Step 1: Type in The Legal First, Last and Middle Name of Your Client as it Appears on the Agreement

Step 2: If The Lead is On the CRM, Find and Select the Lead

<aside> ➡️ If the Lead is NOT on The CRM, uncheck the "Lead is on CRM" checkbox, and type in the email of the lead in the input box

</aside>

Step 3: Add Additional Clients that are on the Transaction

Click "Add Another Client"

• Skip if there are no more clients to be added.

Step 4: Are you Splitting this Deal with Another Agent at the Brokerage?

• Click "Split Commission with Another Agent"

• Select the Agent you'd like to Split the Deal with

• Type the Percentage of the Total Commission that is to be Split with this Agent

  • Example: if you are splitting 50/50 with an Agent, you would type "50" for
  • Example 2: If you are giving 25% to Another Agent, then you would type in "25"
  • You Add Notes that you wish to share with the Deals Department

  

Step 5: Click Next, to get to the "Upload Docs" Tab