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How to start creating a new cash offer

Learn how build a cash offer for a contact's property. 

To start building a cash offer for your contact: 

  • Go to the Contacts module.
  • Search for a contact and select their property. 
  • Navigate to the Offers tab.

  • Click Create Offer.

  • Enter details such as the buyer's name, the buyer's display name, the offer status (no status/ preliminary/final), and an expiration date for the offer. 

  • Enter the offer price. You can also select Show Price Range to enter the offer price as a range. 

  • Click Advance Builder to enter a few additional details in offer such as days to close, service fee, and more, as shown in the image below. 



  • Click Save.

The cash offer has been created. 

Next, learn how to activate publish cash offers.