Getting Started Guide

Learn how to track your real estate transaction and communicate with your agent

Quick Start

Your agent has added you to a transaction. Click on the transaction name to view tasks, upload documents, and communicate with your agent.

View Transactions

The main navigation bar at the top provides access to all key features:

Home Icon

Returns you to your transaction

Quick Navigation

User Menu

Update your profile, change password, or logout

Support

Create support tickets if you need help or have questions

Pro Tip: Click the application title or Home icon at any time to return to your transaction list.

Once you open a transaction, you'll see tabs at the top for different sections:

Live Tab Menu:

Dashboard

View and edit transaction details, property information, and key dates

Contacts

Manage all people involved: clients, inspectors, title company, etc.

Tasks

Track all action items with due dates, assignments, and status

Most Used

Notes

Q&A threads, transaction notes, and internal communications

Files

Upload and manage documents: contracts, disclosures, inspection reports

Email

Send and receive emails related to this transaction

Pro Tip: Each tab has a help icon next to the page heading with specific guidance for that section.

Tasks help you track everything that needs to be done in your transaction:

Completed

Tasks that are finished

Due Today

Tasks due today

Overdue

Past due tasks

Task Actions

Icon	Action	Description
	View	See full task details
	Edit	Update task name, due date, description
	Complete	Mark task as done
	Client Complete	Mark complete (agent will review)
	Comment	Add a note about this task
	Add to Calendar	Export to Google/Outlook/Apple Calendar
	Delete	Archive task if not needed

Task Views

Current Tasks - Active tasks you should work on now
Upcoming Tasks - Tasks scheduled for the future
Completed Tasks - Finished tasks for your records
Calendar View - See all tasks in a monthly calendar

Keep all transaction documents organized in one place:

Uploading Files

Go to the Files tab
Click Upload File
Choose your file (PDF, DOC, images, etc.)
Add a description
Set as Public or Private

Privacy: Private files are only visible to you. Public files can be seen by all transaction participants.

File Actions

Download - Save file to your device
View - Preview file details
Edit - Update file description or privacy
Archive - Remove file from active list

Use Notes for Q&A, updates, and internal communication:

Creating Topics

Go to Notes tab
Click Create Topic
Choose category: Question or Info
Set as Public or Private
Add subject and details

Email Integration

Go to Email tab
Compose emails to contacts
Attach transaction files
View sent/received emails

Privacy Note: Private notes are only visible to you. Use for personal reminders and internal notes.

Multiple ways to get help when you need it:

Page Help Icons

Every page has a help icon next to the heading. Click it for specific guidance about that page.

Quickest Help

Tooltips

Hover over buttons and icons to see helpful tooltips explaining what they do.

Support Tickets

Create a support ticket from the main menu for technical issues or questions.

Create Ticket

Email Support

support@propertytransacter.com

Ready to Get Started?

View your transaction and start completing tasks.