Waypoint OS | My Dashboard

Under Contract

—

Total Volume

—

Projected Income

—

YTD Income

—

Next Closing

—

Submit New Business

Deal · BBA · listing · referral

▶

Open My CRM

Contacts, follow-ups & tasks

→

Your Briefing

Preparing your briefing…

E&O Certified

—

Passed

Credentials 0 earned

Earn more →

Daily Tracker

Edit Full →

New Transaction

All fields populate your CDA — fill completely

Property Information

Property Address *

MLS # (if available)

Purchase Price *

Representation

Your Side *

Client Name *

Client 2 Name (if applicable)

Customer Phone

Customer Email

Client 2 Phone

Client 2 Email

Compensation Details

Compensation Rate (%) *

Buyer Credit (if any)

Referral To (name, if any)

Referral Company

Referral Fee Type

Referral Fee Amount *

Co-Agent / Partner Split

Only fill this in if you are splitting the commission with another agent on your side.

Partner Agent Name

Partner's Brokerage

Partner's Split % (of gross commission)

Title & Escrow

Title Company *

Escrow Officer Name

Escrow Officer Phone

Escrow Officer Email

Lender Information

Lender / Loan Company

Loan Officer Name

Loan Officer Phone

Loan Officer Email

Key Dates

Contract Date *

Closing Date *

Additional Notes

Your broker will be notified and a CDA will be generated for signing.

New Buyer Brokerage Agreement

Enter your buyer's information below

Buyer Information

Buyer 1 Full Name *

Buyer 1 Phone *

Buyer 1 Email *

Buyer 2 (if applicable)

Buyer 2 Full Name

Buyer 2 Phone

Buyer 2 Email

Agreement Expiration Date *

Compensation

Compensation Type

BBA Comp Amount *

Pre-Qualified Amount * (buyer's approved purchase price — drives projection)

Referral Out (if applicable)

Referral Source

Referral Fee %

Referred By (name)

Notes (optional)

New Listing

Enter your listing information below

Property Information

Listing Address *

List Price *

Listing Expiration

Seller Information

Seller Name *

Seller Phone

Seller Email

Seller 2 Name

Seller 2 Phone

Seller 2 Email

Compensation

Compensation Type

Amount

Partner Agent (optional)

Partner Name

Partner Brokerage

Partner Phone

Partner Email

Notes (optional)

New Referral

Enter referral details below

Customers Being Referred

Customer 1 Name *

Customer 2 Name (optional)

Customer Phone

Customer Email

Referred To

Agent / Company Name *

Brokerage

Referral Fee

Fee Type

Amount

Notes (optional)