View Transactions

Exporting your Transactions' Activities to a CSV
To export your transactions’ activities to a CSV, from your dashboard go to “Transactions”, then “View Transactions.” Click on the “Actions” button...
Wed, Nov 13, 2024 at 3:39 PM
Bulk Reassigning Transactions to Another Agent
A Brokerage Manager can reassign transactions to a new agent at once.  Go to “Transactions”, and then “View Transactions”. To reassign ONLY tra...
Thu, Nov 14, 2024 at 2:50 PM
Basic and Filtered Searching for a Transaction
To perform a basic search, click “Transactions” and “View Transactions” from your dashboard. Type the name (or signer or property) of the ...
Wed, Apr 16, 2025 at 4:22 PM