Here, you can create Transaction Action Plan templates that can be imported into your transactions.


Go to Transactions > Action Plans.



+Add New Action Plan.

A drawer will open at the right, prompting you to enter a Name and Description. 

  • As a Manager, you can create Action Plans for the entire brokerage, a specific office, or your personal use. 
  • As an Agent, you can only create Action Plans within your own account.
  • Name the Action Plan
  • Enter a Description
  • Select which Transaction Statuses this Action Plan will apply. If left blank, it can be applied to any status.
  • Click the Submit button when you are finished.







Here, you can add or edit the information for the Action Plan.


Click Add Action.

A drawer will open to the right where you can build the task.

Be sure to click Save when finished creating the task.






  • Description: Enter notes, suggestions, or a description of the step

  • Action: Choose the action for this step. The options are: Create Task, Send Email, Send SMS.


Create Task 

  • Task to Perform

  • Regarding: You will be asked who the task is regarding. Options include:
    • All Contacts – Contacts associated with the transaction.
    • All Vendors – Vendors involved in the transaction.
    • All Agents – Agents participating in the transaction.
    • All Contacts, Vendors, and Agents – Includes all associated contacts.
    • All Contacts of Type – Select Buyers, Sellers, Landlords, or Tenants.
    • All Contacts of Represented Type – Based on the transaction type (e.g., Buyer’s or Seller’s contacts).
    • All Vendors of Type – Choose specific vendor types (e.g., Escrow Agent, Title Company).
    • A Single Contact – Select a single contact in the transaction.
    • First Contact of Represented Type – The first participant in the transaction (e.g., Buyer 1 or Seller 1).
    • A Single Vendor – Select a specific vendor.
    • Transaction Owner – The person in charge of the transaction.
    • Account with a Specific Role – Choose brokerage, office, or other roles.
    • A Specific Account – Assign to a specific person.

  • Assign to: Assigning the Task. Options include:

    • All Agents

    • Transaction Owner

    • An Account with a specific role

    • A specific Account

  • When: Setting the Task Timeline: Choose when the task should occur:

    • Added to Transaction – A set number of days after the Action Plan is added.
    • Specific Date – Schedule based on a transaction date (e.g., 15 days after Closing Date).Another Action is Completed – The task begins once a previous action is completed.Transaction Status Changes – Triggers the action based on a transaction status change.


Send Email: 

  • You’ll be prompted to select an email template, which should have been created beforehand in Marketing > Templates.
  • Specify the Recipients (all contacts, a single vendor, etc.).
  • Select Send From to define the sender.
  • Determine When the email should be sent.
  • If triggered by a Transaction Status Change, select the relevant status.


Send SMS:

  • To enable SMS, activate your SMS Number. (Click here for SMS setup instructions)
  • In the Message area, use the Insert button to add contact names dynamically.
  • Compose the SMS message.
  • Choose Recipients from available options.
  • Select Send From to determine the sender.


Click Save when the step is complete.



Deactivate/Activate a Task



Disable/Enable the Action Plan