Mav Deals Video Walkthrough
Each transaction uploaded via Mav Deals must contain the following data for the following columns, which will be validated against FUB data:
Status (Active, Pending, Closed, Cancelled)
Type (Buyer, Seller)
Lead Source (FUB Source field on the lead record)
FUB Lead Id (FUB ID on the lead record – pulled from FUB URL)
Agent 1 (Name of the agent associated with the transaction)
Any transactions with Status or Type values that do not match the specified values will not be imported!
Agent 1's name should match their name exactly as it appears in FUB.
Transactions without Lead Source, FUB Lead Id, or Agent 1 values will still be imported and will appear in data warnings for manual correction.
The following fields are required:
Acceptance Date
Closing Date
Street Number, Name, Unit Number
Client 1 Name
Client 1 Role (Buyer, Seller)
Client 1 Email
Transactions with missing or erroneous data in these fields will still be imported and may need to be fixed via data warnings or the Transactions tab in MaverickRE.
The following fields are suggested to enhance the value of the insights that can be seen in MaverickRE if recorded:
Zip
Total Commission
Brokerage Kept Commissions
Agent Paid Commissions
Referral Paid Commissions
Agent 1 Commission Paid
The remaining fields are not currently utilized in Maverick, but may be in the future:
City
State
List Price
Listing Date
Agent 2/3
Agent 2/3 Commission Paid
ISA 1/2 Name
Client 2/3/4 Name
Client 2/3/4 Role (Buyer, Seller)
Client 2/3/4 Email
Important Note: Until we have communicated how many transactions resulted in exceptions (errors) and how those exceptions may be addressed, do not make any changes/corrections to the transactions within the platform as we may need to completely purge the records from the database, in which case any changes would be lost.
This sample spreadsheet contains five transactions that could be successfully imported into Mav Deals without resulting in any exceptions or data warnings: Mav Deals Example Transactions