Who It’s For: Agents, Admins, and Super Admins (Permissions Required)

What It Does

Transactions are the core of My Broker Cloud. Every document, checklist, and payment is tied to a transaction — so creating one properly is the first step in organizing your deal.

Video Walkthrough – Creating a Standard Transaction

Video Walkthrough – Creating a Transaction from an Intake Form

How to Create a Transaction

Option 1: From the Transactions Page

1. Go to Transactions from the left-hand menu
2. Click “Add New” (top-right corner)
3. Fill out all required default fields, such as:
   • Transaction Name (autofills from address)
   • Address, MLS ID
   • Price, Commission Info
   • Lead Source, Location
   • Dates, Descriptions, Admin Notes
   • Buyers, Sellers, Vendors, Agents
4. You can also select any custom forms or fields your company has configured

Option 2: From an Intake Form

1. Start by filling out a Seller Intake or Buyer Intake form
2. After submitting the form, you’ll see a “Convert to Transaction” button
3. Clicking this creates a new transaction pre-filled with the intake details
4. The intake form is also attached to the transaction for reference

Notes

• Not all fields are required, but entering full details improves tracking and automation
• Commission info, assigned users, and vendors can be added or adjusted later
• Every transaction becomes the anchor for checklists, documents, payments, and communication

FAQs

Q: Can I skip fields and fill them in later?

A: Yes, but required fields must be completed to create the transaction.

Q: Can I create a transaction without an intake form?

A: Absolutely — the intake form is optional but helpful for initial data gathering.

Q: Can I use custom questions for my brokerage?

A: Yes. Your admin can configure custom form sections that appear during transaction creation.