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Transaction Overview

The Overview tab is where most TCs spend their time. It shows everything important about a deal on one page — no clicking through multiple tabs to find what you need.

What's on the Overview​

Here's a breakdown of each section:

Upcoming Milestones​

A visual snapshot of your timeline milestones at the top. Click any milestone to jump to the Timeline tab for more details.

AI Insights​

If you've run an AI analysis, risk assessments and compliance checks appear here. Each issue has one-click actions you can approve or dismiss.

Key Dates​

Closing date, contract date, inspection deadline, and other important dates. These stay in sync when you update the transaction — change the closing date and downstream dates recalculate automatically.

Financial Summary​

Purchase price, earnest money, loan amount, and other financial terms at a glance. Quick reference so you don't have to dig through the contract.

Tasks​

Your to-do list for this transaction. Add tasks, check them off, and track what's overdue. The progress bar shows how much is complete.

Notes​

Internal notes for your team. These are private — they're not visible to clients or agents on the portal.

Property Images​

Upload photos of the property. Star an image to feature it on reports and the client portal.

Documents​

Contracts, disclosures, and other files for this transaction. Track approval status and upload new documents right from here.

Milestones​

Key deadlines for the transaction. Apply a timeline template or add milestones manually. The "Next Up" badge highlights what's coming next.

Contingencies​

Track contingency status throughout the deal. Mark each as Active, Satisfied, or Waived as the transaction progresses.

Repairs​

Track repair requests and their resolution status. Add repair items from inspections and mark them as resolved.

Messages​

Recent emails related to this transaction. See unread counts and click through to the full message thread.

Contacts & Vendors​

All the people involved — buyers, sellers, agents, title company, lender, and third-party vendors like inspectors and surveyors. This column runs down the right side of the overview.

System Credentials​

Store login details for MLS, tax portals, and other external systems used in this transaction. Keeps everything in one place so you're not hunting through emails for passwords.