Buyer not an option on the people tab, why?

Q: I am not seeing a way to connect a buyer and a property that is not our listing. I have added the property but when you click on the people tab....buyer is not an option.

A: Buyers are a people option when a property turns into a transaction. When it is a property it is just a record of facts about the home. When you start a transaction you can then add your property and then add the players that relate to the purchase transaction... like a buyer.

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Comments

  • Avatar
    Sia Glafkides

    so question - is it considered a transaction if you wrote an offer on the property and didn't get it?

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    Gary Hall

    Offers are made on Listings/Properties. Once an offer is accepted it becomes a Transaction.

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    Joe Doman

    How do I move or change a property to a transaction? I have it as a property that is pending now?

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    Gary Hall

    Change the Status on your listing to Active. Then change it to Pending. It will prompt you to create a Transaction when you do.

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    BRETT BAYLESS

    Gary/Mark-HELP I'm really confused. Gary mentioned that Offers are made from the Property Tab. PROBLEM - I can't assign my buyer on the people tab??? It does not exist unless it's a transaction?  I really like to see the property/offer tied to the person I represent.  Looks like everything works ok if its a listing and I put seller in the property people tab but WHAT ABOUT A PROPERTY I DON'T HAVE LISTED AND WANT LINKED TO THE BUYER I REPRESENT?

    Edited by BRETT BAYLESS
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    Gary Hall

    Hi Brett - A Buyer would be associated with a Transaction, not a Property. Maybe I stated that poorly before. What I meant was that a Property is only used until there is an accepted offer. Then all information would be kept in the Transaction. OK?

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    Brett Bayless

    Hey Gary - I know on this point its been a few months on this and I am a little more experienced. You guys need to really look at this whole offer through a transaction and property. I find it cumbersome and I don't think I am alone on this?

    1. When I make an offer and actually almost everything I do, I am BCC my clients so they are in the loop. So I need a way to keep all parties in the loop/connected to my offer. I also like some basic property information (bd, baths, sqft, lot size, offer price, commission when made, listing agent, etc) on the property making an offer (note I am creating mls export to import into RV). To get all the information I need, I have to create a property then a transaction. I can't just create a transaction because the basic property details are not there. As I said in another post, I might make 5 offers on 5 different properties and it is very cumbersome to create property then transaction and do the linking (just way too time consuming). Right now as a LESS THAN PERFECT SOLUTION, I am just submitting offer to listing agent and tagging it Offer-Submitted. There should be a offers tab for our listings (may have multiple offers) and ones we submit on behalf of buyers. Help use keep track of offers where we are in backup position. I think you get the idea!

    Edited by Brett Bayless
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    Gary Hall

    Hi Brett - It sounds like what you need is listing information fields in the Transaction. Does that cover it?

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    Brett Bayless

    I would say that would work, but you need Offer as a status up at the top. In saying that and thinking on my own listings, I would like to see a tab of offers received where I can link to an buyers agents (may have multiple offers). There are a lot of different ways to handle offers. The main point, needs to be easy, link multiple parties with min property info (buyers, agents), without duplicate data entry and then some widgets on main dashboard on on our own listing/property (some useful info, how many offers, potential income like you do on listings, probably some others too.).

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    Avi Adler

    Hi Gary, I agree with Brett. This would be very helpful. I have been trying to create a Property and associate it with a Buyer client interested in making an offer for about a 1/2 hour before finding this string. I need to add and have a record of this process and and a place to enter information relating to the property before, and/or IF, it ever becomes a transaction. An "offer" status and the ability to associate a Buyer with a Property during the offer stage (Pre-Transaction) would be a great start.

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