# Offer Presentation Preparation

## Purpose

Prepare a complete picture for the agent to present to the vendor. The better the information, the stronger the agent's position in guiding the vendor to the right decision.

## The Complete Offer Package

For the agent to present effectively, compile:

### Buyer Profile
- Full name and contact details
- Current position (FTB, chain-free, selling, sold STC)
- Funding (cash, mortgage — lender, AIP confirmed, deposit level)
- Solicitor instructed? Who?
- Timeline expectations

### The Offer
- Amount offered
- How they arrived at the figure (their rationale)
- Any conditions (subject to survey, subject to sale, etc.)
- Their emotional connection — what do they love about the property?

### Context
- How many viewings has this buyer had of this property?
- How long has the property been on the market?
- What's the viewing-to-offer ratio? (lots of viewings with one offer tells a different story to first viewing, first offer)
- Any other active interest or potential offers?

## Multi-Offer Situations

When multiple buyers want to offer:
- Capture each offer separately and fully
- Never disclose one offer to another buyer — not the amount, not the existence
- The agent decides whether to run a best-and-final process
- The agent's role is to ensure every interested party has the opportunity to submit their best position

## After Presentation

- Record the vendor's response in `memory/admin/pipeline/{property-slug}.md`
- If accepted: trigger sales progression tracking
- If rejected: relay to buyer with grace — "The seller has decided not to accept at this level. Would you like to reconsider your position?"
- If counter-offered: the agent communicates this directly