How to add a mortgage transaction

From your business dashboard, click on “Transactions” on the left, then click on “Add a New Transaction” on the right side. From there, choose “Mortgages” to add a new mortgage transaction then click “Next”.

On the next page, enter the property address in an auto-complete manner, upload a cover photo (make sure to click on “Start upload” after choosing a file.

The next section lets you update the transaction with various dates (for example Lock date):

Detailed statuses for a mortgage transaction

As the transaction progresses, update it using a predefined list of statuses to let clients and team members know where it’s at and what’s next.

The rest of the tabs (Activity, Members, Documents, Chats, Calendar) are common to the other two transaction types (Listings and Purchases).