EOI guides: how to submit an EOI

For one project: the dates, steps, the client's documents, the token and how to pay, for the whole team.

Who it is for

Agency planAgency ownerAgency adminAgency realtor

Where to find it

  • Agency dashboard: Listings › EOI guides

How to do it

  1. Owners and admins press + New EOI guide and choose the listings it covers.

  2. Write How to submit as a numbered list; a line above a list (“Minimum AED 100,000 paid via:”) with bullets under it stays a plain line.

  3. Pick the documents, ways to pay (Crypto included) and what makes it count (EOI form completed included) from the lists: each list stays open, so tick as many as you need, then Done. Add the PDFs or pictures.

  4. The guide shows at the top of those listings for the team, with a WhatsApp message for the client.

  5. An Allocation stage with a date turns the listings Open market the day after.

  6. For the next phase of a project, press ⋯ then Duplicate on a guide: the steps, documents, token and rules are copied, then name it, choose its listings and add its dates.

Or ask Claude

“Set up the EOI guide for this project from the circular”

With the Key Deal connector, Claude does the same from a sentence. How the connector works

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