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

Listing terms

Enter the agreed listing price, not a projected sale price.

Use the date written in the listing agreement. Leave unknown terms blank.

Important dates
Property conditions

After saving, Finish setup helps you add contacts, commission terms, listing details, and your review method.

Import historical record

Preserve a closed historical file with a restricted archive copy, source-file hashes, and a record of its prior review. It will not enter live deadlines or review queues.

Historical source

Leave blank to reserve the next unused number for the year of the close date.

The portal copies local source files into the restricted historical archive and records a SHA-256 hash for each file.

Historical transaction details

Historical records stay outside live transaction workflows.

Important dates

Required to calculate the historical retention period.

Property conditions
Prior-review attestation

This preserves historic evidence; it does not create a new approval or review date.

Edit transaction

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

Transaction details and representation

Correct the full address here. Existing Drive folders and prior audit entries keep their original names.

Important dates

Historical transaction-level tracking only. Confirm execution dates on each instrument in Compliance.

Historical tracking only. Instrument-level statutory deadlines are calculated in Compliance.

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

Property conditions

Assign a contact

Choose the person, their role, and the offer they belong to.

Enter at least two characters. Search saved contacts, website leads, and Google Contacts. Selecting an existing Google contact leaves its Google record unchanged.

    Choose the offer for its buyer, agent, lender, or escrow contacts. Shared contacts appear across offers.

    Upload transaction document

    The portal first records a clean, hash-bound immutable source version, then adds a working copy to the transaction folder.

    PDF is preferred. Maximum file size: per file.

    Link email thread

    Record Gmail correspondence here using its thread ID. This broker-verified action keeps the link in the transaction audit ledger.

    Broker financial details

    Leave a value blank when it is not known yet. Enter 0 only when that category is truly zero.

    Transaction income
    Payout arrangements and confirmation
    Agent payouts

    Add every named agent or team payout. Confirm the list even if there are no payouts; this is how the portal distinguishes an explicit $0 from missing information.

    Commission Instructions

    Save a draft to review the title-company instructions before the broker signature is applied.

    Escrow and contract
    Moyer Realty Services compensation

    Use a dollar amount for a flat fee, or the percentage (for example, 2.5) for a percentage.

    Seller-paid buyer-broker compensation

    Apply broker signature?

    Confirm the immutable signed copy before it is saved to the transaction Drive folder.

    The enrolled James Moyer broker signature will be applied to this Commission Instructions version. The signed PDF cannot be changed; create a new revision for any correction.

    Review email to escrow

    The exact signed PDF stored with this transaction will be attached. Sending is only performed after this confirmation.

    To—
    Subject—
    Attachment—