Navigate to your brokerage's login page and login as a System user.


Utilize the search bar to find the filter the table's transactions by selecting the listing/buying agent. 

Identify the desired transaction and click the "Action" button under the transaction's Action column,

Click "Toggle Dropdown" next to the "Transaction Documents" button. 

Click "Transaction Project" from the dropdown menu.

Review the transaction's information in the left menu. 

TRANSACTION MANAGEMENT - 407 SUMMIT RIDGE DRIVE NORTH, LAGO VISTA, TX 78645 

Click "Add Owner" to assign a specific user to the project. 

Click "-- Select Owner --" to review the list of potential project owners. 

Click "OK" save the users as the project owner. 

Click "OK" again to exit the pop-up window. 

After the page refreshers you'll see the project owner's name listed. 

Click "Change Owner" to update the project owner. 

Review the project progress and task data in the lower left side menu. 

Click "Cancel Project" if you need to cancel the project.

Review the "Project Tasks" table to review assigned tasks and their statuses. 

sales - contract review
sales - agent termination
sales - quality control
-- Select Category --
 Activity Log
 Add Task
Date Created	Task Summary	Category	Status	Date Started	Assignee	Action
06/03/2022	Order Inspections

	Sales
Contract Review	IN PROGRESS	06/03/2022	Amy Agent	
06/03/2022	Update MLS Status to Active Option

	Sales
Agent Termination	IN PROGRESS	06/03/2022	Amy Agent	
06/03/2022	Mutual Acceptance Date [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	EM Due Date [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Inspection Response (Response Time 5/3/3) [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	HOA Docs Due to Buyer (10 Days from MA) [Seller]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Information Period (10 Days from MA) [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Loan Application Due (5 Days) [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	22AL - Send to Buyer's Agent [Seller]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Financing Contingency Up [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	22K Utility Addendum Due to Buyer [Seller]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Lease Docs Due to Buyer [Seller]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Final Walk Thru [Seller & Buyer]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Repair Receipts Due to Buyer Per 35R [Seller]

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Form 17 Due to Buyer

	Sales
Contract Review	REQUESTED		-	
06/03/2022	Close out in MLS

	Sales
Quality Control	ON HOLD
 Until 07/09/2022
		-

Click the "Add Task" button to add a new task to the table. 

Click "Activity Log" to review a log of activities associated with the project. 

Click the "Update Progress" icon to update the status of a task and add notes. 

Click the "View History" icon to review the history log of a specific task. 

Click the "Edit Task" icon to edit a task.

Click the "Complete Task" icon to signify that you have completed the task.

This scribe provides a brief overview of transaction projects.

Overview of Transaction Projects