Overview
Copying a transaction is a versatile tool designed to streamline your workflow, offering flexibility and efficiency in managing your transaction data. By selectively copying transaction elements, you can tailor each new transaction to your specific needs, whether you're starting afresh, managing multiple similar transactions, or splitting up a single transaction. This feature empowers you to cherry-pick essential assets while excluding unnecessary elements, ultimately saving time and effort.
Common scenarios for transaction copying
When you need to restart a transaction
If a transaction falls through and you're required to start anew with a different offer or buyer, copying the transaction becomes your go-to solution. This allows you to smoothly transfer essential information while marking the original as "Cancelled" for compliance and archival purposes. It's a hassle-free way to maintain workflow continuity without having to rebuild everything from the ground up.
In case you're managing multiple similar transactions
If you work with developers or manage multiple units in the same community, creating a "template" transaction proves immensely helpful. Simply set up a master transaction containing shared assets like representation agreements, seller contacts, commissions, and checklist structures. Then, effortlessly replicate this template for each subsequent unit, ensuring consistency and efficiency every step of the way.
When you need to split up transactions
Copying the transaction is a straightforward solution in scenarios where a dual-sided transaction was initially recorded as a single entity but needs to be divided. By duplicating the original transaction, you can easily separate the assets as required, ensuring precise record-keeping and organizational clarity.
Copying transactions is available only for users with the "Can create transaction" permission. If you can't see the Create a copy button, please contact your admin for the needed permission.
Please note that copying a transaction will not include:
Commissions
Checklists and tasks (it will only copy the documents within them)
Shares
How do I copy a transaction?
Within the original transaction, click edit > Create a copy
You'll see the first step of transaction copying, which is similar to the regular transaction creation interface. All the fields, including additional and custom ones, will be populated from the original transaction. If needed, you can Add mls data by clicking the corresponding button. When ready, click Next.
If any Offers are present in the original transaction, you can transfer them to your copied transaction by ticking the checkboxes near the needed offers.
If the original transaction checklists contain documents, you can transmit them to the Unsorted documents folder of your copied transaction.
The next step includes agents and commissions, where assigned users are also populated from the original transaction.
The last step lets you add contacts to your copied transaction. When all set, click Create.