New Transaction Dashboard Features for 2026
We're excited to introduce major improvements to your Transactions dashboard that streamline adding transactions, drafting contracts, and managing offer details. These updates make transaction management faster, more intuitive, and more powerful.
Key Benefits
Streamlined Transaction Creation: Simplified workflow for adding new transactions
Faster Contract Drafting: Improved process for preparing offers and agreements
Enhanced Cover Sheets: Side panel design with easier access and updates
Pending Reporting Made Easy: Quick conversion of accepted offers to pending status
Additional Contacts: Add unlimited transaction participants beyond the core parties
Reduced Required Fields: Less mandatory information to speed up data entry
Duplicate Prevention: Built-in safeguards to avoid duplicate transaction entries
Auto-Save Contacts: Automatically stores contact information for future use
Platform Availability
Available:
✅ Web Dashboard
✅ Mobile App
Preventing Duplicate Transactions
Before adding any new transaction, always check for existing entries.
Why Check First?
Avoid duplicate transaction files
Prevent confusion in your pipeline
Maintain accurate reporting
Save time by updating existing entries
How to Check for Duplicates
Before creating a new transaction:
Use the search function to look for the property address
Check if you've already initiated an offer for this property
Verify whether a team member has created the transaction (if you have a co-agent)
Confirm your team lead hasn't already added it
If transaction already exists:
Update the existing entry instead of creating a new one
Convert it to the appropriate status (e.g., from offer to pending)
Add any missing information to the current transaction
Pro Tip: Make searching for duplicates a habit before every new transaction entry to keep your dashboard clean and accurate.
Adding a New Transaction
The new streamlined workflow makes adding transactions faster and more intuitive.
Step 1: Start the Transaction Process
Navigate to your Transactions dashboard
Click the "Add Transaction" button at the top of the screen
The transaction creation workflow begins
Step 2: Select Transaction Type (Representation Type)
Choose which type of transaction you're creating based on who you represent:
Option 1: Buyer
You represent the buyer/purchaser
Preparing or reporting a purchase transaction
Drafting buyer-side offers
Option 2: Listing
You represent the seller
Creating or reporting a listing
Preparing listing agreements
Option 3: Tenant Rep (Lease)
You represent the tenant/lessee
Working on rental transactions
Tenant-side lease agreements
Option 4: Lease Listing
You represent the landlord/lessor
Managing rental listings
Landlord-side lease agreements
Option 5: Referrals
Coming Soon: Referral workflow updates in development
Hang tight for improved referral transaction reporting
What to Select: Choose based on your client representation, not the property type.
Step 3: Select Transaction Status
After selecting the transaction type, indicate the current status.
For Listings
Option A: Prepare Listing Agreement
Use when: You need to draft the listing agreement
What happens: System guides you through creating the listing agreement
Best for: New listings that need documentation
Option B: Report Listing Active
Use when: You already have a signed listing agreement
What happens: Report the listing as active to the brokerage
Best for: Listings ready to go on the market
Option C: Under Contract
Use when: Your listing has an accepted offer and is in contract
What happens: Report the listing as pending/under contract
Best for: Listings in escrow with accepted offers
For Purchase (Buyer Transactions)
Option A: Prepare Purchase Agreement
Use when: You need to draft an offer for your buyer
What happens: System walks you through creating the purchase agreement
Best for: Writing new offers
Option B: Under Contract
Use when: Your offer has been fully executed and accepted
What happens: Report the transaction as pending to the brokerage
Best for: Buyers in escrow after offer acceptance
For Lease Transactions
Similar status options apply based on whether you're preparing agreements or reporting active/pending leases.
Step 4: Complete the Workflow
Follow the prompts based on your selections:
Enter required property and client information
Upload or create necessary documents
Add transaction details
Save the transaction
Result: Your transaction is now in your dashboard with the appropriate status.
Improved Contract Drafting Workflow
The updated workflow streamlines the process of preparing offers and agreements.
When to Use "Prepare Agreement" Options
Select this when you need to:
Draft a new purchase offer
Create a listing agreement
Prepare a lease agreement
Generate contract documents
What the Workflow Provides
Guided step-by-step process
Required fields clearly marked
Auto-population of known information
Document generation tools
Immediate access to cover sheet (contract details)
Benefits of the New Workflow
Faster Document Creation: Streamlined steps save time
Fewer Errors: Guided process reduces mistakes
Better Organization: All contract details in one place
Improved Accuracy: Auto-populated fields eliminate redundant data entry
Updated Cover Sheet (Offer/Contract Details)
The cover sheet has been redesigned as a convenient side panel for easier access and updates.
What is the Cover Sheet?
The cover sheet contains all the essential details about your offer or contract:
Property information
Buyer and seller details
Agent information
Contract terms
Transaction timeline
Contact information for all parties
Accessing the Cover Sheet
Previous Design: Tab-based navigation
New Design: Side panel that opens on demand
How to Access:
Open any transaction in your dashboard
Look for the cover sheet button (typically on the right side)
Click to open the side panel
The panel slides out showing all offer/contract details
Benefits:
Access anytime without navigating away from your transaction
Update information quickly
Close when not needed to maximize screen space
Remains accessible throughout your workflow
Cover Sheet Improvements
Fewer Required Fields:
Less mandatory information to complete
Faster data entry
Focus on essential details only
New Sections Added:
Additional contract-specific fields
Enhanced information capture for pending transactions
More comprehensive transaction tracking
Familiar Layout:
Similar to previous version for easy transition
Improved organization and flow
Better visual hierarchy
Updating Cover Sheet Information
Open the cover sheet side panel
Click into any field to edit
Make your changes
Information auto-saves
Close the panel when finished
Pro Tip: Keep your cover sheet updated throughout the transaction lifecycle for accurate reporting and seamless team collaboration.
Additional Contacts Feature (NEW)
A powerful new feature allows you to add unlimited contacts beyond the core transaction parties.
Default Transaction Parties
Every transaction includes these core parties by default:
Buyer Agent: Representing the buyer
Buyer: The purchaser
Seller: The property owner
Seller Agent: Representing the seller
Adding Additional Contacts
Beyond the core parties, you can now add any additional transaction participants.
How to Add Additional Contacts:
Open the cover sheet side panel
Scroll to the "Additional Contacts" section
Click "Add Contact" or similar button
Enter contact details:
Name
Role/Title
Phone number
Email address
Company (if applicable)
Save the contact
Repeat for as many contacts as needed
Common Additional Contact Types
Title & Escrow:
Title company representative
Escrow officer
Closing coordinator
Lending:
Loan officer
Mortgage broker
Lender processor
Professional Services:
Transaction coordinator (TC)
Closing attorney
Real estate attorney
Inspections & Services:
Home inspector
Appraiser
Home warranty contact
Other Participants:
Property manager
HOA contact
Co-agents or team members
Referral agents
Pro Tip: Add contacts as soon as you have their information to keep everything centralized.
Auto-Save Feature
Huge Time Saver: Contact information is automatically stored!
How It Works:
When you add a contact to one transaction, their information is saved
Next time you start typing their name, the system suggests the saved contact
Select from saved contacts to auto-populate all fields
No need to re-enter the same information repeatedly
Example:
Add "Jane Smith" as your TC on one transaction
Next transaction, start typing "Jane"
System suggests "Jane Smith - TC" with all saved details
Click to add instantly
Benefits:
Dramatically faster transaction setup
Consistent contact information across all deals
Reduced data entry errors
Build a library of frequently used contacts
Converting Offers to Pending Status
When your offer gets accepted, easily convert it to pending status.
When to Convert to Pending
Convert an existing offer to pending when:
Your purchase offer has been accepted by the seller
Your listing has an accepted offer
The transaction is now in escrow/under contract
You need to report the pending status to your brokerage
How to Convert Existing Offers
DO NOT create a new transaction! Instead, convert the existing one:
Locate the existing offer in your Transactions dashboard
Open the transaction details
Look for status update or convert to pending option
Select "Under Contract" or "Pending"
Update any additional required information
Save the changes
Why This Matters:
Maintains transaction history
Avoids duplicate entries
Preserves all existing documentation
Keeps timeline accurate
If Starting Fresh (No Existing Offer)
If you don't have an existing transaction entry:
Click "Add Transaction"
Select the transaction type (Buyer, Listing, etc.)
Select "Under Contract" status
Complete the workflow to report the pending transaction
Referral Workflow Updates
Coming Soon
Enhanced referral workflows are currently in development.
What to Expect:
Streamlined referral transaction reporting
Easier referral tracking
Improved referral commission documentation
Complete transaction updates for all types
Current Status: Referral option visible in transaction type selection but workflow not yet active.
Timeline: Updates coming shortly to complete the transaction reporting experience.
Stay Tuned: Watch for announcements about referral workflow launch.
Best Practices
Before Adding Transactions
Always search first to prevent duplicates
Check with team members about co-agent transactions
Verify team lead hasn't already created the entry
Review existing offers before creating new ones
When Creating Transactions
Select the correct representation type (who you represent)
Choose accurate status (preparing vs. reporting)
Use "Prepare Agreement" workflows for drafting contracts
Use "Under Contract" status for reporting pending transactions
Managing Cover Sheets
Open cover sheet immediately after creating transaction
Fill in all available information upfront
Update throughout the transaction lifecycle
Keep contact information current
Utilizing Additional Contacts
Add all transaction participants as you learn about them
Include complete contact details (phone, email, company)
Take advantage of auto-save by adding contacts carefully the first time
Build your contact library for future efficiency
Converting Transactions
Never create duplicates—always convert existing entries
Update status as transactions progress
Add new information to cover sheet when converting
Maintain accurate timeline by converting rather than recreating
Frequently Asked Questions
Q: When will these features be available on mobile?
A: Mobile updates are coming in the very near future. All features described here are currently live on the web version.
Q: What happens to my existing transactions?
A: Existing transactions remain unchanged. The new features apply to transactions created moving forward and can be used when updating existing entries.
Q: Can I still access transactions created before this update?
A: Yes, all your historical transactions remain accessible with the same information.
Q: How many additional contacts can I add?
A: There's no limit! Add as many transaction participants as needed.
Q: Will my team members see the contacts I add?
A: Contact information added to a transaction is visible to all team members with access to that transaction.
Q: Do I have to fill out the entire cover sheet?
A: No, fewer fields are required now. Fill in what you know and update as you gather more information.
Q: Can I edit additional contacts after adding them?
A: Yes, you can edit or remove additional contacts anytime from the cover sheet.
Q: What if I accidentally create a duplicate transaction?
A: Contact support@radiusagent.com to help you merge or remove duplicate entries.
Q: Will the auto-save contacts work across my entire team?
A: Saved contacts are typically associated with your account. Check with your broker about team-wide contact sharing.
Q: Can I export my additional contacts list?
A: Contact support@radiusagent.com for information about exporting contact data.
Need Help? Contact our support team at support@radiusagent.com if you have questions about the new transaction dashboard features.