#Moving forward — the "Moving to …" window
- 1
Click Next Stage.
- 2
The window Moving to [stage] lists the emails this move sends.
"Check what this move sends before it goes". Each is ticked. Use Show content to read one and Edit to change it for this offer.
- 3
Untick any email you would rather send yourself later.
An email already sent is left unticked. An email that cannot be sent is greyed out with the reason and a link to fix it, for example "it still needs [field]" (Fill in the form →), an email domain that is not verified, or no email address for that person.
- 4
Tick any confirmation the move asks for (see below).
- 5
Click Send N and move to [stage], or Move to [stage] without sending.
- 6
The window shows Moved to [stage] and what went out.
There is no window: the stage moves straight away and "No emails were sent — the buyer’s agent handles communication." See When the buyer has their own agent.
#"Due Diligence Period required"
Moving into Qualification or Under Contract needs the Due Diligence Period. If it is empty, a window asks for it: type the days in DD Period (Days) and click Save and continue (or Open Financial Details, or Not now). For Under Contract, the Due-Diligence Deadline is set from it: Contract Date + DD Period.
#Agent Reviewed → Qualification: "Before this offer moves on"
This window appears before the documents are made, because they are made from the offer’s details.
- A progress bar of required fields still missing, and the fields that print on the documents, with Fill them now.
- Only signers with their own email on the offer are listed: Listing Agent, Buying Agent, Buyer 1, Buyer 2, Seller 1, Seller 2 and Escrow / Closing Agent. A missing co-buyer or co-seller is left off the documents. For anyone else without an email, you sign.
- Click Proceed to continue to the Moving to Qualification window, or Cancel to fix things first.
#Checks you must tick on some moves
| Move | What you must confirm |
|---|---|
| → Offer Submitted | "No offer may be drafted or submitted until the buyer has signed the written agency agreement." Tick The Exclusive Buyer Agency Agreement is signed and The buyer has confirmed the offer terms in writing. The Documents tab’s signing status is shown as a hint |
| → Under Contract | Tick The executed contract has been delivered back to us. Delivery, not signature, forms the contract |
| → Closed Won | The inspections: booked visits are listed. For each unbooked one click Email inspectors to book → or Enter dates yourself, or tick Skip it for now. The move waits until every inspection is booked or skipped |
#Moving back, and marking an offer lost
- Previous Stage moves the offer back straight away, with no window. It can send that earlier stage’s automatic emails that have not gone yet, an email already sent is not sent again. From Closed Won or Closed Lost it goes back to Due Diligence and reopens the offer.
- Every arrival at Qualification makes a new document set, including moving back into it with Previous Stage.
- Mark as lost (red) ends the offer at Closed Lost from any working stage, through the same window.