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.  You will also be able to add a preferred solicitor representing the buyer from this screen if you wish.

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

To record the offer, please type in the amount, select 'Mark under offer' if you wish that to be communicated to your portal feeds or website for this property.  Please enter any notes that are conditions of the sale, or you need for important background information to the offer.  You can tick the box to generate a letter pack confirming the recording of the offer to the parties involved.  If you wish to view and make edits to what will be sent out in the packs - please click on Preview.  If you just wish to record the offer, select 'Record'.

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

• Related Articles

• 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 ...

• Accepting an Offer

  This guide will take you through the process of accepting an offer on the system. This will cover accepting the current pending offer in the system and how to send emails and letters out to all parties. Please click here to see a video guide for ...

• Rejecting an Offer

  In this guide, I'll show you how to reject an offer on a property. You must have a pending offer on the system to be able to reject an offer. See our video guide for this guide here. See our guide on 'Recording an offer' to see how to create offers ...

• Recording Contact with Customer

  This guide will show you how to record any correspondence within Dezrez. Once in the Dezrez system, click on the 'Plus' button and click on 'Log a call or contact'. If you do this from a property or contact card, it will prefill the information on ...

• Recording Viewing Feedback

  One of the most vital parts of the viewing process is collecting feedback once the viewing has taken place. There are a few ways to do this on Dezrez, this guide will show you how to collect feedback via the 'Viewing Feedback Feature.' To open the ...