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How to Add Buyer(s)

Steps to add buyers to a transaction

Updated over 2 months ago

Buyers are prospective or current homeowners associated with a property.

When creating a new transaction, you can add buyer(s) but it does not invite them to the app. You can choose to do this when you add the buyer or later on.

Add New Buyer(s) to A New Transaction

  1. Find Property

    Find the property from the Home Index (pre-contact home)

  2. Click on Add Buyers

    This will take you to the Buyers tab

  3. Create a New Transaction (if there isn't one)

    Fill out transaction details

  4. Add Buyer

    Click on Add Buyer(s)

  5. Search for a Buyer

    Type their name in the search bar

  6. Create a new buyer

    If they are not already in the system, you can create a new buyer

  7. Add buyer

    Add their information and click Add


Add New Buyer(s) to Existing Transaction

  1. Find Property

    Find the property from the Home Index

  2. Navigate to Buyers tab

    Click on People then Buyers

  3. Search for buyer

    Click on Add buyer and search for their name

  4. Add buyer

    Add their information and click Add

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