✍️Transactions

Transactions brings the property, people, dates, documents, tasks, communication, and compliance requirements connected to a real estate transaction into one organized workspace.

Whether you are working with a buyer, representing a seller, or supporting transactions across a brokerage, Rechat helps everyone work from the same connected Deal.

What can you do in Transactions?

Depending on your role, permissions, and brokerage configuration, you can use Transactions to:

• Create and manage listing and buyer Deals.

• Keep important property and transaction information organized.

• Add clients, agents, title representatives, and other transaction contacts.

• Track important dates and deadlines.

• Follow a brokerage-provided transaction checklist.

• Prepare forms and send documents for electronic signature.

• Upload, email, organize, and split transaction documents.

• Submit documents to your office for review.

• Add an offer to an existing listing Deal.

• Manage a transaction through closing.

• Create marketing using information and photos from a Deal.

How a transaction moves through Rechat

A typical transaction follows this path:

1. Create a Deal.

2. Add the property, side represented, clients, and other known details.

3. Review the Deal workspace and brokerage-provided checklist.

4. Prepare or upload the required documents.

5. Send documents for signatures when needed.

6. Submit completed documents to the office for review.

7. Add an accepted offer to a listing Deal or manage the buyer contract.

8. Track dates, tasks, documents, and feedback through closing.

9. Complete the transaction and retain its record in Rechat.

Your experience may vary

Your brokerage determines many parts of its transaction process, including:

• Questions asked during Deal creation

• Property and transaction types

• Available forms

• Checklist items

• Required and optional documents

• Contact roles

• Deal statuses

• Office-review requirements

The examples in this Help Center demonstrate common Rechat workflows. Your screens and requirements may look different.

Deals for agents and administrators

Agents use My deals to create, find, and manage the Deals in which they are involved.

Admins use Transactions Admin to locate Deals across the brokerage, monitor operational inboxes, review submitted documents, and identify transactions that require attention.

Get started

• Create a Deal

• Navigate and Manage Your Deals

• Understand Your Deal Workspace

• Understand Your Transaction Checklist