How do I add a Buyer or Seller

How do I add a Buyer or Seller

To add a new buyer or seller into darwin Cloud, take the following steps:

Fill out the person details:

  1. Click People menu
  2. Click new button to start adding a new buyer or seller
  3. Choose Buyer/Seller from the drop down list of person type
  1. Fill out the first name and last name
  2. Enter email address
  3. Select the type from the drop down list
  4. Enter phone number
  5. Click next up to Step 3
  1. From the address type drop down list select Mailing
  2. Fill out the address (street #, dir, street name, designation, suffix, suite/apt, build floor #, city state and zip) some fields are optional or as needed
  3. Click next to proceed

Fill out the options field:

  1. Select  source from the drop down list
  2. Select  lead by from the drop down list
  3. Select division from the drop down list  
  4. Enter tax id (optional)
  5. Click add to save

Enter additional info on these fields:

  1. Select the entity type  from the drop down list
  2. Fill out the birthday from the calendar icon
  3. Select gender from the drop down list
  4. Write in the general notes anything that will be useful to remember about the buyer
  5. Click save

To add phone number:

  1. Click the + button next to phone numbers
  2. Select phone type, choose country code & enter phone number
  3. Click add to save another phone number

To add addresses:

  1. Click + button next to addresses
  2. Select  address type from the drop down list
  3. Fill out the address and some of the field as needed (street number, direction , street name, street designation, suffix, app/suit number, floor number, city, state, zip country)
  4. Click add to save

If the buyer and seller was came from a referral company:

  1. Click the magnifying glass button in referral company field to look for the referral company.
  1. Type name of the referral company
  2. Click search 
  3. Click the referral hyperlink
  1. Fill in the referral percentage by typing in the field.
    • 25% will be the referral charge of the company
  2. To assign the buyer or customer to an agent, click the magnifying glass button
  1. Write notes for referral notes box
  2. Click the save button after adding details in People basics

    • Related Articles

    • Seller/Buyer/Landlord/Tenant/Client person name not supplied

      Cause: This error indicates that either the buyer or seller is missing from the People tab of the property record. To fix: If the buyer or seller has an existing record in darwin Cloud Click Properties menu Click People submenu Click (+) plus button ...

    • How to Send Anywhere (Realogy) Buyer/Seller Surveys

      Sellers and Buyers Some Anywhere (Realogy) Brands sends Real Satisfied Surveys to buyers and sellers with information that is provided by dash. While the surveys are sent out from dash for all transactions that contain an email address, there are ...

    • How do I Add a Listing Manually?

      When a property listed for sale is not being listed in the public MLS database or is not available to bring in from any other integration, the record can be entered manually in darwin Cloud. Click the Properties menu Click the (+) new Select add ...

    • How do I Record Commission Paid in Advance - Add Payment

      A property that has a status pending means that the buyer is going to buy the house but the buyer haven't paid yet. That is why there is no commission yet due from the Seller. However, if we receive the commission in advance, there is a need to ...

    • How do I Add / Edit Gross Commission and Referrals

      Our Listing - CoBroke sale Note that for a transaction that is Our Listing - CoBroke sale, the checkbox next to our seller is checked off, and the checkbox next to our buyer is not checked off Open the Commission page for any property Enter the ...