Administering Transactions
Transactions Admin gives authorized brokerage staff a centralized place to locate Deals, monitor incoming work, review submitted documents, communicate with agents, and more.
This administrative experience provides broader visibility and additional tools beyond the agent-facing My deals dashboard.
What can transaction administrators do?
Depending on their permissions and brokerage configuration, authorized staff can use Transactions Admin to:
Search for Deals across their office, or brokerage.
Locate transactions by property, MLS number, agent, office, status, and other available information.
Monitor operational inboxes.
Identify Deals and documents that require attention.
Review transaction information and important dates.
Review submitted documents.
Approve or decline documents.
Provide feedback to agents.
Monitor missing or incomplete requirements.
Manage transactions through the brokerage’s closing process.
Access available transaction reporting and exports.
How the Admin experience differs
Agents primarily use My deals to create and manage transactions in which they are involved.
Authorized staff use Transactions Admin to oversee Deals within the offices, teams, or brokerage areas included in their permissions.
The Admin dashboard may include:
Brokerage-wide Deal search
Contract Inbox
Escrow Release
Listing Inbox
Notifications settings
Advanced filters
Submission times
Administrative analytics and exports
The exact dashboard, inboxes, and available actions depend on the brokerage’s configuration and the administrator’s assigned permissions.
Understand the transaction review process
A common office-review workflow follows this general process:
An agent creates and completes the appropriate Deal information.
The agent uploads or prepares the required documents.
The agent makes the Deal visible to the office when required.
The agent notifies the office that a document is ready for review.
An authorized staff member opens the Deal and reviews the submitted document.
The document is approved or declined.
If declined, the agent reviews the feedback, corrects or replaces the document, and submits it again.
The office continues monitoring the transaction through closing.
Your brokerage may use a different review process or require additional steps.
Administrator visibility and permissions
Administrative access does not always provide visibility into every Deal in Rechat. The transactions and tools available to you may depend on:
Your assigned office or offices
Your brokerage role
If an expected Deal is unavailable, confirm that the Deal has been shared or submitted correctly and that your role includes access to the appropriate office or transaction.
Maintain a clear review history
When reviewing transactions:
Keep feedback specific and actionable.
Explain why a document was declined.
Identify the missing information or correction needed.
Keep transaction-related communication connected to the Deal.
Confirm that replacement documents are added to the correct checklist item.
Review important dates and Deal information alongside the documents.
Avoid approving incomplete or incorrectly assigned files.
Clear feedback helps agents resolve issues faster and creates a more useful transaction history for everyone involved.
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