Understand Your Deal Workspace
Every Deal brings the people, property information, dates, documents, tasks, notes, and marketing connected to a transaction into one organized workspace.
The information and checklist available in your Deal may vary based on the transaction and your brokerage’s requirements.
Deal header
The header identifies the property and provides the primary actions available for the Deal. Depending on the transaction, it may include:
Property address and image
Deal participants
Make Visible To Office to take the Deal out of draft mode
Add Offer for a listing without an offer
Email
Current status or Change Status
Workspace tabs
Use the tabs beneath the header to manage different parts of the Deal:
Checklists contains the brokerage-configured document and compliance requirements.
Photos stores property photos available for the transaction and marketing.
Tasks helps you track work associated with the Deal.
Notes keeps transaction notes connected to the Deal.
Marketing provides access to available marketing workflows using Deal information.
Deal information
The information panel may include:
Timeline with important listing, contract, and closing dates
Details such as the MLS number, side represented, and property type
Contacts and their roles in the transaction
CDA Information when available
Listing Information or buyer-related transaction information
The exact sections and fields depend on the Deal and brokerage configuration.
Transaction checklist
The checklist organizes the documents and requirements associated with the Deal. It may contain separate sections for the listing, an offer, closing documents, or other transaction contexts.
Unorganized Files
Unorganized Files holds uploaded or emailed documents that have not yet been assigned to a checklist item. From here, you can upload, drag and drop, or email files using the Deal’s unique email address.
Deal controls
Depending on your permissions, the information panel may also include options to:
Download a Deal summary
Download a Deal history
Download a Full Deal Archive
Delete the Deal
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