Deal Submission

We're here to ensure the Deal Submission form is easy to use and becomes a seamless part of your business operations.

When new agents join HouseSigma, our Onboarding department is ready to get everything started! If this is your first time submitting a deal, you can schedule a screen-share session with our Operations Specialist, Sierra Fonseca (Ops-Admin@HouseSigma.com), who will guide you through the process step by step.

If you have a new member on your team or would like a refresher, here are three simple steps to get you up to speed quickly!

You can also review the Deal Submission Demo YouTube tutorial: https://www.youtube.com/watch?v=HJ9jjbjNtkA

If you need to EDIT a previously submitted deal to correct information or address a rejection, scroll to the end for instructions.

NOTE: For listing document submissions, please remember that the listing paperwork should be submitted only once a deal is in place. Be sure to keep your complete listing paperwork package ready until then!

REMINDER: HouseSigma Gathers Client Testimonials on Your Behalf via Trustpilot

Details can be found on this page of the Agent Toolkit: https://sites.google.com/housesigma.com/agentdocs/agent-resources/marketing/housesigma-recognition

1. Find the Deal Submission Page

To find the Deal Submission page, log in to the HouseSigma Agent Toolkit and click on the Deal Submission button on the home page. This will take you directly to the HouseSigma Deal Checklist.

TIP: Please ensure you use a Chrome browser for the best experience.

2. Sign In with Your HouseSigma Email Address

You will need to use your admin-created HouseSigma email address to sign in to the HouseSigma Internal Tools, where you can submit your deals. Please ensure that your email address is activated before attempting to log in to the HouseSigma Internal Tools.

3. Find the Deal Submission History Page

Once you’re signed in to the HouseSigma Internal Tools, look for the Deal Submission History tab in the menu on the left. To begin the submission process, click the Submit New Deal button in the top right corner. This will direct you to the HouseSigma Deal Checklist, where agents can submit their deals.

4. Complete the HouseSigma Deal Checklist

Here it is! This is how the Deal Checklist looks. In the Client Information section, you'll need to insert the Follow Up Boss link for the client you’re submitting the deal for. If it’s a personal lead, please ensure that a lead profile is created first.

Be sure to check out our tutorial video on how to submit a deal if you’d like to see a demonstration before completing the checklist.

5. Click Save and Continue

Once you've completed the Deal Checklist, click the Save and Continue button at the bottom to view further instructions on how to submit your deal.

6. Attaching Deal Documents 

You can attach the deal documents in two ways: either by dragging them into the file attachment section at the bottom of the Deal Checklist or by uploading them directly.

7. Saving Draft & Submitting for Approval 

Finally, once all the information and attachments are provided, you can submit the Deal Checklist for approval. We will verify the source of your lead on our end and forward the Deal Checklist to the Accounting department. 

If you need more time to gather additional information about the deal, you can save it as a draft. Please note that saving it as a draft means the Deal Checklist will not be submitted for approval; it will be stored in your dashboard as a draft. When you’re ready to submit the Deal Checklist, simply edit it and click Submit for Approval. This will send the checklist for processing to the Accounting department.

EDITING A PREVIOUSLY SUBMITTED DEAL

THINGS TO KNOW!

ADDITIONAL RESOURCES