You've been asking for this for a long time, and now it's here! You can now partially enter a deal, save it as a draft, then return to it later and submit it to the office. Here's how it works:
- From the Transaction Room, click on Submit a New Listing Deal or Submit a New Buying Deal
- Enter as much or as little information as you want
- Toward the bottom of the page, next to the blue Submit button, you'll see a green "Save Draft" button — click this!
- When you want to return to your deal, go back to the Transaction Room and click "Edit Draft Deal"
- A window will pop up with all of your draft deals; click on the one you want to work on
- You can repeat this process as many times as you want. When you're ready to send your complete deal to the office, click Submit as usual to submit your deal. This will automatically delete the draft as well.
This is just the first version, so there are still some known limitations:
- You can't currently save forms with draft deals so you'll need to add them all when you're ready to submit. We will be adding forms support later.
- Save Draft is available for listing and buying deals, but not (yet) for listings.
- We don't yet have support for multiple users (co-realtors or team leaders) editing the same draft deal.
We hope this is a valuable addition to your workflow. Feel free to reach out with any questions, feedback, and suggestions for future improvements!