The Overview tab opens first. It answers the question you arrive with: "what do I do next on this offer?"
#The top of the tab
Shows the stage, "Stage N of 7", when the offer was started ("started today", "started yesterday" or "started N days ago", counted from the day the offer was created), and how many emails have gone out. Below it a stage card explains What you do now, What happens next and what to Watch for at this stage.
#The "Waiting on you" card
Shows the one next thing to do, with the person to contact (phone and email), how long it usually takes, and an I have done this button for steps only you can confirm. Finish one and the next appears.
| Stage | Steps on the card |
|---|---|
| Created | Call the buyer (or get in touch, if there is no phone number) · Confirm the offer details on the form |
| Agent Reviewed | Have the discovery conversation · Write down what they told you · Agree the due-diligence period · Check the details before the documents are made |
| Qualification | Send the buying documents for signature · Get a pre-approval letter or proof of funds |
| Offer Submitted | Record the offer date |
| Under Contract | Set the contract date |
| Due Diligence | Make sure the due-diligence deadline is on the offer · Book the inspections · Settle what is still open before closing |
| Closed Won | Do the final walkthrough · Close · Hand the buyer the keys · Make sure the file is complete |
| Closed Lost | Deliver the termination notice · Get the earnest-money release signed by both sides · Tell the lender and the attorney |
"Set the contract date" and similar steps open the right field, for dates the Key Dates & Deadlines window, so you can fill it in straight away.
#Other cards
- This stage’s emails — Read it and send, Send again, or Switch this email off.
- Dates that matter — offer date, contract date, due-diligence deadline, settlement date and inspections.
- Inspections and reports, see Inspections on an offer.
- Buying documents — what is made, sent and signed.
- Commission — the figures for this deal, see Commission on an offer.
- View history — everything that happened on the offer.