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Getting Started with Mevi Transaction Management
New to Mevi? Start here to set up your account and learn the basics.
What is Mevi Transaction Management?
Discover how Mevi's comprehensive platform streamlines real estate transactions, from initial offers to closing. Learn about our digital tools, automated workflows, and collaborative features that make deal management effortless.
View Website →Account Types & Roles
Understand the different user roles in Mevi: Agents who create and manage deals, Consumers who participate in transactions, and Business users like lenders and title companies who collaborate on deals.
Learn About Roles →Create Your First Deal
Follow our step-by-step walkthrough to set up your first transaction in Mevi. From adding forms to to collaborating with all parties, we'll guide you through every step of the deal creation process.
Read The Guide →Dashboard Overview
Get familiar with your Mevi dashboard, navigation menus, and key workflows. Learn how to access deals, manage forms and documents, track deal progress, and collaborate with transaction participants effectively.
Read The Guide →Mevi for Agents & Coordinators
Everything agents and transaction coordinators need to manage offers, forms, and deals efficiently.
Smart Offers
Streamline offer management with comparison tools and seller collaboration features.
Smart Deals
Manage your transactions from contract to close with timeline tracking and team collaboration.
PDF Tools
Upload, annotate, and add signatures to PDF documents with powerful editing capabilities.
Smart Forms
Quickly create and manage state-approved forms and disclosures with guided smart technology, accessible from any device for efficient filling and signing.
Client Collaboration
Invite clients to participate in deals and communicate seamlessly throughout the transaction.
Team Tools
Build and manage your team with role-based access, templates, compliance, and branding controls.
Account & Troubleshooting
Manage your account settings, notifications, and get help with common issues and data management.
Help for Buyers and Sellers
Guides for reviewing, signing, and managing your documents with your agent.
Received an invite? Here’s what to do next
Follow these steps to activate your account and start accessing your transaction documents securely.
View Guide →Review Offer Compare
Review offers on your property in a side-by-side view and take action on them.
View Guide →Track Deal & Review Documents
Monitor your deals and keep up to date with every stage of your real estate transaction, from start to finish.
View Guide →Help for Other Real Estate Professionals
Join deals, view documents, and collaborate with agents.
Received an invite? Here’s what to do next
Learn how to join a transaction as a lender or title professional and start collaborating with agents and clients.
View Guide →View and Download PDFs
Access, view, and securely download transaction documents shared with your business.
View Guide →Sign Documents if Assigned
Find out how to review and sign documents electronically when your signature is required on a transaction.
View Guide →