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Contact Roles

When you add a contact to a transaction, you assign a role that describes their part in that deal. The same contact can have different roles on different transactions.

Role categories​

Transaction contacts are grouped by role category on the transaction Contacts tab.

Primary (Clients)

  • Buyer, Seller

Professional (Agents)

  • Listing Agent, Buyer Agent, cooperating agent roles

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 label contacts:

  • Transaction organization — The Contacts tab groups contacts by role category, such as primary parties, professional services, and service providers.
  • Expected roles — If a transaction expects certain roles, empty slots can appear until you assign a contact.
  • Communication — Email compose and templates can target recipients by role.
  • Reports — Transaction reports can show participants with their role labels.
  • Merge display names — Each transaction contact can have a merge name for emails, such as "Celia and Bill."
  • Portal links — Transaction contacts can receive portal links by email or SMS. Portal access is managed per transaction contact.

Custom roles​

If the built-in roles do not cover your workflow, create or edit roles in Settings > Transaction Roles. Roles can be grouped by party so the Add Contact drawer stays organized.

Primary contacts​

A transaction contact can also be marked Primary. Use this when one buyer, seller, agent, or service contact should be treated as the main contact for that role.