To guide agents through the immediate steps required in Rezi once a buyer’s offer has been accepted — including setting statuses, generating documentation, and initiating sales progression.
A customer says:
“I’ve accepted an offer — what now?”
“How do I progress the sale in Rezi?”
“What happens after an offer is accepted?”
“I’m not sure what I need to do next.”
“How do I issue a memorandum of sale?”
Go to the Offers tab on the property or applicant profile.
Select the relevant offer and click “Accept Offer”.
Rezi will prompt you to confirm the details — review carefully and save.
✅ This automatically updates the applicant and property status to "Under Offer".
Property: should show as "Under Offer" on the listing.
Applicant: status will move to “In Progress” for that transaction.
💡 This change also impacts portal listings and visibility.
Navigate to the Documents tab within the property or transaction.
Select “Create New Document” → “Memorandum of Sale”.
Complete the required fields:
Buyer & Vendor details
Agreed sale price
Solicitor information (if known)
Key dates (optional at this stage)
Save and send to relevant parties.
📎 You can send via email or download as a PDF.
Go to the Contacts tab and add or update:
Vendor’s solicitor
Buyer’s solicitor
Make sure email addresses and phone numbers are included for future correspondence.
Use the Progression Notes section to log:
Milestones (e.g. searches ordered, surveys booked)
Communication with solicitors, buyers, and vendors
Target completion dates or special conditions
🧠 These notes help the whole office stay aligned during the sales progression process.
Rezi should automatically update portals (e.g. Rightmove) to reflect the under-offer status.
You can also:
Hide the listing from portals manually
Mark it as SSTC if you choose to do so early
| Problem | Solution |
|---|---|
| “The offer doesn’t update the property status” | Make sure the offer was accepted properly via the Offers tab |
| “Memorandum of Sale isn’t populating correctly” | Check buyer/vendor contact details are filled in fully |
| “Property still showing as available online” | Rezi portal sync may need to be pushed manually |
| “I accepted the wrong offer” | Reject it, accept the correct one, or contact support for reversal if needed |
| Intent Phrase | Route to Checklist |
|---|---|
| “I accepted an offer, what next?” | Full checklist |
| “How do I issue the memorandum of sale?” | Step 3 |
| “Offer accepted but property status is wrong” | Steps 1–2 |
| “How do I track progress after an offer?” | Step 5 |
| “Rezi isn’t updating Rightmove after an offer” | Step 6 |
If users are stuck, ask for:
Property address or ID
Applicant name and offer details
Screenshot of current status
Description of what step is failing (e.g. “Can’t generate memo of sale”)
Escalate to support if needed for:
Offer reversal
Portal sync delays
Merge conflicts between buyer/vendor profiles