Creating Your First Relay

A Relay is your central workspace for a real estate transaction. Think of it as a digital folder that holds everything related to a deal: documents, contacts, tasks, signatures, and activity history. Every transaction you manage gets its own relay.

1. Click Relays in the sidebar, then click the + New Relay button.
2. Step 1: Choose Transaction Type — Select the type that matches your deal:
   • Listing for Sale — Seller-side sale transaction
   • Listing for Lease — Landlord-side lease transaction
   • Purchase — Buyer-side purchase transaction
   • Lease — Tenant-side lease transaction
   • Real Estate Other — Other real estate transaction
   • Other — Non-real estate transaction
3. Step 2: Enter Property Details — Type the property address (with Google autocomplete), unit, city, state, ZIP, MLS number, and price. All fields are optional.
4. Click Create Relay.

Your relay is created with default document folders (Contract Documents, Disclosures, Addendums, Title & Escrow, Inspection, Loan Documents, Other) and you are taken to the relay detail page where you can start adding documents and people.

After creating your relay, you will typically want to:

• Upload documents to the appropriate folders
• Add people involved in the transaction (buyers, sellers, agents, lenders, etc.)
• Set your closing date to track progress
• Create task lists for items that need to be completed
• Place signature fields on documents and send for signing