Navigating Transactions (Lofty AOS)

Introduction

The Transactions page is the money view of your pipeline: every purchase, listing, and lease deal in one table, topped by rolling totals for volume, GCI, and commission. From here you filter deals by status and owner, open any transaction’s detail page, add deals manually, and claim transactions synced from your MLS.

Opening Transactions

1. In the left menu, go to Sales → Transactions.

The page opens with the Transactions heading, an Actions menu, and an Ask Lofty AI button in the top-right corner.

Reading the Summary Bar

• Type tabs scope everything on the page: All, Purchase, Listing, Lease, and Other.
• 5 metric cards summarize the current scope: Total Count, Total Volume, Total GCI, Team Net Commission, and Total Agent Payment. Large figures are abbreviated (for example, “$3.6B”) — hover one for the exact amount.

Filtering the Table

• More Filters opens the MORE FILTERS dialog with Basic Info, Dates, Contacts, Accounting, and Custom Field tabs. Basic Info holds Lead Source and an Include Unowned Transactions checkbox (on by default — the “(1)” in the button counts it); Dates covers Expected Close/Closed Date, Create Date, Appointment Date, Agreement Signed Date, Offer Date, Home Inspection Date, Escrow Date, and Expiration Date. Reset clears the dialog.
• Status narrows to All, Active, Closed, or Canceled.
• Office: All and Transaction Owner scope by office and owner.
• The search box accepts Search by Transaction, Address, Lead, Note.

Reading the Table

The pager at the bottom moves between pages and sets the page size (10 by default).

Adding a Transaction Manually

1. Click Actions in the top-right corner and choose Manually Add.
2. The ADD TRANSACTION dialog opens with the required basics: Transaction Name (“Enter the transaction name or search by property address”), Associated Lead (search, or click Add Lead to create one), Transaction Owner, and Transaction Type, plus an optional Transaction Stage.
3. To fill in the full record now, click Details View — the dialog expands into sections for Basic Info (including Sales Price, GCI, Add/Deduct Before Splits, Splits, and a Payment Summary), Dates, Property (address, Listing Status, MLS Listing ID, List Price, beds, baths, and more), and Contacts (roles such as Buyer, Seller, Buyer's Agent, Listing Agent, Escrow / Title, Lender, and Home Inspection), with a Send Introduction Email on Assignment checkbox at the end.
4. Click Save to create the transaction, or Cancel to close without saving.

Claiming Transactions From the MLS

1. Click Actions and choose Add From MLS.
2. The Unclaimed MLS Transactions drawer opens on the right, listing MLS deals matched to you — each with property details and a Claim button (a trash icon removes an entry).

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.