Deal Profile View

  1. Inside of your deal you will find all of the key information about your listing and the required documents.

  2. On top, youโ€™ll find the property address and some key actions for your deal.

  3. Once the listing is in the MLS, you can enter the MLS number right under the deal address, which would then connect your deal to its respective MLS listing and have its information auto-populated from the MLS.

  4. On the left side of the page, you will find all of your dealโ€™s key facts such as the critical dates, key listing information, and contract information. This information will then be used to auto-populate the required forms in that deal.

  5. The documents are listed in the order in which you would most likely need to complete them, and some are marked as Required by your office which means they are mandatory for that particular deal.

  6. If you need a form that does not appear on the list, you can scroll to the bottom and choose Upload in Unorganized Files. Or you can email files to the Unique Deals Email.

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