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When a Listing Agreement is signed by your client, fill out the Trade Record details.
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Ensure that the Listing status is Active
Fill out all pertinent information such as Property Information
Syncing a Deal (Listing Side)
When you receive an offer for your listing and the client has accepted, the status in the Trade Record needs to be updated.
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Ensure that Listing status is Conditional Sale, Sold
Fill out all pertinent information such as Property Information, any Conditions, Contacts, and Commissions
When creating conditions, only fill in the DUE DATE and not the removed date. Your administrator will manage the conditions in Deal Manager. Otherwise, if all conditions have a removed date, then the deal status is set to Firm.
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When an offer you and your client had made is accepted, the status in the Trade Record needs to be updated.
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Ensure that
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File status is Conditional Sale, Sold
Fill out all pertinent information such as Property Information, any Conditions, Contacts, and Commissions