Add buyer

Adding a new buyer to an existing transaction

Find the property transaction by searching for the property address on the Property Audit tab in the menu. You can search by using full or part of the address in the 'search' box in the top right, or by using a range of dates.

Alternatively you can click the "Onboard or Quote Client" button on the dashboard, follow the step until you can search for existing property. See bottom picture.

Click in to the transaction to the Transaction Overview page. You can now use the Add New Client button to input the buyer details.