New Deal

Create a new real estate transaction

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New Deal

🤖 AI Contract Analysis (Optional)
Save Time with AI! Upload your contract PDF (scanned or digital) and our AI will automatically extract and populate key deal information including property address, dates, prices, and deposit amounts.
Upload a PDF contract to auto-populate form fields below. Supports both scanned documents (using OCR) and digital PDFs. Maximum 10MB.
How it works:
  1. Upload your contract PDF above
  2. Click "Analyze Contract with AI" button
  3. AI will extract data and populate the form fields below
  4. Review the auto-filled fields (marked with a green badge)
  5. Fill in any missing information
  6. Scroll to the bottom and click "Create Deal"

Auto-filled as: Contract Date - Property Address (you can edit this)
Check this box to change labels from Seller/Buyer to Owner/Landlord/Lessor and Renter/Tenant/Lessee
Sellers
Buyers
Agents
Property
Optional: Link this deal to an existing property record. When selected, legal description will auto-populate below.
Auto-filled from property
Tip: Upload a contract via AI Broker to auto-populate this field, or select a property above to auto-populate from property record
Transaction Information
Select pipeline: Residential Sale, New Listing, or Rental Lease
Changing status will update the property status
Only required for financed deals
$

$
$

$
Bond (Debt) portion of CDD assessment
$
Operations & Maintenance portion of CDD assessment

Note: Contract date, closing date, finance deadline date, initial & second deposits, and inspections dates are already covered in their respective sections above.

Add important dates for this deal. These dates will be highlighted in green on the calendar until they pass.

Important Dates
Quick Add Multiple Dates
Hold Ctrl (Windows) or Cmd (Mac) to select multiple date types

%
Enter as decimal (e.g., 0.03 for 3%)
%
Enter as decimal (e.g., 0.8 for 80%)
%
Enter as decimal (e.g., 0.1 for 10%)

Team Commission Structure
New Construction Commission (if applicable)
$
$

Inspection Company
Attorney/Title Company
Mortgage Company/Bank
Insurance Company
Additional Custom Providers
Add any additional service providers not listed above (surveyors, appraisers, HOA management, etc.)

Note: Use this section to document contract inclusions, exclusions, special terms, amendments, or other important notes about this deal.
Hold Ctrl (Windows) or Cmd (Mac) to select multiple types

Important: Upload contracts, addendums, disclosures, and other relevant documents. These will be visible in the Deal Overview and automatically included when emailing the attorney or title company.
Accepted file types: PDF, DOC, DOCX, JPG, PNG (Max 10MB per file)
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