Developer FAQs

How do I allocate to a realtor privately? 

In OffPlan, under Available Homes, click on “Select Units” at the top right and select which home(s) you would like to allocate. You will then be prompted with a side menu from which you can choose to allocate openly or to specific realtor(s). Select the realtor(s) you would like to share with, then click “Submit”.

Note: A list of realtors must be provided to the OffPlan Support Team in order to allocate. The realtor also must then register through the Realtor Registration Link to be able to log into OffPlan.

How do I allocate publicly?

Under “Available Homes”, select the home you want to allocate publicly. From there, either click on Select Units to mass share, or on “View details” on any home to share just one at a time. Two options will be presented to you, one being “Allocate Openly”.  Once selected,  press Submit realtors on OffPlan will now be able to see that home.

How do I share a unit with a purchaser directly?

This can be done through Contact Management. Begin by searching for them in your list of contacts or click on Create Contact if they are not yet in the system. Once in the Purchaser’s profile, click on “Share a Property” and select the home(s) you wish to share with them. 

How can the purchaser login to their account?

A purchaser can log into their account by visiting https://buy.offplan.homes/auth/login and either login through Google, Facebook, or through OffPlan. 

How do you process payments?

Once a purchaser puts in their credit card information on a home that was shared directly with them, either through Contact Management or OffPlan, a reservation fee will be placed as a Hold on their account.

You then have 30 days to either accept or reject this offer, at which point, if no action is taken, this hold will be removed from their account. If you reject the offer, the hold will be removed. If you accept the offer, the hold will remain until the status of the deal becomes Sold Firm, at which this hold will then get transacted as a full payment and transferred to the trust account within 4-5 business days. If the deal collapses before it goes Sold Firm, the hold will also be removed from the purchaser’s credit card.

How do I create a new contact in Contact Management?

Begin by clicking intoContact Management. From there, select “Create Contact” on the top right of the screen. 

Where can I see all of my offers?

Begin by clicking into OffPlan and go into “Purchase Requests” on your left sidebar. Here you will be able to see all offers including Accepted, Rejected, and New offers from which you can select on to either accept or reject.

What information is available to purchasers and realtors when inventory is shared with them?

When inventory is shared with a purchaser directly through Contact Management or by a realtor through OffPlan, they will receive an email notifying them that a home has been shared with them. They are able to see an image of the building alongside the floorplan of that home and some of it’s details. They are presented with a “View” button which, if clicked, takes them to a social sign-on page, offering three ways to login to see the home: Google, Facebook, OffPlan. Once logged in, the purchaser is able to see more information surrounding this shared home such as price, number of bedrooms and bathrooms, square footage, building address, any included/additional parking, storage, bike lockers, etc. On this page, the purchaser is able to enter in their name, email, phone number, and credit card information to put down the reservation fee of $10,000. Once the reservation fee has been completed, the purchaser will receive a receipt of reservation to their email address. In both cases if their offer is accepted or rejected, the purchaser will be notified through email.

When a realtor logs in to OffPlan, they will see all homes that have been shared with them, presented in two categories, “Available”, which means shared openly with all realtors on OffPlan, and “Allocated”, meaning allocated to only that developer’s private realtor list. Realtor’s have access to this inventory’s information such as price, number of bedrooms and bathrooms, square footage, building address, any included/additional parking, storage, bike lockers, etc. From this page, they are able to click into a home and type in the email address(es) of their interested buyers to share it with them. 

Is there a maximum to how many realtors a home can be shared with?

You may only privately allocate a home to one realtor at a time. 

Can you share the same unit with multiple purchasers through Contract management?

No. Once a home is shared directly with a purchaser through Contact Management, it will be reserved for them based on the amount of time you have set when sharing it with them. Once the reservation time expires and the purchaser has not taken any action (i.e put down reservation fee), the home will become available again. 

I am a user on more than 1 project on Avesdo, will I have to login separately to each building to see each of those contacts in Contact Management?

No. You can log into any of your buildings and within Contact Management, see all of your

contacts for each of your buildings, as a consolidated list. When you are adding a new contact

in, you will have the ability to select which building you want them associated with. 

If I share a home with a purchaser directly   through Contact Management, will that be reflected in Deal Management as well?

Yes. Contact Management, OffPlan and Deal Management are all interconnected so that anything that is reserved on one, will be reflected on the others. Currently not the case -not untilI get that list of what bugs were fixed

If a home is reserved on Contact Management, can it also be allocated to a realtor through OffPlan? 

No. Contact Management, OffPlan and Deal Management are all interconnected so that anything that is reserved on one, will be reflected on the others.  The reservation time of that home will have to expire before that home can be shared again with either a purchaser directly through Contact Management or to a realtor through OffPlan. Also not the case- need to confirm with Jason 

Can inventory details such as price, floor plan, # of bedrooms, etc., be changed in OffPlan?

This will have to be changed in Deal Management through the Price Model and/or Listing Setup.

Can you share openly and to specific realtors at the same time?

 Yes. Simply select both options, “Allocate openly” and “Allocate to specific realtors”. 

Can I share inventory with a realtor that is not on my private list?

In order for you to be able to share inventory with a realtor, they have to be invited to OffPlan and then register using the realtor registration link we have provided you with. If you would like to share your inventory with a realtor that is not yet on your list, please send their information to support@offplanhomes.com and wait for confirmation from the OffPlan team prior to sharing the registration link with them.

Can I allocate the same home to multiple realtors on my private list?

Yes. There are no restrictions on how many realtors you can share one home with.