Details

Overview

Transaction Details provides a centralized hub for managing every aspect of an active deal. Track dates, manage documents, coordinate with team, and ensure nothing falls through the cracks.

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Transaction Overview Tab

Quick Summary:

• Property address and photo
• Sale price and commission
• Closing date (countdown)
• Transaction parties
• Current status
• Quick actions (add note, upload doc)

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Parties and Contacts

Who's Involved:

• Buyer and Seller
• Agents (both sides)
• Lender
• Title/Escrow officer
• Inspector
• Appraiser
• Attorneys (if applicable)

Add Party:

1. Click Add Party
2. Select role
3. Search existing contact or add new
4. Save

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Milestones and Deadlines

Critical Dates

Track:

• Inspection deadline
• Appraisal ordered/completed
• Loan approval
• Contingency removals
• Final walkthrough
• Closing date

Visual Timeline:

• See all dates in order
• Days until each milestone
• Overdue items highlighted
• Completed items checked

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Document Vault

Organize Documents

Folders:

• Contract and Addenda
• Disclosures
• Inspection Reports
• Appraisal
• Loan Documents
• Closing Documents
• Misc

Features:

• Version control (multiple uploads of same doc)
• E-signature integration
• Share links with clients
• Download all as ZIP

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Notes and Communication

Internal Notes:

• Team-only communication
• Document conversations
• Track decisions
• Problem-solving

Client-Facing Notes:

• Updates to share with client
• Generate status reports
• Email directly from transaction

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Tasks and Checklist

Transaction Checklist:

• Pre-contract tasks
• Under contract tasks
• Pre-closing tasks
• Post-closing tasks

Auto-Generated:

• Based on transaction type
• Tied to milestones
• Assigned to team members

Mark Complete:

• Check off as done
• System tracks completion %
• Nothing gets missed

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Commission Details

Breakdown:

• Gross commission
• Brokerage split
• Team split
• Referral fees
• Net commission to you

Payment Tracking:

• Expected payment date
• Actual payment received
• Outstanding amounts

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Transaction Reporting

Generate Reports:

• Transaction summary (for file)
• Commission breakdown (for accounting)
• Timeline of events (for review)
• Export to PDF

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Transaction Status Updates

Statuses:

• Active (default)
• Pending (issues to resolve)
• At Risk (might fall apart)
• Closed Won (successfully closed)
• Closed Lost (fell through)

Status Change Triggers:

• Email notifications
• Task creation
• Team alerts

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Best Practices

Daily Check-in

• Review each active transaction
• Check for upcoming deadlines
• Respond to notes/messages
• Update status if changed

Weekly Team Meeting

• Review all active deals
• Identify at-risk transactions
• Assign action items
• Celebrate closings

Pre-Closing Final Review

• All documents uploaded
• All contingencies removed
• Closing confirmed with all parties
• Final walkthrough scheduled
• Keys/access arranged

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Quick Reference