Offers - adding, updating, rejecting & withdrawing
This guide has been reviewed against our global client base and classed as relevant all regions
This article outlines how to deal with offers on a sales property - it covers (click a link to skip to a section):
Add an offer
1. Add offer from applicant record From the applicant record:
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2. Add new offer details
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3. New offer details in offers screen The property screen will be displayed with the Offers screen open on top, with the offer just added displayed & selected
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Reject an offer
From the property record:
All offers, including changes, are logged in the property & applicant Journal and are also shown in the Activity Feed |
Enter an increased offer (from an applicant who has already offered)
When an applicant submits a second offer, the following process must be followed in order for offers to be logged correctly
From the property record:
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Withdraw an offer
From the property record:
In the panel bottom left:
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Accept an offer
From the property record:
In the panel bottom left:
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Property status change (to Under Offer/SSTC)
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