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How to add a buyer and assign to a property

Step 1 – Go to clients > buyers > click on add buyer on the top right hand side of the screen


Step 2 – Fill in the relevant details of the buyer. Once you have filled in the relevant details, click on ‘save‘.

Some things you may need assistance with:

Buyer type – what type of buyer is it? e.g. a developer

Funding type – How are they planning on purchasing the property?

Buyer Source – Where did the buyer find out about this property?

Step 3 – Once you have added the buyer, you need to assign a unit to the buyer

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