Restructured Trade Record Sheet

September 18, 2025

The Trade Record Sheet (TRS) has been completely revised and significantly improved to display additional information, including:

  • Conditions, including deadlines and removed dates
  • Full party information for buyers, sellers, other brokerages, and lawyers/notaries
  • A more comprehensive Financial section showing gross commission income, liabilities and expenses, agent commissions, and net commission to office
  • An Agents section displaying predicted splits and deal fees in addition to gross commission
  • Improved Ledger Details including General account payments
  • An improved signatures section

Expect more improvements soon, particularly with regard to signature workflows!