📬 Offer Management & Follow-Ups on RealtyBlocks

In RealtyBlocks, every lead is treated as an “Offer.” You can view, respond to, and act on these offers directly from your dashboard — with built-in chat, filters, and tools for faster follow-ups and smoother transactions.

Where to Find Your Offers

• Log in at www.realtyblocks.com

• Click your profile icon and select My Offers from the dropdown menu

• You’ll land in the Offers Inbox, where you can filter between:

  • All offers

  • Received and Sent

  • Offers related to Properties, Services, or Support

Viewing and Responding to Offers

• Click any offer to open its full message thread

• Use the built-in messaging window to reply directly from the platform

• Each message includes timestamps and is saved under the specific offer for context

• This chat is your central place to discuss pricing, features, next steps, or anything else related to the deal

Using the Action Center

Click the green User Action Center icon inside an offer thread to trigger advanced workflows:

• Chat: Continue the conversation directly

• Attachments: Share files or images

• Book: Schedule appointments

• SmartBid: Enable bidding or comparisons

• Contract: Generate agreements

• Invoice: Raise a bill or receive payment

• Request Svc: Link to a related vendor or service

• SocialAI: Promote related offerings

• KYC: Start verification

• WhatsApp: Jump to external follow-up (manual for now)

• Launch Poll: Run sentiment polls if needed

You can jump to any dashboard module from here — like BookEasy™, InvoiceX™, AgreeMate™, or ServiceMate™ — and take the offer directly into action.

Important Notes

• Offers are only manageable through the web dashboard — not via WhatsApp (BlocChat) or the front-end assistant (BlocBot) at this time

• You can view full chat history and continue discussions without switching tabs or tools

• All your actions within the offer window are saved and synced automatically

Smart Follow-Up Tips

• Respond quickly for better trust and higher closure rates

• Use the Action Center to keep conversations moving forward

• Mark offers as completed when done to keep your dashboard tidy

• Organize offers using filters based on type or source

Troubleshooting

• Didn’t receive an expected offer? Check your filters or the “Sent” tab

• Need to share a proposal? Use the Attachments or Invoice options inside the chat

• Want to switch to service or property module? Use the Action Center without needing to leave the offer thread

Still Need Help?

Visit Managing Offers & Follow-Ups Help
Or email contact@realtyblocks.com

Your offers, your control — managed all in one place on RealtyBlocks.