--- title: Transaction Manager — a guided walkthrough. description: See how Transaction Manager brings every private office transaction into one governed workflow — from requirement to signed agreement — on the LiquidSpace Workplace Platform image: https://resources.liquidspace.com/hubfs/TM_2.png --- [Skip to content](https://resources.liquidspace.com/transaction-manager-walkthrough#main-content) - Solutions PORTFOLIO STRATEGY - [Scenario Modeler](https://liquidspace.com/scenario-modeler) - [Hub Locator](https://liquidspace.com/hub-locator) WORKSPACE ACCESS - [On-Demand Workspace](https://liquidspace.com/flexible-office-space) - [Private Office Space](https://liquidspace.com/dedicated-office-space) WORKPLACE OPERATIONS - [Workplace Manager](https://liquidspace.com/workplace-manager) - [License Administrator](https://liquidspace.com/license-administrator) - [Transaction Manager](https://liquidspace.com/license-administrator#transactions) - [Payments Manager](https://liquidspace.com/license-administrator#payments) EMPLOYEE EXPERIENCE - [Team Connect](https://liquidspace.com/team-connect) ENTERPRISE SECURITY - [Data Security](https://liquidspace.com/data-security#data-security) - [Privacy Protection](https://liquidspace.com/data-security#privacy-protection) - [Compliance](https://liquidspace.com/data-security#compliance) INTEGRATIONS - [HRIS User Provisioning](https://liquidspace.com/integrations#hris) - [IWMS Integration](https://liquidspace.com/integrations#iwms) - [SSO & SCIM](https://liquidspace.com/integrations#sso) - [Communication Tools](https://liquidspace.com/integrations#communication) - [BI & Reporting](https://liquidspace.com/integrations#bi) ![Layer_1 (4)](https://resources.liquidspace.com/hubfs/Layer_1%20(4).svg) ### Become a host. 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Join the largest global flexible office marketplace [List workspace](https://liquidspace.com/share-office-meeting-space) - [How it works](https://liquidspace.com/how-it-works) - [Resources](https://resources.liquidspace.com) - [Pricing](https://liquidspace.com/pricing) - [Get demo](https://liquidspace.com/learn-more) [Become a Host](https://liquidspace.com/share-office-meeting-space) [Help](https://support.liquidspace.com/) VIDEO # Transaction Manager — a guided walkthrough. 2 Min Read |May 13, 2026 Share this video - - - - [mailto:?subject=Transaction%20Manager%20—%20a%20guided%20walkthrough.&body=https%3A%2F%2Fresources.liquidspace.com%2Ftransaction-manager-walkthrough](mailto:?subject=Transaction%20Manager%20—%20a%20guided%20walkthrough.&body=https%3A%2F%2Fresources.liquidspace.com%2Ftransaction-manager-walkthrough) ###### Stay one step ahead! **Subscribe now.** ![formicon](https://resources.liquidspace.com/hubfs/Liquidspace-theme/images/formicon.svg) This isn't just another tracker. Transaction Manager transforms private office transactions from fragmented, inbox-driven chaos into a structured, auditable process — giving CRE, Workplace, and Finance teams the governance and execution tools they need to run every transaction with confidence. In this video, you'll get a guided walkthrough of how Transaction Manager works. **In this video, you'll see how to:** - Open a new requirement and let the Requirements Intake Agent structure your brief in seconds — from a natural language description, uploaded document, or reference space URL. - Move every transaction through a six-stage, completion-gated workflow: Intake, Evaluation, Proposal, Negotiation, Contracting, and Execution. - Use the Market Sourcing Agent to build a curated collection of matching spaces from LiquidSpace's live inventory — matched to your criteria, delivered directly to task notes. - Review the Collection Assessment Agent's fit summary before advancing — flagging strong matches, gaps, and parameter adjustments without manual analysis. - Manage tasks, assign work to team members or AI agents, and advance stages with full control over every step. - Organize your team — internal, external, and AI agents — in one per-requirement roster with clearly defined roles. - Store every brief, document, and executed agreement in one place, associated with the requirement from intake through close. - Watch every closed transaction carry automatically into License Administrator — terms, cost, and renewal windows tracked from day one, without re-entry. **Who should watch:** - Corporate Real Estate leaders managing private office requirements across multiple markets - Workplace and operations teams responsible for sourcing, transaction coordination, and execution - Finance teams overseeing transaction governance, commitment risk, and portfolio spend - Executives managing portfolios where private office transactions still live in inboxes and spreadsheets The execution layer behind smarter portfolio decisions. Transaction Manager sits within the Operations layer of the LiquidSpace Workplace Platform — connecting transaction execution to the portfolio intelligence needed to negotiate better, close faster, and make every subsequent transaction more informed than the last. If your private office transactions are still managed through emails, broker PDFs, and disconnected tools, this walkthrough shows what governed execution actually looks like. **Ready to get started?** Contact sales@liquidspace.com to learn how Transaction Manager can help you: - Bring every private office transaction into a structured, auditable workflow - Eliminate the manual work of intake, sourcing, and fit assessment with AI agents - Give every transaction a defensible record from requirement through signed agreement - Connect closed transactions directly to License Administrator for day-one portfolio governance - Turn every transaction into intelligence your program can act on Built for complexity. Designed for execution. Focused on governance — from the first requirement to the final signature. #### Related Resources [![The pre-2020 lease tail: why this renewal cycle is different.](https://resources.liquidspace.com/hubfs/Content-Thumbnails-4.png)](https://resources.liquidspace.com/the-pre-2020-lease-tail-why-this-renewal-cycle-is-different) June 8, 2026 ###### [The pre-2020 lease tail: why this renewal cycle is different.](https://resources.liquidspace.com/the-pre-2020-lease-tail-why-this-renewal-cycle-is-different) The first wave of pre-2020 lease expirations has cleared. Most portfolios extended, bridged, or... [Read more](https://resources.liquidspace.com/the-pre-2020-lease-tail-why-this-renewal-cycle-is-different) [![The forecast is broken. Your lease doesn't know that yet.](https://resources.liquidspace.com/hubfs/forecast-1.png)](https://resources.liquidspace.com/the-forecast-is-broken) April 14, 2026 ###### [The forecast is broken. 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