Recording an offer
Open the property record and go to the Offers tab, then select Record offer.
Fill in:
Applicant ID — the applicant the offer is being made on behalf of. This is the Applicant record's ID, not the lead's — a lead's own URL id is its enquiry, a different record. Once a lead has an applicant persona, its ID is shown on that persona's panel. It's a Foundations-style code (for example
AAS26002361), not a plain number.Offer amount and Date offer made.
Status — defaults to Pending, which is right for a new offer.
Conditions — any conditions attached to the offer, for example "subject to survey" or "flexible on completion".
Select Record offer to save it. The offer appears in the list immediately, and the four summary figures above the list (offers received, active offers, best offer, and best offer vs. asking price) update to include it.
Duplicate offers
If the applicant already has an offer on this property that's still open — Pending, Note of interest, or Rejected — recording another offer for them is blocked. You'll see a message telling you to increase their existing offer instead (see Increase below). This doesn't apply once their earlier offer is Withdrawn, Note of interest withdrawn, or Accepted — those can't be increased, so a fresh offer for the same applicant goes through as normal.
Comparing offers in the list
Each offer in the list shows the applicant, current amount and date, offer as a percentage of the asking price, any conditions attached (for example "subject to survey · subject to sale"), and its status — so multiple offers on the same property can be compared side by side at a glance. An offer with no conditions recorded shows a dash.
Offer statuses explained
Pending
A newly recorded offer, awaiting a decision. This is the default for a new offer.
Note of interest
A softer signal than a full offer — an applicant has indicated interest without a firm number attached yet.
Accepted
The seller has accepted this offer. A banner on the offer confirms the acceptance date.
Rejected
The offer has been turned down. A rejected offer can still be increased — see below — which brings it back into play.
Withdrawn / Note of interest withdrawn
The applicant has pulled out. These are terminal states — the property remains available for other offers.
Actions on an offer
Select an offer in the list to see it in the detail panel on the right, along with the actions available:
Accept offer — accepts this offer. Available for pending offers and notes of interest.
Increase — records a higher amount against the same offer. Enter the new amount (it must be higher than the current one) and select Confirm. This is also how you bring a rejected offer back into play.
Reject — turns the offer down. You'll be asked to confirm before this takes effect.
Withdraw — marks the offer as withdrawn on the applicant's behalf. You'll be asked to confirm before this takes effect.
Current limitations
A few things from the wider offer process aren't available yet:
Only the current offer amount is shown — the history of earlier amounts on the way to the current one isn't recorded, so you won't see a step-by-step trail of increases.
Applicant funding position isn't shown on the offer or in the record-offer form.
Accepting an offer doesn't automatically update other offers on the same property — if you accept one, you'll need to withdraw or reject the others yourself.
The applicant field is an ID for now, not a searchable name lookup — a searchable picker is planned.
These will be addressed as the underlying offer data is extended.