#The automatic emails
Offers have nine standard emails, each sent automatically when the offer reaches its stage. When you move forward with Next Stage, you see them in the Moving to … window first. The three Created emails skip that window and go out as soon as the offer is made, and so do emails sent by Previous Stage or by accepting an offer.
| Stage | To | Subject |
|---|---|---|
| Created | Buyer | We’ve got your offer on [address] |
| Created | You (the buyer’s agent) | New offer — [address] |
| Created | Your broker in charge | Lead assigned — [address] |
| Agent Reviewed | Buyer | Next steps on [address] |
| Qualification | Buyer | Your paperwork for [address] |
| Offer Submitted | Buyer | Your offer on [address] is with the seller’s agent |
| Under Contract | Buyer | You’re under contract on [address] |
| Due Diligence | Buyer | Time to look closely at [address] |
| Closed Won | Buyer | Congratulations on [address] |
| Closed Lost | — | No email |
#Emails sent when something happens
- Accepting an offer: "Your offer on [address] has been accepted" to the buyer’s agent, and optionally "Your offer on [address]" to the other buyers or their agents.
- Outside agent offers and messages, see When the buyer has their own agent.
- Documents: signing requests, change approvals, shares, and notices to you when documents are received or approved.
- Inspections, see Inspections on an offer.
#Your own messages
On the Communication tab you can write your own email to the buyer, co-buyer, yourself, your broker in charge, the seller’s listing agent, the lender, the closing attorney, the escrow agent, an inspector, the appraiser, the surveyor or anyone else. Gaps the offer has no value for appear as [blanks] to type over before sending.
#The rules
- Emails go from your own email address (your connected, verified email domain) with your signature. Without a verified domain nothing is sent. Once you verify it, a held-back email goes out only if it was held in the last 14 days and the offer is still at that stage, see Why you must do this first.
- An email already sent is not sent again when the offer reaches its stage a second time.
- A switched-off email is not sent.
- The standard emails follow the platform. You cannot change their wording or timing for everyone, only for one send in the Moving to … window.
- When the buyer has their own agent, no email goes to the buyer, and stage moves send nothing at all.
- Stage emails sent with Next Stage are shown to you in the Moving to … window first. The Created emails, Previous Stage emails and the emails sent when you accept an offer are not.