Add a business partner

Add a lender, title company, or realtor once from the Business Partners page, or straight from inside a transaction when a specific deal needs one. Both roads save to the same roster.

Steps

1. Open Business Partners from the main navigation.

2. Click the tab for what you're adding: Lenders, Title Companies, or Realtors.

3. Click + Add in the header. The button's label changes to match the active tab (+ Add Lender, + Add Title Company, or + Add Realtor).

   Enlarge

   

4. If a Search Google Contacts button appears at the top of the form, use it to pull the person's details instead of typing them by hand. This only shows up when Google Contacts is available to search.

5. Fill in First name and Last name, both required, then Company, Email, and Phone as you have them.

6. Click Save partner.

Add one from inside a deal

Most partners get added this way instead: mid-deal, the moment a specific transaction needs a title company or lender you have not worked with before.

1. Open the transaction and go to its Details tab.
2. Scroll to Parties involved. What's shown there depends on the deal: Title Company is always present, Buyer's Agent shows only on a seller-side deal, Listing Agent shows only on a buyer-side one, and Lender disappears entirely for a cash buyer.
3. Click the + Add control next to the field you need (+ Add title company, + Add agent, or + Add lender). This opens a search across the partners already on your roster.
4. If the person you need is not on the roster yet, click + Create new title company… (or agent, or lender) at the bottom of the search results. This opens the same Add partner form as the Business Partners page, without leaving the deal.
5. Fill in the form and click Save partner.

What you should see

The new partner on that tab's roster immediately, ready to attach to any transaction from that point forward. A partner added from inside a deal shows up on the Business Partners page afterward too; both paths write to the same roster.

Enlarge

When it doesn't work

• Save partner stays blocked with a field error under First name or Last name until both are filled in. Company, email, and phone never block the save.
• The Parties involved section also shows a + Add vendor (coming soon) control under Other Vendors. It is not built yet; there is no way to attach a partner beyond a title company, agent, or lender to a deal today.