Moyer RealtyTransaction Records

Your transaction desk, in one secure place.

Sign in with your approved Moyer Google Workspace account to manage transaction records, contacts, documents, and reviews.

Create transaction

The portal will assign the next transaction number and create the correct Google Drive folder structure.

Property and transaction

The portal applies the matching sale or rental checklist when the transaction moves under contract.

Representation

Seller requirements remain once they apply.

Set Moyer Realty when we represent the buyer or tenant; this adds the applicable advisory requirements.

Important dates
Property conditions

After the Drive folder is created, open the transaction record to assign sellers, buyers, title, lenders, and other reusable contacts.

Import existing Drive transaction

Register an existing Moyer Realty transaction folder without recreating it. Its records remain in Google Drive.

Existing folder

Use the existing number exactly.

Transaction details
Important dates (optional unless closing, terminated, or retention)

Required for Closed, Terminated, or Retention. The portal calculates the five-year retention date.

Property conditions

Edit transaction

Updating representation or property conditions automatically updates the applicable checklist requirements.

Transaction details and representation
Important dates

Used by the broker-review dashboard.

Required for Closed, Terminated, or Retention; the retention date is calculated automatically.

Property conditions

Assign a contact

Search your existing website leads and Google Contacts. The contact is reused, not copied.

Enter at least two characters. Results include website leads and your reusable contact directory.

    Upload transaction document

    Files upload directly into the correct Google Drive transaction folder. The portal stores only the link and record details.

    PDF is preferred. Maximum file size is enforced by the server.

    Link email thread

    Use this only when filing a thread outside Gmail Lead Desk. Gmail Lead Desk remains the usual way to connect correspondence.