Recording an offer, and the offer list with its summary figures, work everywhere.

The detail panel's actions work everywhere too, on both a sale and a letting: Accept, Revise, Reject and Withdraw, and accepting one automatically marks every other active offer on the same property Unsuccessful (see Actions on an offer and Unsuccessful, below). On a letting, the offer's status, rent and tenancy terms are all stored natively, because a lettings offer is already stored as a tenancy.

Three pieces of information about a lettings offer are not kept yet on crm.reapit.com, though, because the Reapit API has nowhere to store them. You can still enter them, and everything else about the offer saves normally:

The third one has a consequence worth knowing before you accept an offer: reversing an acceptance cannot restore the offers it beat. Accepting still marks them Unsuccessful correctly, but nothing records which acceptance did it, so a later Reject or Withdraw of the accepted offer leaves them unsuccessful. The CRM tells you when this happens and you can set each one back by hand.

Two parts of this article are still not available on crm.reapit.com, and both are lettings only, because the Reapit API does not store what they need:

Everything else below works everywhere now: a sale's Accept, Revise, Reject and Withdraw actions and the Unsuccessful status they set, a sale's negotiation history, and the detail panel's applicant's funding position and applicant's position blocks. Comparing offers in the list, including the expanded side by side view and its Position column, works on both market sides.

Open the property record and go to the Offers tab, then select Record offer.

Fill in:

On a letting, a Tenancy section also asks for:

None of this - the rent frequency, the asking rent, the Tenancy section, or the referencing panel below - appears when recording an offer on a sale, which works exactly as described above.

On a sale only, a Solicitor section, marked Optional, sits below Conditions. Until you pick an Applicant it reads "Select an applicant to assign a solicitor." If the applicant already has a solicitor firm on file, it's shown - with its phone, email and address, whichever of those are recorded - alongside a Change button. Otherwise a Solicitor firm search box appears, labelled "Search solicitor firms by name"; it searches your existing solicitor firms by firm name, and also by the name of someone who works there. Matching people are listed under People, each with their firm's name, and choosing a person selects their firm and sets them as the contact. A retired firm is never offered. Underneath the search box, "You can record the offer without one." confirms that a solicitor isn't needed to continue. Choosing a firm shows its details the same way.

If the firm you want isn't in the system yet, Add a new firm under the search opens Add a solicitor firm. Firm name is required and starts prefilled with whatever you'd already typed into the search. Branch, Phone, Email and an Address (searched or entered by hand) are all optional. Add firm saves the new company and selects it in the search, so it's then saved to the applicant the same way as picking an existing firm. If the firm saved but the CRM can't find it again straight away, the dialog says so with a Try again button rather than creating a second copy, and if more than one firm shares that exact name, you're asked to choose the one you just added. A solicitor is entirely optional - recording an offer without one works exactly as before, and Record offer stays available either way, once the applicant's details have loaded. When you do pick one and select Record offer, the firm is saved to the applicant, as the firm they use, so it applies to all of their offers; if saving it to the applicant fails, the dialog stays open with the error shown and the offer isn't recorded.

Once a firm is shown or chosen, two more optional fields appear:

The contact and reference are the buyer's, held on the applicant's record, so they are the same on every one of their offers. If the applicant already has them, they are filled in for you. Saving a new value replaces it on all of their offers, and clearing a field clears it everywhere. Leaving them as they are changes nothing.

Under Contact, Add a contact opens Add a contact at this firm. Last name is required; you can also add Title, First name, Phone and Email, and a phone number or an email is needed. Add contact saves the person as a contact at the firm and selects them. If the CRM can't find the new contact at the firm straight after saving, it says "Contact saved" - "The contact was saved, but we couldn't find them at this firm. They may not be linked to it yet." - with a Try again button. If more than one contact at the firm has that name, you're asked to choose the one you just added.

If the offer is recorded but the contact and reference fail to save, a warning says "Offer recorded, but the solicitor contact and reference were not saved." Saving the firm alone never shows it. There is no separate place to edit the contact and reference; change them the next time you record an offer for the same applicant.

This section is sales only; a lettings offer has no solicitor section.

Select Record offer to save. If something required is missing, it's flagged inline on the field itself rather than leaving the button unavailable. Applicant, the amount field (Offer amount on a sale, Rent offered on a letting) and Date offer made are always required. On a letting, Tenancy type and Start date are required too, and End date is required only when the chosen tenancy type is fixed term, as above. Conditions, and on a sale the solicitor, are the only fields that are always optional.

On a letting, recording an offer also needs to know the agent role your agency is acting under for this tenancy (for example, fully managed, let only, or rent collection) - it's what the fees on the tenancy will be based on later. Lighthouse never guesses this on your behalf: if the property has no agent role recorded, Record offer is disabled and a message explains why, pointing you at the property's own letting details, where adding the agent role there is what unblocks recording the offer. This only applies to lettings; a sale is never affected.

The dialog closes as soon as you select Record offer - it doesn't wait for the save to finish. The new offer appears in the list immediately, with a spinner and a placeholder in place of the applicant's name while it saves; the name fills in, and the summary figures above the list update to include it, once the save completes. Those four figures are offers received, active offers, and a right hand pair that reads Best offer and Best vs asking on a sale, or Best rent offered and Best vs asking rent on a letting. Best rent offered carries the period it was offered against, for example "£2,150 pcm". Best vs asking (rent) compares against the property's own asking figure - the marketing price on a sale, the rent on a letting - so it works on lettings too. Both figures in that right hand pair read Unknown when there are no offers yet, and best vs asking (rent) also reads Unknown when the property itself has no asking figure recorded. Those figures only ever count real, saved offers - a save still in progress is never counted. It's saved against both the applicant and the property record; status always starts at Pending. Cancel closes the dialog without saving.

If a save fails, the row stays in the list with the reason and two options: Retry, which saves it again with the same details, or Discard, which removes the row. Nothing is lost either way.

The offer is recorded against you as the negotiator, using the negotiator linked to your account in Foundations - there's no negotiator field to fill in yourself.

If your account has no negotiator linked in Foundations, recording an offer is blocked with a message asking you to contact your administrator to have one assigned.

If the applicant already has an offer on this property that's still open or accepted (Pending, Note of interest, or Accepted), their row in the Applicant list is shown as Already offered and can't be selected; revise their existing offer instead (see Revise offer below), or for an accepted one, reject or withdraw it first if you need to record a different offer for them. This doesn't apply once their earlier offer is Rejected, Withdrawn, or Note of interest withdrawn, since those are final, so their row stays selectable and a fresh offer for them goes through as normal.

If the list is a moment out of date - for example someone recorded an offer for that applicant in another tab just before you selected Record offer, or their offer is itself still only saving as a pending row - the save is still blocked. If it's blocked by an existing saved offer, the message names it so you know which one to revise instead, and appears against the Applicant field, so it's clear which selection to change. If it's rejected outright by the server for the same reason after the dialog has already closed, the pending row shows that message instead, naming the existing offer.

Not available on crm.reapit.com yet - see What you can do with an offer today.

On a letting, once you've picked an applicant, a Tenant referencing panel appears in the dialog showing where their referencing stands:

The panel only appears once something has actually been recorded for that applicant - it's left off the dialog entirely rather than shown empty, the same reasoning as the funding position described in Applicant's funding position, below.

This is placeholder data, not yet a real platform read: Lighthouse doesn't yet connect to a live referencing provider, so nothing shown here reflects an actual outcome for this applicant. Treat it as a preview of what the panel will show once that connection exists, not as a result you can act on.

Once the offer is recorded, that same referencing position follows it. In the offers list, a short line under the tenant's name shows the status alone - Referencing passed, Referencing failed, Referencing passed with conditions, Referencing in progress, or Referencing not started - and is left off the row entirely when nothing has been recorded (see Comparing offers in the list, below). Selecting the offer shows the fuller picture in the detail panel's Tenant referencing block: the status, which of affordability and right to rent are confirmed or failed, which references came back, and when it was last checked - hidden entirely, rather than shown empty, when nothing has been recorded for that offer. This is still the same seeded placeholder data described above, not a live check.

Above the list, a count tells you how many offers the property has, for example "4 offers". It counts real, saved offers only, matching the summary figures above it, so an offer still saving isn't included.

Each offer in the list shows the applicant, current amount and date, the offer as a percentage of the asking figure, and its status. On a letting the applicant column is headed Tenant rather than Applicant. The rent figure carries the period it was offered against, for example "£2,000 pcm" - an offer recorded before periods were captured shows the bare amount instead. Underneath the amount, the date reads "Opened", for example "Opened Sun 5 Jul", on both a letting and a sale.

The percentage (headed % of asking on a sale, Asking rent on a letting) compares against the property's own asking figure - the marketing price on a sale, the rent on a letting - so it works on lettings too. Where that figure hasn't been recorded, the percentage reads Unknown instead of a number. Missing details read as words rather than a dash: an offer with no conditions recorded shows None, one with no applicant name shows Unknown applicant, and one with no date shows Date unknown.

Under the applicant's or tenant's name, a small status line appears where something has been recorded for them and is left off entirely otherwise, so an unrecorded position doesn't read as a missing badge. On a sale that's a funding status badge (see Applicant's funding position, below). On a letting it's a short referencing line instead, showing just the status: Referencing passed, Referencing failed, Referencing passed with conditions, Referencing in progress, or Referencing not started (see Tenant Referencing, above, for what each of those means).

Columns no longer appear and disappear with the width of your browser window: what you see is decided by the market side and by whether the list is expanded, and nothing else. On a narrow window the list scrolls sideways instead, so a column is never silently missing. The percentage is always on the row, rather than moving under the offer amount as it used to at narrow widths.

On a sale, the expanded side by side comparison has a Solicitor column, just before Status (see Comparing every offer side by side, below). The ordinary list leaves it out, since the detail panel beside it already names the firm for the selected offer. The column shows the acting firm's name, Not recorded when there is none, or Unknown when the CRM couldn't check.

The detail panel repeats it as its own Solicitor section, after Conditions: the firm's name plus whichever of its phone, email and address are recorded, Not recorded when there is none (the Solicitor Details Outstanding badge then shows in the header - see below), or "Couldn't load this record." when it couldn't be checked. Under the firm, Contact: and Reference: lines give the solicitor contact and the matter reference, each only when recorded. They are the buyer's, so every offer from the same applicant shows the same ones. A contact recorded elsewhere, for example in Reapit's desktop software, is shown by name too.

The firm shown is always the one on the applicant's record. A buyer has one solicitor firm, so every offer from the same applicant shows the same firm, including rejected and withdrawn ones, and changing it changes it on all of them. Only the buyer's (applicant's) solicitor is shown, never the vendor's. A letting offer has neither the column nor the section.

On a sale, a Solicitor Details Outstanding badge appears beside the status of any offer that's still in play (Pending, Note of interest or Accepted, not Rejected, Withdrawn or Note of interest withdrawn) with no solicitor firm recorded against its applicant - both in the list, beside that offer's row, and in the detail panel's header, beside the same status. The badge follows the same rule as the Solicitor section above, so the two always agree. A letting offer never shows it, since there's no solicitor section to be outstanding. If the CRM couldn't check the record, for example because the lookup failed, the badge is left off rather than claiming details are outstanding.

In the detail panel's Solicitor section, Add solicitor details appears beside Not recorded and opens a dialog with a Solicitor firm search, plus Cancel and Save. Saving records the firm on the applicant, so it applies to all of their offers, and the badge disappears; if saving fails, the dialog stays open with the error shown. Save stays unavailable until the applicant's details have loaded. If they can't be loaded, the dialog says "Couldn't load this applicant. Close and try again." and nothing is saved. Once a firm is chosen, the dialog offers the same optional Contact (with Add a contact) and Reference fields as Recording an offer, above. They apply to all of the applicant's offers. The badge clears on the firm alone, whether or not you add a contact or reference.

This dialog has the same Add a new firm button under the search, for a firm that isn't in the system yet - see Recording an offer, above, for what Add a solicitor firm asks for and how it behaves.

A contact's Overview page carries the same information from the other side: the Roles & linked records card lists each applicant role, and under one, a line for every property that applicant has an offer in play on (Pending, Note of interest or Accepted) gives the property and the solicitor for it, following the same rule as Where the solicitor shows, above, so the two records always name the same firm. An offer with no firm shows the same Solicitor Details Outstanding badge as the property record. If the offers or solicitor details couldn't be loaded, it reads "Couldn't load this record."; a firm whose name couldn't be looked up reads Unknown. An applicant role with no offers in play shows nothing extra.

Five columns is enough to scan a list, but not enough to compare offers on the detail behind them. Expand, at the top right of the list, is what does that: the detail panel closes, the list takes the full width of the tab, and the fields you'd otherwise have to open each offer to read become columns of their own. It's there on a sale and on a letting; which columns you get depends on which.

On a sale it adds four columns to the five above:

On a letting it adds three different columns instead, since what you compare on a rental isn't what you compare on a sale:

There are two ways back. Collapse puts the detail panel back on the same offer you had selected, so expanding to compare and collapsing to act on one doesn't lose your place. Or click any row, which collapses the table and opens that offer in the detail panel, highlighted as your selection. So expanding to scan the columns and then clicking the offer you want is one gesture, not two.

While the table is expanded no row is highlighted, even though one is still selected underneath. There's no detail panel beside an expanded table for a highlight to point at, and marking one row of a comparison as special would only get in the way of reading across them. Collapsing, by either route, brings the highlight back.

The expanded view is for reading and comparing: the actions on an offer stay in the detail panel, one click away.

Two things the expanded view deliberately doesn't show. There's no total uplift column: on a sale, Offer beside Opening already shows how far each offer has moved, and on either side the detail panel carries the computed figure for whichever offer is selected (see Negotiation history, below). And a letting has no Opening or Conditions column: neither is kept for a lettings offer on crm.reapit.com (see What you can do with an offer today), and the detail panel spells out for the selected offer what is.

A newly recorded offer, awaiting a decision. This is the default for a new offer.

A softer signal than a full offer - an applicant has indicated interest without a firm number attached yet.

The vendor (or, on a letting, the landlord) has accepted this offer. A banner on the offer confirms the acceptance date and - see Unsuccessful, below - confirms every other active offer on the property was automatically marked unsuccessful. On a sale, accepting also moves the property to Under offer if it was For sale or For sale (unavailable); a property at any other status is left as it is. On a letting, the property's status isn't changed.

Accepting isn't final: rejecting or withdrawing an accepted offer reverses the acceptance and restores those other offers to whatever status they're really at with the vendor now, rather than leaving them stuck unsuccessful. See Actions on an offer, below.

Only one offer per property can be accepted at a time. If you try to accept a second one, the action is refused with a message naming the offer that's already accepted, and a link to jump straight to it so you can reject or withdraw it first if that's what you meant to do.

The offer is finished - the vendor turned it down, the applicant pulled out, or their interest fell through. These are terminal statuses: the property remains available for other offers, and none of them can be brought back into play. Recording a fresh offer for the same applicant is the only way forward from here.

Set automatically, never by hand: when you accept an offer, every other active offer (pending or note of interest) on the same property is marked unsuccessful at the same time. It means "this offer lost out to the one that was accepted" - not that anything was wrong with it, and not something the applicant or negotiator did. Unlike Rejected/Withdrawn, this one does come back: if the acceptance that caused it is later reversed, the offer returns to its real status automatically.

On a letting on crm.reapit.com, that last part does not work yet, because nothing records which acceptance marked a given offer unsuccessful. Reversing an acceptance there leaves the offers it beat unsuccessful, and the CRM warns you so you can put them back by hand rather than reporting a clean success. An offer marked unsuccessful by some other, still-live acceptance is correctly left alone either way.

These actions are available on crm.reapit.com on both a sale and a letting.

Select an offer in the list to see it in the detail panel on the right, along with the actions available. The panel repeats the amount, percentage of asking and conditions from the list, worded slightly more fully for a single offer: on a sale the percentage line reads "of asking", with Asking price not recorded rather than Unknown when the property has no asking figure; on a letting it reads "of asking rent", with Advertised rent not recorded instead. None recorded replaces None when there are no conditions.

Once an offer is Rejected or Withdrawn, none of these actions are available any more - it's final, and a new offer is the only way to continue negotiating with that applicant.

Accepting, rejecting, withdrawing, and revising an offer are all recorded against you by name, so the CRM confirms your Reapit Connect sign-in at the moment you select Confirm. If that check can't be completed, the action is refused with an error rather than saved without a name against it.

Nothing is half-applied when this happens. The offer keeps its existing status and amount, no other offers on the property are affected, and the property's status is unchanged, so it's safe to simply try again. If it keeps failing, sign out and back in. If it still fails after that, Reapit Connect may be temporarily unavailable; contact support rather than recording the change some other way.

Available on crm.reapit.com for a sale. Not available yet on a letting - see What you can do with an offer today.

Beside the amount and its percentage of asking (or asking rent), the detail panel shows a total uplift figure: how far the offer has moved from the amount it was first recorded at, for example "+£45,000 (9.0%)". A downward revision shows as a fall rather than an uplift, worded the same way with a leading minus. It reads none for an offer that hasn't been revised since it was opened, and Unknown for one carrying no amount at all. This figure and the history table below it come from the same read, so wherever one is missing the other is too.

The offer's detail panel includes a history table of everything that has happened to the offer, most recent first, with four columns:

So the table answers who rejected an offer, when, and why they said they did, which is the part the status badge at the top of the panel can't tell you.

One thing it deliberately leaves out is the Unsuccessful marking, and the automatic reinstatement that lifts it when an acceptance is reversed (see Unsuccessful, above). Neither is a decision anybody made about this offer - both happen to it because of what was done to a different offer on the same property - so listing them here would read as events a negotiator performed. The offer's current status, including Unsuccessful, is always shown at the top of the panel.

Available on crm.reapit.com.

This section is sales only - see Tenant Referencing, above, for the lettings equivalent, which the detail panel shows in its place. Funding isn't a lettings concept in the same sense; the nearest thing, affordability, is part of referencing instead, and the platform doesn't hold it separately.

Where it's known, the detail panel shows how the applicant is funding the purchase, between the offer amount and the applicant's own selling position below:

If nothing has been recorded for an offer, this section shows Not recorded rather than being left out. That's itself useful information: it means the applicant's funding hasn't been captured yet, not that they have none.

Available on crm.reapit.com.

This section is sales only - there's no chain in lettings, so it's left out of the detail panel entirely on a letting.

Where it's known, the detail panel also shows the applicant's own selling position - for example whether they're renting, selling with your agency, selling with another agent, or have nothing to sell - alongside that sale's own status if they're selling through you. This doesn't appear for every offer; it depends on whether the applicant has a linked sale of their own.

On a letting, the detail panel shows a Tenancy block: the tenancy type on one line - for example "Assured Periodic Tenancy" - then the start date and term underneath. A periodic tenancy reads as, for example, "4 Sept 2026, periodic, no fixed end". A fixed term tenancy reads as a date range instead, for example "4 Sept 2026 to 3 Sept 2027". This section is lettings only; a sale has no tenancy to show.