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Using Smart Offers

Smart Offers is a powerful feature in the Mevi Transaction Management Platform that simplifies offer management for real estate transactions. It enables agents to upload, compare, and review offers efficiently, fostering collaboration and informed decision-making with tools like automated data extraction, side-by-side comparisons, and in-app communication.

 

 

📹 Video Guide: Smart Offers

Watch our step-by-step video guide to learn how to use Smart Offers effectively.

▶️ Watch Video Guide

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Overview

Smart Offers streamlines the offer process by:

  • Allowing agents to upload and manage multiple offers in a single deal.
  • Automating data extraction from PDFs to save time.
  • Providing a side-by-side comparison view for sellers to evaluate offers.
  • Supporting in-app comments and notifications for seamless collaboration.

Step-by-Step Guide to Using Smart Offers

Step 1: Set Up a Deal

 

Option A: Use an Existing Deal

  1. From the Dashboard, locate the Smart Offers prompt.
  2. Select Upload Offers and choose an existing deal linked to the offer.

Option B: Create a New Deal

  1. From the Dashboard, select Create New Deal.
  2. Enter the following details:
    • Property Address
    • Representation: Select Seller.
  3. Save the deal to proceed.

Step 2: Upload an Offer

  1. In the selected deal, navigate to the Offers tab.
  2. Click Add Offer > New Offer.
  3. In the PDF Upload prompt, select a PDF file from your device.
  4. Click Open to upload the file.

Step 3: Enter Offer Details

Option A: Manual Data Entry

  1. After uploading, go to Form Settings.
  2. Manually enter the offer details.
  3. Set the form status to Saved.

Option B: Automated Data Extraction

  1. Allow the system to extract key details from the uploaded PDF.
  2. Review the extracted information for accuracy.
  3. Save the details.

Step 4: Create a Seller Net Sheet

  1. After uploading the offer, you’ll be prompted to generate a Seller Net Sheet.
  2. Complete the Smart Form Edit workflow to input financial details.
  3. Save the net sheet.

Step 5: Add Additional Offers

  1. Return to the Master Listing Deal view.
  2. Repeat the Upload Offer process (Steps 2–3) for each additional offer to enable comparison.

Step 6: Compare Offers

  1. In the Master Listing Deal, click the Side-by-Side View icon.
  2. Review the Comparison Table, which displays all uploaded offers for easy evaluation.

Side-by-Side Action Options for Agents

In the Side-by-Side View, agents can take actions on each offer using these buttons:

  • Highlight: Adds a blue banner to emphasize the offer.

  • View: Opens the Offer Detail page for more information.

  • Reject: Adds a comment or note (saved in the Form Comments section) and marks the offer as Rejected in the view.

  • Counter: Starts the counteroffer workflow.

    • If a Smart Form is available (based on form availability), create a Smart Form counterproposal.

    • If not, upload a PDF counteroffer instead.

Step 7: Share Offers with Sellers

  1. On the Side-by-Side View page, click the 3-dot Action Menu in the top-right corner and select Share.

  2. Choose all offers or select individual offers to share, then click Continue.

  3. Select an existing client or add a new one:

    • Tap the + icon next to Clients on Deal.

    • Choose an existing client or tap + to enter a new client’s email address to invite them to the deal.

  4. Click the client card and select Share.
    The client will receive a notification to review the shared offers.

Key Features of Smart Offers

  • Automated Offer Extraction: Saves time by pulling key details from uploaded PDFs.
  • Side-by-Side Comparison: Displays all offers in a clear table for seller review.
  • In-App Comments and Notifications: Enables agents and sellers to communicate directly within the platform.
  • Seller Net Sheet: Provides financial clarity by summarizing offer details.

Tips

  • Verify the Property Address when creating a new deal to ensure accuracy.
  • Use Automated Data Extraction to reduce manual entry errors.
  • Add comments to offers to clarify details or highlight key points for sellers.

Troubleshooting

  • Offer not uploading? Ensure the PDF is not corrupted and is from a supported source.
  • Data extraction incomplete? Review the PDF for clarity and manually enter missing details.
  • Comparison table not displaying? Confirm all offers are uploaded and saved in the deal.
  • Missing credits for Smart Offers? Check your account’s credit balance on the Billing page. If you don’t have enough credits, purchase more by navigating to the Billing page and following the prompts to add credits.