In the left-hand side of the portal, you’ll see a plus sign (+) underneath the Home icon. Click that, and you’ll be prompted to complete the Buy Before You Sell application for your client.
You can submit a client in the left-hand side of the portal, or by clicking the blue button in the pipeline section.
Once you’ve submitted your client for Buy Before You Sell, the transaction will be tracked in the pipeline section of the portal, including the tasks you need to complete, the status of the deal, and more.
To find a specific deal in the portal, simply search for the client’s name and/or the address of the departing residence.
Simply start typing the client's name or the address of the departing residence to search for a specific transaction.