Do I need to add a property to the CRM to get an agreement in principle (AIP)?

Yes. Before issuing an AIP the deal will need to be checked by your support person. For them to assess the deal quickly and efficiently, you should have entered the property in the CRM with all the due diligence you have completed, and attach a deal calculator to the property record. Once you have uploaded the details of the property and the deal calculator please add a note requesting the AIP. When your support person is happy with the deal, they will arrange the AIP and attach it to the property in the CRM.