Chasing & Revising Offers

Chasing and Revising Offers


Tasks

This User Guide covers how to chase and revise offers on the Dashboard.

Go to Dashboard>Tasks>Offers

Click onto the offer that you wish to chase.

From here you can Revise the offer by changing the original offer amount, Accept the offer, Reject the offer or Withdraw the offer. (This is the same for rental offers)

Once you have made the change click Save.

Note: You will also notice that there is a Task for submitting the information to all parties.  You can do this here, or from the Todo list.

To revise an offer.

Go to Dashboard>Offers>

Find the Offer and select it.

In the Offer box enter the New offer amount, click Save.

If the original offer amount was incorrect this can be corrected by clicking Previously Incorrect Amount.

If the original offer amount was revised click Revised Offer From Applicant.

This will then bring up the screen to create the letters. Select the letters and click Open Letters Now, you can then make changes to the content, Preview and then Finalise.

Alternatively, you can go into the Property Or Contact Record and repeat the above steps.



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