Deal's Dashboard

  1. To access your deals dashboard, select Deals on your main navigation menu.

  2. Under the My Deals tab you’ll see a list of all of your listings and contracts.

  3. Each deal is identified by the property address and is one row of information in the dashboard.

  4. Hovering over critical date of a deal will display the entire timeline of that deal.

  5. You can search for your deals by address, MLS number, or a person’s name who was involved in the deal, such as an agent or a client name.

  6. You can sort deals by status or filter through them using the tabs on top.

  7. All of your sold and terminated deals will be found under Archive tabs or by searching for them