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Add your 'In-Progress' Deals to TransactIQ
Add your 'In-Progress' Deals to TransactIQ

Have deals at the touring or negotiating stages when you signup for TransactIQ? Bring them into your pipeline at any stage

Updated over 8 months ago

Every deal begins by creating the a Deal Record which is essentially defines the Who, What and Where.

Your next step depends on where you're at in the deal lifecycle...

See possible next steps below:

It's time to Tour

Has your client already picked their favorites before joining TransactIQ? Add only their favorites, then create the tour itinerary in less than 2 minutes.

1 | Import only the properties your client is interested in touring. Learn more.

2 | From the Market Survey view, create your tour itinerary in just a few clicks. Learn more.

3 | Share the itinerary with your client and keep working the deal inside TransactIQ

It's time to Negotiate

Already toured but want to leverage the streamlined proposal tracking in your digital workspace? Highlight your expertise and negotiation skills when you share your redline terms with clients using the Proposal Tracker

1 | Reference step 1 above to bring in all property details OR, use the Add Listing search bar (shown above ) to individually add just the basic property info. This is a great option if you want to get into Proposals faster. Learn more.

2 | Navigate to Proposals to start tracking the negotiations. Learn more.

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