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Documentation Index

Fetch the complete documentation index at: https://docs.oun.homes/llms.txt

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Archiving keeps your dashboard focused on active transactions while preserving everything about a completed deal.

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How to archive a deal

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From the dashboard

  1. Click three dots icon on the top right of any deal card
  2. Select Archived

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From the deal page

  1. Open the deal
  2. Use the status selector in the deal data dashboard and select Archived
  3. Click save on the top right corner

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From e-mail or Homie chat

Ask: “Archive this deal”

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What archiving does

  • The deal moves out of your Active filter view
  • All documents, data, and chat history are preserved
  • You can still find the deal using the Archived or All filter
  • You can still open and view everything inside the deal
Archiving does not delete anything. It’s a status change, not a removal.

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Restoring an archived deal

If you need to bring a deal back to active status:
  1. Find it using the Archived or All filter
  2. Open the deal or use the menu
  3. Change the status back to Pre-Contract or Under Contract

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When to archive vs. cancel

Use Archive when…Use Cancel when…
The deal closed successfullyThe deal fell through
You want to keep it for recordsThe transaction was terminated
The transaction is completeYou need to indicate it didn’t close
Both statuses preserve all data. The difference is what they communicate about the outcome of the transaction.