Agent Dashboard Sales Transaction Entry Instructions

Link to Website: https://www.managementpros.com/agent-dashboard/

After Login, you will be taken to the Agent Dashboard page.

Here you can:

1. Click “New Transaction” to submit a brand new Buyer/Seller transaction
2. Enter information in the “Search Entries” field to find an existing transaction
3. Scroll down to a list of existing transactions where you can:
   1. Click on the Transaction name to see an overview
   2. Click on “Edit Entry” to update the transaction

If you select “New Transaction:”

1. Enter the Client Name(s)
2. “Client Type” select either “Seller” or “Buyer” from the dropdown menu
3. “Client Source” select either “Company Lead” or “Agent Sphere”
4. If you selected “Seller” you will then need to upload a PDF file of the Listing Agreement at a minimum.
   1. You will also need to fill out:
      1. Property Address
      2. Initial List Price
      3. Total Commission%
      4. Buyer Broker Commission%
5. If you selected “Buyer” you will then need to upload a PDF of the Buyer Agency Agreement at a minimum.
6. The next step is select the “Deal Stage” from the pull down menu using the corresponding glossary.
7. “Deal Stage” options and processes:
   1. Agreement Signed: For both “Seller” and “Buyer” client types, once this stage is selected and you verify the auto-filled Commission Split is accurate, click “Submit” and you have completed the process.
   2. In Progress: For both “Seller” and “Buyer” client types, if this stage is selected you must then fill in the “MLS #” and “MLS Status” fields. Then verify the Commission Split is accurate and click “Submit” to complete the process.
   3. Completed:
      1. For “Seller” client type
         1. Fill in the “MLS #” field
         2. In the “MLS Status” field select CLOSED.
         3. Complete the “Closing Details” fields (Closed Date, Closed Price, Admin Fee collected)
         4. In the “Ratified Contract” section upload all ratified contract pages and all addendums. More than one file can be selected.
         5. In the “Final Alta” section upload the fully signed Alta settlement statement from closing
         6. In the “Sale to Unrepresented Buyer?” field, select “Yes” or “No”. This would only be “Yes” if it was a double-ended transaction where no co-operating broker/buyer agent was involved in the transaction.
         7. In the “Listing Broker Commission” field, verify that the correct amount of total commission from the Alta has been auto-filled.
         8. In the “Listing Agent Commission” field, verify that the correct amount of your expected commission on the transaction has been auto-filled.
         9. Click “Submit” to complete the process.
      2. For “Buyer” client type
         1. Fill in the “MLS #” field
         2. In the “MLS Status” field select CLOSED.
         3. Complete the “Closing Details” fields (Closed Date, Closed Price, Admin Fee collected)
         4. In the “Ratified Contract” section upload all ratified contract pages and all addendums. More than one file can be selected.
         5. In the “Final Alta” section upload the fully signed Alta settlement statement from closing
         6. In the “Co-Op %” field, enter the amount of commission being offered to buyer agents in the MLS listing
         7. Verify the “Commission Split” is accurate per your agreement with RPMP.
         8. In the “Buyer Broker Commission” field, verify that the correct amount of total commission from the Alta has been auto-filled.
         9. In the “Buyer Agent Commission” field, verify that the correct amount of your expected commission on the transaction has been auto-filled.
         10. Click “Submit” to complete the process.
   4. Cancelled: For both “Seller” and “Buyer” client types, if this stage is selected you must then fill in the “MLS #” and “MLS Status” fields.
      1. In the “MLS Status” field, select “Cancelled”
      2. Click “Submit” to complete the process.