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When an applicant who has viewed a lettings property wants to submit an offer or progress with a tenancy, the new offer/tenancy can be added from the relevant viewing appointment screen - this allows an offer to be submitted/new tenancy record created at the point of taking viewing feedback from an applicant
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In AgencyCloud version 12.154, this functionality was introduced for a sales property viewing appointment, as outlined here: Add offer from viewing appointment screen (sales property) |
1. Add new offer/tenancy from viewing appointment From the viewing appointment:
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2. Complete new tenancy/offer details The usual new tenancy/offer wizard screens will be displayed: 
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3. New tenancy/offer created A new tenancy is created (in accordance with the options selected in step 2)
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For information on logging a lettings offer, see this guide: |
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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 a lettings applicant has viewed a property and wants to progress with a new tenancy/offer, this can be initiated from the relevant viewing appointment screen |
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