Recording and deciding a purchase or lease offer
How to record the interested party's purchase or lease offer on an accepted registration row, and how to accept, reject or mark it as withdrawn.
Once the principal has accepted a registration row, the interested party can make an offer for the property. The offer is a separate document signed by the offeror; from an accepted offer you start recording the deal with one click.
Recording an offer
- Open the registration from the Client registrations and deals item of the More actions menu in Contracts → Contracts.
- On the accepted row click the hand-holding-money icon (Offer).
- Type of offer follows from the row's deal type: purchase (sale, business share) or lease.
- For a purchase enter Offered purchase price (net); for a lease enter Offered monthly rent (net) and Lease term (months) (0 = indefinite).
- Choose the currency and describe the payment schedule, the financing (own funds, bank loan, other) and the coverage.
- Enter Date of the offer (required) and Offer valid until, then save the form.
- At the bottom of the form load the document text and generate the PDF — see Document text and PDF.
Deciding on the offer
- On a submitted offer click Accept, Reject or Withdrawn by the offeror.
- For an accepted offer, Record the deal from this offer opens the deal form prefilled with amount and currency — see Closed deal.
An offer can only be accepted if the registration row is still accepted, the row has no other accepted offer, and the offer has not expired. An expired offer is marked as expired and the system reports this as an error. Of a decided offer only the document text can still be changed.
Rules
- An offer can only be recorded on an accepted, non-deleted registration row.
- The validity date cannot be earlier than the offer date; the term is between 0 and 1200 months.
- Offer numbers run per contract, for example SZ-2026-0012/AJ-1.
Example
On 20 Nov 2026 Example plc makes a purchase offer for the office at Minta utca 1.: net price HUF 120,000,000, valid for 30 days, financed by a bank loan. The offer gets the number SZ-2026-0012/AJ-1; Sample Ltd. accepts it and records the deal from the offer.