Transactions

Answer How Many and How Much for the Monday Meeting

Control What Carries Over to a New Offer

Deal Falls Through, New Offer on the Same Listing

Find the Deals With Something Missing

Load Your Past Transactions Into a New Account

Manage Both Sides of a Sale in a Single Transaction

Move an Agent's Transactions to a Different Office

Prove When a Document Arrived and Who Reviewed It

Store Buyer Broker Agreements Before You Have an Address

Track a Lease or Commission That Renews Every Period

Pull a List of the Co-op Agents You've Worked With

Reassign a Departed Agent's Transactions to Someone Else

Run a Deal With Agents From Two Different Offices

Swap an Agent's Assistant Across Every File They're On

Work With the Agent on the Other Side of the Deal

Build a Status List That Matches How Your Office Works

Classify Your Transactions by Type

Get Every Transaction Named Your Office's Way

Hand Escrow Everything They Need on One Page

Keep Your Active Transactions List Clean

Prove Which Lead Sources Actually Produce

Run Rentals and Property Management in Pipeline

Track a Detail Pipeline Has No Field For

Track the Contract Dates Your Deals Run On

Get an Agent's Files Offline Before They Leave

Give an Auditor What They Need, Not Your Whole Account

Decide What Agents Can Change on Their Own Deals

Share a Transaction With Someone Who Isn't a Pipeline User

Use a Transaction to Store Files That Aren't Deals