Manage Transactions

To view a transaction:

1. Find the transaction you want to view. You can find active transactions on your Transactions List, or find inactive transactions by searching for them. Learn how →
2. Open the transaction by clicking the Transaction Name or Property Address.
3. View areas of the transaction (described below).

Transaction Information

The Info sections at the top of the transaction display important dates and other information related to the transaction's listing, contract, or commission.

This Information can be entered when the transaction is added or edited.

Agents Involved

The Listing Agents and Buying Agents sections display the in-house agents and assistants added to the transaction and granted access to it.

They also display Outside (Co-Op) Agents who do not have access to the system.

Checklists & Tasks

The Checklists section displays Tasks to be completed on the transaction, including what documents need to be uploaded, what actions need to be performed, or any other responsibilities that help drive it to completion.

Checklists can be added to transactions automatically or manually by agents and admins (with the appropriate permissions). Learn more about Checklists & Tasks →

Contacts

The Contacts section displays a list of third-party Contacts involved with the transaction.

Contacts can be added to the transaction by agents or admins. Learn more about Contacts →

Docs

The Docs section displays documents based on your role on the transaction. For example, if you’re a Listing Agent, you’ll be able to see Listing Docs, Sale Docs, Public Docs, and docs you set to Private.

Docs can be added to transactions by agents and admins (with the appropriate permissions). Learn more about Uploading Docs →

Notes & Sent Emails

The Notes & Sent Emails section lists all notes and emails sent from the transaction.

Notes & Emails may be sent from the transaction by agents and admins. Learn more about Emailing Docs & Notes from a Transaction →

Received Emails

Received Emails can be viewed by clicking Received Emails on the left menu.

Agents and admins (with the appropriate permissions) can send emails to the transaction. Agents can only view emails they send to transactions, and admins can view all received emails. Learn more about Received Emails →

Transaction History

Transaction History can be viewed by clicking Transaction History on the left menu.

Agents and admins can view the Transaction History, but will only see the information that is relevant to them.

To create a new transaction:

1. Click [➕ Add Transaction] from the upper right corner of any page.
   Or, add a transaction using keyboard shortcuts, Ctrl + Alt + T (Windows) / Ctrl + Opt + T (MacOS).
2. Add the information you have available for the transaction (outlined below), then save.

Location

Select the Location associated with the transaction (if applicable).

Transaction Name or Property Address

Enter the Transaction Name according to your office's preferred naming convention.

MLS or Transaction Number

Enter the MLS or Transaction Number.

Status

Select the Status that best describes the current stage of the transaction.

Label

Select the Label that best applies to the transaction.

Listing, Expiration, Acceptance & Close Date

Select or enter the Listing Date, Expiration Date, Acceptance Date and Close Date for the transaction in the format mm/dd/yy.

Contingency Dates 

Select or enter the Contingency Dates for the transaction in the format mm/dd/yy.

Additional Information

Complete any Other Information or More Info requested by your office.

Admin Info

For admins only, enter any Admin Info that should only be seen by admins and not be visible to agents.

Seller Name & Lead Source

Enter the Seller Name & Seller Lead Source (if applicable).

Add Seller Contact

Optionally, add the Seller as a Contact on the transaction by clicking [add seller as contact] and then entering their Address, Email, Phone, and Fax / Other.

Buyer Name & Lead Source

Enter the Buyer Name & Buyer Lead Source (if applicable).

Add Buyer Contact

Optionally, add the Buyer as a Contact on the transaction by clicking [add buyer as contact] and then entering their Address, Email, Phone, and Fax / Other.

List Price

Enter the current List Price.

Sale Price

Enter the Sale Price if the property is already under contract.

Total Commission

Enter the estimated Total Commission.

Commission Summary

Elaborate on the commission in the Commission Summary, if necessary.

Assign Agents

In the Assign Agents section, add any in-house agents and assistants to the transaction. 

Add an Agent

For each agent, search for their name or find it in the list, then check the appropriate Listing or Buying box next to it.

Assigned Agents will appear on the right.

Designate an Assistant

You can also add assistants by adding them as agents, then clicking [make assistant] next to their name.

Assistants will appear in the Assigned Assistants section on the right.

Outside (Co-op) Agents

If agents outside your company are involved in the transaction, check the box next to [This transaction has outside (co-op) agents], then enter the Outside Listing Agent or Outside Buying Agent's Name / Info, Email, and Phone. 

Outside (Co-op) Agents can be added for reference only and will not have access to the transaction.

To make changes to a transaction:

1. Go to a transaction.
2. Click [Edit Transaction] from the left menu.
3. Add or update any new information you have for the transaction (described above), then save it.
   
   

To delete a transaction permanently:

1. Go to a transaction.
2. Scroll to the bottom, then select [Delete this transaction] in the lower right corner.
3. Confirm permanent deletion of the transaction by clicking [Delete Permanently].