1. Adding a new offer
Go to Sales properties > View available properties
In the Overview column, select the house icon
In the Linked buyers tab, locate the buyer in question
Select the + icon under the Add offer column
Enter the relevant offer details
Select Submit
After the offer is submitted, users can send two emails about the new offer.
An email to the property owner/vendor
An email to the buyer
2. Accepting an offer
To accept an existing pending offer, please follow the steps listed below:
Go to Sales properties > View available properties
In the Overview column, select the house icon
Locate the buyer in question
In the Latest offer column, select the amount
Expand the Status dropdown and select Accepted
Update the rest of the form as required
Select Update offer
Note: To add a new offer as Accepted, follow the steps in section 1, ensuring the status is set to Accepted before selecting Submit.
Upon accepting an offer, users will have the option to send out three emails regarding the offer, one to the owner/vendor, one to the buyer, and a Memorandum of Sale to all parties (lawyers included). We recommend that each email be reviewed before sending.
Once an offer has been accepted, the property will then appear on the View sales progression page, where the final stages of the sale can be tracked.