Just ask Ava in chat! This is the fastest way to add parties to your transaction.
Sample prompts
"Add John Smith as the buyer's agent. His email is [email protected] and phone is 555-123-4567"
"Add a new lender - ABC Mortgage, contact Sarah Johnson at [email protected]"
Ava will create the party with all the details you provide and add them to the transaction automatically.
Manual method
You can also add parties manually:
Go to Transaction → Details tab
Scroll to Parties section
Click 'Add Party' or '+ Add'
Fill in the contact information
Save