Onboarding a new client and property
On the movebutler dashboard page, click 'Onboard or quote client' button. Then on the 'onboard or quote client' page select either 'Onboard new vendor' or 'Onboard new buyer'. Then add the postcode of the property to be sold in to the postcode search under 'Add a New Property'. Choose address, click "continue" and follow the instructions and process to onboard your client.
Once all details have been added you will choose whether to onboard the client in-platform, or send a digital onboarding invite via email for your client to complete.
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