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.

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.

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.

Questions outlined in red and marked with an asterisk (*) are required.

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.

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.

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

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.

Related articles

• Understand Your Deal Workspace

• Manage a Listing Deal

• Manage a Buyer Deal