YGL is excited to release a new feature that many of you have asked for: Deals Management/Tracking. The new deals feature will allow an agent to manage his/her deals by tracking who are the applicants, what paperwork and funds are required, what have been received and what are still missing. Mangers can manage deals for the entire office.
We invite you to try the new deals feature and give us your valuable feedback. As with all new features, please be patient and give us time to improve.
The new Deals tab in your account. Click on the Start New Deal link to create a new deal.
The create new deal page.
Step 1. Find your listing by entering it’s address and click the Find button. Matching listings will show up below.
Step 2. Click the Select link to select the correct listing.
Step 3. Enter the basic deal information and click the Create Deal button.
Deal update page.
Step 1. Enter the tenants/applicants.
Step 2. Enter the required paperwork. Use the checkbox icon to check off paperwork that have been received.
Step 3. Enter required funds. Use the Money In/Money Out form to record money received and money payouts.
Step 4. Upload document for the deal if needed.
Please note that all activities for the deal are recorded and displayed on the right.
