What this does
Records offers made on a property, lets you compare them, and manage the acceptance or rejection process.
When to use it
Use this when a buyer makes an offer on a property you're marketing.
Step by step
- Open the property record
- Click the Offers tab
- Click + Record Offer
- Fill in:
- Buyer — select the contact
- Amount — the offer amount
- Conditions — any conditions attached (e.g. chain-free, cash buyer)
- Date — when the offer was made
- Click Save
- To accept: click Accept Offer — the property moves to Under Offer
- To reject: click Reject and add a reason
Tips
- You can record multiple offers and compare them side by side
- Accepting an offer automatically updates the property status
- Rejected offers remain on record for audit purposes
- Notify the vendor of all offers — this is a legal requirement