Create a Transaction

Short Version: 1) Click [Add Transaction] from the top right. 2) Name the transaction, enter a status, MLS ID, etc. 3) Designate listing and selling agents. 4) Click [Add Transaction] to save. Add more information later by opening the transaction and clicking "Edit Transaction" from the left-hand menu.


How to Create a Transaction

  1. Click [Add Transaction].
  2. Enter information about the transaction. You can always update existing information or add more information later. Here is some information most users input:
  • Location
  • The transaction's name (Most offices use the property's address as the name of the transaction).
  • MLS or transaction number
  • Status Close date

You can enter an automatic expiration date for transactions in a listing status. If the transaction remains in the listing status after this expiration date, the system will automatically change it to the expired/withdrawn status.

Use the More Info field to track miscellaneous transaction data  such as Escrow numbers and referral sources.

Designate Agents

After completing the remaining fields, designate agents involved on the transaction.

  1. Expand the locations if necessary to locate agents - or search for them by their first or last name.
  2. Check [Listing] or [Selling] to designate the agent’s role in the transaction. Designated agents will appear to the right of the agents area. To remove an agent from the transaction, uncheck the box next to their name.
  3. Click the [Add Co-op or Outside Agents] checkbox to input information about an agent outside your company. This information is for reference only, so these agents will not be provided access to the transaction.
  4. Click [Add Transaction].