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Transaction Data Requirements Overview

Essential fields that must exist in your Transaction Management System to equip MaverickRE with the correct data to power your reports.

Sabrina Garrett avatar
Written by Sabrina Garrett
Updated over 12 months ago

Overview

As a valued client of MaverickRE, we understand the importance of accurate and comprehensive reporting in your real estate business.

To ensure seamless data integration from your transaction management system into your reports, it is crucial to have specific data present in every transaction. By ensuring that these essential fields exist in every transaction within your TMS, you can leverage the full power of MaverickRE's reporting capabilities. Accurate and comprehensive data integration will provide you with valuable insights into your business performance, enabling you to make informed decisions and drive growth.

Remember, accurate data is the foundation of successful reporting, and MaverickRE is committed to providing you with the tools and support you need to thrive in the real estate industry!

Why is this information important?

Deal Value/Price

This allows you to track the financial aspects of your deals, providing a clear overview of your business's performance and revenue generation.

Contact

These are the contacts associated with the transaction, including the Buyer or Seller.

Listing Agent

This field helps you track the performance of your agents and analyze their contribution to your overall business success.

Buyers Agent

This field helps you track the performance of your agents and analyze their contribution to your overall business success.

ISA

This field helps you track the performance of your ISAs and analyze their contribution to your overall business success.

Lead Source

The Lead Source field identifies the source from which the lead was generated. It allows you to assess the effectiveness of different lead generation strategies and allocate resources accordingly, maximizing your return on investment.

Closing Date

The Closing Date field denotes the date on which the transaction is officially closed. It provides a clear timeline for each deal, enabling you to analyze the efficiency of your closing process and identify any potential bottlenecks.

Acceptance Date

The Acceptance Date field signifies the date on which the offer or contract was accepted by all parties involved. This field helps you track the progress of each transaction and ensures that all necessary steps are completed within the expected timeframe.

Status

The Status field categorizes each transaction as Listing, Pre-Listing, Pending, Closed, or Cancelled. It allows you to filter and analyze your deals based on their current stage, providing valuable insights into your pipeline and helping you prioritize your efforts.

Address

The Address field captures the physical location of the property associated with the transaction. This can enable you to geographically analyze your business activities and identify trends or opportunities in specific areas.

FUB ID

The FUB ID field refers to the unique identifier assigned to each lead within your CRM. This field ensures accurate data mapping and linkage between your TMS, FUB and MaverickRE, facilitating seamless integration and eliminating any discrepancies.

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