What is the ‘Transaction Summary’?

The Transaction Summary is essentially a list of all of the transactions that are assigned to you. This is shown on the Dashboard page. It allows the user to clearly see what is pending completion and what tasks are yet to be done. It can be filtered and searched through for ease of use.

The fields that the summary shows are as follows: Ref No, Partner, Conveyancer, Address, Entry Date, Client, S/P (Sale/Purchase), MC (Missives Concluded), LP (Loan Papers), Other Side, SA (Seller Action), SC (Seller Check), PA (Purchaser Action) and PC (Purchaser Check).

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