Deals & Transactions
Track buyer and seller work from first conversation through closing.
- Track a buyer or seller transactionA transaction follows one buyer or seller opportunity from the first conversation through closing, linked to the contact and to any property context.
- Add property and listing contextProperty and Listing records hold reusable details you can attach to transactions for context and follow-up — not a replacement for your MLS.
- Use transaction task plansA task plan is a reusable checklist of suggested tasks you apply to a transaction. Plans are copy-on-apply, so editing a plan never changes tasks that were already created from it, and plans do not control transaction status.
- Track commission on a transactionSet your commission defaults so new transactions prefill, then track projected, expected, and received commission on each deal. Payment received always needs explicit confirmation.
- Set up transaction automationOwners and admins can build guided rules that react to a transaction event (like a stage change) and take a bounded internal action, such as applying a task plan or creating a task. It is optional, disabled by default, and never sends customer email.
Still need help?
Contact your NextAccord coordinator or email support@nextaccord.com.