Whether you're helping a buyer purchase their dream home, listing a property for sale, or managing a lease, AGENTVIEW Transaction Management helps you keep everything organized from start to finish.

Each transaction is connected to your client's contact profile, making it easy to track important details, monitor progress, and maintain a history of your real estate business.

You can create unlimited transactions for each contact, so whether you're working with a first-time buyer or a repeat client, all their transactions can stay organized in one place.

Step 1: Open Your Client's Profile

All transactions are created directly from a contact's profile.

1. From the left navigation menu, click Contacts.

2. Find and open the contact you'd like to create a transaction for.

3. Locate the New Transaction button within the contact's profile.

4. Click New Transaction to open the transaction form.

Step 2: Enter Your Transaction Details

The New Transaction form allows you to enter the important information associated with the property and transaction.

Here's what each field is used for:

• Transaction Type: Choose whether the transaction is a Purchase, Sale, or Lease. AGENTVIEW uses this selection to determine which transaction milestones to include.

• Transaction Name: Give your transaction a recognizable name, such as "123 Main Street - Buyer Purchase" or "Johnson Family Home Sale."

• Subject Property Address: Enter the address of the property associated with the transaction.

• Escrow Number: Enter the escrow or transaction number if one has been assigned. If you don't have it yet, you can add it later.

• Estimated Close of Escrow: Select the date you expect the transaction to close.

Example: If you're helping a buyer purchase a home in Riverside, you can create a Purchase transaction, enter the property's address, and set the estimated closing date.

Keeping these details accurate makes it easier to identify and manage your transactions as they progress.

Step 3: Create Your Transaction

Once you've entered the transaction information:

1. Review the transaction type, name, and property address.

2. Confirm the estimated closing date, if available.

3. Click Create Transaction to save your new transaction.

Your new transaction will now be available in the Transactions section of your client's contact profile.

Step 4: Start Managing Your Transaction

Once your transaction is created, AGENTVIEW automatically generates the active milestones you've configured for that transaction type.

These milestones provide a structured checklist to help you manage the transaction from beginning to closing.

From your transaction, you can also:

• Track Milestones: Monitor important steps and mark them complete as your transaction progresses.

• Store Documents: Upload and organize transaction-related documents.

• Invite Team Members: Collaborate with your broker, transaction coordinator, or other professionals.

• Use the Client Portal: Invite your client to follow their transaction progress.

For example, a Purchase transaction might include milestones for opening escrow, scheduling inspections, obtaining loan approval, and preparing for closing.

Managing Multiple Transactions for One Client

AGENTVIEW allows you to create as many transactions as needed under the same contact.

For example, if you've helped a client purchase a home and they later decide to sell it, you can create a separate Sale transaction without losing their previous purchase history.

Each transaction maintains its own information, documents, milestones, and progress.

Quick Tip: When creating a transaction, use the property address as part of the transaction name. This makes it easier to identify your transactions, especially when working with clients who have multiple properties or active deals.