Offer tracking and the Transaction tab

The Transaction tab is where a listing transitions from "marketed" to "under contract" to "closed". It tracks every offer, counter-offer, and contract milestone in one timeline.

When to start using it

As soon as you have a real offer worth tracking. You can log offers manually or have them added automatically from responses in the Inbox.

Logging an offer

Click Add offer and capture:

• Investor (auto-filled if the offer came in via Inbox)
• Offer price
• Terms (earnest money, closing date, inspection period, financing type)
• Contingencies
• Any notes on the offer (seller response needed, verbal only, etc.)

The offer stack

All offers on a listing show in a stacked list, newest first. Each one has a status:

• Received
• Countered
• Rejected
• Accepted
• Executed (contract signed)

Counter-offers

On any offer, click Counter to log your response. The counter is attached as a child of the original offer so you can see the full back-and-forth.

Contract status

Once an offer is accepted and executed, the listing stage should move to Under contract. Track key dates here:

• Effective date
• Inspection deadline
• Financing deadline
• Closing date

Closing

When the deal closes, mark the contract Closed. The listing stage automatically moves to Closed too, and the deal counts toward your pipeline analytics.