How to generate an Agency Agreement (SA)

Prefer to watch? Check out our video guide here.

 

 

Step 1: Check your agent settings

1. Click your initials on the top right of your dashboard.
2. Select ‘Manage Profile’, then click the ‘Sign’ tab.
3. Confirm your trading details are correct.
4. Ensure ‘GST Registered’ is set to ‘Yes’.

This ensures your details pull through to the final document.

If you are an employee, you can skip this step. Your admin will have already updated these details.

Step 2: Open or create a campaign

You can either create a new campaign or use an existing one.

1. Open your campaign and go to the ‘Sign’ tab.
2. Click ‘Create’ and select ‘Agency Agreement’.

This will open the online form.

Step 3: Add vendor details

Your vendor details will pre-fill if you have already created a Pitch.

• If the vendor is a company, toggle this option on.
• Enter the Company Name, ABN, or ACN.
• Click ‘+ Add Vendor’ to add multiple vendors.

Step 4: Confirm property details

1. Confirm included and excluded chattels by toggling ‘Yes’ or ‘No’.
2. If the property is tenanted, select ‘Yes’ to add tenancy details.

Step 5: Fill in the agreement details

1. Select your agreement type from the dropdown menu.
2. Set the agreement duration. The standard period is 90 days.
3. Your ‘Agent’s Estimated Selling Price’ will pull from your Pitch.
4. Choose how the property will be advertised under ‘Advertising and Special Price Instructions’.
5. Review the ‘Sale Type’ and answer the questions below.

Step 6: Set your commission

You can set up your commission in three ways:

• Flat percentage
• Flat dollar amount
• Tiered commission structure

💡 To learn more, see our dedicated Knowledge Base article on tiered commissions.

Step 7: Add comparables

Comparables used in your Pitch will automatically appear here.

You can add or remove comparables to keep your pricing justification consistent.

Step 8: Add marketing details

• Upload your marketing quote as a PDF.
• Input pricing details directly into the fields provided.

This bundles your marketing breakdown into the final document.

Step 9: Add disclosures

Click ‘Add Disclosure’ to include any property disclosures. You can add multiple disclosures.

Step 10: Add optional property information

Select ‘Yes’ if you would like to include more property information.

This will open additional fields about services and improvements.

Step 11: Add annexures

On the left, you’ll see your Annexure Library. On the right, you’ll see annexures already bundled in the agreement.

To add a new annexure:

1. Click ‘Create Annexure’.
2. Add your text or upload a file.

Step 12: Finalise the agreement

Once all sections are complete, click ‘Finish’.

You’ve now generated your Agency Agreement.

Next steps

Watch our video on how to preview, edit, and send your completed agreement.

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