Who It’s For: Agents and Clients (View permissions vary)

What It Does

This tool displays all submitted purchase offers for a transaction side-by-side. Agents can review, sort, favorite, and annotate offers — and selectively share them with clients. Clients view a clean, simplified version that helps them understand and compare offers easily, directly in their portal.

Video Walkthrough

Where to Find It

• Open a specific Transaction
• Scroll to the Purchase Offers section
• Click Expand to view all offers side-by-side

Both agents and clients access it from the same transaction — each seeing a version tailored to their role.

Agent View Features

• Offers appear in card format: default is collapsed view
• Click “Show Details” to expand and view all offer data
• Key elements shown at the top of each offer:
  • Offer Price
  • Net to Seller
  • Status (editable by agent)
  • Viewed Timestamp (shows when client clicked to view the offer)
• Sharing Offers
  • Offers are not shared with the client until you check “Share with Client”
  • Once shared, the client receives a portal + email notification
  • Viewing timestamps are recorded when clients click “View Now”
• Statuses (Manual Tagging):
  • New
  • Reviewed
  • Rejected
  • Withdrawn
  • Accepted
  • Counter Sent
• Favorite Offers:
  • Click the ⭐️ icon to mark an offer as the top choice
• Sorting & Filtering Options (Top Right):
  • By Close of Escrow Date
  • By Net Offer
  • By Submission Date
• Documents:
  • Offer-specific documents are shown within each offer card
  • Allows agents to verify or download attachments
• Notes Section:
  • Employee Notes:
    • Internal only (visible to agents/admins)
    • Used for reminders, comments, or private context
  • Client Notes:
    • Shared between agent and client
    • Clients can leave comments or ask questions
    • Notifications are sent to both parties
    • Great for documenting verbal conversations
• Editing:
  • Click “Edit Details” at the bottom of any offer to revise fields or add more documents

Client View Highlights

• Only shared offers are visible
• Offers appear blurred until the client clicks “View Now”
• Viewing timestamp is recorded
• Client can:
  • Compare side-by-side
  • View documents (if enabled)
  • Leave notes or ask questions
  • See status (but not internal data like agent contact info)

💡 Best Use Cases

• Helps clients clearly understand competing offers
• Saves time explaining offers over the phone
• Creates a consistent and professional experience
• Allows collaboration with the client while keeping internal notes private

FAQs

Q: Can I unshare an offer once shared?

A: Not currently — once an offer is shared, it stays visible to the client.

Q: Do clients see the buyer’s agent info?

A: No — client view hides sensitive agent contact info.

Q: What happens when a new offer is submitted?

A: The system adds it to the transaction and shows it here — but you must manually share it if you want the client to see it.