An offer is the price your client puts forward, with a date and any conditions they attach. Offers are kept on the deal, so every round of a negotiation sits in one place, and accepting one moves the deal to Contract.
Walkthrough video to followJust over a minute on screen, recording an offer on a deal, accepting it, and the deal moving on to Contract.
Before you start
Offers belong to the Under Offer stage on a Resale deal, and to the reservation stage on a New Development deal. Moving a deal into that stage opens the Offer pop-up straight away. If the deal is still at an earlier stage, update its stage first.
Record an offer
- Open the deal.
- Open the Offer pop-up from the deal page.
- Enter the offer price.
- Set the date the offer was made.
- Add a description, such as the conditions your client has attached.
- Confirm.
Screenshot to followThe Offer pop-up on a deal, with the offer price, the date and a short description filled in.
The offer now shows on the deal, ready to be accepted or rejected.
Accept an offer
- Find the offer on the deal.
- Click Accept Offer.
- Confirm in the dialog.
Screenshot to followThe Accept Offer dialog that asks the agent to confirm before the offer is accepted.
The offer is marked Accepted, and the deal moves on to Contract.
Turning an offer down, or countering
- Click Reject Offer, then confirm, to decline an offer. The offer is marked Rejected, and you can record a fresh one.
- Record a counter-offer as a new offer. When the owner names a different figure, or your client goes higher, add an offer at that price and use the description to say what moved, for example “Owner came back at this figure; client holding”.
- If talks break down for good, use Close Lost and give the reason.
Where offers show
- The deal keeps every offer you’ve recorded, each with its status.
- The Commission Estimate card works from the offer. See understanding the commission estimate.
- The stage bar dates Contract the moment an offer is accepted.
