Business

Transactions 📊

Track and manage your real estate transactions, including sale prices, commissions, and associated connections. Monitor your business performance and maintain detailed records of all your deals.

Overview 🎯

The Transactions feature helps you track all your real estate deals, calculate commissions, and maintain relationships with clients. Create, edit, and monitor transactions while automatically calculating commissions based on your business settings.

Key Features:

Automatic commission calculations based on business settings
Link transactions to connections and track client relationships
Track transaction status and completion dates
Support for different transaction types and lead sources

Creating Transactions 🚀

Basic Information:

  1. Click "Create Transaction" from the Transactions page
  2. Enter the client's name
  3. Input the sale price
  4. Select the transaction type
  5. Choose the transaction status (Completed/Pending)
  6. Set the closing date
  7. Add the lead source

Commission Calculation:

  • Commission is automatically calculated based on your business settings
  • View estimated commission in real-time as you enter the sale price
  • Option to override the calculated commission with a custom amount
  • Support for both percentage and fixed dollar amount overrides
  • Brokerage cap calculations are included when applicable

Linking Connections:

  1. Use the search box to find relevant connections
  2. Click on a connection to link it to the transaction
  3. View all linked connections in the right panel
  4. Remove connections by clicking the delete icon

Managing Transactions 📋

Viewing Transactions:

  • Access all transactions from the main Transactions page
  • View transaction details including sale price and commission
  • See linked connections for each transaction
  • Track transaction status and completion dates

Editing Transactions:

  • Update transaction details at any time
  • Modify commission calculations and overrides
  • Add or remove linked connections
  • Change transaction status as deals progress

Tips for Managing Transactions 💡

Keep transaction records up to date

Link all relevant connections

Review commission calculations carefully

Track lead sources for better marketing insights

Need Help?

If you need assistance with creating or managing transactions, calculating commissions, or have questions about business settings, please contact our support team.