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 the rules as soon as a deal commits the property. This is how it works.
When is this relevant?
Section titled “When is this relevant?”- You are negotiating an offer and want to review the history
- A buyer withdraws, you set the deal to the Lost stage 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”The stages of the standard pipelines:
- Knowing Property: client explores. Add Preselect/Proposed properties.
- First Visit: first viewing.
- Multiple Visits: repeated visits, Interested/Rejected per property.
- Offer: offer made. The offer is automatically registered in the offer history.
- Reservation: reserved. From here on, the deal commits the property.
- 10% Contract: preliminary purchase contract + deposit.
- Signing DEED: final deed at notary.
- Won: completed. If you drag the card on the board to Won, confetti appears.
- Lost: did not go through.
- Mandate: agreement signed with owner.
- Online: property published.
- Visits: viewings taking place.
- Offer: offer received.
- Reservation: reserved for buyer. From here on, the deal commits the property.
- 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 the 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 the 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 a blue info box below the fields.
On the detail page
Section titled “On the detail page”Commission percentage visible in the sidebar under Deal Details (for Sell/Rent out + filled in).
Setting or changing
Section titled “Setting or changing”- Edit button on the detail page or pencil icon in the list.
- Check Deal Type = Sell or Rent out.
- Fill in Commission %.
- Fill in/check Deal Value.
- Price Commission appears automatically.
- Update.
Stages that commit the property
Section titled “Stages that commit the property”Some stages commit the property. In the standard pipelines these are Reservation and everything after it: 10% Contract, Signing DEED and Won for buyers, Deposit and Won for sellers. An administrator determines per stage whether it commits the property. See What does “Commits the property” mean?.
What changes as soon as a deal reaches such a stage:
- Approved property required (Buy/Rent): you can only move the deal to such a stage if a property has status Approved.
- No more Rotting score: from now on the process runs via the notary and the client. See Rotting.
Reservation
Section titled “Reservation”For Buy/Rent: the buyer has reserved the property. The deal commits the property.
10% Contract
Section titled “10% Contract”Preliminary purchase contract + 10% deposit.
Signing DEED
Section titled “Signing DEED”Final deed at the notary. Last step before Won.
Deposit (Sell/Rent out)
Section titled “Deposit (Sell/Rent out)”For owner deals: deposit received from the buying party.
Documents and attachments
Section titled “Documents and attachments”Tab Attachments on the detail page. Or via the quick action icon in the sidebar.
Typical files:
- Preliminary purchase agreements
- Final deeds
- IDs of buyer/seller
- Financing + 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 the 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 the deal’s age.
Common mistakes
Section titled “Common mistakes”“A deal must have at least one approved property before it can commit to it”
Section titled ““A deal must have at least one approved property before it can commit to it””Buy/Rent deal moved to a stage that commits the property, without an approved property. Tab Properties → set the property to Approved.
“A new deal cannot start here. Start it on one of: …”
Section titled ““A new deal cannot start here. Start it on one of: …””A new Buy/Rent deal cannot start directly in a stage that commits the property, or in Won or Lost. Choose one of the stages from the message.
Commission field not visible
Section titled “Commission field not visible”Deal Type is Buy or Rent. Commission only applies to Sell/Rent out.
Offer history is empty
Section titled “Offer history is empty”Offer Price has never been changed on the property being offered. As soon as you enter/change an amount → record appears.