Transaction Coversheets

Customize coversheets that let your agents and admins save and share key details about a transaction in a clean, formatted PDF.

Manage Transactions

Use transactions to store and track all the aspects of a listing or purchase. Once a transaction is added to your company’s account, it can be viewed and edited by the transaction's agents and admins.

Transaction Flags

Use Transaction Flags to automatically identify and easily prioritize your most important transaction types.

Search A Transaction's Activity History

Search a transaction's Activity History to find specific activity based on the type of update, the person who made it, or the time period. Use the Transaction History to verify a particular action or gain insight into what's happened on the transaction since it was created.