How to Add and Manage Offers for a Listing
Sentrilock
1
Navigate to your listings.
2
Select the listing you want to enable offers for.
3
Click "Offers"
4
You can enable offers here. Once you enable them, start with inputting your offer instructions. Click "Save".
Invite Offers
5
Now you are ready to send offer invites to agents. Use the search box to find the agents.
6
Search for the agent and select them in the list.
7
Then click "Send".
8
Use the agent search to find another agent.
9
Find the agent and select them in the list.
10
Then click "Send"
Manually Add Offer
11
You can also manually enter in an offer on behalf of an out of area or member agent.
12
Click "Select a Status"
13
Click "Unreviewed"
14
To search for a member agent, click the "Search Agents" field.
15
Select the agent's name.
16
You will see the agent fill in here.
17
You can also put in an offer on behalf of an out of area agent. To do that, click "Out Of Area Agent".
18
Fill out all of the fields. Do not tap search agents after.
19
Once the agent is entered, start putting in the offer information.
20
In order to give your client an accurate net profit, put in the net sheet information.
21
You can see the estimated net profit adjust here.
22
Select the closing date. Click over to the month and select the date.
23
Now put in your "Financing Type" field.
24
As well as concessions, contingencies, and notes.
25
Click "Submit"
26
When you receive an offer, you will get an email like this.
Managing Offers
27
You can see here that we have received two offers from other agents.
28
To edit the offer or input your net sheet fields, click the pencil icon.
29
Fill out the net sheet fields accordingly.
30
Input in all fields and click "Submit"
31
You can now take the same steps on the other offer.
32
Click the "Loan Payoffs" field.
33
Input the fields and click "Submit"
34
You can change the status of the offers through the dropdown here. Select the appropriate status for each of the offers.
35
Click "Save"
Export/Send to Client
36
You can now export your offer comparison for your client. The system will send an email or allow you to print it.
37
Click "Print"
38
*Example of the offer comparison print off.*
39
You can also email this to a client or other agent. Click Email.
40
You can search here for a client or agent already in our system. If they are not in our system, you can also put in their email address manually.
41
