This explanation outlines the key differences between a private offer and a regular manual offer.
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Private Offer (before releasing) |
Regular offers (Agent creating offers on behalf of buyers) |
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Access - Create, view, edit |
Any user from the group can create but visible and editable only to the assigned agent, Assistant Agents, and Admins until released. |
All users with campaign access can create and view. Editable only to the user who created it. |
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Pitch Presentations |
Listing Agent, AA linked to listing agent & Office Admin - Create, edit & view Other agents of the offices - cannot access Pitch tab |
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Sign Docs - Agency Agreements |
Listing Agent, AA linked to listing agent & Office Admin Create, edit & view Other agent of the office - Can only create a contract for their offers if master contract is available |
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Contract Generation |
Contract generation is restricted if no Master Contract is available. |
Contract generation is allowed even without a Master Contract. |
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Deposits |
Only visible to the assigned primary agent, along with its assistant agent and admin |
Anyone who has access to the campaign |
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Notifications |
Only the Primary Agent receives notifications. |
Notifications sent to listing agents. |
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Features - Agree/ Defer/ Offer Ranking |
Not included in Offer Ranking. Agree/ Defer/ Send to Vendor/ Offer chat features are not available until released. |
Always included in Offer Ranking. Features are always available. |
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Timer |
Will not be notified when the timer is about to end in 5 minutes and when the countdown has ended |
Will be notified when the timer is about to end in 5 minutes and when the countdown has ended |