How to create, who can see and how does contract generation work for private offers in Sell?

Once enabled, all users within the group will see the campaign on their dashboard.

To create a Private Offer, follow these steps:

1. Open the campaign and navigate to the Buyers page.

2024_Realtair_Sell_Buyer page (1)

2. Click the +Offer button.

2024_Realtair_Sell_Offer button (1) 3. A modal will appear providing an explanation of what a Private Offer is. Click Continue to proceed.

4.You will be redirected to the manual offer workflow. Follow the steps to enter the offer details

5. Click here to learn more about creating an offer on behalf of a purchaser.

6. Continue by entering the offer details.

2024_Realtair_Sell_Offer details (1)

7. Note that only the Primary Agent can own the Private Offer. Assistant Agents or Admins can create it but must assign it to the Primary Agent.

Primary Agent

Assistant Agent / Office Admin

8. After filling in all the necessary details, click Submit Offer. The newly created offer will now have the status of a Private Offer.

The assigned Primary Agent (ie the agent who created the manual offer0, their Assistant Agents, and Admins can view and edit the Private Offer.
The office admin of the property's listing agent can see all private offers created but doesn’t have access to edit unless the Listing Admin is also an Admin of the assigned Primary Agent of the Private Offer.
Assistant Agents can only see and edit the Private offers of the Primary Agents they are assisting.
Other campaign users, such as the Listing Agent and Secondary Agents, Conjunction Agent, and Auctioneers will not see the offer until it is released.

Contract generation is only possible if a Master Contract (the logic applies to both Contract upload and Contract Form) from Sign is available. Only users with primary access (e.g. office admin, primary agent linked to the campaign) can create and generate a master contract.
The Master Contract is important since most of the property details on the Master will be copied over to the generated contract for the submitted private offer. The difference between the master contract and the private offer contract are specific details of the offer. (Other information also includes: settlement details, price, deposit, buyer solicitor, etc)
To identify if a campaign doesn’t have a master contract, the Generate Contract button under Sell will be disabled. To have this enabled, the agents who has primary access to the campaign should create a master contract on the campaign first.