In the “People” tab, you can choose the different parties who will be involved in a transaction including; Agents, Vendors, and Contacts (Buyers, Sellers, Landlords, Tenants). 


The first section of the people tab deals with Agents. The first agent in this tab will be the Transaction Owner (you or someone in your brokerage), which for this transaction is the Buyer's Agent.



You can change the transaction owner by clicking on their name or the edit button to the right side, however, it will create duplicate contact and vendors that are a part of the people tab for the new owner of the transaction. The following editor will come up where you can select an agent and which office this transaction is a part of and click save to change the owner.



The second agent in this tab will be the Cooperating Agent. This will be the other agent you are working with. For example, if you are the buyer's agent, the cooperating agent will be the seller's agent. This agent will be a vendor with the vendor type of Agent. 


You can add the Cooperating Agent by clicking on their name or the add button to the right side. If a cooperating agent is already assigned, it will change the add button to an operations menu where you can edit, view, or remove the cooperating agent. The following editor will come up if you are adding or editing the Coopering Agent. This Vendor must have the vendor type of Agent to be selected here. You can also quickly add a new vendor by typing in their name and clicking add "new vendor name" in the selector.



The Additional Agents are other agents in your brokerage that will be working with you on this transaction. It will give them permission to all vendors and contacts you have added to the people tab along with permission to edit transaction details and documents.



You can add an Additional Agent by clicking the add button to the right side. The following editor will come up if you are adding an additional agent. Select an agent from the menu and click save to add them.

Adding in a participating agent, this allows them to have limited access to this transaction. They are able to work in documents, property, financials, earnest money, calendar, email, activities and the checklist tabs. 



A transaction coordinator will have full access to this transaction, including all information, documents, financials, and data. Additionally, they will have access to all associated CRM contacts for this transaction. They are unable to lock the commissions tab.


To remove an agent, click on the person minus icon next to the agents name.

The next section of the people tab deals with Vendors.

You can add a Vendor by clicking the add button to the right side. The following editor will come up if you are adding a vendor. Select a vendor type and vendor from the menu and click save to add them.


After you add a vendor you will have an operations menu for that vendor with the follow choices:

  • Popout Arrow: This opens the vendor information in a new tab.
  • Change Vendor: This allows you to swap out a vendor.
  • Clear: Which will remove Annie Appraiser as Appraiser 1 but will leave Appraiser 1 empty.
  • Remove: Which will remove Appraiser 1 from the People tab. You will not be able to remove a vendor from the people tab if there is the same type of vendor with a higher number. For example, if there was an Appraiser 2 on this transaction you would not be able to remove Appraiser 1 until Appraiser 2 is removed, however, you can still clear the vendor.


The Contacts section works exactly the same as the Vendors section except instead of vendor type you would choose person type (buyer, seller, landlord, tenant). 

  • Popout Arrow: This opens the vendor information in a new tab.
  • Change Vendor: This allows you to swap out a vendor.
  • Clear: Which will remove Annie Appraiser as Appraiser 1 but will leave Appraiser 1 empty.
  • Remove: Which will remove Appraiser 1 from the People tab. You will not be able to remove a vendor from the people tab if there is the same type of vendor with a higher number. For example, if there was an Appraiser 2 on this transaction you would not be able to remove Appraiser 1 until Appraiser 2 is removed, however, you can still clear the vendor.