---
title: "Creating a new deal"
slug: "creating-a-new-deal-1"
updated: 2025-01-15T17:53:35Z
published: 2025-01-15T17:53:35Z
canonical: "help.getbuilt.com/creating-a-new-deal-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a new deal

You can create a deal and onboard your portfolio to the Built platform. You can add a property, funding source, and stakeholder details along with the deal details. To configure a user to create a deal, see **Managing user roles**.

> [!NOTE]
> **Note:** The Configure Forms feature in Built allows you to customize deal, property, and funding source forms to meet your organization's requirements. You can add or remove fields. For more information, see Configuring deal forms.
> 
> - Ensure that full access permission is provided to:
>   - Deal Management:
>     - Portfolio Page & Deal Creation
>     - Deal Details
>     - Deal Overview
>     - Update Deal Status
>   - Deal Stakeholder Management
>   - Draw Schedules
>   - Capital Stack Management
> - A deal workflow is created.
> - A draw workflow is created.
> - A group is created.
> - All Internal Deal Stakeholders are added as Users in Admin UI. • All field configurations are set.

To create a new deal, perform the following steps.

1. At the top-left of the page, click **Portfolio**.

![Portfolio tab](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf_8jKEmvsDxCIU65JHs0c-DW8r6uhqtxlYCePeZRN6ZWdo7LogZRTqe5Kj6VeNYOSHG8qEs5YRKhVrGWH7n2NdNWDqoExui9JtG-2v6qxcoPyHEWnKIZNrORHTh3xHUurlNBHQkZSKnKMcatnmYhQ?key=yoEo4dTgsTVw7-JESVsTbG1J)

1. On the **Portfolio** page, at the top-right, click **+ New Deal**.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdifs6XDSFik69kWeCizYyaGyJTLnJHRActPb5SPdEg82DoCd7QTPZIM6gOzx9hDOiEX63oTHVnLKDbLg44KK44kKABPcolvz6o1cGi_EtLp9TRFjA4Y0ho5l3t92OjrOpGRjpY_237sqhYVk7G8g?key=yoEo4dTgsTVw7-JESVsTbG1J)

1. In the **New Deal** dialog box, enter the following information.

The **New Deal** dialog box includes the following sections: **Deal Details**, **Property**, and **Funding Sources**. You can quickly navigate to these sections using the tabs on the right of the dialog box.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXccrEZhbvo5dR3C-kX_it49dI-hSE9JcGLrvWV8jIEIPafnUIwMSquJ5d4D9ioTLtcnvwfm9HBHShVHPeOh4Ux4lAk6vguoMImAcAU6AjU73T150WDYAfpFLRb1MLUViEEUCSR9pZLl4l_Kx4aohxQ?key=yoEo4dTgsTVw7-JESVsTbG1J)![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6FzMPg7LUCYdvA1VJQMmcaBjvFSxnRsUA7pbPfICPLXDWQ_7S9ndxpbQMAB6FN0Cc6YpvZmSHIVvBE_di1wJ4zPhsqOFHQlGzfPuLocPN3xoDLcU-vE4gw32ipqVYoMxhFQOs4BrvSFBptrMeQWY?key=yoEo4dTgsTVw7-JESVsTbG1J)

**Deal Details**

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfKTmfHXQNIlA-nYiYeYoqe0i0vW6-PyNM0stwowd0HpNgnTgqMr1PkgJa8EgyLy3rU4lHECCRj4I_wiLpHFJW7fA5wi38yfpchuoRH5sbtIqXIw52snwHSJLGLkGwYJQ81C_JNbDlTYsenXEZuoA?key=yoEo4dTgsTVw7-JESVsTbG1J)

  

| **Feature** | **Description** |
| --- | --- |
| Deal Name | A deal name. |
| Deal Risk Rating | The status of deal risk, such as *Pass*, *Loss*, or as configured within Field Configurations. |
| Deal Type | The deal type is *Permanent*, *Bridge*, *Construction*, or as configured within Field Configurations. |
| Deal ID | The ID of the deal. |
| Deal Purpose | The purpose of the deal is *Purchase*, *New Construction*, *Bridge*, or as configured within the Field Configurations. |
| Deal Workflow | The assigned deal workflow governs the deal’s lifecycle. This field is mandatory. |
| Draw Workflow | The default draw workflow governs the standard draw cycle on the deal. |
| Group | The defined group for access management and reporting. This field is mandatory. |
| Received Date | The date when the lender or relevant party acknowledged receipt of the deal. |
| Quoted Date | The date when the lender provided the initial deal quote. |
| Dead Reason | The reason that a deal is no longer viable for origination. |
| Project | This indicates that the deal is financing a construction or improvement project. |
| Project Type | The type of project, such as *Acquisition*, *Renovation*, *Vertical construction*, or as configured within Field Configurations. This field is mandatory. |
| Project Name | A unique name of the project. This field is mandatory. |
| Project Start Date | The start date of the project. |
| Project End Date | The end date of the project. |

  
  
  
  
  

**Property**

To add a property, click **+ Add Property**. For more information, see [Adding property to a deal](https://docs.google.com/document/u/0/d/1gz9uILKCv0W0LLigkJ2VdomeIz-yGU0Q/edit), and follow step 5.

  

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcmvLujixflagikJBvCaZ5wweRs4xTwt9EWryFiR_nGwxDsxqkegq3JbEuPsromtC-sRjRmP1HNE-wGYqmHP39n1z9lfxPW6491OFue9SjkjCJgjRJ1kV-QFQRmHfsE-0T8Nz1XqmeNH9kmhGBcVw?key=yoEo4dTgsTVw7-JESVsTbG1J)

**Funding Sources**

To add details to Funding sources, you must select a **Group** in the [Deal Details](https://docs.google.com/document/d/1f2I6LJ2-xwsVoJ0jbEtmpnrt58_gUcQn/edit#bookmark=id.zhq3vxxm4obt) section. To add a funding source, click **+ New Funding Source**. For more information, see [Creating a Funding Source](https://docs.google.com/document/d/1uytXNHi3fd7uwA0yWzGh7iMbeTanwh-j/edit) and follow step 5.

  

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXd_CH98tOczkK4_SRiNWl4vQMG8QDgczncUdwlS0LvhqZlvHh6OHhPjeMvoOZrqNptGbmDFnGr7fdB6IM_0Tx4_1nFr6r0Hqnc-GJza_YIia7EzBZqXzkdQEUoQtA6uZoEN8N6u3dn6N7FgCW1u390?key=yoEo4dTgsTVw7-JESVsTbG1J)

  

**Configuring Forms**

Click **Configure Forms** to configure the deal, property, and funding source Forms. For more information, see [Configuring deal forms](https://docs.google.com/document/u/0/d/1Xw8NwU_HhuXPMeCco2sSCeRx9aTEAvAQ/edit).

1. Click **Save**.

A message is displayed indicating that the deal is created successfully.

  

---

### FAQ

#### What is the first step to create a new deal on the Built platform?

Click on 'Portfolio' at the top-left of the page.

#### What permissions are required for a user to create a deal?

Full access permission must be provided for Deal Management, Deal Stakeholder Management, Draw Schedules, and Capital Stack Management.

#### Can I customize the deal forms on the Built platform?

Yes, the Configure Forms feature allows you to customize deal, property, and funding source forms.

#### What information is required in the Deal Details section when creating a new deal?

You need to provide the Deal Name, Deal Risk Rating, Deal Type, Deal ID, Deal Purpose, Deal Workflow, Group, and other relevant details.

#### Is it necessary to add a property and funding source when creating a deal?

Yes, you must add a property and select a funding source in the New Deal dialog box.