Managing a real estate transaction involves a lot of moving parts. From coordinating with your transaction coordinator and collecting documents to keeping your clients informed, staying organized is essential.

With AGENTVIEW Transaction Management, you can keep everything in one place.

Each transaction acts as a digital file connected to your client's profile, allowing you to track progress, manage important documents, collaborate with other professionals, and guide your clients through the buying or selling process.

Understanding How Transactions Work

Transactions are created within your client's contact profile in AGENTVIEW.

You can create multiple transactions for the same client, making it easy to maintain a history of the properties you've helped them buy, sell, or lease.

For example, if you've helped a client purchase a home and they return a few years later to sell it, you can create a new transaction while keeping their previous transaction records organized.

Each transaction includes several tools to help you manage the process:

• Members: Collaborate with your broker, transaction coordinator, or other team members.

• Document Repository: Store important transaction documents.

• Client Portal: Give your buyers and sellers access to their transaction progress.

• Milestones: Track the important steps involved in completing the transaction.

Let's explore how each feature works.

1. Adding Members to Your Transaction

Real estate transactions often involve several people working together.

AGENTVIEW allows you to invite members, such as your broker, transaction coordinator, or administrative assistant, to help manage a transaction.

How to Add a Member

1. Open the transaction you'd like to manage.

2. Find the Members section.

3. Click Add Member.

4. A window will open where you can select the team member you'd like to invite.

5. Choose the member's Role within the transaction.

6. Click Save and Send Invitation.

The selected member will receive an invitation to access the transaction.

Does Everyone Need an AGENTVIEW Account?

No. Invited members who don't have an AGENTVIEW account can access the transaction through a guest portal.

This makes it easier to collaborate with professionals who aren't regular AGENTVIEW users.

Good to Know: If the person you'd like to invite doesn't appear in your available team members, you may need to add them first through AGENTVIEW's Team Accounts feature.

2. Managing Your Transaction Documents

Keeping transaction documents organized is an important part of managing a successful closing.

The Document Repository gives you a central location to store documents associated with a particular transaction.

For example, you might want to keep copies of:

• Purchase agreements and contracts

• Disclosure documents

• Inspection reports

• Addendums

• Other important transaction paperwork

How to Upload a Document

1. Open the transaction.

2. Find the Document Repository section.

3. Click Choose File.

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

5. Complete the upload using the available controls.

Your uploaded documents can then be kept with the corresponding transaction for future reference.

Quick Tip: Make it a habit to upload important documents as your transaction progresses. Keeping everything organized in one place makes it easier to find information when you need it.

3. Keeping Clients Informed with the Client Portal

One of the most helpful features of AGENTVIEW Transaction Management is the Client Portal.

The Client Portal allows your buyers and sellers to follow the progress of their transaction through an easy-to-understand interface.

Instead of having to contact you every time they want an update, clients can review their transaction's milestone progress.

How to Invite Your Client

1. Open the client's transaction in AGENTVIEW.

2. Locate the Client Portal section.

3. Click Invite to the Client Portal.

4. AGENTVIEW will automatically send an email invitation to your client.

Once your client accesses the portal, they'll be able to review the progress of their transaction.

How Does the Client Portal Stay Updated?

The Client Portal works alongside your transaction milestones.

As you complete and close milestones in AGENTVIEW, the client's portal updates to reflect that progress.

For example, when you complete the Home Inspection milestone, your client can see that the step has been completed.

This gives your clients greater visibility into the transaction and helps them understand where things stand.

4. Tracking Progress with Transaction Milestones

Every real estate transaction involves important steps that need to be completed before closing.

AGENTVIEW uses Transaction Milestones to help you organize and track those activities.

When you create a transaction, AGENTVIEW automatically generates a milestone checklist based on the transaction type.

There are three transaction types:

• Purchase: Milestones related to helping a buyer purchase a property.

• Sale: Milestones for managing the sale of a property.

• Lease: Milestones associated with rental and leasing transactions.

Each transaction type can have its own milestone workflow.

Managing Your Milestones

1. Open the transaction you'd like to update.

2. Find the Milestones section.

3. Click a milestone heading to open its details.

4. Review the milestone information and add notes when needed.

5. Open or close the milestone to reflect its current progress.

For example, during a purchase transaction, you might complete milestones for opening escrow, scheduling inspections, receiving loan approval, and preparing for closing.

As milestones are completed, your transaction progress is updated.

Want to Customize Your Milestones?

AGENTVIEW also includes Custom Milestones, allowing you to create and organize the steps used for future Purchase, Sale, and Lease transactions.

This gives you the flexibility to create workflows that match the way you manage your business.

For more information, see our support article Creating and Managing Custom Transaction Milestones.

5. Making the Most of Transaction Management

The real benefit of AGENTVIEW Transaction Management is having your transaction information, team collaboration, and client updates connected in one place.

Here are a few ways to get the most out of the feature:

• Keep Milestones Updated: Review your transaction progress regularly and mark completed steps as finished.

• Organize Your Documents: Store important transaction paperwork in the Document Repository.

• Collaborate with Your Team: Invite your transaction coordinator, broker, or administrative staff when additional support is needed.

• Use the Client Portal: Give your clients a convenient way to follow their transaction's progress.

• Maintain Accurate Records: Keep your transaction information current as the deal moves toward closing.

Quick Tip: When starting a new transaction, take a few minutes to review its milestones, invite the appropriate team members, and set up your client's portal. This creates a more organized experience for everyone involved and helps keep your transaction moving forward.