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. Type the city after a comma, or the ZIP, and the suggestions stay in that place: if nothing matches there, the list says so before showing the closest addresses elsewhere, rather than quietly offering another city's street. A suggestion marked approximate parcel sits outside every lot on the county map and was matched to the nearest one, so check its APN against the tax bill. Picked the wrong one, or find out later? The requirements rail carries a Correct the property address button that re-binds an existing transaction. The first search after you open the dialog can be slow while the address data warms up. If it comes back empty after a long wait, LetterScript quietly asks again before telling you nothing matched, and if the search itself is struggling the list says so instead of claiming there is no such address — keep typing and it tries again.
- 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).
The dialog holds on to what you've typed: clicking outside it does not close it once it has anything in it (use Cancel or Esc), and if the page reloads under an open dialog, the dialog comes back with your text a moment later.
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 show on the calendar and, once you've turned on Deadline alerts in the LetterScript mobile app, send deadline alerts to your phone. The switch never sends email. Renaming or removing a category leaves its transactions where they are — they keep their column until you move them.