Manage Deal Information

Keeping the information inside a Deal accurate helps Rechat organize the transaction, populate forms, display important deadlines, and connect the correct people to the record.

Review the Timeline

The Timeline displays the dates associated with the current stage of the transaction. A listing may begin with dates such as:

• Listing Start Date

• Listing Expiration

After an offer or contract is added, the Timeline may also include:

• Executed Date

• Closing Date

• Possession Date

• Financing Due

• Inspection Date

• End of Option or other brokerage-specific deadlines

Dates displayed in your Deal depend on the transaction and brokerage configuration.

Review Deal details

The Details section may include:

• MLS number

• Side represented

• Property or transaction type

Accurate details help Rechat apply the appropriate workflow and checklist.

Manage contacts

The Contacts section identifies the people involved in the transaction and their roles. These may include:

• Buyer or Seller

• Buyer Agent or Seller Agent

• Title or escrow representative

• Transaction Coordinator

• Sales Manager

• Other brokerage-configured roles

Select Add a New Contact to associate another person with the Deal. Available roles may vary.

Review financial and transaction information

Depending on the Deal, your permissions, and brokerage configuration, you may see information such as:

• List price

• Sales price

• Commission percentage

• Referral percentage

• CDA information

Update incorrect information

Some information may be controlled by an MLS connection, brokerage configuration, or an administrator. If an expected field cannot be edited, confirm that the correct property and transaction details were selected.

Related articles

• Create a Deal

• Understand Your Deal Workspace

• Add and Manage an Offer on a Listing