Offer Management

Collect, compare, review, accept, and track offers in real time.

What it is

The centralized hub designed for the complete management of real estate offers, guiding the entire process from the initial submission of an offer all the way through to final acceptance.

Offers Desk provides a streamlined and efficient way for brokerages, agents, and sellers to handle multiple offers at the same time. It creates a system that is both transparent and highly organized, ensuring that the process remains smooth and compliant with industry standards and requirements.

At the same time, it gives every stakeholder—whether it is the brokerage, the real estate agent, or the seller—the clear visibility they need at every stage. This visibility empowers them to make decisions quickly and confidently, while also ensuring that those decisions are well-informed, timely, and supported by all the necessary information.

What it is

What it Improves

Efficiency

Reduces manual sorting and tracking of offers.

Transparency

Gives sellers clear, secure access to all received offers.

Accuracy

Minimizes errors with structured submission forms.

Compliance

Maintains a defensible record of all offer activity.

Key Capabilities

  • Receive offers digitally from buyer agents.
  • Pre-filled forms and document uploads reduce errors and omissions.
  • All offers appear in one dashboard view.
  • Sort and filter by price, conditions, closing date, or any custom field.
  • Side-by-side offer comparisons.
  • Highlight differences in terms, dates, and contingencies.
  • Share offers with sellers securely through the client portal.
  • Role-based access ensures only authorized parties can view details.
  • Keep a history of counteroffers and revisions.
  • Track changes to conditions, price, and dates over time.
  • Every submission, review, and action is logged for compliance.

How it Works

typical flow

1

Submit

Buyer’s agent submits offer via the secure portal.

2

System validates

System validates offer form and required attachments.

3

Displays

Offers Desk displays all offers in a sortable list.

4

Review

Brokerage or listing agent reviews, filters, and compares.

5

Connect

Seller is invited to review selected offers in the client portal.

6

Make a move

Accept, reject, or counteroffer-tracked in real time with full history.

Security Controls

  • Role-based access for brokerage, agent, and seller views.
  • Encrypted storage of all offer documents and communications.
  • Immutable audit log for regulatory compliance.

Who Will Use This Most

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DealTrack: Where selling your home feels simple, connected, and in control.

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