Who 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 transaction back to Active after a deal collapses — without losing critical compliance records.
It helps you:

• Retain the original transaction and document history.
• Remove buyer details that no longer apply.
• Automatically create a new, active transaction tied to the original for audit purposes.

Where to Access

Within any Transaction, locate the Manage Fall Through button in the upper-right corner of the transaction screen.
This option becomes visible for transactions currently in Pending or similar statuses.

Managing Fall Through Transactions

Starting the Fall Through Process

1. Open the affected Transaction (usually in Pending status).
2. Click Manage Fall Through in the top-right corner.
3. A setup window will appear showing details for the fall-through process.

System Behavior

• The existing transaction will automatically be renamed with a suffix (e.g., “Fall Through #1”).
• If it falls through again, additional copies are numbered sequentially (#2, #3, etc.).
• The original transaction is updated with a new status — typically Fell Through or Cancelled Contract.
• A new transaction is created, carrying forward selected data from the original record.

Choosing What to Keep

In the configuration window, you can select which parts of the original transaction to copy over to the new one:

1. Transaction Status
   • Choose the new status (e.g., Active).
2. Documents to Keep
   • Options include Listing Only, Listing + Office, or All.
   • Most users keep only the listing-related documents.
3. Task Templates
   • Choose whether to bring over original task lists (such as listing prep tasks).
4. Notes
   • Select Yes to copy over all notes or No to start fresh.
5. Commission Summary
   • Typically No for fall-through transactions unless you need to preserve historical calculations.
6. Buyer Information
   • Usually No, since the deal with that buyer is no longer active.
7. Important Dates
   • Choose Yes to copy them over, then adjust manually as needed.

Review all your choices carefully before continuing.

Finalizing the Fall Through

1. After making your selections, click Save.
2. The system will create a new transaction with the selected data.
3. A new section titled Fall Through Transactions will appear in both records.
   • Each entry links back to the related transaction (original or new).
4. You can click these links to toggle between the current and prior versions for easy reference.

This maintains a complete audit trail — preserving compliance history while allowing you to relist and move forward efficiently.

FAQ

Q: What happens to the original transaction when I process a fall through?
A: The original transaction remains in the system, renamed and marked as Fell Through or Cancelled. It stays available for compliance and recordkeeping.

Q: Can I control which documents or data get copied to the new transaction?
A: Yes. You select exactly which items — documents, tasks, notes, or dates — are carried over during setup.

Q: Does this delete buyer information?
A: No buyer data is deleted, but it is not copied to the new transaction unless you specifically choose to.

Q: What if a listing falls through multiple times?
A: The system automatically numbers each occurrence (Fall Through #1, #2, etc.) and maintains full linkage between them.

Q: Why is this important for compliance?
A: Keeping the original record intact ensures a complete audit trail showing each buyer contract attempt and its outcome.