In Accountable CRM, you can now enhance your Transactions by adding Team Members—like Co-Borrowers, Listing Agents, and Buying Agents—directly from the transaction form. This helps you organize and track the key people involved in each deal.
✳️ This builds on our original Transaction creation feature. If you're unfamiliar, first check out How To Create A Transaction.
What’s New in Team Transactions?
When creating or editing a transaction, you’ll now see a “+” button inside the Contact Add section.
This allows you to:
Add multiple contacts to a single transaction.
Assign each contact a Team Title (e.g., Co-Borrower, Listing Agent, Buying Agent).
Maintain structured records for all parties involved.
Steps to Create a Team Transaction
Step 1: Open Quick Action™ Menu
Click the “+” button at the bottom left of your screen to open the Quick Action™ menu.
Then select “Transaction” from the list.
Step 2: Add Team Members
Below the contact section, you’ll now see an option labeled “Add Contact” (with a + button).
Here's how to use it:
Click "+" Add Contact
A new row will appear with two fields:
Contact Selector – Choose or search for an existing contact.
Title Dropdown – Select the person’s role in the transaction.
Use the Title dropdown to categorize the team member. Available options include:Borrower
Co-Borrower
Processor
Transaction Coordinator
Insurance
Title
Escrow
Listing Agent
Buying Agent
Assistant
Repeat the process to add more team members.
📝 Tip: Each contact must be assigned a title using the dropdown to clarify their role in the transaction.
Step 3: Fill in Transaction Details
Complete the basic transaction information :
Enter the transaction amount and relevant details like purchase price, down payment, and loan purpose.
Ensure accuracy to maintain organized records.
Click “Save” to store the transaction and all associated team members.
Your transaction and its full team will now be visible in your records and reports.
Monitor in Pipeline, Transaction View & Edit Page
In the Pipeline, you’ll see the Borrower’s name followed by something like:
& Others (2)
This means 2 additional team members are linked to the transaction.
Click the avatar or "& Others" to open a popup showing all team members with their names and titles (e.g., Co-Borrower, Listing Agent).
Click the edit icon to update the team—add, remove, or change titles.
These team contacts also appear in the Transaction View and Edit Page, so you can always see and manage the full transaction team.
Keeping your team members updated ensures better collaboration and reporting.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support