Before you can accept a sales offer you must ensure you have created the sales offer first. For more information, see our Creating a Sales Offer help article.

You may also wish to complete the relevant steps via the manage offer section, 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 from the Offers tab on the left side panel. 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 quick actions, depending on the offer’s status, such as Change Assignee, Revise offer, Mark as relayed to vendor, Accept offer, Reject offer, Reject with counter offer, Withdraw offer and Update Applicant Position. You can also click the applicant’s name to go to their offer.

From the sales offer page you have the option of choosing the sales offer assignee from the top right. Adding an assignee to a sales offer shows who in your team is handling it. The assignee's name, phone number and email appear as your agency's contact in the Sales Chain.

From the ‘Action’ drop down you have various options depending on the offer’s status, including revising the offer, rejecting it with a counter offer, rejecting it, and adding or viewing documents relating to the offer.

While an offer is still pending, you’ll also see a ‘Delete offer’ button at the top of the offer, useful if it was added in error. Once an offer has been relayed to the vendor, it can no longer be deleted.

In most cases, the first step will be to click ‘Mark as relayed to vendor’ at the top of the offer. You’ll see a summary of what will be shared with the vendor, including the offer amount, how it compares to the asking price, the applicant’s buying and financial positions, and any additional information. Click ‘Yes, relay to vendor’ to confirm.

The vendor will be sent the offer, and the status will update to ‘Relayed to Vendor’. This unlocks additional options in the ‘Action’ drop down, including accepting and withdrawing the offer.

If the vendor doesn’t have an email address, you’ll see a ‘Confirm communication method’ window. Choose ‘Requires sending’ if the offer still needs to be sent to them, and leave ‘Create a communication task’ ticked to remind you. Or choose ‘Already sent’ and add a note on how you let them know.

For more information, see our Sending Emails in Street help article.

From the Sales Offer page you can also make use 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.

On the right hand side of the offer you’ll see the Client Payments card. If you have Client Payments set up, you can request and manage client payments from here. If not, you’ll see the option to turn it on.

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

To accept a sales offer, you must first have relayed it to the vendor. Once it’s been relayed, click the ‘Action’ drop down and select ‘Accept Offer’. Here you can choose whether to mark the property as SSTC or Under Offer, and whether to mark the applicant as no longer looking.

If you mark the property as SSTC it is not possible to revert it back to Under Offer within your account. If you need to, please contact the Street Support Live Chat team.

If you want to continue marketing the property as ‘For Sale’ on the portals and your website, tick ‘Continue Marketing This Listing as For Sale’. You can also tick ‘Cancel upcoming viewings’ to cancel any upcoming viewings. The owner and all applicants for those viewings will be notified.
​

Finally, if you have the Partner Platform set up, you’ll see Buyer Referral and Seller Referral tabs, where you can create a mortgage referral for the buyer or vendor if you haven’t already. For more information, see our Partner Platform help article.

When you’re ready, click ‘Confirm’. The offer will be marked as accepted and the sale progression page will be created. You’ll then see a ‘Go to Sale’ button on the offer.

In your company general settings (Settings > Company Settings > General Settings), you can turn on ‘Enable Auto Sales Memo Send’. If enabled, you’ll see a ‘Continue’ button instead of ‘Confirm’ when accepting an offer.

From here, enter the ‘Sold subject to’ and ‘Additional info’ details and choose who to send the memo to: the vendor, any points of contact, the vendor’s solicitor, the buyer and the buyer’s solicitor. Anyone without an email address can’t be selected. When you’re ready, click ‘Confirm’. The memorandum of sale will be generated and sent, the sale status will update, and the sale page will be created.

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