Accounts Management

New Transaction

Property Address*

Request Type*

Earnest Money Deposit

EMD Amount - Buyer Agent Only ($)

Commission

Commission Check Amount - Sale Only ($)

EMD Refund

Deposit Type

Bank Deposit

Quick Pay

Dropoff to Office

Agent Type*

	Listing	Selling
Sale
Lease

Closing Date*

Sale Price* ($)

Comments (multi-line)

View/Edit Transaction

Property Address*

Request Type*

Earnest Money Deposit

EMD Amount - Buyer Agent Only ($)

Commission

Commission Check Amount - Sale Only ($)

EMD Refund

Deposit Type

Bank Deposit

Quick Pay

Dropoff to Office

Agent Type*

	Listing	Selling
Sale
Lease

Closing Date*

Sale Price* ($)

Comments (multi-line)

Status* (Company Entry Only)

Pending

EMD Received

EMD Refund and Cancelled

Commission Paid and Deposited

Incomplete Documents

Other

Danger Zone

Permanently Delete?

Reconcile Transaction

Existing

Property Address*

Request Type*

Earnest Money Deposit

EMD Amount - Buyer Agent Only ($)

Commission

Commission Check Amount - Sale Only ($)

EMD Refund

Deposit Type

Bank Deposit

Quick Pay

Dropoff to Office

Agent Type*

	Listing	Selling
Sale
Lease

Closing Date*

Sale Price* ($)

Comments (multi-line)

Status*

Pending

EMD Received

EMD Refund and Cancelled

Commission Paid and Deposited

Incomplete Documents

Other

Reason

Customer Submitted

Property Address*

Request Type*

Earnest Money Deposit

EMD Amount - Buyer Agent Only ($)

Commission

Commission Check Amount - Sale Only ($)

EMD Refund

Deposit Type

Bank Deposit

Quick Pay

Dropoff to Office

Agent Type*

	Listing	Selling
Sale
Lease

Closing Date*

Sale Price* ($)

Comments (multi-line)

Status*

Pending

EMD Received

EMD Refund and Cancelled

Commission Paid and Deposited

Incomplete Documents

Other

Reason

View/Edit Transaction

Property Address*

Request Type*

Earnest Money Deposit

EMD Amount - Buyer Agent Only ($)

Commission

Commission Check Amount - Sale Only ($)

EMD Refund

Agent Type*

	Listing	Selling
Sale
Lease

Closing Date*

Sale Price* ($)

Deposit Type

Bank Deposit

Quick Pay

Dropoff to Office

Comments (multi-line)

Status* (Company Entry Only)

Pending

EMD Received

EMD Refund and Cancelled

Commission Paid and Deposited

Incomplete Documents

Other

Reason

Danger Zone

Permanently Delete?

Awaiting Approval

ID	Date/Time	Address	Name	Status

Pending Transactions

ID	Date/Time	Address	Name	Type	Price	EMD	Closing Date	Commission	Status

Closed Transactions

ID	Date/Time	Address	Name	Type	Price	EMD	Closing Date	Commission	Status

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Account details

New Transaction

Request Type*

Deposit Type

Agent Type*

Status* (Company Entry Only)

View/Edit Transaction

Request Type*

Deposit Type

Agent Type*

Status* (Company Entry Only)

Danger Zone

Reconcile Transaction

Existing

Request Type*

Deposit Type

Agent Type*

Status*

Customer Submitted

Request Type*

Deposit Type

Agent Type*

Status*

View/Edit Transaction

Request Type*

Agent Type*

Deposit Type

Status* (Company Entry Only)

Danger Zone

Awaiting Approval

Pending Transactions

Closed Transactions