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Making an offer on a sales property

Chris Horroll
Chris Horroll
  • Updated

Within Alto, you can enter an offer that's been received from a prospective purchaser, on a sales property.

The offer can be made from the Make an Offer screen which can be accessed in any one of three ways, either from the Main Dashboard, from Properties, or from Contacts (the applicant).

 Note

Whichever method is followed, in every case, appropriate tasks will be created in the Tasks widget of the Main Dashboard to ensure that the offer is handled accordingly

This article includes: 

Entering an offer received from a prospective purchaser via the Main Dashboard

  1. Click Home on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Viewings
  4. In the list, find the entry that relates to the applicants appointment to view the property and click Viewing
  5. The Viewing window opens. Click Make an Offer
  6. A message appears, asking "Make an offer on this property using the details from this viewing?". Click Yes
  7. The New Offer window opens. In The Offer section, enter the price offered. Alternatively, move the slider to indicate the percentage of the marketed price being offered
  8. Type any relevant information into the About the Offer, About the Chain, Fixtures & Fittings, Mortgage/Financial Notes, and Estimated Dates fields
  9. Click Save
  10. You may then be offered the opportunity to create appropriate letters relating to the offer. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

 Note

Don't forget to use the filter(s) if you cannot find the viewing in the Tasks list

Entering an offer received from a prospective purchaser via Properties

  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Make an Offer
  5. The New Offer window opens. In the Applicant(s) section, start typing the applicants name in the search bar and click them when they appear
  6. In The Offer section, enter the price offered. Alternatively, move the slider to indicate the percentage of the marketed price being offered
  7. Type any relevant information into the About the Offer, About the Chain, Fixtures & Fittings, Mortgage/Financial Notes, and Estimated Dates fields
  8. Click Save
  9. You may then be offered the opportunity to create appropriate letters relating to the offer. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

 Note

The prospective purchaser must have been created as a contact before they can be searched for, in the New Offer window
For more information on Adding a new contact and searching for contacts, click here

Entering an offer received from a prospective purchaser via Contacts (the applicant)

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1.  Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Make an Offer
  5. The New Offer window opens. In the Property section, start typing the property's address in the search bar and click it when it appears
  6. Enter the price offered. Alternatively, move the slider to indicate the percentage of the marketed price being offered
  7. Type any relevant information into the About the Offer, About the Chain, Fixtures & Fittings, Mortgage/Financial Notes, and Estimated Dates fields
  8. Click Save
  9. You may then be offered the opportunity to create appropriate letters relating to the offer. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

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