Deal Terms

Deal Terms are the default offer terms used in templates, placeholders, and deal materials. They help your team start from consistent offer language instead of retyping timelines and earnest money details on every deal.

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Where to find it

Open Settings > Basic Setup > Deal Terms.

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What you configure

• Min Inspection Days and Max Inspection Days.
• Closing Days.
• Earnest Money type: percentage of price or fixed amount.
• Earnest Money amount.
• Whether earnest money is refundable.

Click Save Deal Terms after making changes.

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Why it matters

Deal Terms keep your outreach and offer language consistent. When templates include placeholders for inspection days, closing timeline, or earnest money, those placeholders pull from these defaults unless a deal-specific workflow overrides them.

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What changes when you update it

• New template-based outreach can use the updated terms.
• New offer-related placeholders use the current defaults.
• Existing sent messages are not changed.
• A specific deal can still use different terms if the workflow exposes per-deal values.

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Setup tips

• Set a realistic inspection window your team can actually honor.
• Keep the closing timeline aligned with how your funding usually works.
• If you use percentage earnest money, make sure your templates make that clear.
• Review Deal Terms whenever your acquisition strategy changes.

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Used by

• Message Templates
• Bulk Messaging
• Offer-related placeholders and deal materials

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Common questions