Left menu → Opportunities. A Total count shows on the right. Click any row to open it.
#Tabs and filtering
| Tab | Shows |
|---|---|
| All Opportunities | Every Opportunity |
| Information Needed | Records needing attention, with a count, only shown when there are some |
Search by Account Name, ID, Name On Deed, Stage Name, Amount Offered or Created Date. Filter by stage: Created, Agent Reviewed, Qualification, Offer Submitted, Under Contract, Due Diligence, Closed Won or Closed Lost. The table shows ID, Account Name, Name On Deed, Address, Stage Name, Amount Offered and Created Date.
#The top of the page
| Part | What it is |
|---|---|
| Name and badge | The deal name, current stage and MLS number |
| Previous Stage / Next Stage | Move back or forward one stage, Previous is hidden at Created, Next at the last stage |
| Share | Share the property, see Sharing an Opportunity |
| Stepper | The 8 stages, ticks for finished ones, current highlighted, later ones grey. Clicking it does not change the stage |
| Form Completion | How many required fields are filled, for example "23 of 37 required fields filled", turns green when complete |
#The tabs
- Details — all the information about the deal.
- Similar opportunities — your other Opportunities on the same property, same MLS number. Click one to open it.
- Documents — the buying forms, documents copied from the linked listing, and your own uploads, see Documents and document signing.
#Transaction Participants
At the top of the Details tab: the buyers, sellers and service providers in the deal. Buyers and sellers fill in from the offer form, use Add Participant for anyone else, an inspector or a lender.
If the person you change or remove already signed a document, that document needs signing again. Move the Opportunity back to Agent Reviewed and forward to Qualification again, a new document set is prepared with the updated people, then send the newest set with Share and Sign.
#Summary cards and sections
Four cards: Price, Name, Listing Contract Date and Days on Market. Sections below: Transaction Overview, Property Information (view only), Property Features (view only), Financial Details, Contacts, Financing, HOA & Associations, Home Warranty, Agency & Commission, Inspections & Due Diligence, Closing Information, Listing Information, Notes & Comments, Media & Marketing Assets (view only). Use the section buttons or the search box to jump to one.
On the right: Linked Assets (buyer’s account, the property, the contact, with an Open Buyer’s Account shortcut if they have a home to sell too), Key Dates & Deadlines, Schools & Districts, Showing & Access, and Suggested Next Steps.
#Fields worth knowing about
| Field | Where | What to know |
|---|---|---|
| Buyer Agency Terms | Contacts | Buyer Agency, Dual Agency, Designated Dual Agency or Unrepresented Buyer. At least one must stay selected, see below |
| Buyer Financing | Financing | 16 options. Choosing Cash makes Loan Amount not required |
| Buying Agent Commission Rate | Agency & Commission | Required, rate type is % or $ |
| Cooperative Compensation | Agency & Commission | Required Yes/No, Yes makes its rate and rate type required too |
| Due Diligence Period | Financial Details | Required before Qualification, see Locked fields after Qualification |
At least one must stay selected, tick another option first, then untick this one. If only one is ticked and you click an incompatible option, the selection switches to that option instead of adding it.
#Editing and saving
- 1
Find the section, a badge such as "3 missing" shows a gap.
- 2
Click the section’s edit button.
For example "Edit Contacts" opens.
- 3
Required fields have a red star, empty ones a red border.
- 4
Make your changes and click Save.
- 5
A confirmation message appears, for example "Contacts saved successfully".
You can save with required fields still empty. Saving is only blocked by an invalid entry, a bad email or number format, and the message names the field. Inspector email fields take several addresses, each must be valid.