- Save the client in Clients, and link their property to them in Properties.
- Open the brokerage order template. The forms have two sides, the broker and the client. Your own details are already filled in on the broker side, and you can replace them to hand the form to another broker in your office.
- Add the client on the client side. Their details, and the details of the property linked to them, fill in by themselves.
- Fill in the document details, including the length of the service. The order cannot be sent without it.
- Send it. You sign on the broker side, and the easiest way is right away, on your own device.
- On the confirmation screen, choose Continue to the exclusivity agreement. The agreement opens for the same client, with the marketing period and the order number already filled in.