Dual Agency deals are like a pot of gold in Commercial Real Estate. Especially if you as an agent are also on both sides. Even if you’re not on both sides, but someone else in your office is, knowing how to enter those Dual Agency deals into Realcore can make your job a lot easier.

There are two ways to enter a Dual Agency deal and it just depends on the access level the Tenant/Buyer side would like to have to the deal.

The first option is to generate the deal in Realcore.

You will want to enter in the Landlord/Seller side of the deal first. The Landlord/Seller side of the deal is the only side with access to this deal in this scenario. When you get to the tenant/buyer firm you will select the first drop down – Dual Agency - and check the box to generate the transaction.

This option limits the tenant/buyer side from accessing the deal for editing but saves time on entering information by only needing to do it once.

The second option is to create each deal in Realcore, and connect them during the closing process.

Each set of agents can enter in the basic information for the deal on their pipeline, and when it is time to finalize the details, you can connect the two deals.

When you are selecting the tenant firm you will select DUAL AGENCY and then a list of possible matching transactions will appear. You can select the correct transaction to connect the two together.

When you’re connecting two existing deals there are some rules:

  • They can only be connected on the Landlord/Seller side
  • The Tenant/Buyer side must be in the basic information stage, not in finalized details mode
  • The Tenant/Buyer client must match – if each transaction has the same client named a different way the system will not recognize the matching deals

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