Should I use Create Deal or Create Business to get started?

Think of a Business as your client record and a Deal as a specific loan application tied to a lender. If you are just adding a client to the system, create the business. If you are ready to pursue financing, use Create Deal, which lets you attach an existing business or add a new one on the spot and then walks you through matchmaking and applications. In practice most brokers start a Deal, since the deal flow will create or pull in the business for you along the way. One business can have many deals over time.