1. Adding a new offer
Go to Sales properties > View available properties
Within the Overview column, click on the house icon
Within the Linked buyers tab, locate the buyer in question
Click the + icon under the Add offer column
Enter the relevant offer details
Click Submit
Upon submitting, users have the option to send out two emails regarding the new offer, one to the owner/vendor and the other to the buyer. We recommend that each email is reviewed before sending.
2. Accepting an offer
To accept an existing pending offer, please follow the steps listed below:
Go to Sales properties > View available properties
Within the Overview column, click on the house icon
Locate the buyer in question
Within the Latest offer column, click on the amount
Expand the Status dropdown and select Accepted
Update the rest of the form as required
Click Update offer
Note: To add a brand new offer as accepted, follow the steps listed in section 1 ensuring the status is set to Accepted before clicking 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 is 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.