Note: Add new client(s) to the system first, before create a transaction you want to add them to.
How to Create a Listing:
Click Create Transaction at the top of your home dashboard, or New Transaction at the top of your transactions tab.
Input property details:
If the property is in the MLS:
Enter the MLS# or address to search the system for your listing, then select the correct property from the generated list.
If property is not in the MLS:
Skip the property field until later, or elect to 'enter manually' and fill in the details you wish.
Note: before publishing your listing, make sure it is linked to an MLS number to ensure buyer's agents can locate and submit offers seamlessly in the system.
Select documents:
In document quick start, you can select multiple documents to add to the transaction at once. This is optional, and you can skip if desired by selecting nothing.
Check the boxes for the documents you wish to add and click Done.
Add client(s):
Search for and select the client(s) you want to add to your listing, and set their identity to Seller Client.
You may choose to have the system send them an invitation to the listing now or skip it.
Note: you can only add existing clients in this step, if you wish to add a new client you must do so from the Client tab first and then add them to a listing.
Your transaction has been created! Now you can start filling out important documents and collaborating with your client.
Go to our article on Listing Documents for a detailed guide on adding, filling, and sending documents to clients for review and execution.
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