How to Create and Manage a Deal

A deal in Mevi Transaction Management is a collaborative workspace for a specific property, enabling real estate professionals, clients, and other stakeholders to work together efficiently. Deals are divided into two sides: the Buying Team and the Listing Team. This guide walks you through creating a deal, adding clients and agents, managing forms, and understanding deal statuses.

What is a Deal?

A deal is a digital workspace where agents can:

• Add clients and team members to either the Buying or Listing Team.
• Create and share forms using Smart Forms or upload documents.
• Track deal progress and manage collaboration with all parties.

Creating a Deal

Steps

1. From the Agent Dashboard or My Deals page, tap the + icon next to My Deals.
2. Enter the property address.
3. (Optional) Provide a custom deal name. If not specified, the deal name defaults to the property address.
   Note: The deal name is visible to all invited parties.
4. Select your role: Buyer Agent, Seller Agent, or Transaction Broker.
   Tip: If you select the wrong side, you can change it later via the Action Menu on the deal details page.
5. Tap Add Deal.

Visual Guide: 

Adding Clients to a Deal

Steps

1. On the deal details page, tap the + icon next to the Buyer or Seller section, depending on the side you represent.
2. Choose an existing client from your Client List or enter a new client’s email to invite them to Mevi. 
3. If adding a new client without a display name, enter a display name for them.
4. Tap Continue.
   The client will receive an email invitation. Once accepted, they can view the deal. If rejected, you’ll receive an Activities Notification, and they’ll be removed from the deal.

Visual Guide: 

Adding Agents to a Deal

Steps

1. On the deal details page, tap the + icon next to the Buying Team or Listing Team section.
2. Choose to add:
   • A Team Member (tap + next to My Team).
   • A Connection (tap + next to My Connections).
   • A new agent by entering their email.
3. Select their role from the dropdown menu:
   • Team Member Roles: Agent, Showing Assistant, Sales Assistant, Transaction Coordinator, Office Admin, Photographer.
   • Connection Roles: Agent, Lender, Title Sales Rep, Closing Agent, Closing Coordinator, Inspector, Photographer, Insurance Agent.
4. (Optional) Check Add to My Business to include a connection in your business network.
5. Tap Continue.

Visual Guide: 

Adding Forms to a Deal

Steps

1. On the deal details page, tap the + icon next to Forms.
2. Select a form type from the template list.
3. Choose to:
   • Create a new form using Smart Forms.
   • Upload an PDF document.
4. Tap Continue.

Visual Guide:

Understanding Deal Statuses

Deal statuses reflect the progress of the transaction:

• New: The deal is created, and no forms have been shared.
• Shared: A form has been shared with clients or team members on the same side.
• Active: A form has been shared with the other side of the deal.
• Under Contract: The Contract to Buy and Sell or Counterproposal form has been executed by the buyer and seller.
• Closed: The deal has reached its closing deadline or was manually closed by the agent.
• Terminated: The deal was terminated by either the Buying or Listing Team.
• Archived: The deal creator has archived the deal.

Closing a Deal

Steps

1. On the deal’s closing date, Mevi automatically marks the deal as Closed and notifies all parties.
2. Alternatively, manually close the deal:
   • Go to the deal details page.
   • Tap the 3-dot Action Menu.
   • Select Close Deal.
3. All parties receive an email notification.

Terminating a Deal

Steps

1. On the deal details page, tap the 3-dot Action Menu.
2. Select Terminate Deal.
3. Choose to:
   • Create or upload termination paperwork.
   • Manually terminate the deal.
4. Tap Continue. All parties receive an email notification.

Tips

• Verify the property address and deal name for accuracy before creating a deal, as these are visible