Estate Agent Pro Enterprise

Offers Screen

Offers Screen

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Offers Screen

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This screen can be opened from both the Properties Screen and the Applicants Screen. If opened from the properties screen the offers will be listed by Applicant. If opened from the Applicants screen the offers will be listed by property. This example shows offers by applicant.

 

Ribbon Bar Offers Screen

 

OffersScreen

 

Applicant/Property

If opened from the properties screen the offers will be listed by Applicant. If opened from the Applicants screen the offers will be listed by property.

 

By means of the buttons on the toolbar at the bottom left of the grid, applicants making an offer on the current property can be added or deleted. See How do I use the navigation buttons? for further information.

 

The details shown in the remainder of the panels is for the selected applicant.

 

Adding an offer will automatically set the properties status as 'Under Offer'. Setting an offer as rejected will update the property's status to 'Available'.

Offer Grid

Offers can be added here using the navigation buttons as detailed above. If the applicant increases his offer it should be added as a new entry and not just amended.

Applicant Estimated Dates

Enter relevant dates if known.

Finance/Chain

Enter finance details if known at this stage.

Notes

General notes for the applicants offer as well as specific notes on the current offer, as shown, may be entered here.

Contact Details

Clicking on the Mobile phonebButton button will open a screen to enable you to send text messages to whoever is detailed in the Whom column. This has to be configured and additional charges apply. See the SMS Text Messaging Screen for more information. Clicking on the Mail button will open the Email Screen enabling you to send an email. Both of these types of communication will be stored under Draft & Sent Communications of the applicant, vendor, solicitor or estate agent respectively. See the Customer Communications Screen for more information.

Open Viewings

Open viewings are shown here so that you are aware of them when entering/accepting offers. If it is necessary to cancel or update them you can do so by clicking on the Viewings button.

 

Ribbon Bar Ribbon Bar

 

The following buttons are available on the ribbon bar.

 

New Communication Button

Opens the Communications Screen where you can send predefined offer letters to the currently selected applicant by either text, email or post. All letters sent are saved and are accessible by clicking on the Draft & Sent Letters button.

Draft & Sent Communications Button

Provides details of all communications previously sent to the current applicant. Communications can be resent from this screen. See the Customer Communications Screen for more information.

Contacts Button

Displays a list of all contact details for the currently selected applicant including those of the vendor and his solicitor if entered. There are also tabs on the screen for sales chasing, central notes and chain flow. See the Contacts Screen for more information.

All Offers Report Button

Generates a report which can be printed of all offers made on this property by all applicants.

Selected Offer Report Button

Generates a report which can be printed of all offers made on this property by the currently selected applicant.

Chain Flow Button

The up and down chains can be recorded here for the currently selected applicant. The current property and the applicant who made the offer are automatically added. See the Chain Flow Screen for more information.

btnViewings

Displays all viewings for the current property. This is disabled if there are no open viewings.

 

See the Viewings Screen for more information.

btnPurchaser

if the selected applicant is in the process of purchasing the property the first button will be displayed, otherwise the second button will be displayed.

 

Clicking on either button will open the Applicants Screen focused to them.

btnViewApplicant2