Adding Offer Instructions

 4 min read | This article is for *administrators*

Accessing Feature: Eyeball Tool --> Offers tab --> Offer Settings 

Getting Started
This article covers how to add instructions for submitting offers, including how agents register their offers online. 

Details for offer instructions are to be submitted by your agents as part of their listing paperwork. There is a section for offers on BrokerBay's showing information sheet. 

How-To 
When you've received paperwork, you'll want to transfer these details to the Offer Settings section as shown below, so agents can view how to submit offers online.

Any information added in the fields below will be visible to agents when registering their offer:



To set up your offer settings according to any specific needs, you have the ability to adjust the following:

1. Allow Offer Registration: Your master toggle for offer registration on BrokerBay. Toggle this setting on to allow offers, or toggle it off to prevent offers from being registered on the property either online or by administrators. 
2. Allow showing agents to register their own offers: This allows agents to easily register online, where their offer will then come to the listing agent and front desk to view. Turn this toggle off if you would like to force agents to call the brokerage / Listing Agent when registering.
3. Make Offer Doc attachment mandatory when registering online: Control whether offers should be registered with or without an offer doc. 
4. Offer Docs submitted online MUST Be verified: When enabled, this precautionary measure necessitates that offers are first validated by the listing agent & listing brokerage, before automated offer notifications are sent out.

Automated Offer Notifications: No more manual typing of offer emails! Our Automated Offer Notification section includes an editable template that can be used to notify agents with the click of a button. For more information on registering and sending out offer notifications, see our Registering An Offer article. 


How Admins Manage Offers

You'll now see an Offers tab in your admin queue! This houses offers that have either been registered online, or offers that are waiting to be paged out. 

Verify Offer Doc::Offers with this button in your queue have been registered online by a showing agent and are waiting for an admin or LA to confirm the form is valid. Upon confirmation you will be able to select whom you wish to notify about the offer. 

Manage Notifications: Offers with this button in your queue are valid offers that have yet to be paged out. Simply click this button when it is time to trigger a notification to agents and select who you would like to notify. 

Troubleshooting & FAQs

Troubleshooting
An agent is stating they didn't receive an offer notification - In the offers section within the Eyeball Tool you will find an email delivery log of all offer notifications, including agents who have unsubscribed to track who received the offer. 

My agent doesn't want offers registered online - Not to worry, you can disable this within the Offer Settings page 

I dismissed the offer by accident instead of notifying agents - It happens! Visit the listing's eyeball tool and click to send out a manual notification 

FAQs
Do I have to verify the offer doc? No, you can leave this up to the Listing Agent. Once they verify the offer doc(s) the button will change to green in your queue for you to send out offers. 

What do I do if I don't have offer instructions? Offers default to "Accepted Anytime" if you are not provided with instruction from your agent

Do offers automatically drop off? Yes! They will move to the Inactive Offers tab within the listing on their irrevocable date. 

How do I delete an offer? Find the offer within the Offers tab of the Eyeball Tool --> Manage --> Delete.