Navigate the Transactions Admin Dashboard
The Transactions Admin dashboard helps authorized staff locate Deals across the brokerage, monitor operational inboxes, and identify transactions that require attention.
This dashboard is different from the agent-facing My deals experience.
Open Transactions Admin
Select Transactions from the main navigation.
Select Transactions.
Authorized users will see the administrative dashboard based on their permissions.
Search across Transactions
Use Search to find available Deals using information such as:
Property address
MLS number
Agent name
Administrators only see the offices, agents, and Deals included in their assigned permissions.
Operational inboxes
The dashboard may include:
Contract Inbox
Escrow Release Inbox
Manager Approval Inbox
Listing Inbox
Search
Notifications settings
Filter Transactions
Available filters may include:
Side represented
Property type
Status
Listing date
Listing expiration
Advanced criteria
Use Reset to clear applied filters.
Understand the Transaction list
Depending on the selected inbox or view, columns may include:
Address
Status
Primary Agent
Office
Submit Time
Select a row to open the Deal and review its information, activity, and checklist.
Additional tools
Depending on permissions, administrators may also have access to:
Export
Analytics
View
New Deal
Notification settings
Related articles
Last updated
Was this helpful?