Listings

Listings are managed through Transactions. The old standalone Listings route now sends you to the Transactions page filtered for listing-type records.

Finding listings

1. Open Transactions
2. Filter the transaction type to Listing
3. Open the listing record you want to work on

Creating a new listing also starts from the transaction creation flow with the listing transaction type selected.

Working a listing

A listing record uses the same transaction workspace: overview, contacts, documents, tasks, messages, notes, and reports. Listing-specific details appear inside the transaction when the record is a listing.

Tips

• Use transaction filters instead of looking for a separate Listings page.
• Use checklists and required document lists that are built for listing workflows.
• Keep listing documents and disclosure packages in the same Documents tab as the rest of the transaction files.