What the deal page is

The deal page is the central record for a transaction. Every piece of information linked to that deal lives here — organized and always up to date. Open a deal and the full picture of that transaction is waiting.

Activity

The default view when you open a deal. Shows two things side by side:

Timeline — upcoming milestones and key dates for this deal, listed in order. The next upcoming date is highlighted so you always know what's coming first.

Notes — pinned notes and running observations about the deal. Add anything worth remembering — buyer preferences, seller conditions, negotiation details.

Emails

Every email linked to this deal in one place. Searchable, sortable, and readable without leaving the deal page. No more hunting your inbox for the thread that mentioned the contingency date.

Documents

Every document filed to this deal — contracts, inspection reports, disclosures, and anything else attached to a linked email or uploaded manually. Organized by document type and searchable by name.

People

The people involved in this deal. Clients, vendors, agents, attorneys. Everyone connected to this transaction in one place.