LAST UPDATED
20/01/2026
Related Cases Flow
Explains how to link and manage related transactions, such as a simultaneous sale and purchase, for a unified view of the client’s journey.
Dashboard
Platform Dashboard
Link Related Transactions - Connect Sale & Purchase Seamlessly
Previously, related Sale and Purchase transactions were disconnected. With this feature, the system automatically links transactions that share the same client. This enables shared data and synchronized management across the client's entire property journey.
Unified Client Data
Client information entered in one transaction is automatically available in the linked case, eliminating duplicate data entry. Updates can sync across cases. Users can navigate between linked cases easily via visual indicators.
Cohesive Workflow
Users can manage milestones and quotes for both transactions together. This provides a holistic view of the client's move, ensuring that dependencies between the sale and purchase are visible and managed effectively.