My Deals: running a transaction
In this video you'll learn how to run a transaction in My Deals: create a deal, and keep everything about it in one place. Across the top are your active deals, the ones that need attention, documents awaiting signature, and your pipeline value.
Questions about this
How do I start a deal?
Open My Deals. Choose List a Property, Sell a Property, or Create a Deal for buyer representation, compliance or anything else; Start with Guidance walks you through it step by step. For a listing, choose exclusive or open, name the deal, find the NLS listing or type the address, pick the category and add the owner, then click Save and open.
What documents does a new listing deal start with?
Four starter documents: the listing agreement, the KYC form, the property information sheet and the Dia. Every document is filled in from the deal's details, and the owner is added to your CRM too.
How do I change a deal's status, closing date or agent?
On the deal, Deal progress on the right shows how far you've got. Change the status there, set the expected closing date, or reassign the deal. Next action at the top tells you the most useful thing to do now.
Who can see the documents on a deal?
Parties lists everyone on the deal. Each party with an email gets their own access automatically, and ID and KYC documents stay private unless you share them.
