Adding a Seller Rep Deal
A step-by-step guide to creating a new Seller Rep deal in Dealius.
Getting Started
- Click the Deals tab in the main navigation.
- Click the green Add Deal button and select Seller Rep.
- Fill in the required fields and click Save.
Once saved, you are automatically redirected to the full Deal Profile to continue adding details.
Note: When a new Sale or Lease deal is created, the system automatically generates a first payment at 100% with the Estimated Payment Date set to the Estimated Close Date.
Deal Name
Required. If left blank, the field is automatically populated with the Property Name once it is entered.
Property Details
Listing Lookup Search for an existing Sales listing to pre-fill the corresponding fields. If the selected listing has multiple spaces, the system prompts you to select which one to use. Only Sales listings are displayed in this lookup.
Property Fields
| Field | Description |
|---|---|
| Property Name | Search for an existing property or create a new one. |
| Property Type | Dropdown. Manageable under Admin > Manage Data. For Land type, Square Feet is replaced with Acres. For Multi-Family type, Number of Units is shown instead of Square Feet. |
| Property Configuration | Single-Tenant, Multi-Tenant, or Portfolio. |
| New Construction | Yes/No toggle. |
| Urban | Yes/No toggle. |
| NOI | Numeric integer field. |
| Cap Rate | Rate of return based on expected income. Used to estimate investor return. |
| Street Address | Free text. |
| Unit / Suite # | Text and numeric field. Hyphens (-) and forward slashes (/) are allowed. |
| City | Free text. |
| State | Dropdown of US states. |
| Zip Code | Numeric. Valid formats: 12345 or 12345-1234. |
Note: When editing a property on the Deal Profile, the system prompts you to confirm whether all associated deals should be updated. Once a deal is closed, property details are locked and can only be changed by clicking Edit Deal.
Transaction Details
| Field | Description |
|---|---|
| Asking Price | Dollar amount with 2 decimal places. |
| Estimated Commission % | Seller rep fee. Numeric, up to 8 decimal places. |
| Gross Commission | Read-only. Calculated as: Asking Price × Estimated Commission % ÷ 100. |
| Estimated Close Date | Required. |
| Transaction Condition | Dropdown: Investment Sale/Other, 1031 Exchange, 1033 Exchange, Sale-Leaseback. |
| Investment Sale | Yes/No toggle. Used to aggregate investment sale statistics in reports. |
| Owner Occupied | Yes/No toggle. |
Seller Information
Company Name — Required. Same as the Seller Name field on Seller Rep forms. Search for an existing company or create a new one. Editing an existing company name updates the original record. Click X to clear the field.
Seller Contact Details
| Field | Description |
|---|---|
| First Name | Required if Last Name or Contact Type is entered. |
| Last Name | Required if First Name or Contact Type is entered. |
| Title | Text field. |
| Contact Type | Dropdown. Manageable under Admin > Manage Data. |
| Email Address | Must be a valid email format (e.g., support@dealius.com). |
| Phone | Numeric. Format: 123-123-1234. |
Broker Partnership
Internal Brokers
| Field | Description |
|---|---|
| Broker Name | Search and select from existing brokers only. |
| Commission % | Up to 100%, with up to 7 decimal places. |
| Lead | Yes/No toggle to identify the lead broker. |
External Brokers
| Field | Description |
|---|---|
| Broker Name | Search and select from existing brokers only. |
| Commission % | Up to 100%, with up to 7 decimal places. |