TRANSACTIONS:

 

The deal, with the checklist right inside it

 

A transaction holds the property, the people, the dates, the money, and the two lists that actually run a closing — what has to get done, and what has to get collected. You open it in the car between showings and know exactly where the deal stands.​

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How you are currently working:

• A folder on your computer

• A notebook checklist withe your transaction details

• A mental note about the inspection deadline

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How you COULD be working:

• Your task list, per deal:  Every step with its own due date, checked off as you go. Add something on the fly when a deal throws you a curve.
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• Your document list:  The same thing for paperwork — what you need and what’s completed. Create a link to where you store your documents like Google Drive or Dropbox, so the document is one tap from full view.
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• Nothing sneaks up on you:  Anything overdue gets its own section on your home screen, and a running view shows every closing in the next 30 days across all your deals. The deadline finds you.
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• Commission, done right:  Price, side, and your actual take-home — with co-lists, referrals, and brokerage splits handled, so a shared deal shows your portion instead of the gross number you don’t get to keep.
   

• Reports on demand:  Pull a clean transaction report for your broker, your bookkeeper, or your own records.

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