Introduction

Offers in LoftyWorks Sales allows your team to record, review, and compare offers on a property, then move the accepted offer into Sales Progression.

This article explains how to work with Offers in LoftyWorks from two angles:

1. The Offer List (company-wide view)

2. Offer Status (what each status means, and how they’re used)

Use this article together with Add / Edit an Offer and Offer in Sales Progression for the full end-to-end workflow.

Summary

• Offer List

• Offer Status

Offer List

What is the Offer List

To access the Sales Offer List, navigate to Sales → Offers. This list provides a company-wide view of all Offers recorded on Sales properties and is designed for managers and negotiators who need to see all current activity at a glance, filter Offers by negotiator, drill into specific properties or Offers for more details, and create or view sales progression records directly from the Offer.

Layout : property rows & offer rows

The list is grouped by property:

Property row

Each property row summarises offers for that property, it Includes fields:

• Property Address

• Offer Count 

• Highest Offer Amount – highest amount among Pending/Accepted Offers

• Lowest Offer Amount – lowest amount among Pending/Accepted Offers

• Negotiator(s)

Clicking the property row opens the offers rows on that property:

Offer row

Under each property row, you’ll see one or more Offer rows, each representing one buyer (or buyer combination) on that property, it Includes fields:

• Buyer

• Latest Submission Date

• Latest Offer Amount

• Status

  • The current status of that buyer’s latest Offer (see Offer Status section below).

• Sales Progression

  • Shows either Create or View, depending on whether a Sales Progression exists and your permissions.

Search and Filter

At the top of the Offer List you can:

Search by:

• Property Address (any part of the address), or

• Buyer Name

Filter by Negotiator

Offer Status

Available statuses

LoftyWorks uses four Offer statuses:

• Pending

  • Offer has been submitted, and is awaiting the vendor’s decision or further negotiation.

• Accepted

  • Vendor has accepted this Offer.

  • Typically the starting point for Sales Progression.

• Rejected

  • Offer has been declined by the vendor or replaced by a better offer.

• Withdrawn

  • Buyer has withdrawn their Offer, or the estate agency has marked it as no longer active (for example when a new Offer is submitted and the previous one is withdrawn).

Statuses are colour coded in both the Offer List and Offers tab.

Status counters (top of Offer List)

At the top of the Offer List page you'll see counters:

These counters:

• Show total counts across all Offers in the company

• Update as Offers change status

• Are not affected by Negotiator filters or search

Clicking a status counter filters the list below to Offers with that status.

Sorting by status

Offers are grouped and sorted in this order:

1. Accepted

2. Pending

3. Rejected

4. Withdrawn

Within each group, Offers are sorted by latest submission date – newest first. This puts the most relevant and time-sensitive Offers at the top.

Changing an Offer's status

To learn about changing an offer's status, check this link: Changing an Offer's status

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.