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Getting Started
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- Articles coming soon
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FAQs
- Articles coming soon
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Leads
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Contacts
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Mobile Home Parks
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Listings
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Phone Calls
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SMS
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Events
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Checklists
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Deals
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Twilio
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- Articles coming soon
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Administrative
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Support Requests
5 – Offers
Received Offer
Create New Offer
There are only 2 required fields on this view: The Buyer Lead and the Offering Price.
The Buyer Lead shows a drop-down that shows all Contacts with a Contact Type of “Buyer”.
Selecting the Buyer Lead will populate all of the fields in the Buyer Details section except for the Date.
The Listing Details section is automatically populated with the information on the related listing.
At the bottom of the form is just a text block where you can add additional information about the terms of the offer.
View/Edit Offers
To edit an existing offer just click the green pencil icon and it will load up the same screen that you used to create the new offer so that you can edit any details.
To download a pdf of the offer, click the blue document icon and it will download the pdf in the browser automatically.
If you click on the orange handshake icon, it will create a deal behind the scenes for you. When it has successfully created the deal you will see this pop up in the browser.
Upload Offer
To upload the offer document, just click on the “Upload Offer” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.
Purchase Agreement Form
There are no required fields on this form.
All of the fields with a grey background are not editable and the information is pulled from the Lead/Listing record. The fields with a white background are editable and should be filled out where applicable.
Loan Approval
To upload the Loan Approval document, just click on the “Upload Loan Approval Docs” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.
Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.
To delete the document, click the red trash can icon on the right.
Proof of Funds
Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.
To delete the document, click the red trash can icon on the right.