← Back to Home
Knowledge Base • Guides • Help Desk

Help & Support Center

Find quick answers to common questions about OfferSummary for iOS, or send an inquiry to our team.

Creating Listings & Adding Offers

From the Listings Dashboard, tap "+" to add a new property with street address and asking price. Open the listing, then tap "Add Offer" to enter competing bids with buyer name, price, concessions, and financing posture.

Adjusted Offer Price Ranking

OfferSummary calculates Adjusted Offer Price as Purchase Price − Buyer Credits & Concessions (clamped to a non-negative value). This gives an apple-to-apples comparison of competing contract values without confusing them with closing proceeds, commissions, or settlement fees.

Financing Risk Breakdown

Offers are grouped by financing certainty: Cash (≤10-day close) earns top certainty; Conventional financing with 20%+ down and waived appraisal ranks high; FHA/VA and Home Sale contingencies are flagged so sellers understand closing risk.

1-Page Printable Summary

From the matrix view, tap "Export PDF" to generate a clean, single-page comparison sheet with ranked offer columns and your agent branding. Perfect to print for seller meetings or save to the brokerage transaction file.

Text Summary to Seller (iMessage & WhatsApp)

Tap "Share Visual Card" to generate a clean, phone-optimized image summary. Send it directly to sellers via iMessage or WhatsApp so they can review competing offers on their phone in seconds without pinching or zooming a PDF.

Full-Screen iPad Presentation

Tap "Enter Presentation" for a clean, distraction-free landscape display. Review offers with sellers side-by-side across a table, tap to eliminate declined bids, highlight the winning offer, and capture seller sign-off on the spot.

Spot Escalation Caps & Leasebacks

Track escalation limits and post-closing leaseback days. They appear as clear visual badges directly in the matrix and exported sheets, so sellers never overlook critical addendum terms or occupancy needs.

Accidental Deletion Protection

Deleting an offer requires deliberate secondary confirmation via a native confirmation dialog with a destructive confirmation step. Errant touchscreen taps cannot cause accidental data loss during live client meetings.

Device Storage & App Uninstallation

OfferSummary stores data 100% on your device for absolute client privacy. Deleting or uninstalling the app permanently wipes the local sandbox, and data cannot be restored upon reinstalling. Always export your 1-page summaries to Apple Files or email before removing the app.

Direct Inquiry & Support Request

Have a question, feedback, or a feature suggestion? Fill out the form below and we will get back to you promptly.