View Transactions

Exporting your Transactions' Activities to a CSV
You can export your transaction activities to a CSV file directly from your Transactions list. From your dashboard, go to Transactions > View Transacti...
Tue, Sep 22, 2026 at 4:29 PM
Bulk Reassigning Transactions to Another Agent
A Brokerage Manager can reassign multiple transactions at once to a new Agent, Office, or Team. Important: Be sure to apply a filter before selecting Re...
Tue, Sep 22, 2026 at 4:34 PM
Basic and Filtered Searching for a Transaction
You can use the Transactions search tools to quickly find the transactions you need.  You can also save your search criteria so you can easily access th...
Tue, Sep 22, 2026 at 4:37 PM