Working within a Transaction

Financial
In the “Financial" tab, you can edit the Transaction Financials, and Transaction Expenses. Note: If there are additional agents that you are co-represe...
Wed, Aug 3, 2022 at 2:04 PM
Base Commission
Here you can edit the Commission Income that your brokerage will be receiving on this transaction. This can be expressed in Dollars or a Percentage. The def...
Thu, Sep 1, 2022 at 1:50 PM
Bonus Commission
Here you can edit the bonus Commission Income that your brokerage will be receiving on this transaction. This can be expressed in “Dollars” or a “Percentag...
Mon, May 9, 2022 at 11:43 AM
Calendar
In the “Calendar” tab, you can edit important dates for your transaction and view current tasks for this transaction. These dates will be added to your glob...
Fri, Oct 30, 2020 at 9:15 AM
Email
In the Email tab of a transaction, you can view emails that have been sent to the transaction's email address. Click on the name of the email to open it...
Thu, Jul 27, 2023 at 9:59 AM
Activity
Under the “Activity” tab, events will automatically create entries for important transaction events, including: When a contact, vendor, or agent has b...
Wed, Oct 25, 2023 at 1:38 PM
Transaction Action Plan
When working within a Transaction, there is a new feature called Action Plans. This feature allows an agent to create a plan of action for the Transaction. ...
Thu, Apr 21, 2022 at 11:22 AM
Checklist
Each transaction features a Checklist tab, which allows you to complete tasks and upload necessary documents for brokerage approval. To access the check...
Tue, May 16, 2023 at 12:45 PM
Documents: Editing Transaction Information When Working Inside of a Document
When you are working inside of a transaction's document, you can edit the transaction's information by clicking on the border of an assigned text ...
Thu, Dec 5, 2019 at 3:39 PM
Earnest Money
In the "Earnest Money" tab, you can keep track of the earnest money for this transaction. Click add at the bottom right to add new earnest m...
Tue, May 2, 2023 at 11:43 AM