Agent Portal · Transactions
Dashboard

My Transactions

Create the file at the start of the deal. Upload, submit, correct, and approve documents in the same record that later controls compensation.

Transaction files

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Transaction workspace

Select a transaction.

Open transaction file

Start once. Continue in this same file through closing and compensation.

Add transaction task

Negative values send before the due time; 0 sends when due.

Update transaction dates

Template-relative deadlines recalculate and the prior due dates stay in history.