Affiliate Record – Outputs a single-page printout of a selected affiliate record with contact information and notes. Displays affiliate name; company name; affiliate type; primary and mailing addresses; primary and secondary e-mail addresses; phone and fax numbers; assistant’s name; and affiliate record notes.

Consolidated Task List – Outputs a consolidated list of all tasks due for all open transactions. A master "checklist" that shows the transaction I.D., task description, due date, name, company name, and work phone and fax number of affiliate associated with each task. Allows the user to select a date range for tasks due that will appear in the results and whether the results will show “Completed” or “Due” tasks. Allows the user to choose to show only the tasks of a selected Task Type. Allows the user to choose to show task notes in the report.

Contact Record – Outputs a single-page printout of a selected contact record with contact information and notes. Displays contact name; company name; primary and mailing addresses; primary and secondary e-mail addresses; phone and fax numbers; and contact record notes.

Schedule Template – Outputs a selected custom schedule template from the Schedules section of the program, showing all pre-defined schedule settings.

Transaction History - Closed – Shows “Closed” transactions — both Listings and Sales that are marked with status as “Closed”. Allows users to filter and pull results by “Contract Date” or “Close Date” rang. Allows users to run the report for “All” open transactions or “By Affiliate”, with only the transactions of a selected affiliate. Displays for each transaction listed: transaction type; transaction status; transaction ID; subject property address; escrow number; contract close date; buyer, buyer’s agent, and assistant; seller, seller’s agent, and assistant; sale price; listing price; buyer agent commission; seller agent commission; buyer coordinator fee; seller coordinator fee; and referral fee. Displays totals for sale and listing price, commissions, and fees at the bottom of the report.

Transaction Info Sheet - General - Outputs pertinent information for a selected “Sale” or “Listing” transaction. Shows transaction status, subject property address, property information, description, contract and close dates; MLS number; escrow number, title report number, home warranty confirmation number, loan file number; sale price, adjusted price; appraised value, earnest money deposit, increased deposit, credits, 1st and 2nd mortgage loan amounts, and closing costs; buyer and seller terms, and contact information for all buyers, sellers, agents, and other affiliates within the transaction.

Transaction Notes – Outputs all transaction notes for a selected transaction. Shows transaction I.D., subject property address, contract and close dates, date and time of note, subject line, note, and source of note.

Transaction Schedule Screen – Outputs the Transaction Schedule screen for a selected transaction showing the user’s current settings for the schedule.

Transaction Status – Outputs all tasks of a selected transaction. Lists all tasks that were completed with completion dates, and all tasks remaining with due dates. Shows subject property address, and contract and close dates. Allows the user to select a print-option choice of buyer, seller, or coordinator, so that only tasks of the selected print-option setting for each scheduled task appear in the report. Allows the user the option to show task notes.