Iron Crest AdvantageIron Crest Advantage
All walkthroughs
Breeders
7 min · 5 steps

Buyers, applications, contracts & payments

Move a lead from first enquiry to signed contract, paid deposit and go-home day without leaving the platform.

Open the buyer CRM
  1. 1

    Collect applications

    Buyers apply from your public profile or a puppy listing. Each submission lands in your CRM and sends you a push notification, so nothing sits unanswered in an inbox.

    Narrated walkthrough · Collect applications
  2. 2

    Work the pipeline

    Drag each buyer through the stages — new lead, screening, approved, deposit paid, active owner. Notes and message history stay attached to the buyer, so you always know what was promised.

    Narrated walkthrough · Work the pipeline
  3. 3

    Send the contract for e-signature

    Upload your own agreement in Contracts, assign it to a buyer and a puppy, and send it. The buyer reads and signs it in their portal; the signature is timestamped and the signed contract becomes locked and permanent.

    • Signed contracts cannot be edited by either side — reissue instead if terms change.
    Narrated walkthrough · Send the contract for e-signature
  4. 4

    Take deposits and balances

    Request the application fee, deposit or final balance and the buyer pays by card. Receipts are automatic, outstanding balances are visible on your dashboard, and reminders go out before the due date.

    Narrated walkthrough · Take deposits and balances
  5. 5

    Keep supporting the owner

    After go-home, the owner keeps their portal — photos, weights, health records, the signed contract and the AI Vet Tech — for the life of the dog. That lifetime access is what turns buyers into referrals.

    Buyer view

    Owner portal

    Puppy records

    Signed contract

    Vaccination history

    AI Vet Tech

Next: Marketplace, public profile & commission

Publish a profile buyers trust, list available puppies, and understand exactly what a sale costs on each plan.

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