Deal Form

Brokerage* required

Assigned to* required

The user who owns this record in the database and has edit access to it.

Type* required

View

Allows other users to see this record but not edit. It is recommended to set it to Team in most cases.

Deal Name* required

Input a deal name that you will recognize for easy reference when looking at deal lists.

Listing* required

For existing listings, search by listing title or listing ID. If the listing does not exist, click the "Add New listing" link in the drop down options.

Stage* required

Deals can be added at any stage of a sales cycle. If a listing is sold and closing is completed, then the deal stage is Closed Won.

Buyer Contact

The contact record for the buyer. Begin typing the buyer's name to select from the drop down list box. If the contact does not exist in your RS profile, you can quick create a contact by clicking "+ Add New Contact."

Buyer's Rep* required

If the agent is within your network or brokerage, begin typing their name and select the correct user from the drop down list. If the buyer's rep is not within your network or brokerage, you can select an existing contact from the drop down list. If the contact does not exist in your RS profile, you can create a contact by clicking "+ Add New Contact."

Seller Contact

The contact record for the seller. Begin typing the seller's name to select from the drop down list box. If the contact does not exist in your RS profile, you can quick create a contact by clicking "+ Add New Contact."

Seller's Rep* required

If the agent is within your network or brokerage, begin typing their name and select the correct user from the drop down list. If the seller's rep is not within your network or brokerage, you can select an existing contact from the drop down list. If the contact does not exist in your RS profile, you can create a contact by clicking "+ Add New Contact."

Co Listing Rep 1

The agent who represented the seller in addition to the main listing agent. If the agent is within your network or brokerage, begin typing and select them from the list of users.

Co Listing Rep 2

The agent who represented the seller in addition to the main listing agent. If the agent is within your network or brokerage, begin typing and select them from the list of users.

Referrer

The user or contact that referred the listing or deal. If the agent is within your network or brokerage, begin typing and select them from the list of users. If the referrer is not within your network or brokerage, you can select an existing contact from the drop down list. If the contact does not exist in your RS profile, you can create a contact by clicking "+ Add New Contact."

Title Company* required

Select the account for the title company used on this deal. If the title company is not an account in your RS profile, you can quick create by clicking "+ Add New".

Open Date* required

The date a contract was received.

Close Date* required

The date of closing being completed.

Next Step

Offer/Sale Price* required

Notes

Commission & Fees

Commission Rate (%)* required

Royalty Rate (%)

Check Number

Check Date

Submitted Closing Statement

Gross Commission

Flat Fee* required

Referral Fee

Co Broker Fee

Net Commission

Royalty Fee

Advertising Fee

Co Listing Rep 1 Fee

Co Listing Rep 2 Fee

Linked Documents

Add share links to your deal documents from your preferred file sharing platform such as Google Drive, Dropbox, and others.

Title *

Share Link *

Deal Form

Commission & Fees

Linked Documents

+ Add Listing

+ Add Account

+ Add Contact

Confirmation required