Managing Relay Details
How to view and edit property details, financial info, dates, and more.
Relay Detail Page
Each relay has a detail page with five tabs:
- Documents — Upload, organize, and manage all transaction documents.
- Tasks — Create and manage task lists for the transaction.
- People — Add and manage contacts involved in the deal.
- Activity — View a chronological log of all actions taken on the relay.
- Details — Edit property information, financial details, dates, and more.
Editing Property Information
On the Details tab, you can edit comprehensive information about the property and transaction:
- Property Address — Street, unit, city, state, ZIP code.
- Financial — List price, sale price, commissions, liens, HOA fees.
- Dates — Contract date, closing date, inspection date, offer date.
- Property Details — Bedrooms, bathrooms, square footage, property type, year built, lot size.
- Identifiers — MLS number, APN/Parcel number, tax ID.
Changes are saved automatically when you update any field.