> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/deals/create-a-deal.md).

# Create a Deal

Create a Deal to organize the property, people, dates, documents, and other information connected to a transaction.

Rechat guides you through a question-and-answer experience and uses your responses to build the appropriate Deal workspace and transaction checklist.

{% hint style="warning" %}
**Before you begin:** The questions and options displayed during Deal creation depend on the transaction and your brokerage’s configuration. Your experience may differ from the examples shown in this guide.
{% endhint %}

### Start a new Deal

You can begin from either location:

* Select **Create** from the main navigation and choose **Deal**.
* Open **Transactions > Transactions** and select **New Deal**.

### Complete the Deal questionnaire

1. Enter or select the property address.
2. If Rechat finds a matching property or MLS listing, review the property card to confirm that you selected the correct property.
3. If necessary, select **Change Property** to choose a different property.
4. If Rechat cannot find the property, select from the available formatted addresses or manually enter the property information.
5. Select the appropriate transaction or property type.
6. Select the side you are representing.
7. Review and add the requested agents, clients, and other transaction contacts.
8. Answer any additional questions displayed for the transaction.
9. Scroll up at any time to review or change an earlier response.
10. Select **Continue** to create the Deal.

{% hint style="info" %}
Questions outlined in red and marked with an asterisk (`*`) are required.
{% endhint %}

### How the questionnaire works

The questionnaire adapts based on the information you provide. The transaction type, property type, side represented, and brokerage configuration may determine which contacts, dates, and other details you are asked to provide.

For example, a buyer transaction may request different information than a listing transaction. The exact questions, available options, and required fields may also vary by brokerage.

{% hint style="warning" %}
**Important:** Rechat does not save an unfinished questionnaire as a Draft Deal. If you close the questionnaire before selecting **Continue**, your progress will be canceled and you will need to start again.
{% endhint %}

### What happens next

After you select **Continue**, Rechat creates the Deal and opens its workspace.

Your responses determine:

* The transaction information added to the Deal
* The contacts and roles associated with it
* The dates displayed in the Timeline
* The checklist and document requirements
* The next steps available for managing the transaction

{% hint style="info" %}
**Note:** Creating a Deal does not necessarily make it visible to your office. Your brokerage may require additional information or a separate office-submission step.
{% endhint %}

### Related articles

* [Understand Your Deal Workspace](/guides/deals/understand-your-deal-workspace.md)
* [Manage a Listing Deal](/guides/deals/manage-a-listing-deal.md)
* [Manage a Buyer Deal](/guides/deals/manage-a-buyer-deal.md)


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