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- Step 1: On the Deals page click Request Payment for Sale.
- Select Earnest Money Deposit.
- Step 2: Enter the Property Address associated with this payment.
- Select an existing deal or create a new deal for this payment.
- Step 3: Select your role.
- Listing Agents can request a payment directly from a buyer or through a buyer's agent.
- Buyer's Agents can request a payment directly from a buyer.
- Step 4: Payment Information.
- Enter total Payment Amount being paid.
- Choose 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 One person is making this payment.
- Enter the payer's information.
Requesting directly from multiple payers
- 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 Add and Additional Payer button.
Requesting a payment through the buyer's agent
- Click Request through buyer's agent.
- Enter the buyer's agent information.
Final Steps
- Step 6: 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 7: Review and confirm your selections.
- Click Request Payment.
- You can track payments and download a payment receipt on the "transactions" page.
- 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.
