The Active Contracts View is your primary workspace for managing current property transactions. This table displays every active contract with the key transaction details at a glance, so you can quickly search, sort, and act on your deals.
Shows the Contract ID (a unique alphanumeric identifier, e.g. #8N0IP0LJDD), the representation type below it, and the agent profile photo thumbnail. Use it to identify contracts by ID, see the agency relationship at a glance, and reference the ID in documentation.
Representation types explained:
Seller representation: you represent the property seller. This is the listing side; commission comes from the seller, with marketing and sale responsibilities.
Buyer representation: you represent the property buyer. This is the buying side; commission is split with the listing agent, with purchase-negotiation responsibilities.
Both representation: you represent both parties (dual agency). You earn the complete transaction commission but have additional disclosure requirements and must carefully manage the conflict.
Shows the complete property address: street number and name, city, state, ZIP code, and country (if applicable). Use it to identify properties in your pipeline, verify you have the right one, and sort alphabetically by address.
The date the contract was signed and became active (MM/DD/YYYY). Use it to track how long a property has been under contract, calculate days in contract, and monitor contingency deadlines. Sort to see the oldest contracts first.
Why it matters:
The projected or confirmed closing date (MM/DD/YYYY). Use it to monitor upcoming closings, sort to prioritize work, update as dates change (common in real estate), and plan closing coordination.
Best practices:
The full name of the agent assigned to the contract. Use it to see who's responsible, sort to group contracts by team member, track individual pipelines, and identify workload distribution.
Where the client or contract originated. Use it to track which sources generate the most contracts, analyze ROI, focus marketing on effective channels, and compare closing rates by source.
Common lead sources: Repeat Client, Sphere of Influence, Client Referral, Cold Calling, Open House Lead, Website Lead, Social Media, Outside Referral.
Two icon buttons per contract:
Tip: Use the street name only for broad results, add the city for specific matches, try the ZIP code for area-based searching, or the property number for an exact match.
A sort indicator appears on the active column, and only one column is sorted at a time. Sortable columns: Contract, Property, Under Contract Date, Closing Date (most useful), Agent, and Lead Source.
Common sort uses:
Sorting and search persist across pages.
Contracts not appearing in the table: confirm you're on Active Contracts (not Archived), clear any search filters, check pagination, verify contracts weren't accidentally archived, then refresh.
Search not working: try different or partial search terms, remove special characters, then refresh and clear the browser cache.
Cannot edit a contract: confirm you have edit permissions and are clicking the pencil (not arrow) icon, check whether the contract is locked by another user, refresh, and contact your admin if a permissions issue persists.
Sort not working: clear any active filters, click the column header again, refresh, then clear the browser cache.
Closing dates showing incorrectly: verify date format and timezone settings, confirm dates were entered correctly, refresh, and edit the contract to verify the saved date.
Pagination buttons disabled: "Previous" is disabled on page 1 and "Next" on the last page (both expected). If both are disabled, you have a single page of results.
Note: For most display glitches, the quickest fixes are to refresh the page, clear your browser cache, try another browser, and confirm your permissions.
How many contracts appear per page? The default is typically 10. Use the "Rows per page" dropdown to show 25, 50, or 100.
Can I change the number of contracts displayed? Yes, use the "Rows per page" dropdown at the bottom of the table.
What happens when a contract closes? Update the contract status to move it to the Archived Contracts section for historical reference.
How do I know if a closing date has changed? Update the closing date manually when you're notified of the change. Set calendar reminders to check.
Can I bulk edit multiple contracts? Check for bulk action checkboxes. If they aren't available, contact support about bulk editing.
How long should a contract stay under contract? Typically 30-45 days, but it varies by market, property type, and financing. Longer periods may indicate issues.
What does "both representation" mean? Dual agency, where the same agent or brokerage represents both buyer and seller in the transaction.
Can I see contracts by other agents? It depends on your role and permissions. Team leaders typically see all team contracts; individual agents may see only their own.
Why do some contracts have different representation types? Because it depends on who you represent in each deal: you might represent the seller in one and the buyer in another.
Can I export the contracts table? Look for an export button. If it isn't visible, contact support about export functionality.
How do I know which contracts are at risk of falling through? Look for very long under-contract periods or frequently changed closing dates, and add notes about issues.
What if a contract has no closing date yet? Enter an estimated closing date and update it once the actual date is determined.
