Recording an Offer

In this guide we will show you how to record an offer on a property. You will be able to add any offer onto the property via the offer tab so you can contact the vendor and wait for their decision.

To see a video guide on this, please see our guide on 'Recording an Offer'

To record an offer, navigate to the property you want to record the offer on and click on Offers. 

From here click on Record New Offer

If a person has previously viewed this property then their name will be available in the drop-down menu. If they have not viewed this property then you're able to either search the database or register them from scratch.

Once you have selected the client, you can now enter the offer for the client. You an also add the solicitor the client will be using.

Once you have added the solicitor to the offer it will pull this information through to Sales Progression once the offer has been accepted.

If you wish to send any correspondence out to the client and/or to the vendor please click the Generate Letter Pack tick box. Once completed, click Record. 

To change the main templates of the offer letter, remember this can all be done in Rezi Post. 

Once the offer has been recorded, it will appear as below. To reject/accept the offer, click on to the line of the offer, or to make a new offer for another client, click Record New Offer and repeat the steps as above. 

Please see our guide on 'Accepting an offer' or see out guide on 'Rejecting an offer' here.

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