Your first transaction

A deal (also called a transaction) is the home base for a sale: its contract, parties, documents, deadlines, and activity all live in one place. This article walks you through creating your first one. It takes about two minutes with a contract PDF in hand, or slightly longer entering details manually.

Before you start

You'll need either:

• a signed (or draft) contract PDF — Done-Deal reads it and fills in the details for you, or
• the basics of the transaction: property address, which side you represent, mutual execution of contract (MEC) date, closing date, and price.

Tip: If you're still in the setup wizard, its First deal step is a quick way to start a deal with just an address and a side.

Create the deal

1. Click + New at the top of any page and choose New Deal. (Or open Deals in the left menu and click + New.) The New deal page opens.
2. Either drop your contract PDF into the Upload Contract PDF box, or skip the upload and fill in the fields by hand.
3. Under Deal side, choose Buyer or Seller. This matters: it controls which deadlines and tasks apply to you. If you uploaded a signed listing agreement, Done-Deal picks Seller for you.
4. Check the details and click Create deal.

If you upload a contract

Done-Deal extracts the key fields automatically: property address, buyer and seller names, the MEC date, closing date, sale price, earnest money, and the other parties it can find (co-op agent, lender, title company). Review what it found — every extracted field is editable before you save.

Warning: Always double-check the extracted MEC and closing dates against the contract. Every deadline is calculated from these dates, so a wrong date here means a wrong deadline calendar.

If you start from a contact

If your client is already in your Contacts, or you want to add them now, use the contact search at the top of the page. Type a name and click the match, or add a new contact right there. Done-Deal fills in the buyer or seller name, and the property address becomes optional. This is handy when a client hasn't found a home yet. You can add the address later.

If you enter details manually

Fill in the property address, MEC date, closing date, sale price, earnest money, and the buyer or seller name. You can add the remaining parties — co-op agent, lender, title — at any time after saving.

What happens when you save

• The deal appears on Home and under Deals (in the List, Board and Calendar views).
• If the MEC date is set, Done-Deal builds the full Colorado deadline calendar from it — inspection, appraisal, loan, and the rest.
• If the property triggers extra requirements (built before 1978, solar, septic, well, or an HOA), the matching compliance tasks are added automatically.
• If you have the AI TC add-on, Reme starts watching the transaction: incoming email about this transaction is filed here, and upcoming deadlines generate reminders and drafted communications for your approval.

Next steps

• Open the deal and add any missing parties — the lender and title contacts are what let Done-Deal (and Reme) route communications correctly.
• Upload any other documents you already have, so everything lives in one place from day one.
• Check the deadline list against your contract dates once, so you can trust it for the rest of the transaction.

FAQ

Can I create a transaction before I have a signed contract?

Yes. Create it by hand without an MEC date — you get a working file for documents and parties. Add the MEC date when you have it, and the deadline calendar builds at that point.

Can I start a deal without a property address?

Yes, if you select a contact first. Without a contact, the property address is required.

I represent both sides. What do I pick?

Pick the side whose paperwork you're driving. If the New deal page offers a checkbox for representing both sides, check it to add both sides' agency documents to the checklist. You can adjust parties at any time.

What file types can I upload?

PDF is the reliable path — that's what the contract reader understands. Other document types can be stored on the transaction, but only PDFs are read for automatic extraction.