Making Offers On Properties

Making Offers On Properties

This User Guide covers how to make an offer on a property on the system.

From the Property

Click Actions, Make An Offer

Find the Applicant who is making the offer and enter the Offer Amount.

Tasks has now been created to follow up the offer.

Click Save.

(If you cannot find the Applicant, click the Contact tab. Using the Search bar enter the applicants name, if they do not appear use the drop down and tick Archived)

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.

TIP- Check your Letter Rack daily to ensure your letters are all sent.


Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

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