Transactions

Transaction Overview
Managing transactions can come with dealing with a substantial amount of data. Our transaction management features can simplify this process. These features...
Wed, May 15, 2024 at 1:06 PM
Transaction :: Information Fields
This collapsible sidebar area holds your transaction information, contract information, and any other custom field collections you create to be at your fing...
Fri, Aug 14, 2026 at 4:41 PM
Transaction :: Task Tab
At the start of the transaction, you have the choice to apply a task template or input tasks as you go along. In this article, it will break down the differ...
Fri, Aug 14, 2026 at 4:41 PM
Transaction :: Attachments Tab
At the start of the transaction, you have the choice to apply an attachment template or upload attachments (files or web links) as you go along. In this art...
Fri, Aug 14, 2026 at 10:49 PM
Transaction :: Dates Tab
At the start of the transaction, you have the choice to apply a date template or input dates as you go along. This will ensure you stay on track for appoint...
Sat, Aug 15, 2026 at 10:15 PM
Transaction :: Participants Tab
When creating a new transaction, you will need to add your transaction participants. This will link the transaction to the different contacts within your da...
Sat, Aug 15, 2026 at 10:48 PM
Transaction :: Email Tab
During the transaction, you have the capability to send emails in reference to the transaction. In this article, it will break down the different options an...
Sat, Aug 15, 2026 at 11:35 PM
Transaction :: Notes/Activities Tab
Throughout the transaction, you have the capability to document different activities. You can log advertisements, emails, expenses, events, inquiries, MLS a...
Sat, Aug 15, 2026 at 11:49 PM
Transaction :: Payout Tab
During the transaction, you have the capability to input the commission breakdown for the transaction. In this article it will break down the different opti...
Sun, Aug 16, 2026 at 12:00 AM
Transaction :: Misc Tab
Throughout the transaction, you may need to access the misc tab to view portals, change the transaction time zone, or see when the transaction was created/e...
Sun, Aug 16, 2026 at 12:09 AM