How do I add a buyer deal?

1. 1In the sidebar, open Transactions and press Add buyer. A panel titled New buyer opens.
2. 2Fill in Buyer name, Email and Property address. All three are required. City, Purchase price, Closing date, Commission %, Property type and Source are optional. A Property type keeps condo tasks, like the status certificate, off a freehold purchase.
3. 3Set Status to Conditionally accepted, Pending or Closed.
4. 4Press Create buyer. You land on the buyer's page, with the buyer roadmap and its tasks in place.

Note: add a buyer once they have an accepted offer. The buyer side of Gable runs from accepted offer to closing, so there is no status for a buyer who is still searching. See When should I add a buyer?.

• It is how your buyer signs in to their own page, which shows their conditions, key dates and the documents you share. See How do I invite a buyer?.
• The address is how the deal is named everywhere in Gable.

• The two buttons only show on a wide screen. On a phone or a narrow window, press the round Add button, then Buyer. See Can I add deals from my phone?.
• You can also open search with Cmd K (Ctrl K on Windows) and choose New buyer deal.

• You do not see Add buyer: widen the window, or use the round Add button.
• You see "That closing date has already passed.": a deal that is not closed needs a closing date from today on. If the purchase has closed, set Status to Closed.
• The panel says your plan is full: buyer deals count toward your plan while Conditionally accepted or Pending. You can still add a Closed deal for your records. See Do buyer deals count toward my plan?.
• Still stuck? Open Chat with Support, or email support@getgable.ca.