The Details tab and the people on the offer

#How the tab is laid out

The left side holds the offer’s sections: Transaction Overview, Property Information, Property Features, Financial Details, Financing, HOA & Associations, Home Warranty, Agency & Commission, Closing Information, Listing Information, Notes & Comments, and Media & Marketing Assets. The right side has Key Dates & Deadlines, Schools & Districts, Showing & Access and Linked Assets (the account, listing and contact the offer is linked to).

Property Information and Property Features come from the MLS and public records and stay read-only.

To find a field quickly, use the section bar to jump to a section, or type in the search box. For example "title" finds Buyer Entity Title and Seller Entity Title.

#The people on the offer (Transaction Participants)

The Transaction Participants panel shows everyone on the deal as cards, in tabs for the buyer side, the seller side and service providers. Roles include Buyer, Co-Buyer, Buyer Entity, Seller, Co-Seller, Buyer’s Agent, Listing Agent, Outside Agent, Lender / Mortgage Broker, Escrow / Closing Agent, the inspectors, Surveyor and other service providers. Escrow Firm and Appraiser cannot be added on an offer.

1. 1

   Click Add Participant, pick an existing contact or Create new contact, and choose their role.

2. 2

   Under Notification preferences, tick the stages this person should hear about.

   "Choose which stage updates this person should get".

3. 3

   Click Add Participant.

   Use Edit Participant or Remove Participant on a card later.

#Editing a section

Click a section’s edit button, change the fields and save. You can edit at any stage until the offer closes, see Editing at any stage.

#Key Dates & Deadlines

Click Edit on the Key Dates & Deadlines card to change the offer date, contract date, due-diligence deadline, settlement date, close date and the inspection dates in one window.

• Typing a Contract Date fills the Due-Diligence Expiration Date for you (Contract Date + DD Period).
• Only the due-diligence deadline and the settlement date are added to your calendar. The other dates stay on the offer.
• The Settlement Date is required.

#"Update the listing too?"

On the accepted offer on your own listing, when you save a field the listing also holds, for example the property address or HOA details, you are asked field by field whether to update the listing too. Prices, buyers, financing, dates and contract terms are never synced.

#The buyer’s entity

When the buyer is a company or trust, fill in the entity name and Buyer Entity Title (the signer’s title, for example "Managing Member") under Contacts → Primary Buyer. Seller Entity Title is under Contacts → Seller.