Creating a transaction

Everything you're working, a purchase, a sale, or a lease, lives as a transaction in Backhouse. You can start one yourself, ask your assistant, or let a contract start it.

Ask your assistant

Tell it what you've got: "Set up a purchase for 412 Maple with the Hendersons as buyers." It creates the transaction, adds the people, and asks about anything it's missing. If you forward the contract, it pulls the details, price, parties, and key dates, straight off the PDF.

From a contract that arrives

When an executed contract comes in by email or text for a property you don't have a transaction for, Backhouse doesn't open one on its own. It asks you, and one click sets up the transaction from the contract, with the price, parties, and dates already filled in. See How documents get filed.

Create one yourself

In the Transactions view, click New transaction. You'll give it:

• Title. Usually the property address.
• Type. Purchase, sale, lease, or rental.
• Stage. Where it sits in your pipeline. Stages are configurable per workspace.
• People. Buyers, sellers, agents, and anyone else involved, pulled from your contacts.

What a transaction holds

Once it exists, the transaction is home base. Terms like sale price and earnest money, key dates, notes, documents, and everyone involved. Your assistant keeps it current as things land in your inbox, and you can edit anything directly.