CONTRACTS:
How do I add a new contract/listing?
From the home screen in the app, tap on CONTRACTS. From the Contracts screen, click the ADD A CONTRACT blue bar. Once inside the ADD CONTRACT screen, enter the client name. Select the type (buyer, seller, lease or outgoing referral). Enter the effective date (the date you got the client’s signature). Enter the sale price (or estimated purchase price for buyers) and the commission %. Click SAVE at the top of the page. The contract will show up on the list under NEW/ACTIVE. **If you want to add a contract that is already pending or closed, you must first add it as a new listing/BRA, save the contract, then tap on the contract from the list and update it to pending or closed.
How do I edit an existing contract?
From the home screen in the app, click on CONTRACTS. Tap on the contract you wish to edit from the list. Update the contract details (e.g. conditional offer date, firm offer date, closing date, sale price, commission amount). Click SAVE at the top of the page to save it. The contract will be moved to the Pending or Closed section of the list on the applicable date.
How do I add a contract that has already closed?
If you missed entering a closed contract, you can select CONTRACTS on the home screen. Click the ADD A CONTRACT blue bar. Enter the contract as a new listing/BRA (buyer representative agreement) on the date you originally signed it. Click SAVE at the top of the screen. Tap on the contract you wish to update from the list. Update the contract details (e.g. closing date, sale price, commission amount). Click SAVE at the top of the page to save it. The contract will be moved to Closed section of the list and the associated income will be added to the INCOME section of your app.
Can I sync the contracts section of the app with my deals database?
No, this functionality is not yet available.
Is there a way to upload all of my contracts from this year at once?
No. There are many details required for each contract. To ensure your PERFORMANCE HISTORY tab updates correctly, contracts must be added one at a time.
