Below is a short video to show you how to an offer in Loop:
There are four different ways that you can add an offer in Loop:
- The Offers Tab
- A Buyer File
- The Property File
- A Viewing Pop Up
The Offers Tab
- Locate the Offers Tab in the left hand navigation bar
- Click +Add Offer in the top right hand corner
- Select the buyer who wants to submit an offer from the dropdown. It the buyer is not registered, you can add a new buyer by Clicking Add New
- Select the property you want to add an offer to from the dropdown menu. This will populate the property and seller details automatically
- Complete the Offer Details form
- Click Proceed
- Choose if you want to send communication to the seller and/or the buyer
- Click Save and Submit
The Buyer File
- Locate the Buyers Tab in the left hand navigation bar
- Find the Buyer you want to add an offer for and open their file
- Locate the Offers Tab in the buyer file
- Click 'Add Offer'. The Offer Form will open with the Buyer Details already populated
- Select the property you want to add an offer to from the dropdown menu. This will populate the property and seller details automatically
- Complete the Offer Details form
- Click Proceed
- Choose if you want to send communication to the seller and/or the buyer
- Click Save and Submit
The Property File
- Locate the Property Tab in the left hand navigation bar
- Find the Property you wish to add an Offer
- Click +Add Offer in the top right hand corner
- Select the buyer who wants to submit an offer from the dropdown. It the buyer is not registered, you can add a new
- The Property Details will be populated from the Property File buyer by Clicking Add New
- Complete the Offer Details form
- Click Proceed
- Choose if you want to send communication to the seller and/or the buyer
- Click Save and Submit
A Viewing Pop Up
- Locate the Viewing tab in the left hand navigation bar
- Find the Property and Viewing appointment that you want to Add an Offer for
- Click + Create an Offer in the top right
- The property details, buyer details and seller details will be filled out from the retrospective files
- Complete the Offer Details form
- Click Proceed
- Choose if you want to send communication to the seller and/or the buyer
- Click Save and Submit
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