Who 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

• Left Panel: Task Lists
  • Displays task lists tied to this transaction
  • Add full task lists or individual tasks
  • Shows due dates, assigned users, completion status
  • Permissions control visibility/edit access
• Top Bar Buttons:
  • Cover Sheet → Download key deal info as PDF for title/escrow
  • Manage Commission → Edit splits, fees, agent payments
  • Accounting → Log expenses, bills, or create invoices
  • Manage Fall Through → Clone listing (without buyer data) if deal falls through
  • Edit → Bulk-edit the entire transaction
  • More Actions (⋯) → View transaction log (shows timestamp, user, and change history)
• Quick-Nav Icons: Jump to specific sections
  • Core Info, Financial Info, Documents, Notes, Photos

Section-by-Section Breakdown

Core Information

• MLS ID, Address, Property Status (Active, Pending, Closed)
• Side Represented (Listing, Buying, Both)
• Property Type/Label (e.g., Single Family, Vacant Land)
• Lead Source (Buyer/Seller)
• Price, Commission Details
• Important Dates (customizable with permission)
• Text Fields: Description, Admin Info, Commission Summary
  • You can save templates for these fields

Contacts

• Add Buyers, Sellers, Agents, and Vendors
• Each contact section has a small edit icon in the top-right
• Buyers/Sellers:
  • Name, Email, Phone, Notes, Company (if applicable)
  • Mark as Primary Contact
  • Save each contact before updating the section
• Agents:
  • Search + select from existing users
  • Assign side (Buying/Listing)
  • Mark as Primary Agent (used for notifications)
• Vendors:
  • Add lenders, escrow officers, inspectors, etc.
• External/Cooperating Agents:
  • Add as a reference for deals involving outside brokerages

Financial Information

Only visible after commissions are calculated

• Shows:
  • Commission totals and agent splits
  • Downloadable breakdowns per agent
  • “Pay Now” button (if accounting is active)
    • Log payments (check, ACH, wire)
    • Timestamp and notify agents
    • Syncs with the brokerage’s connected account

Documents

• Upload and categorize:
  • Listing, Sale, Buyer, Office Docs, Public, etc.
• Use predefined document titles for consistency
• Document titles/categories are used by AI Compliance to check for missing fields
• Broker can review and mark documents complete

Purchase Offers

• Offers uploaded (by agents or cooperating agents) are shown side-by-side
• Clients can view comparisons in the Client Portal

Notes & Emails

• Add notes to the transaction
• Send emails directly from this section (keeps history)
• Share notes selectively (e.g., with clients, other agents)

Intake Details

• Only visible if transaction was created from an intake form

Photos

• Upload and manage any listing or reference photos

FAQs

Q: Can I edit just one section at a time?

A: Yes — each section has a mini edit icon so you don’t have to enter full edit mode.

Q: Can I add a new agent here?

A: No — agents must already exist in the system. You can assign them to a transaction but cannot create new users from this page.

Q: Why can’t I see Financial Info?

A: That section appears only after commission calculations are completed.