Deal lifecycle: offers, commission, contract stages
A deal has a story, first contact, viewing, offer, reservation, contract, deed. Tesoro automatically tracks every offer moment, calculates commission live, and enforces strict rules from Reservation onward. This is how it works.
When is this relevant?
Section titled “When is this relevant?”- You are negotiating an offer and want to see the history
- A buyer withdraws, you set the deal to Lost and want to understand the rules
- You are preparing commission settlement
Lifecycle per type: buyer or owner
Section titled “Lifecycle per type: buyer or owner”- Knowing Property: client explores. Add Preselect/Proposed properties.
- First Visit: first viewing.
- Multiple Visits: repeated visits, Interested/Rejected per property.
- Offer: offer made. Requires Approved property. Offer automatically registered in offer history.
- Reservation: reserved. Strict restrictions from here.
- 10% Contract: preliminary purchase contract + deposit.
- Signing DEED: final deed at notary.
- Won: completed, 🎉 confetti.
- Lost: did not go through (can be set at any time).
- Mandate: signed agreement with owner.
- Online: property published.
- Visits: viewings taking place.
- Offer: offer received.
- Reservation: reserved for buyer.
- Deposit: deposit received.
- Won: completed, 🎉.
- Lost: did not go through.
Offers: automatically tracked
Section titled “Offers: automatically tracked”Each property in a deal has an Offer Price field. Every time it changes, Tesoro automatically creates an offer history record:
| Field | Content |
|---|---|
| Offer amount | The offered amount (≥ 0) |
| Offer date | Timestamp |
| Agent | Who registered it |
| Accepted | Yes/No |
Recording an offer
Section titled “Recording an offer”- Open the deal detail page, tab Properties (Buy) or view property details.
- Click the property.
- Fill in Offer Price.
- Save → record auto-created.
Viewing history
Section titled “Viewing history”Table per property with date, agent, amount. By default shows latest, click Show for all, Hide to collapse.
Accepting an offer
Section titled “Accepting an offer”Mark as accepted → previous offers on the same property within the same deal are automatically set to not-accepted. Always at most 1 accepted at a time.
Commission: only Sell + Rent out
Section titled “Commission: only Sell + Rent out”For Buy or Rent, no commission field appears.
How it works
Section titled “How it works”- Commission %: your percentage.
- Deal Value: transaction value.
- Price Commission = auto-calculated:
Commission amount = Deal Value × (Commission / 100)Displayed in blue info box below the fields.
On the detail page
Section titled “On the detail page”Commission percentage visible in sidebar under Deal Details (for Sell/Rent out + filled in).
Setting or changing
Section titled “Setting or changing”- Edit button on detail page or pencil icon in list.
- Check Deal Type = Sell or Rent out.
- Fill in Commission %.
- Fill/check Deal Value.
- Price Commission appears automatically.
- Update.
Reservation and contract stages: strict rules
Section titled “Reservation and contract stages: strict rules”The stages Reservation, 10% Contract, and Signing DEED are the legal core.
Reservation
Section titled “Reservation”For Buy/Rent once Reservation is reached:
- Allowed next statuses: Reservation (same), 10% Contract, Signing DEED, Won, Lost
- No return to Knowing Property, First Visit, Multiple Visits, Offer
- Approved property required
10% Contract
Section titled “10% Contract”Preliminary purchase contract + 10% deposit. Same restrictions as Reservation.
Signing DEED
Section titled “Signing DEED”Final deed at notary. Last step before Won.
Deposit (Sell/Rent out)
Section titled “Deposit (Sell/Rent out)”For owner deals, deposit received from buying party.
Documents and attachments
Section titled “Documents and attachments”Tab Attachments on detail page. Or via quick action icon in sidebar.
Typical files:
- Preliminary purchase agreements
- Final deeds
- IDs of buyer/seller
- Financing and mortgage documents
- Appraisal reports
- Mandate agreements (owner deal)
- Photos, floor plans
- Correspondence
Communication as documentation
Section titled “Communication as documentation”In addition to formal attachments, Tesoro automatically logs:
| Tab | Content |
|---|---|
| Emails | Sent and received |
| Calls | Call recordings |
| If integrated | |
| Meetings | Appointments + viewings |
| Notes | Internal notes |
| Tasks | Open + completed |
Activity timeline
Section titled “Activity timeline”Tab Activities on the detail page = combined timeline with:
- Emails (in + out)
- Calls
- Meetings
- Tasks
- Notes
- WhatsApp messages
Plus offer history per property (accessible separately via property detail).
Creation and modification dates
Section titled “Creation and modification dates”At the top of each detail page: created at + updated at. Quick insight into deal age.
Common mistakes
Section titled “Common mistakes””An Approved property required”
Section titled “”An Approved property required””Buy/Rent deal moved to Offer+ without an approved property. Tab Properties → change property status to Approved.
”New deal, status [X] not allowed”
Section titled “”New deal, status [X] not allowed””New Buy/Rent cannot start directly at Reservation or Won. Start at an early stage.
Commission field invisible
Section titled “Commission field invisible”Deal Type is Buy or Rent. Commission only for Sell/Rent out.
Offer history is empty
Section titled “Offer history is empty”Offer Price never changed on the offered property. As soon as you enter/change a price → record appears.