← Dashboard
New Transaction
Transaction Type
buyer
seller
Client & Property
Client Name(s)
*
Property Address
*
Client Phone
Co-Buyer Phone
Agent
Select agent…
Tom Murray
Jason Wood
Zoe Macfarlane
Zach Peck
Ricky Hoyt
Other — enter manually
Name
*
Phone
Email
Co-Agent (optional)
Select co-agent… (if applicable)
Tom Murray
Jason Wood
Zoe Macfarlane
Zach Peck
Ricky Hoyt
Other — enter manually
Name
Phone
Email
Transaction Coordinator
Name
Phone
Email
Pre-filled with Erica — update if different.
Lender
Select lender… or enter manually below
Kory Kavanewsky
Rebecca Pretzinger
Other — enter manually
Name
Phone
Email
Escrow Officer
Name
Phone
Email
Key Dates
Accepted Offer Date
Projected Closing Date
Additional dates can be added after creation.
Create Transaction →
