Add a New Pending Transaction
29 steps
|
2 minutes
Add Buyer Side-Only Transaction
1
Click "Pending" to view transactions that have not yet closed
2
Click "+ New Transaction" to start adding a new transaction
3
Enter the property Address, City, State, and Zip Code
Alert! If you do not have an MLS number, enter "NOMLSID" in MLS# field.
4
Enter the Sales Price, Contract Date, and Estimated Close Date
5
Select the Property Type (e.g., Residential, Commercial) to categorize the transaction
6
Select the Property Subtype to provide further detail about the property
7
Choose the Seller Contact Type
8
Enter the Seller Contact Information
9
Enter the *(outside)* Listing Brokerage details to accurately capture the listing agent and brokerage involved
10
Select the Buyer Contact Type
11
Enter the Buyer Contact Information
12
Enter the Commission Rate for the Buy Side, *noting that this is the percentage for the agent side, not the total transaction*
Tip! If multiple agents are involved, ensure the commission percentages total 100% to distribute the commission correctly.
13
Select Agent(s)
14
Select the Closing Company
15
Optionally, enter the Mortgage Company
16
If applicable, add Referral information to track any referring companies
17
Click "Save" to create the pending transaction in the system
Add Listing Side or Double-Ender Transaction
18
Click "Listings" to access all active listings
19
Select "Residential Sales"
20
Locate the desired property in the list using the address, Listing Agent, or other filters and select this icon in the Action column
Tip! The listing’s status does not matter *(Draft, Good to Launch, or Active)*. You can add a transaction regardless.
21
From the Status Dropdown Menu, select "Add Transaction" to begin entering a transaction for this listing
22
Complete the transaction fields following the same process as a buyer-side transaction, ensuring all required fields are accurate. Don't forget to Save to finalize the listing-side or double-ended transaction.
Alert! If this is a double ender, be sure to check the “Associate Represents Buyer” box.
Add Other Income Transaction
23
Click "Other Income" from the Transaction tab on the dashboard
24
Select "New Other Income Transaction" to start a new Other Income transaction
25
Fill in all required fields, including Transaction Address and any relevant property identifiers
26
Enter Office, Income Type, Income Received Date, and Amount to capture the transaction details
27
Select "Add Associate" to add agent(s) involved
Tip! Ensure multiple agent commission percentages total 100% if more than one agent is assigned.
28
Enter Client details here, including Type and Entity Name, with Phone and Email optional
29
Click "Save" to record the other income transaction
