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- Step 1: On the Deals page click Request Payment for Rental
- Select Rental Deposit
- Step 2: Enter the Property Address associated with this payment
- Select an existing deal or create a new deal
- Step 3: Select your role
- Listing Agents can request a payment directly from a buyer or through a buyer's agent
- Tenant's Agents can request a payment directly from a buyer
- Step 4: Payment Information
- Enter Payment Amount
- Choose a Payment Destination - Send payment to your Company Bank Account (default), or redirect a payment to Another Recipient for acceptance
- Select Payment Deadline - Deadline by which the payer must make the payment. Email reminders will be sent to payer
Requesting directly from one payer
- Click Request directly from payer
- Click One person is making this payment
- Enter the payer's information
Requesting directly from multiple payers
- Click Request directly from payer
- Click Multiple people are splitting this payment
- Enter the information for each payer, as well as the amount that each person is paying
- If more than two people are paying this request, click the Add an Additional Payer button
Requesting a payment through the buyer's agent
- Click Request through tenant's agent
- Enter the tenant's agent information
Final Steps
- Step 5: Enter Optional Information
- Payment Notifications - Add people to receive status emails and receipts related to this payment
- Document Center allows you to upload documents to share with your admin team
- Step 6: Review and confirm your selections
- Click Request Payment
- You can copy the request link and email or text the request if necessary
- You will receive an email notification when the payment is pending
- You can track payments and download a payment receipt on the "transactions" page
