New Deal

Create New Deal

Create a new transaction for a Client or as a Showcase.

create new deal

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Deal Type

What type of deal is it?

2/6

Deal Client(s)

Select Deal Clients

3/6

Deal Partner(s)

Select Deal Partners

4/6

Review Deal

Review Your Deal

Create New Deal

Add Client(s) to your type Deal

Choose Clients from your client database

Client Name

Client Email

Credit Score

Arizona

12345

Client

Number

Create New Client

Add Additional Client

Previous Step

create new deal

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Deal Type

What type of deal is it?

2/4

Deal Client(s)

Select Deal Clients

3/6

Deal Partner(s)

Select Deal Partners

4/6

Review Deal

Review Your Deal

Create New Deal

Review Deal Details.

Deal client(s)

Deal Type

30 year fixed

Deal Status

Considering

Edit Deal Status

date started

10/20/2023

Previous Step

Save Deal And Proceed

create new deal

1/6

Deal Type

What type of deal is it?

2/6

Deal Client(s)

Select Deal Clients

3/6

Deal Partner(s)

Select Deal Partners

4/4

Review Deal

Review Your Deal

Deal Client(s):

Deal ID

Congratulations on your new purchase deal! Let's dive into creating a custom Scenario for your client. Just make sure you have the following ready:

Property Card for this scenario

Add Existing Scenario

Create a Scenario

View the Deal Home

create new deal

1/6

Deal Type

What type of deal is it?

2/6

Deal Client(s)

Select Deal Clients

3/6

Deal Partner(s)

Select Deal Partners

4/6

Review Deal

Review Your Deal

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Welcome Back, Provider Name

Create New Deal

Create New Deal

Create New Deal

Deal ID

Congratulations on your new purchase deal! Let's dive into creating a custom Scenario for your client. Just make sure you have the following ready:

Create a new Contact

Change deal status

Invite to Deal Details as a Partner on this Deal.

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