The Offers section of the Dispo tab shows every offer on the deal — who sent it, what it is, and what it nets you — so you can pick the one to accept. Each offer is a card; when you counter back and forth, every round stays on the same card.
Floor price
Under the Offers header, Floor price shows the lowest offer your team accepts on this deal: the current contract price plus your team's floor profit, with "Contract price + $5,000 floor profit" (your amount) beside it. It's calculated, never typed, and follows the contract price and the floor profit as soon as either changes.
- No floor profit set for the team — admins see Set a floor profit in Settings to see a floor price, a link to Settings > General; everyone else sees that a team admin can add one.
- No contract price on the deal — the floor price shows "—".
See Floor profit and floor price.
Logging an offer
Select Log offer (on a deal with no offers yet, the button sits in the middle of the section) and fill in what the offer says. Only the amount and one party are required:
- Offer Amount (required).
- Buyer's Agent — most retail offers come through the buyer's agent. The picker opens on your team's agents who cover the deal's market (In market), then everyone else; type to search, or create a new contact from the search results.
- Brokerage — the agent's brokerage. Picking an agent fills it in with the agent's primary company from their contact profile, if it's still empty; pick a different one any time.
- Buyer (optional) — the buyer, if they're a contact. Select the field and, before you type anything, it lists your team's buyers whose buy box (or markets) covers the market under In market, then every other buyer under Out of market (the first 25 — type to find the rest). The market is the Filter by market selection, which starts on the deal's market; clear it for one alphabetical list. Type a name, email or phone number to search — contacts who match but aren't labeled Buyer show under Other matches. If the buyer doesn't exist yet as a contact, select Create new contact at the bottom of the search results — they're automatically labeled Buyer. If the buyer you pick has a company linked to their profile, TED asks "Which company are you working with?" before finishing the pick — choose the company, or select "No company — personal."
- Buyer Name — when the buyer isn't a contact (yet), type their name as it's written on the offer. It's hidden once you pick a buyer contact.
- Financing Type — Cash, Conventional, FHA, VA, Hard Money, Seller Finance, Other, or Not stated.
- Lender — the company lending the buyer the money. Hidden for a cash offer.
- EMD and Requested Close Date.
- Concessions Requested — what the buyer wants credited at closing.
- Contingencies — select Add contingency for each right the buyer asks for: pick the type (inspection, appraisal, financing, and so on), the period in days, and an optional note. Remove a row with its ×.
- Proof of Funds / Pre-approval — pick a document already on the deal, or select Upload to add the buyer's proof of funds or lender pre-approval letter (it's filed on the Documents tab as Proof of Funds).
- Offer Date (starts on today) and Notes.
Select Log Offer to save. You need at least a buyer's agent, a buyer, or a buyer name — otherwise the form says "Add a buyer, a buyer's agent, or a buyer name". A new offer always starts as Pending.
Reading an offer card
Each card leads with the buyer's agent and brokerage (or the buyer, when there's no agent), with the buyer underneath. It shows the offer's status and amount, then Net to seller (the offer minus the concessions requested), financing, EMD, requested close date, concessions, contingencies, whether proof of funds is on file, and the offer date.
The buttons on the card act on the offer's latest round:
- Pending — Counter, Accept, Reject, Withdraw.
- Accepted — Reject or Withdraw (for example, the buyer backed out).
- Rejected or Withdrawn — Reopen moves it back to Pending.
The pencil icon edits the latest round's details (to correct a typo, say). Only admins can delete an offer — the trash-can icon only appears for them, with a confirmation before it's removed.
Countering an offer
Select Counter on the card. The form opens with the latest round's terms filled in — change what you're countering with (the amount, the close date, concessions, contingencies, and so on) and set Direction: We counter when you're proposing, or Buyer countered when you're logging the buyer's answer to your counter. It starts on whichever side is next. The parties and proof of funds carry over. Select Log Counter.
The counter becomes the card's new latest round, and the round it answers is marked Countered. Only the latest round can be accepted, rejected or withdrawn — earlier rounds are read-only. Select Show 2 earlier rounds (the count matches the card) on the card to see each round's amount, status, net to seller, financing and date. An offer with a single round has no history to show.
Comparing offers
With two or more pending offers on the deal, select Compare offers for a side-by-side table of each offer's latest round: agent and buyer, offer, financing, EMD, close date, concessions, Net to seller, and contingencies. It's sorted best for the seller first — the highest net to seller, and on a tie, the safer financing (cash before conventional, seller finance or hard money, then FHA, VA or other). Net to seller = offer minus requested concessions.
Accepting an offer updates the projected sale price
Selecting Accept on an offer's card checks it against the deal's Updated Projected Sales Price (on Disposition Details, further down the Dispo tab). If that field is empty, or already matches the offer amount, the offer amount is set there right away — no confirmation needed. If a different, manually-entered value is already set, a dialog titled "Update projected sale price?" asks you to confirm before overwriting it — select Update price to apply the offer amount, or Keep current price to leave the projected sale price as-is.
This never touches the deal's Contract Price — accepting a buyer's offer is buyer-side money, and the contract price only changes when you deliberately renegotiate it on Contract facts and earnest money.
Accepting or adding an offer also posts an automatic note into the deal's chat conversation, so the rest of the team sees it without checking this tab.
Accepting an offer also fills Buyer Information
Accepting an offer also updates the Buyer Information card further down the Dispo tab. When the accept starts a buyer contract (see the next section), the offer's buyer contact becomes the deal's buyer right away, with no confirmation — the new contract's buyer is the deal's buyer. An offer with no buyer contact (only an agent or a typed buyer name) leaves Buyer Information alone.
When the accept doesn't start a contract — the active buyer contract is already for this buyer, or you choose Leave the contract as is — and the deal has no buyer assigned yet, the offer's buyer contact fills it in with no confirmation. If a different buyer is already assigned, a dialog titled "Replace buyer information?" asks you to confirm — select Replace buyer to swap in the accepted offer's buyer, or Keep current buyer to leave Buyer Information as-is. If the assigned buyer already matches the offer's buyer, nothing happens.
Either way, this is saved immediately — you don't need to hit Save on the deal to keep it.
Rejecting or withdrawing an offer never changes Buyer Information — only an offer moving into Accepted status can update it.
If accepting an offer triggers more than one of the prompts above (say, a projected-price mismatch and a different existing buyer), they appear one at a time rather than stacked on top of each other — resolve the first before the next appears.
Accepting an offer also starts (or replaces) a buyer contract
If the deal has no active buyer contract yet, accepting an offer automatically starts one — a draft with the offer's terms already filled in: amount, buyer, buyer's agent and brokerage, financing and lender, EMD, requested close date (as the projected buyer close date), concessions, and its contingencies (each period turned into a deadline counted from the offer date, or today if it has none). A confirmation, "Buyer contract draft created", has a View in Sale section link that scrolls down to it. This happens with no prompt to approve.
If the deal's active buyer contract is already for the same buyer as the newly accepted offer, nothing changes — a deal only ever has one active buyer contract at a time.
If the deal's active buyer contract is for a different buyer than the newly accepted offer — for example, an earlier offer was accepted (starting the contract) and then withdrawn or rejected directly, and a different offer is now accepted — a dialog titled "Replace the buyer contract?" asks you to confirm, naming both buyers. Select Replace contract to mark the old contract Fell Through and start a fresh draft for the new buyer, or Leave the contract as is to make no change. This is never applied silently — the existing contract may already have details filled in.
(If a different offer is currently Accepted when you accept this one, the superseded-offer flow further down handles the buyer contract instead — you won't see both prompts for the same accept.)
Withdrawing or rejecting an offer can clear out its buyer contract
If you select Reject or Withdraw on an Accepted offer's card — without accepting a different offer in its place — and the deal's active buyer contract is linked to that offer, a dialog titled "Mark the buyer contract as fell through?" asks you to confirm, naming the buyer. The dialog also has an optional Reason (optional) picker with your team's fell-through reasons — leave it on No reason, or pick one (such as the buyer getting cold feet) so this buyer backing out counts on your fallout reporting. Either way the contract is recorded with the note "linked offer withdrawn" (or "rejected"). If your reasons can't load, the dialog says so and the contract is saved with the note only. Select Mark as fell through to close out that buyer's contract, freeing the deal up for a new one, or Leave it active to make no change. This is never applied silently, even for a contract that's still just a Draft — it may already have details filled in.
If you decline, or haven't gotten to it yet, the Sale section shows a Linked offer is no longer accepted warning badge on its Buyer & Agents group, so the stale data stays visible until it's resolved.
Working the Sale section
The Sale section sits below Offers and Buyer Sends on the Dispo tab, above Disposition Details. It holds everything about the deal's current buyer-side contract — terms, deadlines, people, and listing details — however the contract got started, whether auto-created from an accepted offer above or added manually.
Everything in the Sale section saves as soon as you change it. There's no Save button to remember. Each part is a collapsible group — select a group's title to fold it away, and again to open it.
If the deal has no active buyer contract (including when every past one fell through), the section shows No buyer contract yet — "Accept an offer or start one." — with a Start buyer contract button. Select it to create a draft, prefilled with the deal's current buyer if one is set. The Listing and Fell-through history groups below still show when they apply.
Contract
The Contract group shows the contract's status next to its title:
- Draft — just started, nothing sent yet.
- Sent — the contract has gone to the buyer.
- Signed — the buyer has signed.
- Closed — the sale closed with this buyer.
- Fell Through — this attempt didn't work out. It moves into the read-only Fell-through history group (see below).
Below that are Exit Type, Contract Amount, Seller Concessions, Appraisal Value, Contract Sent Date, Contract Signed Date, Buyer DD End Date, and Projected Buyer Close Date.
- Exit Type — how you're selling to this buyer: Assignment, Double Close, Novation, Retail sale (selling the property to an end buyer, as on a fix and flip), or Other.
- Seller Concessions — what you're crediting the buyer at closing.
- Appraisal Value — what the buyer's appraisal came in at.
Leave any of them blank if they don't apply — an assignment usually has no concessions or appraisal.
Renegotiating the Contract Amount
Editing Contract Amount directly is for corrections. For a real renegotiation, select Renegotiate… below the field instead — it opens the same dialog as the seller-side Contract price: enter the new amount, pick a Reason (or + Request a new reason), and optionally add a note or link a signed addendum from the Documents tab. Select Save Renegotiation to apply it immediately.
Every renegotiation is recorded permanently — a N renegotiations link appears next to the field once there's at least one, opening a history sheet with the old and new amount, the reason, who made the change (or System for a change made outside this dialog, such as an automator step), and the linked addendum if any.
The Contract Amount sets the projected sale price
The active buyer contract is the source of truth for what the deal is expected to sell for. Whenever its Contract Amount changes — a direct edit or a renegotiation — the new amount is written to Updated Projected Sales Price on Disposition Details right away, with no confirmation. The renegotiation dialog says so: "This also updates the Updated Projected Sales Price."
Projected profit and every unpaid percentage commission on the deal recalculate from the new price. Once the deal has an Actual Sale Price, commissions keep using that instead, so a later change to the buyer contract amount moves only the projected price.
Two things don't update the projected price: changing the amount on a buyer contract that has fell through, and clearing the amount. Starting a new buyer contract from an accepted offer still goes through the confirmation described in Accepting an offer updates the projected sale price.
Advancing status
A button at the bottom of the Contract group moves the contract to its next status one step at a time — Mark sent on a draft, Mark signed once sent, Mark closed once signed. A closed contract has no further status to advance to, so no button shows.
Alongside it (until the contract is closed), Fell through… opens a dialog asking why. Pick a Reason from your team's list — it's required, the Mark fell through button stays disabled until you do — and optionally add a Note with anything worth remembering. Then select Mark fell through. The contract moves to Fell Through status, freeing the deal up to start a new buyer contract right away. Admins manage the reason list under Settings > Deals > Fell-Through Reasons (see Customizing your team's field options); if your team has no reasons yet, the dialog links there instead of showing the picker.
A fall-through sends the deal back to MSB
When a buyer contract falls through on a deal that has already moved past MSB (Marketing Searching for Buyer) — for example, it's sitting in STC (Schedule to Close) — the deal goes back to MSB so you can find the next buyer. The fell-through dialog tells you when this will happen: "The deal goes back to MSB (marketing) so you can find the next buyer." The same line shows in the "Mark the buyer contract as fell through?" and "Replace the buyer contract?" dialogs on the Offers section.
Once you confirm:
- The deal's pipeline moves to the first marketing status in MSB (Packet Prep on the default pipeline), and its status updates to match.
- Stages after MSB, such as STC, go back to not started.
- Automator runs that started when the deal entered one of those later stages are canceled — the deal isn't there anymore.
- The deal's activity shows "Buyer contract fell through — deal returned to MSB" with the status it landed on.
Automators listening for Buyer contract status changed → Fell through start first, then those listening for the MSB status the deal just entered.
Nothing moves when the deal is already in MSB, when it's closed, funded, on hold or cancelled, or when your team's pipeline has no MSB stage.
Earnest Money
The Earnest Money group mirrors the seller-side earnest money fields you already know from Contract facts and earnest money: a Deposit Amount, a Deposit Date, and a Held By field (with the same title-company autocomplete, and the same auto-fill from the deal's title company when left blank). Turn on Forfeited to Us if the buyer forfeited their deposit to you.
Contingencies
The Contingencies group lists the buyer's rights on this contract and the date each has to clear by — inspection, appraisal, financing, survey, title, sale of home, or any type your team adds. Each row shows the type, the deadline, a status (Pending, Resolved, or Waived), the date it cleared, and any note.
- Add a contingency: select Add contingency, pick a Type, optionally set a Deadline and a Note, then select Add Contingency. With none yet, the group shows No contingencies and the same button.
- Resolve it: select Resolve on the row. The Resolved on date starts as today — change it if it cleared earlier — then select Mark Resolved.
- Waive it: open the row's ⋯ menu and choose Waive, confirm the Waived on date, then select Mark Waived.
- Change or undo: the ⋯ menu also has Edit (type, deadline, note), Reopen (back to Pending, for a row cleared by mistake), and Remove (for one added by mistake — to record that the buyer cleared it, resolve or waive it instead).
A Pending contingency whose deadline has passed turns amber and reads Overdue, and the group counts how many are overdue. The deadline day itself isn't overdue.
Automators can start when a contingency is resolved or waived, and can schedule from the deadline of the six default types (for example, "3 days before the Appraisal deadline") — see Publishing an automator. Admins manage the type list under Settings > Deals > Contingency Types (see Customizing your team's field options).
Buyer & Agents
The Buyer & Agents group shows the contract's Buyer (select the name to open their contact) and a Buyer's Agent picker — it opens on your team's agents who cover the deal's market (In market), then everyone else; type to search your contacts, or create a new one right from the search results. Select the × to clear it.
The group also holds how the buyer is paying:
- Buyer Brokerage — the company the buyer's agent works through. When you pick a buyer's agent and this is still empty, it fills in with the agent's primary company from their contact profile. It never replaces a brokerage you already chose — pick a different one any time.
- Financing Type — Cash, Conventional, FHA, VA, Hard Money, Seller Finance, or Other.
- Buyer's Lender — the company lending the buyer the money.
Both company pickers open on your team's brokerages or lenders that cover the deal's market, then everyone else; type to search your companies, or create a new company from the search results. These fields can also be used in automator conditions and in reports on Buyer contracts, and automators can set Financing Type, Seller Concessions, and Appraisal Value.
If the offer this contract came from was withdrawn or rejected without closing the contract out, a Linked offer is no longer accepted badge shows next to the group title so the stale data stays visible until it's resolved (see Withdrawing or rejecting an offer can clear out its buyer contract).
Listing
The Listing group holds the deal's Listing Price, Listing Date, and Listing Agent. It shows on deal types that have Show listing section turned on — Listing and Novation deals start with it on; admins change it per deal type under Settings > Deals > Deal Types (see Customizing your team's field options). It also always shows once any listing field has a value, so nothing you've entered disappears.
Listing Agent can be someone in your contacts or someone on your team. Use the Contact / Team member switch next to the label, then pick the contact — the list opens on agents who cover the deal's market — or pick the team member. It's one or the other — picking a team member replaces a contact, and the other way round — and it saves as soon as you pick. A contact you set as the listing agent gets your team's Agent type added to their profile.
Buyer fields
If your team has custom fields set to live on the Buyer side (see Customizing the Deal Info layout), they appear in the Buyer fields group. Their values belong to this buyer contract — a new contract starts with them blank. Show-when rules work here too: a field set to appear only when another field has a certain answer shows up as soon as you give that answer. They save as you edit them.
Fell-through history
If the deal has any fallen-through contracts, a collapsed Fell-through history (N) group appears at the bottom — select it to expand. Each line is read-only: the buyer, the contract amount, the fell-through reason (followed by the note, if one was added), and the date — with that contract's contingencies and buyer fields listed underneath as they stood when it fell through (they can't be changed after that). Contracts recorded before reasons became a picklist show their original free-text reason. This history stays visible even after you start a new contract.
Documents
A View documents link next to the Sale title jumps to the deal's Documents tab — the Sale section itself doesn't handle uploads.
Only one offer can be accepted at a time
If you accept an offer while a different offer on the same deal is already marked Accepted, a dialog titled "Mark the previous offer as superseded?" asks you to confirm — naming the other offer's amount and buyer. Select Mark as superseded to move that offer to Withdrawn (it stays on the list, just no longer Accepted), or Leave both accepted to make no change. This prompt always requires a choice — it's never applied silently — and shows before the projected-price and Buyer Information prompts above.
If the superseded offer's buyer had an active buyer contract, a second dialog immediately follows — "Mark the buyer contract as fell through?" — since that buyer is no longer the one moving forward. Select Mark as fell through to close out their buyer contract (recorded with the note "superseded by new offer" — these automatic close-outs don't ask for a reason from your list), freeing the deal up for a new buyer contract, or Leave it active to make no change.
See Scheduling a showing for the section above Offers on the Dispo tab, Disposition details and JV deals for the Updated Projected Sales Price field and the Buyer Information card, and Contract facts and earnest money for the contract price field itself.