Office guide

Module 3 — Review Listings and Deals

3 min read

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Interactive tour with screenshots — no sign-in required.

Part of Broker / Staff Basic Training.

Transaction Room is where staff review agent submissions — listings, deals, referrals, and conveyances — and return incomplete work to the agent.

You need Manage Transaction Room access to complete reviews. If you only see View, you can read status and messages but cannot approve or return submissions.

Contents

Open Transaction Room

  1. Open Transaction Room from the left menu.
  2. Click Manage on a pending row to start a review.

Understand the three queues

  • Pending Review — submissions waiting for office review
  • Incomplete Review — items returned to the agent for correction
  • Completed Review — recently approved items you can reopen for reference (90 days)

Filter and open a submission

  1. Use Type to focus on listings, deals, clients, referrals, or conveyances.
  2. Use Status for new, updated, or resubmitted items.
  3. Filter by Office when multi-office is enabled.
  4. Click Manage on the row you need.

Review listing information and forms

  1. Read the Information panel — confirm address, price, dates, and MLS fields.
  2. Edit fields when allowed, then Save.
  3. Open the Forms panel and select each document to preview it.
  4. Use zoom, rotate, download, or Replace when you need to upload a corrected file.
  5. Edit a form to change its type or give it a descriptive name.

Approve or return individual forms

For each form:

  • Approve when the document is acceptable
  • Mark Incomplete when the agent must fix something — enter a clear Reason

The agent receives an email and daily reminders until they resubmit.

Use the Transaction Log

Scroll to the Transaction Log for the full audit trail — submission, form approvals, returns, and office messages.

Add an internal note with Add a message when the team needs context.

Review a deal and commissions

Deal reviews use the same form workflow with a few extra panels:

  1. Confirm Deal Information and Conditions when shown.
  2. Review Commissions and Fees — once approved, the agent cannot change commission splits.
  3. Click Update to open the full commission calculator when needed.
  4. Approve each submitted form the same way as on a listing.

Approve or return the submission

When every form and commission panel is resolved, use the Review panel at the bottom:

  • Approve — submission is ready
  • Mark Incomplete — return to the agent with an Office Reason
  • Awaiting Activation — listings only, when approved but not yet live
  • Resubmit for Review — send to another review step in your workflow

Approve stays disabled while any required form is still incomplete.

After approval

  • Approved items move to Completed Review — read-only, but useful for reference.
  • Listings become active or await activation depending on your choice.
  • Deals flow to Deals and Payments for deposits, firm updates, and commission payout.
  • Agents receive a notification when their submission is approved.
  • Updated or amended deals return to Pending Review when office review is required again.