Deals & Transactions

Overview

The Deals module handles transaction submission, tracking, and compliance workflows. Agents submit deals through the Super Portal, and the system enforces required fields, manages task automation, and generates exportable reports.

Submitting a Deal

When creating a new deal, agents must provide required information. The system enforces validation on key fields to reduce back-and-forth with compliance.

Required Fields:

Field Requirement Notes
Property Address Required, validated Address validation applies to buyer, seller, tenant, landlord, and referral transaction types.
ZIP/Postal Code Required, validated Must be exactly 5 numeric digits.
Escrow Officer Email Required Escrow Officer name and phone are optional.
Lender Email Conditionally required Required unless "Cash" checkbox is selected. When Cash is checked, all Lender fields are hidden entirely.

Removed fields:

  • "Escrow Company" has been sunset and removed from deal submission, deal listing pages, deal export CSV, and the view deal page.

Transaction Types

The system supports the following transaction types:

  • Buyer -- standard buyer representation
  • Seller -- standard listing
  • Tenant -- lease transaction
  • Landlord -- landlord representation
  • Referral (Outbound) -- referral transactions (fields specified separately from buyer/seller)

Status options vary by transaction type:

  • "Coming Soon" and "Listed" only appear for Seller and Landlord transactions.
  • "Buyer Rep Signed" only appears for Buyer transactions (analogous to "Coming Soon" for sellers).

Task Automation

Deals include a configurable task automation system:

"Enable automatic task launch?" toggle:

  • Located under the Advanced tab in the deal form.
  • Defaults to false (off).
  • When enabled, tasks are automatically created and emails sent according to the configured workflow.
  • Placed under Advanced to prevent accidental activation and reduce support tickets.

Task list behavior:

  • Task dates are stable (a previous bug causing date resets has been resolved).
  • Task details are now included in Super Portal emails.

Transaction Coordinators

Transaction Coordinators (TCs) can be assigned to deals. The system properly handles TC access and visibility in the deal workflow.

Lender & Escrow Validation

Lender and escrow officer validation is gated to the "Closing Report" status only. This means validation requirements are enforced when a deal reaches the closing stage, not at initial submission.

Agent Assignment

Agents can be changed on existing transactions. The system supports searching and filtering deals by agent across multiple roles (Agent, Assistant, Listing Coordinator, Transaction Coordinator).

Exporting Transactions

The transaction list includes an export feature:

  • Export respects all currently applied filters.
  • Because datasets can be large, the export runs in the background.
  • The resulting CSV file is sent to the requester's email when complete.
  • Sold price data is included in the CSV export.

Deal Visibility

Agents can only see their own deals. Cross-agent visibility is restricted (a previous bug allowing agents to see each other's deals has been resolved). -e

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