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For Clients: Getting Started with TransactIQ
For Clients: Getting Started with TransactIQ

Best practices on how to use your new Client Collaboration App with your broker to find your next commercial space

Updated over 9 months ago

Communicate & collaborate with your broker & team in your TransactIQ digital workspace. One place to manage every step of your space search.

Check out this three minute tutorial


Navigating your TransactIQ Workspace

1 | Navigation Bar

Here you can view Tasks, upcoming Tours & all the Activities related to your searches.

2 | Deals

Here you'll find a list of all deals your broker team is currently working on your behalf. Select a deal to view all deals from Market Survey to Proposal tracking and more.

  • Deal Cards: See where each deal as listed in your navigation panel is in the deal pipeline. Click any of the deal cards to view the specific details.

Deal Records

Selecting a specific deal navigates you to the specific deal. For each deal you'll have a summary page which highlights key milestones and other key data.

Blue means go in AnthemIQ, so if you see text in blue, click to see more specific information.

Compare Properties

From the Market Survey view, check the box next to the properties you want to compare and navigate to Compare Listings in the top right of the survey view.

View details, ask questions and pick your favorites

a | Click on the location name to view all images and/or virtual tours

b | View Floor plans, flyers and linked websites

c | Add Comments, share tour photos and view additional documentation

  • Shared Comments are sent directly to all members of the deal; brokers & your internal team members.

  • Team Comments are sent only to your team members invited to the deal.

d | Request a Tour: With one click, let your broker know you're ready to tour


Tours, Negotiations and More!

Click through all categories within the deal to see specifics for Upcoming Tours, Negotiations and more!

Reach out to your broker for deal specific questions.

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