Managing real estate transactions requires keeping track of important details, deadlines, and activities throughout the buying or selling process.

When you're working with multiple clients and transactions, it can become difficult to remember which milestones are approaching and which deals need your attention.

AGENTVIEW AI helps you review transaction information and upcoming milestones recorded in your AGENTVIEW account by simply asking questions through your connected AI assistant.

Instead of reviewing every transaction individually, you can request an overview of your transaction pipeline, identify upcoming activities, and investigate specific deals.

This guide explains how to use AGENTVIEW AI to monitor transaction progress, review milestones, and organize your transaction-related priorities.

Step 1: Open Your Connected AI Assistant

Before reviewing your transactions, make sure AGENTVIEW AI is connected and available.

1. Open ChatGPT, Claude, or Grok.

2. Sign in to your AI account.

3. Start a new conversation.

4. Make sure your AGENTVIEW AI connection is available and enabled.

If you haven't completed the connection process, review How to Get Started with AGENTVIEW AI in the Support Center.

Step 2: Ask for a Summary of Your Transactions

Once your AI assistant is ready, enter the following question:

"Give me a summary of my active transactions in AGENTVIEW."

Your AI assistant can retrieve supported transaction information from your account and organize it into an overview.

Depending on the records available, the response may include:

• Active transaction records.

• Property or transaction information.

• Associated contacts or clients.

• Recorded transaction status.

• Important transaction dates.

• Available milestone information.

• Other relevant transaction details.

The information returned depends on what has been recorded in your AGENTVIEW account.

Request a More Detailed Overview

You can also ask:

"Review my active transactions and tell me which ones have upcoming milestones or activities that I should know about."

This helps you move beyond a basic transaction list and begin identifying items that may require attention.

Tip: Ask your AI assistant to include the transaction name or property reference when presenting results. This makes it easier to identify the correct transaction inside AGENTVIEW.

Step 3: Find Upcoming Transaction Milestones

Transaction milestones help you organize important activities throughout the transaction process.

Depending on your workflow, these might include inspection-related dates, financing milestones, contingencies, or other deadlines you have entered into AGENTVIEW.

To review upcoming milestones, ask:

"What transaction milestones do I have coming up?"

AGENTVIEW AI can review available milestone records and help you understand which activities are approaching.

Narrow Your Results by Date

You can request a specific time period.

For example:

"Show me my transaction milestones scheduled for the next seven days."

Or:

"What transaction milestones are coming up this month?"

These questions help you focus on the time period most relevant to your current workload.

Ask for an Organized List

Try asking:

"List my upcoming transaction milestones in chronological order. Include the associated transaction, milestone name, and recorded due date."

This can help you create a clear view of what's coming next.

Important: AGENTVIEW AI can only retrieve milestone information that is available through your account connection. If a deadline has not been recorded, the assistant may not know about it.

Always confirm important deadlines against your transaction documents and applicable agreements.

Step 4: Identify Transactions That Need Attention

Not every transaction requires the same level of attention.

Some may be progressing normally, while others may have approaching milestones or outstanding activities.

Ask:

"Which of my active transactions need attention right now, and why?"

Your AI assistant can review the available records and help identify items worth investigating.

Depending on your information, this may include:

• Upcoming milestone dates.

• Milestones recorded as incomplete.

• Activities or deadlines that appear overdue.

• Transactions with important recorded dates approaching.

• Other outstanding transaction-related information.

Ask Why a Transaction Was Identified

If a transaction appears in the results, ask:

"Why does this transaction need attention? Show me the recorded milestones, dates, or activities supporting that recommendation."

This helps you understand the reason before deciding what to do.

Focus on Urgent Items

You can also ask:

"Which transaction milestones should I review first based on their recorded due dates and completion status?"

Your assistant can help organize available information by urgency, but the final decision about which activities take priority remains yours.

Step 5: Review a Specific Transaction

If you want more information about an individual deal, ask AGENTVIEW AI to retrieve its details.

For example:

"Show me the available details for my transaction at [Property Address]."

Replace [Property Address] with the appropriate property address or transaction identifier.

Depending on the information available, your assistant can help you review the transaction's recorded details, status, dates, and milestones.

Ask More Specific Questions

You can continue with:

"What is the current recorded status of this transaction?"

"Which milestones are associated with this transaction?"

"What are the upcoming milestone dates?"

"Are any milestones recorded as incomplete or overdue?"

"What should I review next for this transaction?"

These questions allow you to investigate a specific deal without manually assembling information from multiple screens.

Example

Suppose you're working with several buyers and want to review one particular transaction.

You could ask:

"Review the transaction for [Property Address]. Summarize the current status, completed milestones, and upcoming activities."

Your assistant can help organize the available records into a transaction-specific summary.

Remember that the response reflects recorded AGENTVIEW information, which may not include developments that have not yet been entered into the system.

Step 6: Review Milestone Progress

Understanding which activities have been completed and which remain outstanding can help you maintain an accurate picture of transaction progress.

Ask:

"Show me the completed and outstanding milestones for my active transactions."

You can also focus on one deal:

"Which milestones have been completed for [Property Address], and which ones are still outstanding?"

What to Look For

When reviewing milestone progress, pay attention to:

Completed Milestones

Activities that have been marked complete in the available transaction records.

Upcoming Milestones

Activities with recorded dates that are approaching.

Outstanding Milestones

Activities that have not been recorded as completed.

Potentially Overdue Milestones

Incomplete activities with recorded due dates that appear to have passed.

The exact information available depends on how your AGENTVIEW transaction records are maintained.

Ask for a Progress Summary

Try:

"Summarize the milestone progress for each of my active transactions and identify anything that may need attention."

This can help you understand overall progress without opening every transaction separately.

Step 7: Organize Your Transaction Priorities

After reviewing your active transactions and upcoming milestones, ask your AI assistant to help organize your next steps.

Enter:

"Based on my active transactions and upcoming milestones, what are the three most important transaction-related activities I should review today?"

Your assistant can use available information to suggest priorities.

For example, a recommended review might involve:

1. Checking an approaching transaction deadline.

2. Reviewing an incomplete milestone.

3. Confirming the current status of another active transaction.

These are examples of possible recommendations, not findings from your account.

Request a More Detailed Plan

You can ask:

"Create a suggested transaction review checklist for today based on my upcoming milestones and outstanding activities."

Or:

"Organize my upcoming transaction milestones by due date and explain which ones deserve attention first."

This helps you turn transaction information into an organized plan.

Tip: Ask your assistant to explain the information supporting each recommended action rather than relying only on its suggested order.

Step 8: Review Your Transaction and Commission Pipeline Together

Transaction activity can also be relevant to your commission pipeline.

AGENTVIEW AI can retrieve supported commission information from your account.

To review both areas, ask:

"Summarize my active transactions and the available commission information associated with them."

Depending on your account records, your assistant may help you understand which transactions have associated commission information.

Additional Questions

"What commission information is available for my current transactions?"

"Which transactions have recorded projected commissions?"

"Give me an overview of my transaction and commission pipeline."

These questions can help you examine available business information across both areas.

Important: Commission amounts and projections depend on the accuracy of your recorded information. Always review financial details directly before making financial decisions.

Step 9: Verify Important Information Inside AGENTVIEW

AGENTVIEW AI is designed to help you retrieve and understand transaction information, but it's important to confirm critical details before taking action.

After identifying a transaction or milestone that needs attention:

1. Sign in to your AGENTVIEW account.

2. Open Transactions.

3. Locate the transaction you want to review.

4. Open its details.

5. Review the transaction's status, recorded dates, and milestone information.

6. Confirm any important information against the appropriate transaction documents.

7. Make necessary updates using the available AGENTVIEW tools.

Keeping your transaction information current helps future AGENTVIEW AI responses reflect your latest recorded activities.

Important: AGENTVIEW AI currently provides read-only access to supported account information.

It can retrieve transaction details, summarize milestone activity, and suggest areas to review.

It cannot directly update transaction records, mark milestones complete, change deadlines, or modify commission information through the AI connection.

These activities must be completed inside AGENTVIEW.

Step 10: Make Transaction Reviews Part of Your Routine

You can use AGENTVIEW AI to review your transactions regularly.

At the Beginning of Your Day

Ask:

"Review my active transactions and tell me which milestones or deadlines deserve my attention today."

Before a Transaction-Related Appointment

Ask:

"Summarize the available status, upcoming milestones, and outstanding activities for [Property Address]."

At the Beginning of the Week

Ask:

"Show me all transaction milestones scheduled for the next seven days, organized by date."

When Reviewing Your Pipeline

Ask:

"Give me an overview of my active transactions, milestone progress, and available commission information."

Before Ending Your Workday

Ask:

"Based on my current AGENTVIEW transaction records, what outstanding activities should I review before tomorrow?"

Using these questions regularly can help you stay organized as transaction information changes.

Additional Questions You Can Ask

Here are several questions you can copy into your connected AI assistant.

Transaction overview

"Give me a summary of all my active transactions in AGENTVIEW."

Upcoming milestones

"What transaction milestones do I have coming up in the next seven days?"

Outstanding activities

"Which of my active transactions have outstanding milestones?"

Potentially overdue milestones

"Are any transaction milestones recorded as overdue or past their due dates?"

Individual transaction review

"Show me the current status and upcoming milestones for [Property Address]."

Milestone progress

"Summarize the completed and incomplete milestones for my active transactions."

Transaction priorities

"Which transactions should I review first today, and why?"

Commission overview

"Summarize my current transaction and commission pipeline."

Weekly planning

"Create a transaction review checklist based on my upcoming milestones for the next week."

Business advisor review

"Act as my real estate business advisor. Review my transaction pipeline and identify important upcoming activities."

Troubleshooting

My AI Assistant Cannot Find a Transaction

Try asking for the transaction using its property address or another identifying detail.

For example:

"Find the transaction associated with [Property Address] in my AGENTVIEW account."

If it still cannot be found, verify that the transaction exists in the connected AGENTVIEW account.

A Milestone Is Missing From the Results

AGENTVIEW AI can only retrieve supported information available through your account connection.

Verify that the milestone is recorded in the transaction and that the correct transaction is being reviewed.

You can also ask:

"List all available milestones recorded for this transaction."

A Deadline Appears Incorrect

Ask:

"What recorded date is associated with this milestone?"

Compare the response with the transaction information inside AGENTVIEW and the applicable transaction documents.

Do not rely solely on an AI-generated response to confirm contractual deadlines.

A Completed Milestone Is Still Showing as Outstanding

The milestone may not have been updated in AGENTVIEW, or the available information may not reflect the latest change.

Open the transaction directly and verify the recorded milestone status.

After updating the information, you can request another summary.

My AI Assistant Cannot Access Transaction Information

Make sure the AGENTVIEW AI connection is enabled and authorized.

Try:

"List the transactions available in my AGENTVIEW account."

If the connection cannot retrieve any information, return to Account Profile → AGENTVIEW AI and review your setup.

Need Additional Assistance?

If you need help reviewing transactions or understanding milestone information through AGENTVIEW AI, contact AGENTVIEW Support.

Email: avsupport@agentview.net

When requesting assistance, include the AI platform you're using, the transaction you're reviewing, and a brief description of the issue.

Do not share passwords or authentication credentials.

Summary

AGENTVIEW AI provides a convenient way to review your real estate transactions and upcoming milestones through natural conversations.

By asking questions about active deals, milestone progress, outstanding activities, and upcoming deadlines, you can better understand what is happening across your transaction pipeline.

Always verify important transaction dates and requirements directly in your records before making decisions or taking action.

To begin your next transaction review, ask:

"Review my active AGENTVIEW transactions, identify upcoming milestones, and tell me which activities need my attention first."