Contact Roles

When you add a contact to a transaction, you assign them a role that describes their part in the deal.

Role categories

Contacts are organized into groups on the transaction overview:

Primary (Clients)

• Buyer, Seller

Professional (Agents)

• Listing Agent, Buying Agent

Legal & Title

• Title Company, Closing Attorney, Escrow Officer

Lending

• Lender, Loan Officer

Service Providers

• Home Inspector, Appraiser, Surveyor, Contractor, Insurance Agent

Other

• Property Manager, HOA Contact, and custom roles

Why roles matter

Roles do more than just label contacts:

• Portal visibility — What a contact sees on the portal depends on their role (buyers see different info than agents)
• Permissions — Roles control what contacts can access
• Communication — Email templates can target contacts by role (e.g., "send to all agents")
• Organization — Roles help you see at a glance who's involved and in what capacity

Custom roles

If the built-in roles don't cover your needs, you can create custom contact roles in Settings > Transaction Roles.