Listings, Showings & Pipeline
Active Transactions
Your active deals at a glance — status, key dates, and milestones so nothing slips on the path to close.
Why it matters
Operations revenue lives in transaction detail — inspection deadlines, repair negotiations, lender conditions. When agents manage closings from memory, one missed date jeopardizes commission and client trust. A dashboard strip keeps your deal load visible alongside daily communication work.
Purpose
Active Transactions summarizes the deals you own or follow: under contract, pending milestones, approaching closings, and items needing attention. See transaction health without opening each record, then drill into any deal for checklists, dates, and linked contacts. Expanded views support pipeline reviews and printed deal summaries.
How it works in SAM
SAM queries your active transactions, applies status and date rules, and displays summary counts on the dashboard. Tap to open the transaction list or individual deal with linked contacts, properties, checklists, and Routine-driven tasks.
Business goals it supports
- Protect closing dates and contract milestones
- Reduce last-minute scrambles on inspection and appraisal items
- Keep transaction load visible during busy seasons
- Support C.O.R.E. Operations execution discipline
Key benefits
- Active transaction counts by status and urgency
- Key date visibility for upcoming closings
- Click-through to full transaction records
- Expanded table with customizable columns
- Minimized indicator when deals need attention
Related SAM features
Questions & answers
Common questions about this widget — why teams use it, what it measures, and how it fits your workflow.
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