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*Dashboard walkthrough

Author Image

Jon Penneman

Updated: Sep 26, 2024

Description

DIY Real Estate. Buy online by yourself with out a Realtor. No Realtor needed. interactive demo walkthrough of offer writing

Steps

1
Welcome to the Offer Haus Dashboard. Everything will be done from here.
2
All important info about your sale is here.
3
The Document Center will be where all your Documents live. Counters, Addendums, Repairs, etc.
4
This shows the Status of the document.
5
Click to Sign
6
Create Responses to the Seller. Counters, Addendums, Repairs, etc.
7
Step 7
8
Here is the Timeline Tracking section.
9
Start by clicking on Add a Timeline.
10
Video step
11
Video step
12
Click on "Submit".
13
Change status
14
Step 14
15
Step 15
16
You can delete or edit from here.
17
Communication Logs is for when you speak with the Seller and need to document it.
18
Click on "Add a log".
19
Click here.
20
Choose one
21
Add notes
22
Video step
23
You can upload your email conversation or anything else here.
24
Following that, click on "Submit".
25
Video step
26
Lets add a To Do Item. We have some common ones to choose from, or make your own.
27
Feel free to use any premade ones.
28
Click on "Take me to my dashboard!".
29
Add your own custom To Do item.
30
Video step
31
Set your date.
32
Click to add.
33
Click when done with item.
34
Step 34
35
Delete it here.
36
When you have a Signed Sales Agreement, choose Change Status to move on to the next phase of the Sale.
37
Click here.
38
Click on "This stage is for inspections, appraisals, title searches an...".
*Dashboard walkthrough