How to Create a Transaction
In this video, you’ll see how Pereview streamlines the creation of a new Transaction, which is the foundation of every investment in the platform.
The walkthrough highlights how required deal information, property details, and optional data like investment structures, sources, roles, due diligence, and development inputs all come together in one guided workflow.
You’ll learn how Pereview connects information across teams, standardizes deal data from the start, and ensures every Transaction is created with a consistent, repeatable structure. By the end, you’ll understand how the platform turns a simple entry into a fully formed Transaction record that supports underwriting, analysis, and asset management throughout the life of the investment.