Navigate and Manage Your Deals

The agent-facing Transactions dashboard, labeled My deals, gives you one place to create, find, and manage your transactions.

Open your Deals

1. Select Transactions from the main navigation.

2. Select Transactions.

The Deals you can see depend on your role, permissions, and involvement in each transaction.

Search for a Deal

Use the search field to locate a Deal using available identifying information, such as its property address, MLS number, or agent name.

Filter your Deals by status

Use the tabs above the Deal list to narrow the dashboard:

• All Deals displays all Deals currently available to you.

• Draft displays Deals saved in a draft status. This does not include an unfinished Deal-creation questionnaire.

• Active displays active transactions.

• Pending displays transactions that are under contract or otherwise pending.

• Archive displays completed, terminated, or archived Deals available to you.

Status definitions and availability may vary by brokerage.

Understand the Deal list

Each row represents one Deal. Depending on your view, the table may include:

• Property address

• Deal status

• Price

• Critical dates

• Primary Agent

Select a row to open the complete Deal workspace.

Create a Deal

Select New Deal to begin the guided Deal-creation questionnaire.

Additional dashboard tools

Depending on your permissions and brokerage configuration, the dashboard may also include:

• Export Deals to export available Deal information.

• Download Forms to access available transaction forms.

• Analytics to view transaction reporting.

• View to adjust how Deals are displayed.

Related articles

• Create a Deal

• Understand Your Deal Workspace

• Administering Transactions