Individual Transaction

• Changing the Status of a Transaction

  Switch a transaction between Active, Closed, and Archived — and know which status clears outstanding tasks.Some readers

• Moving from a Listing to a Closing

  When a listing goes under contract, archive the Listing and launch a new Pending transaction from the contract — here's why and how.Few readers

• Adding Notes and using ScratchPad

  Capture long-term Notes (shareable to the client portal) vs. quick internal Scratchpad jottings on a transaction.Few readers

• Designating a Primary Agent on a Transaction

  Tag one lead agent per transaction so you can sort and filter your deals and tasks by agent.Few readers

• History of Activities by Transaction & Complete Action History

  Review a full timeline of everything done on a transaction — or across your whole account — and filter by activity type.Some readers

• Active Buyer Management

  Set up a buyer-focused action plan and Client Portal to guide actively-looking buyers from search to contract.Some readers

Document Management

• Storing and Sharing Documents

  Organize transaction documents with labels and templates, then share them via email, SMS, or the Client Portal.Some readers

• Emailing Documents into a Transaction

  Email PDFs and Word docs straight into a transaction using its unique upload address — great for Dotloop, SkySlope, and DocuSign.Few readers

Transactions Summary Page

• Custom Stages: Track Where Each Transaction Stands

  Tag each transaction with a custom pipeline label and filter your Transactions list by it.Few readers