---
title: Transaction Information — Lease Deal
description: Deal Entry - Transaction Information - Leases
---
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# Transaction Information — Lease Deal
## A guide to the Transaction Information section on a Lease Deal profile.
**Overview**
The Transaction Information section is a critical part of every Lease Deal profile. It captures key financial, timing, and administrative details about the transaction. Always click the green **Save** button after making any changes.
> For additional lease-specific financial fields, see the **Additional Transaction Information** section.
**Field Definitions**
| Field | Description |
| --- | --- |
| Effective Rate | Read-only on the deal profile. To populate this field, click the blue **Calculate** button to open the Lease Calculator. |
| Dual Rep | When set to Yes, indicates your company is representing both sides of the deal in-house. Enables entry of all details in one deal file, with billing, documents, and commissions split between both sides. |
| Space Type | For mixed-use properties, specifies the individual space type. |
| Lease Type | The type of lease: Assignment, New, Renewal, or Sublease. |
| Additional Lease Type | Secondary lease type classification. |
| Deal Source | Tracks where the deal originated from. |
| House Referral | Enable if the deal was referred to you internally, eliminating the need to source it yourself. |
| Current Lease Expiration | The expiration date of the tenant's existing lease. |
| Term | Expected lease duration in months. |
| Start Date | Lease commencement date. |
| Term Date | Lease expiration date, calculated from Start Date + Term. |
| Occupancy Date | Expected move-in date. |
| Bill To | Selects which party should be billed. |
| Submarket | The geographic or economic subdivision of the market associated with the deal. |
| Notes | Free text field for additional deal comments. |
| Abstract Notes | Notes displayed on the Deal Abstract page and its full print view. |
| Print Notes on Invoice | When enabled, transaction notes are printed on the invoice PDF. |
| Deal Assigned to Office | Associates the deal with a specific office. Used when multiple offices exist within your company. |
| Portfolio | Informational toggle only. Can be set to Yes or No. This toggle is not related to the actual property portfolios that can be linked to a deal or listing and serves as a flag only for historical deals. |
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