Offer and negotiation tracking involves receiving offers or counteroffers, extracting key details, logging them into a system, and monitoring deadlines and negotiation status.
Automation captures incoming offers automatically, extracts all critical details, logs them into a centralized system, and sends real-time alerts for approaching deadlines and stalled negotiations. the team gains a single source of truth and can focus on strategy instead of data entry.
The full workflow, from trigger to completion.
New email arrives in the automation's inbox containing an offer, counteroffer, or acceptance. The automation is triggered by the email subject line or sender domain.
The automation reads the email and extracts the price, contingencies, expiration date, and special terms. the automation identifies the offer type and flags any missing critical information.
The extracted details are automatically written deal record, creating or updating the offer with all key fields populated.
A calendar event or task is automatically created for the expiration date, set to alert the automation 24 hours before expiry.
A formatted message is sent to the team channel with the offer summary, price, expiration date, and any urgent flags.
The automation checks whether all required fields are populated. If missing critical information, the offer is flagged for broker review.
If required fields are missing, a notification is sent to the broker with details of what is incomplete and a link.
If the automation has pre-configured a counteroffer response, a draft email is generated and sent to the automation for review and approval before sending to the other party.
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