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Add Transaction

Transaction Information
Enter the location associated with this transaction.

Important: For security reasons, only your company admin can change the location after this transaction has been created.

Use format:
1111 Main Street, Orlando, FL 32805-1234

Enter the MLS or transaction number.

For example: 123456

  • This MLS or Transaction Number is already being used in another transaction.
Select the stage that best describes the current status of the transaction.
Select the label that best applies to the transaction.
Enter the listing date for this transaction in the format m/d/yyyy.
Date
Enter an expiration date in the format m/d/yyyy.
Date
Enter the acceptance date in the format m/d/yyyy.
Date
Enter the expected close date for this transaction in the format m/d/yyyy.
Date
Contingency Dates
Enter the earnest money due date for this transaction in the format m/d/yyyy.
Date
Enter the earnest money date for this transaction in the format m/d/yyyy.
Date
Enter the inspection due date for this transaction in the format m/d/yyyy.
Date
Enter the inspection date for this transaction in the format m/d/yyyy.
Date
Enter the loan approval due date for this transaction in the format m/d/yyyy.
Date
Enter the appraisal due date for this transaction in the format m/d/yyyy.
Date
Enter the option period end date for this transaction in the format m/d/yyyy.
Date
Other Information
Enter the year the property was built.
Select the home warranty payer. Leave blank if no home warranty.
Enter the lockbox code.
Date
Date
Date
Date
General Information & Instructions
Enter information about this transaction not covered by other fields (e.g., lock box code, home warranty info, etc.)
Enter additional information here that is only visible to admin staff but not to agents of this transaction.
Buyer, Seller, Pricing, etc.
Enter the name of the home seller.
Select the lead source of the seller.
Enter the name of the home buyer.
Enter the current list price of this house.
If this home is already under contract, enter the sale price here.
Enter the estimated commission here to help track revenue.
Enter the earnest money amount here.
Elaborate on the commission here, if necessary.
Select the type of financing being used to purchase the home.
Assign Agents
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Assigned Agents
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Listing Buying Agent Location
Listing agents can view all
Listing, Sale, and Public Docs
in this transaction.

Buying agents can view all
Sale, Buyer, and Public Docs
in this transaction.
Check this box to enter outside agents for this transaction.
Enter the listing agent here if he or she is from a different company. The outside agent will NOT have access to this transaction.
Enter the buying agent here if he or she is from a different company. The outside agent will NOT have access to this transaction.
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