Properties Tab‎ > ‎Offers‎ > ‎

Statuses

 
From the Statuses tab, you can update an offer's status information for the offer itself, the contract, a loan offer, or a cash offer.
 
 
 
To update Offer Status
 
1. From the Offers sub tab at left, locate the offer for which you wish to update information.
 
2. Click the + adjacent to the Offer name to expand the information.
 
3. Click on the Statuses sub tab.  Following is a portion of the screen that will appear:
 
 
 
4. Locate the status you wish to update, then click the drop-down arrow next to Choose... in the appropriate Change Status field.
 
5. If the effective date of the status is any other day than today, indicate that in the Effective Date field; otherwise, skip this field and Broker Brain will automatically enter today's date when you click the Update button.
 
6. If any Auto Tasks have been created to generate when an offer status changes to the status you are about to select and you do NOT want this to occur for this offer only, place a check mark in the Disable Auto Tasks field.
 
7. Place any desired comments in the Status Comment field.
 
8. Click the green Update button.  The offer status will now appear next to the buyer's name, in the location shown in the diagram below: