Team & Production
Team Active Transactions
All active team transactions by status — deal load visibility for brokers and transaction coordinators.
Why it matters
Transaction overload causes the mistakes clients remember — missed deadlines, slow responses, dropped repair items. When brokers only see deals at trouble, they cannot balance load proactively. Team transaction visibility protects service quality during peak seasons.
Purpose
Team Active Transactions summarizes every in-progress deal across the office: under contract, pending milestones, approaching closings, and at-risk files. Team leads see agent workload distribution, upcoming closing volume, and deals needing coordinator support. Expanded tables with customizable columns power transaction meetings and capacity planning.
How it works in SAM
SAM aggregates active transactions for team members you can view, applies status and date classifications, and displays summary stats on the dashboard. Expand to sort by closing date, agent, or open checklist items and open any deal for detail.
Business goals it supports
- Balance transaction load across agents and coordinators
- Forecast closing volume and commission pipeline
- Catch at-risk deals before they fall apart
- Scale Operations support as the team grows
Key benefits
- Office-wide active transaction counts by status
- Per-agent deal load for capacity conversations
- Configurable expanded columns — dates, price, side
- Click-through to full transaction records
- Minimized indicator when deals need escalation
Related SAM features
Questions & answers
Common questions about this widget — why teams use it, what it measures, and how it fits your workflow.
Closings are the scoreboard, but active files are the game. Team Active Transactions shows whether your coordinators and agents can deliver the experience you promise — before a client feels ignored.
On-time team closings, fair workload distribution, accurate closing forecasts, and coordinator staffing decisions based on real deal volume.
Review in transaction meetings: sort by closing date for the next 30 days, flag agents with heavy load, and assign coordinator support. Pair with Transaction Repairs for inspection-period risk.
Coordinators prioritize across agents instead of living in siloed inboxes. Agents see office momentum; leads redistribute leads and support before burnout shows up in reviews.
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