Manual Deal Onboarding
Start a deal without waiting for online contact
This guide explains how to manually create a client deal when the client contacts you in person, by phone, or through referral - without waiting for an online form submission.
When to use manual onboarding
Manual onboarding is ideal for several scenarios where the client doesn't go through the online contact form.
- In-person meetings: When a client walks into the agency office
- Phone inquiries: When a client calls and provides information
- Referrals: When a client is referred by another agent or partner
- Existing relationships: When you already have a relationship with the client
Tip: Don't wait for clients to fill out online forms if they're already in front of you.
Navigate to the new mandate page
Go to Dashboard → Mandates → New Mandate (or use the '+' button).
- URL: /dashboard/mandates/new
- You can also access this from the quick actions on the dashboard
Select onboarding mode
Choose between Online and Direct Entry modes based on your situation.
- Online Mode: Client will complete forms online after initial setup
- Direct Entry: Enter all data directly for in-person meetings
Tip: Use Direct Entry when you have complete information; use Online Mode for partial information.
Select or create CRM contact
Link the deal to an existing contact or create a new one.
- Search for existing contacts by name, email, or phone
- Create a new contact with required name and optional email/phone
- The system warns about potential duplicate contacts
Tip: Always check for duplicates before creating a new contact.
Enter client and property details
Fill in the relevant information based on your chosen mode.
- For Online Mode: Basic contact info (name, email)
- For Direct Entry: Full client details and property information
- Property info includes: type, rooms, area (m²), price
Start the onboarding process
Click 'Start Onboarding' to create all necessary records.
- Creates a CRM contact (if new)
- Creates an AgencyContact room with 'in_progress' status
- Creates a mandate in 'draft' status
- Sets source as 'manual_online' or 'manual_direct'
Continue in the contact room
You're redirected to the AgencyContact room to complete the process.
- Configure commission terms (percentage or fixed)
- Negotiate terms with the client
- Share or complete the seller form
- Upload signed mandate and documents
- Validate mandate when ready
Tip: An info banner shows how the client was onboarded.