Offers Phase: Step Guide

What's in the Offers Phase

The Offers Phase contains three steps:

1. Add and Analyze
2. Side-by-Side
3. Acceptance

[IMAGE: ezgifframe001.png — Full opportunity view showing the Offers column (3/3) in the pipeline bar with the three step icons visible]

Step 1: Add and Analyze

Add and Analyze is where you upload each offer document. As soon as an offer is uploaded, ListedPro automatically extracts all of the key financial and contractual data points from the document using AI — no manual data entry required.

[IMAGE: ezgifframe160.png — Add and Analyze view showing an uploaded offer "Jones_Offer_206K" dated 1/20/26, with extracted data points on the left (Offer Amount, Amount Financed, Financing Type, Loan Approval Period, Balance to Close, Effective Date, Acceptance Date) and the original document rendered on the right]

How to upload an offer

1. Navigate to the Add and Analyze step using the Offers icon bar.
2. Click + Add Offer (or the equivalent upload button for your account).
3. Upload the offer document (PDF).
4. ListedPro will automatically run an AI analysis and extract key data fields from the document.

What data is extracted

After upload, the left panel displays the extracted offer data, including:

• Offer Amount — The purchase price offered
• Amount Financed — The percentage of the purchase price being financed
• Financing Type — e.g., FHA, Conventional, Cash
• Loan Approval Period — The number of days after effective date the buyer has to secure loan approval
• Balance to Close — The amount the buyer needs to bring to closing
• Effective Date — The date the contract becomes binding
• Acceptance Date — The deadline by which the seller must respond

Each extracted field also references the specific line number and section of the original document where that data was found. The original document renders in the right panel so you can cross-reference.

Note: The AI extraction is highly accurate for standard residential offer documents, but always cross-reference key figures against the original document before making decisions.

Step 2: Side-by-Side

The Side-by-Side step lets you view multiple offers at once in a clean comparison layout, making it easy to evaluate competing offers and advise your seller.

[IMAGE: ezgifframe180.png — Side-by-Side view showing two offers (Jones_Offer_206K and Cason_Offer_200K) in columns, each displaying Offer Amount, Total Selling Costs, Net Offer Amount, a status badge (Accepted / Contingent Upon), and detailed data fields below]

How to use Side-by-Side

1. Navigate to the Side-by-Side step.
2. The offers uploaded in Add and Analyze will be available to select. Use the offer tags at the top to choose which offers to display.
3. Each offer appears in its own column with:
   • Offer Amount
   • Total Selling Costs
   • Net Offer Amount
   • Status badge (e.g., Accepted, Contingent Upon)
   • Full data point breakdown below
4. Scroll down within the Side-by-Side view to compare individual fields (e.g., financing type, loan approval period, balance to close) across offers.

Tip: Use Side-by-Side during a listing review meeting with your seller. Walking through the comparison column by column is an efficient way to explain the strengths and weaknesses of each offer.

Step 3: Acceptance

Once your seller has chosen an offer, the Acceptance step formalizes that decision in the system and provides a full data summary of the accepted offer. The accepted offer's data flows forward automatically into the Transaction and Closing phases.

[IMAGE: ezgifframe200.png — Acceptance view showing the system notice ("The accepted offer below is used for the remaining Transaction and Closing step groups. You can accept a different offer from the Side-by-Side step. No data is lost when switching accepted offers."), the accepted offer card (Jones_Offer_206K with financial summary), and the document rendering on the right]

How acceptance works

• When an offer is marked as accepted in the Side-by-Side step, it automatically appears here under Acceptance.
• The Acceptance view displays the accepted offer's full summary card alongside the rendered offer document.
• A system notice at the top reminds you that this accepted offer's data will be used for all remaining Transaction and Closing steps.

Changing the accepted offer

You can accept a different offer at any time:

1. Go back to the Side-by-Side step.
2. Change the status on the desired offer to Accepted.
3. The Acceptance step will update automatically to reflect the newly accepted offer.

Important: Only one offer can be accepted at a time. Switching the accepted offer does not delete any data — all previously uploaded offers and their extracted data remain intact in the system.