Add key people

In this video, you'll add the key people on a deal: the lender, title and escrow, and the other side's agent. Then see where they show up.

In the new-deal wizard, step two is the property. Below the price, press Add lender, title & the other agent.

Each person gets a name, a company, an email and a phone. Everything here is optional. First, the lender: Ben Ortega at Foothill Home Loans.

Then title and escrow: Grace Kim at Arroyo Escrow. Hold on to that phone number. It has a special job, which we'll get to.

Press Hide, and the box reads 2 key people added. They're saved with the deal when you create it.

Don't have them yet? Add them anytime. Open the deal's Settings tab.

Find Key people on this file, and press Edit.

Here's the other side's agent: Chris Navarro at Altadena Crest Realty.

Press Save key people. All three are now on the file, and you can edit them anytime.

On your client's board, the lender and the title company show under Also on your file. Your client taps a number to call, or email to write.

The other side's agent stays with you. Your client doesn't see them, on the board or in their assistant.

The assistant knows your key people too. Jamie asks, Who's my lender?

And gets Ben's name, his company and how to reach him. Your own deal assistant can answer about all three.

Whenever the deal has a money step, like the earnest money deposit, your client's board shows a wire-fraud warning.

With a title and escrow phone on file, it tells your client to call Arroyo Escrow at the verified number below. Without one, it falls back to your mobile number, once you have verified it.

That's key people: add them in the wizard or from Settings, and your client's board, the assistant and the wire-fraud warning all use them.