Manage a Buyer Deal

A buyer Deal organizes the buyer, property, contract information, dates, documents, tasks, and office-review requirements associated with a purchase.

Buyer workflow

1. Create the Deal and select the buyer side.

2. Add the buyer, Buyer Agent, and other requested contacts.

3. Add or confirm the property information.

4. Review the transaction dates and details.

5. Review the brokerage-provided checklist.

6. Prepare, upload, or send the required documents for signature.

7. Submit completed documents to the office for review.

8. Track contract deadlines and resolve office feedback.

9. Manage the transaction through closing.

Buyer Deal information

Depending on the transaction and brokerage, the Deal may include:

• Buyer and Buyer Agent

• Property address

• Executed date

• Closing date

• Financing and inspection deadlines

• Sales price

• Title or escrow contacts

• Buyer-side checklist requirements

Buyer Deal statuses

Buyer Deals do not follow the same MLS status-locking behavior as MLS-connected listing Deals. Available statuses still depend on the brokerage and user permissions.

Related articles

• Create a Deal

• Understand Your Deal Workspace

• Manage a Deal Through Closing