Before you can accept a sales offer you must have created one first. For more information, see our Creating a Sales Offer help article. You may also wish to complete the relevant checks such as proof of funds or AML before relaying the offer to the vendor or accepting it. For more information, see our Sales Offer Workflow help article.

You can view a list of all offers from the Offers tab on the left side panel and for more information on this table, see this help article. Alternatively to view a specific property's sales offers head to the property page and then click info (top right) > Sales Offers.

From here you can see a list of all offers that have been made for this property, including their status. Clicking the three dots on the right of an offer gives you some quick actions such as revising the offer, relaying to the vendor, rejecting the offer and more. You can also click on the applicant's name on the left hand side to navigate to their offer.

From the sales offer page you will have various actions from the 'action' drop down, depending on what state the offer is in. For example, if the offer is still pending, you will have the option of deleting it, useful if it was added in error however past this point you will lose the ability to delete a sales offer. You have additional options including revising the offer to change the amount, rejecting with a counter offer or rejecting it all together, as well as adding and viewing any documents relating to the offer.

In most cases the first step will be 'mark as relayed to vendor' which will email the vendor with the offer amount, applicant buying and financial positions as well as any extra details added in the additional information box at offer stage. The status will update to 'relayed to vendor' and unlock some additional options from the 'action' drop down including accepting the offer and withdrawing it.

From the Sales Offer page you can also make us of the 'manage offer' tab, where you can work through the key steps involved in a sales offer, as setup in your sales offer workflow settings. For more information, see our Sales Offer Workflow help article.

If you have Client Payments setup, you'll see the option to request and manage client payments from the right hand side.

For more information, see our Requesting a Payment help article.

To Accept a Sales Offer you must have first relayed it to the vendor. Once the offer is relayed to the vendor, click the action dropdown and click accept offer where you can choose whether to make the property as SSTC or Under Offer.

If you want to continue marketing the property as 'for sale' on the portals, you can tick the 'Continue marketing the property' checkbox. Additionally you can cancel all upcoming viewings, sending automated emails to the vendor and applicants informing them.

Finally, if you haven't already referred the applicant or vendor to one of your mortgage brokers via the Partner Platform, you will be prompted to do this at this stage. For more information, see our Partner Platform help article.

Now that the Sales Offer has been accepted, you can move to the Sales Progression stage.