Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
Transactions
Transaction Room
Holds transaction checklist logic and document readiness around the live transaction.
Who Uses This Feature
Operational transaction users
Transactions
What This Feature Can Do
- Transaction-specific checklist management
- Document completion tracking
- Close-prep workflow
- Document packet builder that can email selected retained PDFs from inside the room
How To Use It
- Use it when the file is actively under contract and moving toward close.
- Use the document packet builder to select retained PDFs, create a clean packet cover sheet, and email the selected documents out of the system.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.