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Transaction Data Requirements Overview

The data your system needs for accurate reporting.

Alexis Williams avatar
Written by Alexis Williams
Updated this week

Overview

MaverickRE’s reports rely on clean, consistent transaction data. To make sure your dashboards and performance insights are accurate, each transaction in your Transaction Management System (TMS) must include certain key fields—like dates, contacts, agents, lead source, and property details.

Having these fields in place ensures:

  • Transactions flow correctly from your TMS into MaverickRE

  • Agents, ISAs, and lead sources get proper credit

  • Reports display accurate deal values, timelines, and conversion rates

  • Your business performance can be measured without gaps or errors

Why It Matters

Accurate reporting starts with accurate data. By making sure every transaction includes the required fields, you’ll get reliable insights, fair performance tracking, and the ability to make confident, data-driven decisions.

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