Your transactions

Once you're under contract, your account manager assigns the deal to you so you can follow it through to closing. These appear on the My Transactions page.

The transactions list

Each card shows:

• The property photo and address
• Your Purchase Price
• A stage badge — Active, Pending, or Sold

Click a card to open the full transaction.

You can't create a transaction yourself — they appear when your account manager assigns you as the buyer in their CRM. If you expect a deal here and don't see it, contact your account manager.

The My Transactions button appears in the top navigation once you have at least one active transaction.

Inside a transaction

The transaction detail page summarizes the deal:

• Property photo, address, and purchase price
• Closing date, closing attorney, and whether it's a remote closing
• The current stage
• A link to View Original Listing when the property is still listed

The closing date is the one confirmed on your transaction. Until your account manager sets it, you'll see the projected close date from the original deal instead, so the date here matches the one in listing emails and on the property page. It can move as the deal progresses — your account manager confirms the final date.

Deal progress

Below the summary, Deal progress shows where the deal stands as a row of steps (for example Under contract → Title & paperwork → Financing → Clear to close → Closed), with the current step highlighted. It follows the stage your account manager keeps up to date, so it moves as they do. Your organization chooses the steps, and may switch this section off. A cancelled deal shows a short note instead.

Funding options

If your organization offers financing partners, the same Funding options card you see on property pages appears on your deal, quoted on your purchase price. Requesting funding here works exactly as it does from a property page — see Requesting funding. It stays available even after the property is no longer listed.

"You're under contract" email

When your account manager assigns the deal to you, you get one email with a link straight to this page and your transaction coordinator's name. It is about your own deal, so turning off marketing email does not stop it.

From here you can also manage paperwork and stay in touch — see Documents, notes & your coordinator.