Understanding Transaction Details

Each transaction has a detail page that pulls every piece of information together: parties, financials, documents, notes, history, and admin actions. This is where most day-to-day transaction work happens.

From the dashboard or transactions list, click any row to land on the detail page. The URL includes the transaction ID, so you can deep-link or bookmark a specific transaction.

Since the February 2026 update, the commission section shows a more detailed breakdown: gross commission, brokerage portion, agent net, transaction fee, bonus, and any distribution rules that applied (royalty, referral, team leader). The breakdown helps agents and admins reconcile against the CDA.

Added in April 2026, the Duplicate action creates a new transaction prefilled with the current one's party info. Useful for back-to-back deals with the same client or for property-management lease renewals that look almost identical to last year.

Agents can edit their own transactions unless the brokerage requires team-leader approval. Admins can edit any transaction. See Editing Transaction Details for what each field controls.

When the deal is done, admins use the Close Transaction action. Closing locks in the numbers, writes to the audit log, and triggers automatic plan advancement.