How to add a buyer and assign to a property

Modified on Thu, 21 Mar at 9:14 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

Attachments (5)

Snag_8f5c622....png
266 KB

Snag_8f65d8a4.png
54.2 KB

Snag_8f82a85....png
218 KB

Snag_8f82a7d....png
251 KB

Snag_8f82a6f....png
247 KB