How to make private offers available to the listing agent and vendor for review and who will receive a notification?

This summary explains the process of releasing offers, who receives notifications about these offers, and clarifies the distinctions between Private offers and regular manual offers.

Releasing a Private Offer - Make the Private offer available to the listing agent and vendor for review?

When ready, the Private Offer can be released for review:

1. Click Release Offer. This will make the offer visible and manageable by users with primary access to the campaign.

2. Confirm by clicking Release in the pop-up.

3. Once released,

1. 1. the offer status changes to For Review, and listing agents are notified.

   2. this is when you can agree to the offer, defer the offer, send the offer to vendor, use the offer chat function

   3. The offer will also be included in Offer Ranking, if enabled

   
   

Notifications

Only the Primary Agent will receive notifications about the Private Offer’s status, even if the actions were taken by an Assistant Agent or Admin. Notifications include:

• Private Offer Created for <Property Address> - Sent to the assigned agent when a Private Offer is initially created.

Private Offer Updated for <Property Address> - Sent to the assigned agent when changes are made to the Private Offer while it is still unreleased.

Private Offer Withdrawn for <Property Address> - Sent to the assigned agent if the Private Offer is withdrawn before being released.

As for SIGN notifications related to Agents requesting signatures from Buyers and vendors, the status of contracts once they are opened/signed, counteroffer feature, and once these Contracts are exchanged, you can find our testing record HERE.