How to add a buyer and assign to a property

Modified on Thu, 21 Mar 2024 at 09:14 AM

Step 1 - Go to clients > buyers > click on add buyer on the top right hand side of the screen

  

  Step 2 - Fill in the relevant details of the buyer. Once you have filled in the relevant details, click on 'save'.

  

Some things you may need assistance with: Buyer type - what type of buyer is it? e.g. a developer Funding type - How are they planning on purchasing the property? Buyer Source - Where did the buyer find out about this property? 


Step 3 - Once you have added the buyer, you need to assign a unit to the buyer

 

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