Module 2 — Add Clients

Part of Agent Basic Training.

Most agents add clients from Transaction Room when they are ready to start a listing, deal, or referral — you already have contact details and want to move straight into a submission.

Workflow

1. Open Transaction Room — From the left menu or the dashboard widget.
2. Add Client — Click Add Client under Clients in Transaction Room.
3. Account Information — Enter required name, contact, and address fields. For corporate clients, complete company name and signing-contact fields when your brokerage enables them.
4. Linked clients — Click Add Additional Client when a spouse, partner, or co-buyer should be linked to the primary record. Each person gets contact details; RealDesk links them automatically.
5. Client Details — Set Source and Type; assign Co-Realtor when your team shares the client.
6. Save — Click Save and return to Transaction Room to continue your submission.
7. Find clients later — Open Clients in the left menu to search and manage your list.

Corporate clients

When the buyer or seller is a company, use the corporate client fields in Account Information — company name, signing authority, and related contact details. Your office may require corporate ID or registry documents on deals that involve a corporation.

Associated and linked clients

Add Additional Client creates associated contacts on the same record — spouses, partners, and co-owners who should appear together on listings and deals.

• Linked clients share the primary record but keep their own contact fields
• Use this when more than one person belongs on the submission
• You can add linked clients when creating the record or later from the client profile