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How to manage offers on your real estate properties

Manage Offers on Your Real Estate Properties

How to track every offer on every property in one place, sync the deal to your CRM pipeline automatically, and close more deals faster.

How does the Offers tab work?

The Offers tab is where you track every offer made on a property. Real estate property offers from buyers, wholesale assignees, or investors all land here so you can review, counter, accept, or reject from one place. You find the tab inside the property editor at Back office → Deals → Properties → [open a property] → 💰 Offers. The tab badge shows how many open offers the property has — red when offers are waiting on your response.

The top of the tab shows four summary stats: Total Offers, High Offer (the biggest amount), Pending Count (offers waiting on review), and Accepted Count. Below the stats is the offer list. Each offer shows as a card with the buyer's name, email, phone, the amount, a status pill, and quick action buttons.

An offer has one of six statuses, each with its own color and icon:

  • 🕐 Pending. Buyer submitted, no response yet.
  • 👀 Reviewing. You're looking at it.
  • ↩️ Countered. You sent a counter.
  • ✅ Accepted. Deal is on.
  • ❌ Rejected. You passed.
  • ⏰ Expired. The offer window closed.

Every offer ties back to your CRM. When a new offer comes in, the system creates a matching deal in your sales pipeline automatically. Move the deal through pipeline stages and the offer's status updates to match. Update the offer's status and the deal moves with it.

Offers

Why does this matter for your real estate business?

A real estate property offers tracker does four things for your business:

  • Keeps every offer in one place. No more text chains, scattered emails, or sticky notes. Every offer on every property sits in one searchable list with the buyer's contact info and amount.
  • Connects offers to your CRM automatically. Each new offer becomes a deal in your pipeline. You can move the deal through stages, set follow-up tasks, and track which marketing channel brought the buyer.
  • Surfaces the high offer instantly. The summary stats show your highest offer at the top. No need to scroll through ten offers to remember who bid the most.
  • Celebrates closed wins. When you mark an offer accepted and the deal moves to a won stage, a celebration modal opens with confetti, deal details, and a copy-able win summary for your team.

Cash buyers and wholesalers often have multiple offers on a single property. A clean offer tracker turns "I think Bob offered $185K" into "Bob, $185K, hard money, 14 days, came in Tuesday."

How do you add an offer from a buyer?

To log a new offer in your real estate property offers list, click + Add Offer at the top of the Offers tab. A form opens with the buyer's contact details and the offer terms.

Add new offer

Fill in the buyer's name (required), email, and phone. Then enter the offer amount (required) and pick a financing type from the dropdown: Cash, Conventional, FHA, VA, Hard Money, or Seller Finance. Add the earnest money deposit if the buyer included one. Set how many days to closing (the default is 14). If the property has multiple listings, pick which one the offer is for. Add any notes about contingencies, repair requests, or context.

Click Save. The new offer is added to the list with Pending status. The system also:

  • Creates a matching CRM deal in your sales pipeline (first stage by default)
  • Links the offer to the deal via the crm_deal_id field so status changes stay in sync
  • Stamps marketing attribution (UTM tags, click ID, first-touch source) onto the offer and deal if the buyer came from a tracked link
  • Creates a lead record if the buyer's email or phone doesn't match an existing lead

You can add multiple offers on the same property — the tracker treats each one separately.

Offer created in CRM

How do you update an offer's status?

Each offer card in your real estate property offers list shows three action buttons: Accept, Reject, and Counter.

  • Accept moves the offer status to ✅ Accepted. The linked CRM deal moves to the matching stage (usually "Won" or "Closed").
  • Reject moves the offer status to ❌ Rejected. The CRM deal moves to a "Lost" stage.
  • Counter opens a small text field where you enter your counter-offer terms. The offer status changes to ↩️ Countered and your counter terms get appended to the notes.

Accepting an offer doesn't end the deal. If the buyer backs out or the deal falls through, you can change the status back to Pending or Rejected and the CRM deal moves accordingly.

When you accept an offer and the deal moves into a "won" pipeline stage, a celebration modal opens with confetti, the deal value, and the buyer's name. The modal helps cement the win in your team's memory — and screenshots well for your "deals closed" log.

How do offers connect to your CRM pipeline?

Every offer is linked to a deal in your CRM pipeline. The bottom of the Offers tab shows a stage stepper for the linked deal — visual pills showing where the deal sits in your pipeline. Click any pill to move the deal forward or backward; the offer's status updates to match automatically.

The status-to-stage mapping works in both directions:

  • Move the deal in the CRM (pipeline view) → the offer status updates
  • Change the offer status (Offers tab) → the CRM deal stage updates

This two-way sync means your CRM pipeline view always matches what's happening on the property page, and vice versa. No double data entry.

Deleting an offer also removes the linked CRM deal. If you only want to clean up the offers list without losing the deal, change the offer's status to Rejected or Expired instead.

To see your full sales pipeline across all properties, open the Properties manager and look at the Buyers List tab, or use the CRM pipeline view from your back office.

Tips for managing real estate property offers

Tracking real estate property offers takes a few small habits. The faster you log offers and update their status, the cleaner your pipeline stays.

  • Add offers within a day of receiving them. Even verbal offers count. Get them in the tracker before you forget the details — buyer name, amount, financing, close days.
  • Use Notes to capture terms. Contingencies, repair requests, "loves the kitchen," "needs to sell own house first" — anything that affects your decision goes in Notes.
  • Counter through the tool, not over text. When you send a counter, log it as a Counter action. Your team can see the exact counter terms and the status pill shows ↩️ Countered.
  • Don't delete offers from buyers you might work with again. Reject the offer instead. Rejected offers stay in your records so you remember who's looking and what they pay.
  • Watch your high offer. When multiple offers come in, the High Offer stat tells you the ceiling. Counter the lower offers to match or exceed.

To add new properties for buyers to make offers on, see How to add properties to your real estate website. Tracking real estate property offers properly is what turns a busy inbox into a clear pipeline that closes deals.

Frequently asked questions

What happens if the same buyer makes offers on two different properties?+
Each offer is tracked separately, but the buyer's contact info links to a single lead record. You can see all of one buyer's offers from their lead detail page in the CRM.
Can I see all offers across all properties in one place?+
Currently each property has its own Offers tab. To see all real estate property offers across properties, filter your CRM pipeline view by deal stage (e.g., "show all deals in the Offer Received stage") — that gives a cross-property view.
Does the system block multiple Accepted offers on the same listing?+
No. The system allows multiple offers in any status on a listing. If you accept an offer, mark any other offers as Rejected to keep the list clean.
What if a buyer wants to counter my counter?+
Update the offer Amount and Notes, then click Counter again. The status stays ↩️ Countered and the new terms get appended to the notes with a timestamp.
Can I send offers to buyers from this tab?+
No. The Offers tab tracks offers received from buyers, not offers made by you to other parties. For outbound offers (e.g., to motivated sellers), use the Deals or Outreach features in your back office.
Does the closed-won celebration show to my whole team?+
Only to the user who triggered the status change. It's a personal moment in the editor. If you want to share the win with your team, screenshot the modal or post the deal summary in your team chat.
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