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Applicants - How to create an offer from the contact or applicant profile

You can create an offer on the applicant (contact profile) or from the property profile. This article covers the contact profile.   Click ...

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Written by Brad Roby

You can create an offer on the applicant (contact profile) or from the property profile. This article covers the contact profile.

Click Contacts

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Search for the applicant (buyer or tenant) name. Click on their name to view their contact profile/contact detail

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Click Search Profile

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Click Viewings

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Click the three dots to the right of the property the applicant would like to make an offer on

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Click Record New Offer

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Complete the popup information and click save

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The offer will go into Offer

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Click the three dots to send an email to the Vendor/Landlord or applicants

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Click here to see the offer emails default text.

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