Managing real estate transactions shouldn’t mean juggling spreadsheets, sticky notes, and a dozen open tabs. ClickContracts’ Transaction Management dashboard puts your entire pipeline, your compliance checklist, and your deadlines in one place — so you always know exactly where things stand.
This walkthrough covers the full Transaction Management experience inside ClickContracts: a pipeline dashboard that shows every deal by stage, a streamlined way to start new transactions, a built-in documents tab for compliance tracking, a task manager with reminders and reusable checklists, and a notes section for team communication and status updates.
See your whole pipeline at a glance. When you log in, your dashboard shows transaction counts across upcoming, active, under contract, pending, and closed stages — color-coded and organized so you can scroll through each stage and preview the details and terms. You can also view your total volume and commissions (pipeline and closed), and filter everything by buy side, listing side, stage, or date.
Start a transaction in one click. Hit “New Transaction,” choose buyer or listing, add your client (from scratch, from Follow Up Boss, or from your existing contacts), name the transaction, and connect an agreement or MLS listing. Click “Create Transaction” and your envelope opens automatically, ready to go.
Run the deal from a single command center. Inside each transaction, you’ll find your parties, key dates, purchase agreement terms, and commission details (gross, agent, broker, and referral fees) — all editable with a click. You can add parties like title companies, escrow officers, attorneys, and lenders, and every linked envelope shows its status and last update.
Stay compliant with the documents tab. A pre-built document checklist tracks what’s missing, in review, or approved. You can mark items required, add custom checklist items, or build your own list from scratch in Settings. Pull documents in from completed envelopes, your computer, or drag-and-drop from unclassified files — then update statuses, leave notes, forward documents by email, download them, or send straight to SkySlope.
Keep tasks and deadlines on track. Add tasks with assignees, due dates, descriptions, and customizable email reminders (light, regular, intense, or custom), plus optional daily reminders for anything overdue. Save time by building reusable task checklists for buyer or listing side transactions in Settings, then add them to any transaction in one click.
Communicate and update status in one spot. Use the notes section to leave updates for your team, broker, or transaction coordinator. Change a transaction’s status by clicking a new stage, or drag and drop between stages — and watch your dashboard update instantly.
Real estate agents juggle dozens of moving pieces across every deal — dates, documents, people, and deadlines. Having all of it centralized means less time hunting for information and more time focused on your clients. The compliance checklist acts as a safety net so nothing slips through, and reusable task lists mean you set your process once and let reminders do the follow-up for you. It’s everything you need to run your transactions like a boss.
Log into your Click Contracts account this week and explore your Transaction Management dashboard. Have questions or feedback? Let us know — we’d love to hear from you.
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