Once you've created a transaction in AGENTVIEW, you'll have access to a dedicated Transaction Details page where you can manage the important steps involved in closing your deal.

Whether you're representing a buyer, working with a seller, or managing a lease, this workspace helps you stay organized, track progress, and keep everyone involved in the transaction informed.

Let's take a look at the main features available on your Transaction Details page.

Step 1: Open Your Transaction

1. From the left navigation menu, click Contacts.

2. Find and open the client's contact profile.

3. Locate the Transactions section.

4. Select the transaction you'd like to manage.

Your Transaction Details page will open, giving you access to its milestones, members, and document repository.

Tracking Your Progress with Milestones

Every transaction in AGENTVIEW includes a milestone checklist designed to help you manage the different stages of your deal.

Milestones provide a clear view of what's been completed and which steps still need your attention.

For example, a buyer transaction might include:

• Opening Escrow

• Scheduling the Home Inspection

• Completing the Appraisal

• Receiving Loan Approval

• Preparing for the Final Walkthrough

• Closing the Transaction

How to Manage Your Milestones

1. Find the Milestones section on your Transaction Details page.

2. Click a milestone to open its details.

3. Review the information and add any relevant notes.

4. Update the milestone as the task progresses.

5. Mark the milestone complete when that step has been finished.

As you complete milestones, AGENTVIEW updates the transaction's progress so you can easily see where things stand.

Good to Know: Your milestone checklist is based on the transaction type—Purchase, Sale, or Lease—and the active milestones configured in your workflow.

Collaborating with Your Transaction Team

Real estate transactions often involve multiple people, including brokers, transaction coordinators, and administrative staff.

AGENTVIEW allows you to invite other professionals to help manage your transaction.

How to Add a Transaction Member

1. Locate the Members section.

2. Click Add Member.

3. Select the team member you'd like to invite.

4. Choose their role within the transaction.

5. Click Save and Send Invitation.

Your invited member can access the transaction through the appropriate portal, even if they don't have their own AGENTVIEW account.

For example, you might invite your transaction coordinator to help manage milestones and keep the transaction moving toward closing.

If the person you'd like to invite isn't available in your team list, you may need to add them through Team Accounts first.

Organizing Your Transaction Documents

Every transaction generates important paperwork, and keeping those documents organized makes managing your deals much easier.

The Document Repository provides a central location for storing files associated with your transaction.

You might use it to organize:

• Purchase agreements and contracts

• Seller disclosures

• Home inspection reports

• Contract addendums

• Other important transaction documents

How to Add a Document

1. Find the Document Repository section.

2. Click Choose File.

3. Select the document you'd like to upload from your computer.

4. Complete the upload using the available controls.

Keeping your documents attached to the transaction makes it easier to find and reference them as the deal progresses.

Keeping Your Clients Informed

AGENTVIEW also offers a Client Portal that allows your buyers and sellers to follow the progress of their transaction.

When you invite a client to their portal, they can view milestone progress without needing to contact you for every update.

As you complete milestones in AGENTVIEW, their progress is reflected in the Client Portal.

This provides a convenient way to keep clients informed and helps them understand what's happening throughout the transaction.

Making the Most of Your Transaction Workspace

Your Transaction Details page works best when you keep it updated throughout the life of the deal.

Here are a few habits that can help:

• Review Milestones Regularly: Check which steps are completed and what still needs attention.

• Keep Documents Organized: Upload important paperwork as it becomes available.

• Work with Your Team: Invite the appropriate professionals when you need help managing a transaction.

• Update Progress: Mark milestones complete as your deal moves forward.

• Keep Clients Informed: Use the Client Portal to give buyers and sellers visibility into their transaction.

Quick Tip: Make it a habit to review your Transaction Details page whenever something important happens in a deal. Updating milestones, adding notes, and organizing documents along the way will make managing your transactions much easier as you approach closing.