Buyer Offers are now natively integrated into corresponding transactions! We've streamlined the buying process for greater efficiency. Learn more here.
Key Changes:
Buyer Offers are now available in the Offers section of each buyer’s individual transactions.
Accepted buyer offers that have resulted in transactions are linked accordingly.
All other buyer offers can be found under the “Buyer offers created prior to Oct 30, 2024” opportunity transaction.
These offers can be transferred to a different transaction or used to create a new one.
Buyer Offers allow BoldTrail BackOffice users to handle the buying process in a more consistent and simpler way, keeping all things in one place. Here are a few quick facts to help you get started:
Offers have four states: active, accepted, withdrawn, or rejected
Offers page has three main zones: Left sidebar, the I want to... menu, and activity feed
Getting started with Buyer Offers
Go to Transactions > [Related Transaction] > Offers tab. Click the Create offer button to create a new offer.
Step 1 – Fill in Buyer Offer details
Within the opened dialogue window, fill out the general required fields, such as address, city, state, zip, price, and financing. Then, fill out the additional fields if needed (you can add them within the Fields > Offer fields section).
Step 2 – Add Buyer Offer contacts
You must add the following contacts to proceed with the Offer creation:
Buyer (required)
Seller (optional)
Buyer Agent (required)
Seller Agent (optional)
You can also manually add any number of additional contacts if needed.
Note that these roles pull from the transaction if they’re entered there
Adding an offer from MLS
You can add a Buyer Offer from MLS by clicking the Create offer button and selecting the Search MLS option from the list.
After creating a Buyer Offer, its status will be set as Active by default.
Navigating the Buyer Offer page
The Buyer Offer page has three main components:
Left menu
I want to... menu
Activity feed
The same is true for transactions; the left menu displays general offer info with the address or transaction name, buyer name, status, and Edit button. It also has a Back button that allows you to navigate back to the Offers page.
I want to... menu
This button allows you to take any actions with your Buyer Offer, such as:
Mark offer as accepted or rejected
Withdraw the offer
Edit offer
Send an email
Upload a document
Create eSign package
Add a comment/note
and so on...
Accepting, rejecting, or withdrawing a Buyer Offer
When marking an Offer as accepted, you can either turn it into a new transaction or update the parent one.
After marking an Offer as rejected from the I want to... menu, Offer status will be changed to rejected.
Withdrawing an Offer will also set the status as withdrawn.
Activity feed
This section allows you to see and monitor all actions that were made within the Buyer Offer. Available actions include:
Offer actions (accepting, rejecting, or withdrawing)
To-do tasks completion
Exemption requests
eSign package activities
Document uploads and downloads
Emails
Comments
Offer info updates
How do I create an additional field for a Buyer Offer?
Go to Fields > Buyer offer fields > Add field and add a new field. After creation, it will be available when creating new offers.
How do I change the Buyer Offer owner?
Within your Offer, go to edit > Edit contacts. In the opened window, click the three-dots icon near the related contact and select Make offer owner.
How do I move Buyer Offers?
Within the Offers section, click the three-dots icon and select the Move option. There, you can either move it to an existing transaction or create transaction and move offer there.
Buyer offers cannot be moved to transactions representing the selling side.
How do I upload documents to a Buyer Offer?
Within the offer, click I want to... > Upload document and select the needed file. After uploading, you'll see it in the offer's Activity feed.
How do documents get transferred from the Buyer Offer to the transaction?
After marking your offer as accepted (I want to... > Mark as accepted), you will be able to select whether you want to turn your buyer offer into a transaction. After starting a transaction from the buyer offer, the buyer offer documents will appear in the Unsorted folder of your newly created transaction.
You can start a transaction from the accepted offer using the related button in the activity log:
How do I eSign a document in a Buyer Offer?
After adding a checklist to the buyer offer, click the three dots icon near the task and select whether you want to Upload the document from your local storage or Use forms. After that, you can select signers and other parties, and proceed with the familiar eSign process.
How do I delete a Buyer Offer?
Within the offer, click I want to... > Delete and confirm the deletion. Offer deletion event will be shown in the Activity log. Keep in mind, deleting a Buyer Offer is a permanent action and cannot be undone.
How do I create a Buyer Offer checklist?
First, you'll need to create a buyer offer checklist template. Go to Checklists > Buyer offers > + Add template. After creating and adding up some tasks, you'll be able to see it when creating a new Buyer Offer or editing the existing one — through the I want to... > Add checklist.
While working and adding multiple checklists, you'll be asked whether you want to remove all incomplete to-do items or have new checklist's to-dos will be added on top of existing ones.
The offer's activity log also displays the checklist task's description:
How do I send an email with an attachment from the Buyer Offer?
Within your buyer offer, go to I want to... > Send an email option. Above the recipient field, you'll see the add document dropdown that allows you to attach any document that has been already uploaded to your buyer offer.
How does Buyer Offer eSign work?
Within the buyer offer, you can create, sign, and track the progress across your eSign package. The I want to... > Create eSign package option will let you seamlessly create the eSign package.
In the offer's activity log, you can see signer statuses, track the progress, and view the package with a click.
How do Buyer Offer permissions work?
Buyer offers have a separate permission section that is built to mirror users' permissions in Transactions. For example, if they don’t have the ability to delete a Transaction, they won’t have the ability to delete a Buyer Offer unless their Admin changes their permission set.
Admins can remove the module from agent accounts if they wish to, or limit their ability to access certain functions in the module.
