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The new offer is automatically added to the relevant property offers screen as a pending offer

Tip

In AgencyCloud version 12.154, this can be done for a sales property viewing appointment
From AgencyCloud version 12.155, this functionality will also be available for a lettings property viewing

1. Add new offer from viewing appointment

From the viewing appointment:

  • Click New Offer (top left)

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Info

When a sales property & sales applicant are added to a viewing appointment & the appointment is saved, closed then re-opened, the New Offer button is made available

2. Complete offer details

The usual offer wizard screens will be displayed

  • Select offer type, click Next

  • Enter offer amount, click Finish

Tip

The offer is added for the applicant who viewed the property (as entered onto the viewing appointment screen)

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3. New offer details added

The property offers screen is automatically opened and the offer is added as a Pending offer

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For more information on adding/updating/rejecting/withdrawing offers, click here:
Offers - adding, updating, rejecting & withdrawing

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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When an applicant who has viewed a property wants to submit an offer, the new offer can be added from the relevant viewing appointment screen

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