A transaction (what you might call a deal) is the container for one property sale: its documents, extracted facts, disclosure checklist, requirements, and deadlines.
Create one
On the Transactions page, click New transaction on the board's toolbar. You'll get a New Buyer Transaction or New Listing Transaction dialog depending on which side of the board — Buyers or Sellers — you're currently on; that toggle is what sets the transaction's side. Fill in:
- Transaction name — e.g. 123 Main St, Oakland — Sale.
- Property address — start typing and pick the address from the suggestions. This is the important one: the pick is what ties the transaction to that exact parcel, which drives the POS requirements and the disclosure checklist. Two suggestions can read almost identically and still be different parcels — a duplex's two units, the address point next door — so read them before choosing. If you keep typing after picking, the whole pick is released, parcel and APN together, rather than leaving the old parcel attached to a new address; anything you typed yourself stays. Picked the wrong one, or find out later? The requirements rail carries a Correct the property address button that re-binds an existing transaction.
- City and ZIP — pre-filled when the address resolves.
- Buyer / Seller category — which column of that side's board the transaction starts in (defaults to the first column).
Click Create Transaction, then head to the Files tab to upload the paperwork.
Working the pipeline
The Transactions page is a kanban board built to hold your whole book of business:
- The Buyers / Sellers toggle switches between your two boards; each groups its transactions into the columns (categories) you define. Within a column, cards are ordered by soonest deadline first (most recently updated breaks a tie), so the top of a column is what's next — move a transaction to another column as it progresses.
- Already tracking transactions in Follow Up Boss? Use Import from FUB to pull them in.
- Finished or dead transactions can be archived — find them again under Archived.
Make the stages your own
Everyone runs a different pipeline. The gear next to the board's Buyers / Sellers toggle opens Buyer categories (or Seller categories), where you rename, reorder, add, or remove the columns on that side's board. Each category has an In flight switch: transactions in an in-flight category feed the calendar, reminders, and automated email drafts. Renaming or removing a category leaves its transactions where they are — they keep their column until you move them.