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Add a New Pending Transaction
1
of 3
Add Buyer Side-Only Transaction
Add a listing side or Double-Ender Transaction
Add an Other Income Transaction
Add Buyer Side-Only Transaction
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Click "Pending"
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Click "New Transaction"
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Enter Address, City, State, Zip Code
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Alert! If you do not have an MLS number, please enter "NOMLSID" in MLS# field.
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Enter Sales Price, Contract date and Estimated Close Date
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Select Property type
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Select property subtype
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Select Contact Type
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Enter Seller Contact Information
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Enter the outside Brokerage Information for the Listing Side
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Select the buyer contact type
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Enter the Buyer contact information
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Alert! The commission rate is entered per side (not total).
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Enter the Commission rate for Buy Side
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Tip! If more than one agent, the commission % needs to add up to 100%. Example: 2 agents splitting deal, each would be 50%
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Select Agent(s)
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Select the Closing Company
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Optional to enter Mortgage Company
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Click here if needing to add referral information, otherwise do not check.
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Click "Save"
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Add a listing side or Double-Ender Transaction
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Click "Listings"
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Click "Residential Sales"
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Locate listing and click here
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Tip! Does not matter what status listing is in Draft, Good to Launch or Active, a transaction can be added regardless.
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Click "Toggle Dropdown" from status button
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Click "Add Transaction"
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Complete transaction page Fields and click save following same steps as a buyer-side only transaction
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Add an Other Income Transaction
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Click "Other Income"
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Click "New Other Income Transaction"
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Fill in all required fields. The Transaction Address fields will be similar to those completed in the Buyside and Listing side examples above.
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Other Income related fields will be Office, Income Type, Income Received Date and Income Received.
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Click here to "Add Associate"
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Tip! If more than one agent, the commission % needs to add up to 100%. Example: 2 agents splitting deal, each would be 50%
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Fill in Client details. Type, Entity Name, Phone and Email.
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And "Save"
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