⌘ K

Create a New Client

Follow the steps below to build a comprehensive profile for your new client.

Basic Info
Contact
Location
Source
Details

Step 1: Basic Information

Classify the client by their entity type (e.g., individual, developer, investment company).
Categorize the client based on whether you have met them or not.
Select the MREA-defined category this client falls into (e.g., Sphere of Influence, Prospect).
An estimation of the client's income bracket.
Select the general intensity of your planned outreach.