Offers
Offers - adding, updating, rejecting & withdrawing
How to add an offer on a sales property, followed by how to reject, add further offers and how to withdraw an offer
Set fee splits on sales property
Fee splits can be set up on the property financial screen - allowing fee splits to be established before the property gets to offer/exchange stage
Allocate fee split to an external contact or company
A split of sales commission earned can be allocated to an external contact or company, as well as being split internally
Changing a note of interest (NOI) to an offer
How to convert a NOI to an offer, avoiding a separate offer being created for the same buyer
Report on buyers (offers report)
How to run an offer report to get a report on buyers - the report displays Sales Progress information for each offer plus provides options for emailing relevant parties
Only show offer notes for selected offers - configuration option
Configuration option which means that offer notes for the currently selected offer only will be displayed by default when using the offers screen