User Guide

Getting Started

Creating an Account

1. Visit the PMO website and click "Get Started" or "Sign Up"
2. Register using Email & Password, or sign up instantly with Google, Facebook, or Apple
3. Verify your email address (social login accounts are verified automatically)
4. After registration, select your role: Free User, Agent, or Broker

Logging In

1. Go to the login page
2. Enter your email and password, or sign in with Google, Facebook, or Apple
3. You'll be redirected to your dashboard

Account Types & Roles

For Listing Agents

Creating a New Listing

1. From your Dashboard, click "+ New Listing"
2. Enter the property address using search or manual entry
3. Fill in: List Price, Listing Start Date, MLS Number (optional), Unit/Apt (optional)
4. Optionally upload a property photo (JPEG or PNG, max 5MB). This photo will be visible to buyer agents on the offer submission form.
5. Optionally enter a seller email address to automatically send a seller portal invitation when the listing is created
6. Click "Create Listing"
7. Copy and share your unique offer link

Sharing Your Offer Link

Once you create a listing, PMO generates a unique shareable link. Share it via:

• Email or text message
• MLS remarks
• Your website or social media

Anyone with the link can submit an offer. No account required.

Reviewing Offers

When offers come in, you'll see them on the listing detail page with:

Exporting Offers

You can export offer data from any listing detail page in two formats:

• PDF Export – Click "Export PDF" to generate a formatted report. The report includes a summary table of all active offers sorted by price (highest first), followed by individual detail pages for each offer showing all terms, contingencies, and attached documents. Use your browser's print dialog to save as PDF or print directly.
• CSV Export – Click "Export CSV" to download all active offer data as a spreadsheet. The file includes offer price, down payment, earnest money, financing type, contingencies, closing date, and submission date. The file is automatically named with the property address and current date (e.g., 123-oak-street-offers-2026-04-05.csv).

Agent Remarks

You can add internal notes to any offer on your listings:

1. Open an offer from the listing detail page
2. Find the "Agent Remarks" section
3. Type your note and click "Save"
4. Optionally toggle "Visible to seller" to share the remark in the seller portal

Remarks are timestamped and attributed to the author. Use them to track internal observations, flag details for your sellers, or note follow-up items on specific offers.

Editing a Listing

You can update your listing details at any time from the listing detail page:

• List Price – Update the asking price as market conditions change
• Listing Instructions – Add or update special instructions for buyer agents
• Property Photo – Upload, replace, or remove the listing photo
• Offer Deadline – Set or change a deadline for offer submissions

Each edit creates a new version in the listing's history. You'll be asked to provide a reason for the change, which is recorded in the edit history.

Deactivating & Reactivating a Listing

If you need to temporarily stop accepting offers on a listing:

1. Go to the listing detail page
2. Click "Deactivate" to stop accepting new offers
3. The listing status changes to Inactive and the offer link will show the listing is no longer accepting offers
4. Click "Activate" at any time to resume accepting offers

Archiving a Listing

When a property has sold or is no longer on the market, archive the listing to keep your dashboard clean:

1. Go to the listing detail page
2. Click "Archive"
3. The listing moves to your Archived tab on the My Listings page
4. To restore an archived listing, open it and click "Unarchive"

Archived listings and their offers are preserved and can be viewed at any time. They simply no longer appear in your active listings.

Searching Listings

Use the Search page to find active listings on Present My Offer:

• Address Search – Type a property address to find listings by location
• MLS Search – Search by MLS number to find a specific listing (only works when the listing agent included an MLS number)

From search results, you can view listing details and submit offers directly.

Inviting Sellers

You can invite up to 5 property sellers (homeowners) per listing to view all offers in real time.

1. Go to the listing detail page
2. Click "Invite Sellers"
3. Enter up to 5 seller email addresses
4. Click "Send Invitations"

Each seller receives an individual email invitation. Once accepted, they can see all property details, view all offers (read-only), and download offer documents.

You can manage seller invitations from the listing detail page. Use the menu on each seller entry to resend an invitation or remove a seller.

Co-Listing Agents

The co-listing feature allows a listing agent to add one co-listing agent to a listing. The co-listing agent gets read-only access to the listing, its offers, and attached documents, and can also invite and manage sellers.

What Co-Listing Agents Can Do

• View listing details – See property information, list price, and listing status
• View all offers – See every offer submitted on the listing
• Download documents – Access contracts, pre-approval letters, and other attachments
• Invite sellers – Send, resend, or revoke seller invitations
• View edit history – See the full history of listing changes

Adding a Co-Listing Agent

The primary listing agent, their broker, or a PMO admin can add a co-listing agent:

1. Go to the listing detail page
2. Find the "Co-Listing Agent" section
3. Enter the co-listing agent's email address
4. Click "Add Co-Listing Agent"

What happens next depends on whether the co-listing agent already has a PMO account:

Accepting a Co-Listing Invitation

If you received a co-listing invitation email:

1. Click the link in the invitation email
2. Log in or create a free account using the same email that received the invitation
3. Click "Accept Invitation"
4. The listing will appear in your My Listings page with a "Co-listing" badge

Removing a Co-Listing Agent

The primary listing agent, their broker, or a PMO admin can remove a co-listing agent at any time:

1. Go to the listing detail page
2. Find the "Co-Listing Agent" section
3. Click "Remove"
4. Confirm the removal

Access is revoked immediately. If there is a pending invitation instead of an active co-listing agent, you can revoke the invitation the same way.

For Buyer Agents

Submitting an Offer

1. Open the offer link shared by the listing agent
2. Enter your name, email, and phone number
3. Review the property details, list price, and listing photo (if uploaded by the listing agent)
4. Fill out the offer form with all required fields
5. Check the attestation box confirming authorization
6. Click "Submit Offer"

Offer Form Fields

Uploading Documents

You can attach PDF documents to your offer such as purchase contracts, pre-approval letters, and proof of funds:

• Up to 10 PDF files per offer
• Each file must be a valid PDF
• Documents are securely stored and accessible to the listing agent and seller

Tracking Your Offers

View all your submitted offers from My Offers in the navigation bar. Each offer shows its current status, the property address, offer price, and submission date.

Withdrawing an Offer

If you need to retract an offer:

1. Go to My Offers and click on the offer
2. Click "Withdraw Offer"
3. Optionally provide a reason for withdrawal
4. Confirm the withdrawal

Revising an Offer

Instead of withdrawing and resubmitting, you can revise an existing offer to update its terms:

1. Go to My Offers and click on the active offer you want to revise
2. Click "Revise Offer"
3. The form will be pre-filled with your original offer details
4. Update any fields you want to change (price, financing, contingencies, etc.)
5. Click "Submit Revised Offer"

When you submit a revision, the previous version is automatically withdrawn and replaced by the new version. The listing agent can see the full revision history.

Claiming Your Account

If you submitted an offer without creating an account, you can claim your submission history:

1. Check your email for a "Claim Your Account" message from PMO
2. Click the link and set a password
3. Your previous offer submissions will be linked to your new account

Once claimed, you can track all your offers, withdraw them, or submit revisions from your dashboard.

For Sellers

As a property seller (homeowner), your listing agent can invite you and up to 4 other sellers to PMO so you can view every offer submitted on your property in real-time. No more waiting for your agent to forward offers. You'll have direct access to your own dashboard showing all offer details, documents, and submission times.

Accepting an Invitation

1. You'll receive an email invitation from your listing agent
2. Click the link in the email (expires in 7 days)
3. Log in or create a free account using the same email that received the invitation
4. Click "Accept Invitation"
5. You'll be redirected to your seller dashboard

Using the Seller Dashboard

Once you accept, click "My Property" in the navigation bar to access your seller dashboard. This is your central hub for tracking all activity on your listing.

Property Details

• Property address and list price
• Listing date and MLS number
• Your listing agent's contact information

View All Offers in Real-Time

Your dashboard displays every offer submitted on your property. As soon as a buyer's agent submits an offer, it appears in your dashboard. For each offer, you'll see:

Common Contingencies Explained

• Inspection – Buyer can inspect the property and negotiate repairs
• Appraisal – Property must appraise at or above the offer price
• Financing – Buyer must secure a loan from their lender
• Sale of Home – Buyer must sell their current home first

Downloading Documents

For each offer, you can download attached documents like purchase contracts, pre-approval letters, and proof of funds by clicking the "Download" button.

Email Notifications

Stay informed without constantly checking the dashboard. Go to My Account > Notifications to enable email alerts for:

• New offer received - Get notified instantly when a buyer's agent submits an offer on your property

You can turn notifications on or off at any time. Every notification email also includes a one-click unsubscribe link.

For Brokers

Team Management

As a broker, you can build and manage your team of agents from your Dashboard.

Inviting Agents

1. From your Dashboard, find the "Your Team" section
2. Click "+ Invite Agent"
3. Enter the agent's email address
4. Click "Send Invitation"

Reassigning Listings

If an agent leaves your team or you need to transfer a listing, you can reassign it to another agent on your team:

1. Go to the listing detail page
2. Click "Reassign"
3. Select the agent to reassign the listing to
4. Confirm the reassignment

Seat Management

Subscription & Billing

Available Plans

Account Settings

My Account Menu

Click "My Account" in the navigation bar to access:

• My Profile – Update your display name and phone number
• Notifications – Configure email alerts (see below)
• Billing – View your plan, manage payment, or change subscription
• Documentation – Access this user guide
• Sign Out – Log out of your account

Email Notifications

Go to My Account > Notifications to toggle each notification on or off:

All notification emails include a one-click unsubscribe link.

Troubleshooting

Can't Log In

• Check your email – Make sure you're using the correct email address
• Reset password – Click "Forgot Password" on the login page
• Check caps lock – Passwords are case-sensitive
• Clear browser cache – Try clearing cookies and cache

Can't Submit an Offer

• Provide contact info - Your name, email, and phone number are required
• Upload a contract - At least one PDF document is required
• Check listing status - The listing may be deactivated

Still Need Help?

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