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Deals lists every deal in your office (or, for a brokerage admin, the whole brokerage).

Tabs

Search by address, agent or deal number, filter, and sort by closing date.

A deal’s page

Open a deal to see:
  • The stage bar, from pre-approval to completed.
  • Outstanding with agent: what the agent still owes, such as documents, signatures and details, and how long each has been missing.
  • Overview: the deal type, side, key dates and MLS® number.
  • Documents, Deposit, Parties, Commission, Conditions and Activity tabs. Activity is the full history of the deal: every upload, check and change.
  • Admin tasks: the work open on the deal and who holds it.
You can add notes and messages on the deal, flag an issue on a document, and upload a document on the agent’s behalf. The deal team works the tasks; see Who does what.