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What is "My Transactions"?

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The My Transactions page is on overview of all of the transactions that you are associated with - known as the "Pipeline View".  An example of this view is below.

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The default view is called the General View and you will be able to see the Status, File #, Task Alerts, Notifications, Transaction Type, Street Address, City, State, Estimated Closing Date (Settlement Date), Closing Company, Transaction Participants, Purchase Price, Loan Amount, Accommodations, Funding Status, Property Use, Property Type, Title I Pipe File #, Date of Last Update and Create By details. The General View is designed to provide summary details specific to each of your transactions. You can filter your view by selecting the icon next to each item in the header row.

For more information on how to edit and sort your views, click HERE

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