Transactions
Transactions Overview Page
Last Updated: November 2, 2025Who It’s For: All Users (Permissions Vary) What It Does The transaction page is your central hub for viewing, managing, and interacting with all transactions. It provides a sortable, customizable table with access to each transaction’s details. Video Walkthrough Accessing the Page: Page Layout: Views: Customizing the Table: Adding New Transactions: Viewing and Editing: Note:…
Creating a Transaction
Last Updated: November 2, 2025Who 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…
Manage Fall Through Transactions
Last Updated: November 5, 2025Who It’s For:The Manage Fall Through feature is used by agents, admins, and brokers managing listings with accepted contracts that fall through. It preserves the original transaction data for compliance while preparing a new active transaction for continued marketing. Video Walkthrough What it Does Manage Fall Through allows you to quickly and safely transition a…
Task Lists
Last Updated: November 2, 2025Who It’s For:The Task List is for all users — agents, admins, brokers, and transaction coordinators. It ensures that every required step or document is tracked and completed on time within each transaction. Video Walkthrough What it Does The Task List provides an organized, transaction-specific checklist for all tasks and document requirements. It allows users…
Transaction Page Details
Last Updated: November 2, 2025Who It’s For: All Users (Permissions vary by section) What It Does The Transaction Page is the hub for each deal. It tracks everything related to a transaction — task lists, documents, commissions, financials, agents, vendors, notes, and more — all in one place. Video Walkthrough Main Layout Section-by-Section Breakdown Core Information Contacts Financial Information…
Submit Purchase Offers
Last Updated: November 2, 2025Who It’s For: Agents, Admins, and External Cross Agents (Permissions Required) What It Does This feature allows both internal agents and external cross-agents to submit purchase offers directly into My Broker Cloud. Offers can be created manually or with AI data extraction, then linked automatically to their associated transaction. This lets agents and clients compare…
Purchase Offer Comparison
Last Updated: November 2, 2025Who It’s For: Agents and Clients (View permissions vary) What It Does This tool displays all submitted purchase offers for a transaction side-by-side. Agents can review, sort, favorite, and annotate offers — and selectively share them with clients. Clients view a clean, simplified version that helps them understand and compare offers easily, directly in their…