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Making private offers available for review

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.

2024_Realtair_Sell_Private offer release offers

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

2024_Realtair_Sell_Private offer release pop up

3. Once released,

    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


    2024_Realtair_Sell_Private offer release for review

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.

2024_Realtair_Sell_Private offer notification email

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

2024_Realtair_Sell_Private offer notification 2nd

Private Offer Withdrawn for 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 - Sent to the assigned agent if the Private Offer is withdrawn before being released.

2024_Realtair_Sell_Private offer offer withdrawn-1

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.

 

How to Release a Private Offer for Review

When a Private Offer is ready to be considered by the listing agent and vendor, it needs to be ‘released’. This action changes the offer from a confidential draft into an active offer within the campaign.

This guide explains how to release a Private Offer and what happens once you do.

Releasing the Offer

Follow these two simple steps to make the offer visible to all relevant parties.

  1. From the offer screen, click Release Offer. This will begin the process of making the offer visible to users with primary access to the campaign.
  2. A pop-up window will appear asking you to confirm. Click Release.

What Happens After an Offer is Released?

Once you release the offer, it becomes a fully active part of the campaign. You will notice that:

  • The offer’s status changes to For Review.
  • The primary listing agents are automatically notified that a new offer is ready for them.
  • Key features are now enabled for the offer, including Agree, Defer, Send to Vendor, and the offer chat function.
  • The offer will now be included in the Offer Ranking calculation, if this feature is enabled for your campaign.

Understanding Private Offer Notifications

It's important to note that even if an Assistant Agent or Admin takes an action on a Private Offer, only the Primary Agent will receive the following notifications while it remains private:

  • Private Offer Created for [Property Address]
    • Sent to the assigned agent when the offer is first created.
  • Private Offer Updated for [Property Address]
    • Sent when any changes are made to the offer before it is released.
  • Private Offer Withdrawn for [Property Address]
    • Sent if the offer is withdrawn before being released.

Once the offer is released, the standard campaign notification rules apply.