Left menu → Listings. Click any row to open that listing.
#The Listings page tabs
| Tab | Shows |
|---|---|
| All Listings | Every listing except expired ones |
| Expired Listings | Listings in the Expired stage |
| Information Needed | MLS records that could not be imported, account issues and sync conflicts, only shown when there is something to fix |
The table shows ID, Account Name, Owner of Record, Listing Address, Status, Stage, T-GIS Pin, MLS Number, Listing_Price and Linked Opp.
#Searching and filtering
- Search: type in the box, choose which field to search by, click Search. A Reset button appears once you have typed something.
- Stage filter: show only listings in one stage.
- Status filter: All Statuses, Active, On hold or Sold.
#The top of a listing page
| Part | What it is |
|---|---|
| Back to Listings | Returns to the Listings page |
| Name and badge | The listing’s name, current stage, MLS number if there is one, and the listing ID |
| Previous Stage / Next Stage | Move the listing one stage back or forward, hidden at the first or last stage |
| Share | Share on social media or by email, see Sharing a listing |
| Stepper | All 12 stages. Finished stages have a tick, the current one is highlighted, later ones are grey. It only shows progress, clicking it does not change the stage |
| Listing Completion | How many required fields are filled, for example "23 of 79 required fields filled". Turns green when everything is filled |
#The two tabs
- Details — all the information about the listing.
- Documents — the forms to be signed and anything you upload, see Documents and document signing.
#Inside the Details tab
Four summary cards sit at the top: Price, Name, Settlement Date and Year Built. Settlement Date turns red with "Required" if nothing has been entered yet.
Below that, details are grouped into sections: Transaction Overview, Property Information, Property Features, Financial Details, Financing, HOA & Associations, Contacts, Agency & Commission, Inspections & Due Diligence, Closing Information, Home Warranty, Listing Information, System & Administrative, Notes & Comments, and Media & Marketing Assets. Use the All Sections row to jump to one, or search sections, fields or values directly.
On the right: Linked Assets (the seller’s account, address, owner of record), Key Dates & Deadlines, Schools & Districts, Showing & Access, and a Suggested Next Steps checklist.
#Editing and saving a section
- 1
Find the section. A badge such as "3 missing" shows a gap, hover it to see which fields.
- 2
Click the pencil icon on the section.
- 3
An edit window opens.
Required fields still empty are marked with a red star.
- 4
Make your changes and click Save Changes.
- 5
A confirmation message appears.
For example "Contacts saved successfully".
A section saves fine with required fields still empty. Saving is only blocked when an entry is invalid, an email or number in the wrong format, and the message tells you which field to fix. Listing agent details fill in from your profile when empty; seller details fill in from whoever created the listing.