How do I add an offer against a sales property in agentOS?
Offers are recorded against a Sales Instruction via the Offers section under Sales Progression on the left-hand navigation panel. Before adding an offer, ensure the buyer has been added to agentOS as an applicant buyer.
Before recording an offer, the buyer must already exist in agentOS as an applicant buyer. If they have not yet been added, please refer to the guide on converting a contact to a buyer.
Adding an Offer
- Open the relevant Sales Instruction
- In the left-hand navigation panel, locate Offers under the Sales Progression section
- Click Offers and then click the Add button in the top right-hand corner
- Complete the offer form with the required details
Offer Form Fields
The offer form contains the following sections:
The Offer
- Offered By (buyer)
- Offer Amount
- Status (e.g. Pending)
- Financial Verified toggle
- Subject To Contract toggle
- Subject To Mortgage toggle
- Subject To Survey toggle
- Offer Fallen Through Reason
Key Terms
- Deposit and Deposit Amount
- Mortgage Amount
- Mortgage Term
- Fixtures / Fittings
- Special Terms
- Internal Notes / Financial Verification
Associated With
- Buyer Solicitor
- Buyer Solicitor Contractor
- Associated With
- Associated Estate Agent
- Associate Developer
- Mortgage Broker
- Mortgage Lender
Shared Ownership/Equity
- % Being Purchased
- Rent Amount On Unsold (PCM)
- Service Charge (pcm)
- Reservation Date
OS Information
- Offer Date and Offer Time
- Date and Time When Financial Verified
- Negotiator
- Once all relevant fields are completed, click Save & Close
The offer will then appear in the Offers list for the Sales Instruction. If multiple offers have been received, they will all be visible here.
If you need assistance, contact support@agentos.com.