Let agents send you new deals with an intake link
A short form that opens a new transaction, contract included.
- Open Transactions and click Intake links.
- Click New link, give it a Name, and choose who New transactions go to.
- For a personal link for one agent, add the Agent's name and email.
- Click Create link and Copy it to share.
The agent fills in Send us your deal: their details and which side they represent, the property and acceptance date, the executed contract, anything else useful, and optionally the other parties. When they click Send transaction, the transaction opens itself, assigned to the person you chose, and the contract is read.
Use Turn off to stop a link working, and Turn back on to restore it.