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

# Creating a deal

> Start a new transaction in Oun from the dashboard or by emailing Homie

A deal in Oun represents a single real estate transaction — a sale, lease, or other agreement. Everything lives inside a deal: documents, contacts, dates, and your conversations with Homie.

## From the dashboard

1. Click **New Deal** in the top right of your deals dashboard
2. Fill in the required fields:
   * **Transaction name** — usually the property address or a short description
   * **Transaction type** — Purchase, Listing for Sale, Lease, Listing for Lease, or Other
   * **Deal status** — where the deal currently stands (Pre-Contract, Under Contract, etc.)
3. Optionally assign:
   * **Transaction coordinator** — assign a TC from your team
   * **Checklist** — attach a checklist to the deal
   * **Agent** — admins and TCs select which agent the deal is for
4. Click **Create Deal**

You'll land on the documents page for your new deal, ready to add documents.

### Linking to an existing SkySlope transaction

If you have SkySlope connected, you'll see an additional option on the create deal form:

1. Under SkySlope integration, choose **Link existing transaction**
2. Search by address
3. Select the matching SkySlope sale or listing
4. Deal data is pre-filled from SkySlope

### Creating a new SkySlope transaction at the same time

If you want to create both an Oun deal and a SkySlope transaction in one go:

1. Under SkySlope integration, choose **Create in SkySlope**
2. The form expands into a guided flow:
   * **SkySlope details** — select your office and checklist type
   * **Property address** — street, city, state, zip
   * **Transaction details** — price, dates, and MLS number (fields vary by deal type)
3. Click **Create Deal** — Oun creates the deal and the SkySlope transaction together, already linked

<Tip>
  If you don't use SkySlope, the create deal form is a single step — just fill in the basics and go.
</Tip>

## By emailing Homie

You can create a new deal by sending an email to [**homie@oun.homes**](mailto:homie@oun.homes). This is especially useful when you're on the go and want to get a deal started without logging into the dashboard.

**Required steps:**

1. Draft an email to Homie
2. Include the following information:
   * **Command to start a new deal** (e.g., "create a new deal", "new deal for", etc.)
   * **Transaction type** — Purchase, Listing for Sale, Lease, Listing for Lease, or Other
   * **Transaction name** — usually the property address or a short description (e.g., Mary Jane Purchase)
3. Send the email to [**homie@oun.homes**](mailto:homie@oun.homes)

<Info>
  Homie can automatically name your transaction if either the property address or the name of your clients are present. However, you can tell Homie to name the deal however you want.
</Info>

**Best practices:**

1. Write the transaction name in the subject line and keep it there as you progress through the deal
2. Stick to 1 email chain, 1 deal.
3. For maximum productivity, include the key anchor facts about the deal in your new deal email (e.g., client's name and contact info, property address, etc.)

**Example (purchase):**

<Card icon="mailbox" title="Subject: John Doe Purchase">
  Body: 

  Create a new purchase deal. Add the following information to my deal file:

  Buyer 1 Information > Name: John Doe, Email: [j\_doe@aol.com](mailto:j_doe@aol.com)

  Buyer 2 Information > Name: Jane Doe, Email: [jane\_doe@aol.com](mailto:jane_doe@aol.com)

  Best,

  \[Name]
</Card>

**Example (listing):**

<Card icon="mailbox" title="Subject: Max Second Listing">
  Body:

  Create a new listing deal for 123 Main Street, Baltimore, MD, 12342

  Seller 1 Information > Name: Max Second, Email: [m-second@hotmail.com](mailto:m-second@hotmail.com)

  Seller 2 Information > Name: Linda Smith, Email: [linda.smith@yahoo.com](mailto:linda.smith@yahoo.com)

  Please add the information to my deal file.

  Best,

  \[Name]
</Card>

<Note>
  Deals created via email are not automatically linked to SkySlope. To link, open the deal in Oun and use the SkySlope section on the deal data page. See [Linking deals to SkySlope](/integrations/linking-deals-to-skyslope).
</Note>

<Note>
  Each deal is independent. Documents, data, and chat history belong to a single deal and don't cross over between transactions.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I create a deal without SkySlope?">
    Yes. SkySlope is optional. You can create a standalone deal and manage everything in Oun. You can always link it to SkySlope later.
  </Accordion>

  <Accordion title="Can I edit the deal name after creating it?">
    Yes. Go to the deal data page and update the transaction name.
  </Accordion>

  <Accordion title="Is there a limit on how many deals I can create?">
    No. Create as many deals as you need.
  </Accordion>

  <Accordion title="What's the difference between transaction types?">
    See [Deal types](/deals/deal-types) for a full breakdown of Purchase, Listing for Sale, Lease, Listing for Lease, and Other.
  </Accordion>
</AccordionGroup>