Buying and selling with the same client
Two deals, two commissions, one client.
The client who sells in order to buy is bread and butter in Florida, and it is where most CRMs break: they end up cramming two deals into one record, or opening two records for the same person. Galilei Hub has a lead type for this.
When creating the lead, pick "Sell + buy (double closing)." From then on the lead carries its phase and the platform knows where it stands.
It always starts with the purchase
The lead is born in the buy phase, and its first transaction is a Purchase. It can look backwards (the client is selling theirs) but it is right: what drives the deal is which house they are going to buy, and selling theirs hangs off that.
When the first closing comes, the form reminds you before you save: "Buy+Sell · Buy phase. This closing creates sale #1 and the lead returns to the pipeline so you can continue with the sale of their previous property."
What happens when the first one closes
- Sale #1 is created in the Sales Book, with its commission.
- The Purchase transaction is closed.
- A Sale transaction opens, with its own folder and its own emails.
- The lead returns to the pipeline, to the stage your brokerage configured for this. If none was configured, it goes back to the first stage.
The second closing creates sale #2 and that one does close the lead for good. The notice says so before you save, too.
They are two independent sales, not one split in half. Each with its GCI, its split and its confirmation. When the purchase closes, the first one is already in the Sales Book; the second lands separately when you close the sale. They appear separately because before the FREC and the IRS they are two different transactions.