For the complete documentation index, see llms.txt. This page is also available as Markdown.

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

  1. Select Transactions from the main navigation.

  2. 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

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