You're just 5 minutes away from making AIQ a more powerful tool to manage your business.
Quick Tutorial:
Step By Step:
1 | Create a new Transaction by selecting '+ Transaction' in the Navigation Bar.
2a | Once created, add the purchase or leased property to the deal. Do this by navigating to 'Add Listing' and use the search bar to locate the property address. If the listing record doesn't yet exist in your private org library, you can quickly create one. (See below)
2b Click the 'Add Selected Listings button to add the property.
3 | From the listing card, click the draft status icon in the bottom right corner to reveal additional deal stages. Select 'Lease Executed' for Lease deals
Select 'Closed' for Purchase Deals.
4 | Select the property and 'Save'.
5 | Overview details are not required but do provide a good snapshot of the key contract details.
For Lease Deals, enter the 'Expiration Date.' Completing this field triggers AIQ notifications when the lease expiration date is only 24 and 12 months out.
Tip! Update the 'Total Contract Obligation'. This allows you to track historical commissions. Once populated, your actual commission be reflected in your production stats.
Now access your executed deals at anytime from your dashboard.
