Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
Asset Operations
Asset Center
Central detail view for a single asset, with next action, stage journey, blockers, and related workbench tools.
Who Uses This Feature
Admin, Asset Manager, selected Agents, and some Vendors
Asset Operations
What This Feature Can Do
- Asset detail review
- Stage journey and sub-status tracking
- Role-aware next best action
- Blocker and missing-item panel
- Task panel with clearer separation between existing and suggested work
- Files and photos
- Links into offers, scorecards, contract work, transaction room, BPO review, and CDA launch for eligible roles
How To Use It
- Open one asset at a time.
- Review status, stage journey, portfolio label, and workflow type first.
- Use Next Best Action and blockers before manually changing stages.
- Use comments and tasks to document movement instead of relying on memory or outside messages.
- When a commission disbursement is needed, use the Workbench CDA link so the property, assigned-agent, and transaction context prefill automatically.
Best when
One asset needs a decision, note, blocker review, or task update right now.
What you will see
A guided asset workspace with stage journey, blockers, next action, tasks, comments, files, and links into related areas.
Watch for
Keep the workflow type, status lane, and portfolio label correct so downstream automation and visibility stay aligned.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.