Setting Up Deals

This guide will walk Admins through customizing the Deals experience in Rechat. Customizing Deals ensures that your brokerage’s workflows and transaction management process are reflected in Rechat.

As an Admin, setting up Deals correctly ensures your agents follow a structured workflow that matches your brokerage’s requirements. This includes statuses, contexts, checklists, and contacts.

Best Practice Order:

1. Build Checklists

2. Define Contexts

3. Configure Statuses

Preparation Before Setup

Before configuring Rechat:

1. Office Discovery

   • Each office should provide its Property Types / Checklist Types.

   • Examples: Resale, Residential Lease, Commercial, New Home, Lot/Land.

2. Gather Checklists

   • For each property type, gather the actual forms and documents required.

   • Mark items as Required vs. Optional.

   • Sample Template: https://docs.google.com/spreadsheets/d/1K0bL6uH7tQ-9sZA647U8r_nH4UgGHmL1FB_Rmoh-0ec/edit#gid=502606576

3. Unify Where Possible

   • Offices within the same MLS/association may be able to share the same checklists.

   • The goal should be consistency across regions unless local rules prevent it.

Best Practice: Start broad (unified checklists) and only customize locally when required.