Transaction” button
  2. Then click on “Yes, begin evaluation.”
  3. Enter details that will identify the transaction
  4. Then click “Continue.”
  5. Answer the questions
  6. After answering the questions, the platform will tell you if the transaction is reportable or excluded.
  • If not-reportable through the evaluation module, your firm receives a $10,000 guarantee certificate backing that determination. Charges apply if your transaction is determined not-reportable.
  • Transaction Name: an internal identifier assigned to this transaction for tracking & reporting purposes within your organization.
  • Proposed Closing Date is the target date set for the transaction’s closing, though it remains subject to modification based on the progress of due diligence & final agreement terms.

Step 4: Skip Evaluation & Start a Transaction

If you already know the transaction is reportable:

  1. Click on the “New Transaction” button
  2. Then click on “Skip and Continue Transaction.”
  3. Enter details that will identify the transaction.
  4. Then click “Continue.”
  • Transaction Name: an internal identifier assigned to this transaction for tracking & reporting purposes within your organization.
  • Proposed Closing Date is the target date set for the transaction’s closing, though it remains subject to modification based on the progress of due diligence and final agreement terms.

Step 5: Provide Required Details

Reporting Person Info

  • Enter manually or
  • Prefilled by default
  • Sign & Certify

Property Information

  • Enter manually
  • For each property in the transaction
  • Mark Complete

Buyer/Transferee Information

  • Send the 3rd-party request form, or
  • Enter manually
  • For each buyer/transferee
  • Mark Complete

Seller/Transferor Information

  • Send the 3rd-party request form, or
  • Enter manually
  • For each seller/transferor
  • Mark Complete

Payment Information

  • Send the 3rd-party request form, or
  • Enter manually
  • For each Payment
  • Mark Complete

Step 6: Preview & Submit the RRE Report

  1. Go to the “Reviews” section
  2. Click on “Preview PDF”
  3. You can review & download the entire report from this window.
  4. Go back to the “Reviews” section.
  5. Click on the “Confirm & Certify” button when you are ready to file (doing this will lock the transaction)
  6. Now go to the “Certificates” section
  7. Then click on the “Submit Transaction” button.