Draft an Offer

A signed buyer’s agreement moves the lead from QUALIFIED to COMMITTED. From here, the relationship is exclusive — they’ve chosen you, and the pipeline reflects that change in posture.

Steps

1. Open the lead’s detail page from the QUALIFIED column.
2. Fire the state change to COMMITTED. The trigger event is buyer_agreement_signed.
3. In the payload, add the signed-document reference (DocuSign envelope ID, document URL, or file reference your brokerage uses).
4. Save.

Caution

The transition requires a signed-document reference in the payload. The state machine enforces it. A COMMITTED lead with no document reference will look like data entry got skipped — and your broker reviewing the board may flag it. Attach the reference at the moment you record the transition.

What changes after the transition

• The card moves from QUALIFIED to COMMITTED on the board.
• The timeline records a Scribe entry: QUALIFIED → COMMITTED with the document reference in the payload.
• The relationship posture changes: you’re now running their buying process, not pitching for it. Drips and matching listings designed for the searching/touring phase should stop in favor of manual, transactional outreach.
• The legacy buyer_status projects to offer_pending.

Note

The v0.3 design specifies that drip plans should stop on the QUALIFIED → COMMITTED transition. HomeStar does not yet ship an automated drip system, so today this is a posture change, not an automated side effect. When the drip layer ships, it will read COMMITTED as a stop signal.

A worked example

Marcus Williams has been Hot in QUALIFIED for weeks. After a Saturday showing he signs the buyer’s agreement on the property. Open his card, fire the COMMITTED transition with the DocuSign envelope ID, and save.

His board column changes. The next agent who looks at his card sees a COMMITTED state and the signed-doc reference on the timeline — they know there’s a transaction in motion without needing to ask.

If the agreement isn’t signed yet

Don’t fire the transition early. A handshake or a verbal “we’re going with you” is not COMMITTED. Keep the lead in QUALIFIED until the document is signed. The state machine treats COMMITTED as a hard transition with audit consequences, and a premature move shows up in dashboards as a COMMITTED lead with no document — easy for a broker to spot.

What this is NOT

• Not the offer event itself. COMMITTED → IN_CONTRACT happens when the contract is executed — offer accepted, escrow opened. That’s a separate state change.
• Not a temperature change. Marcus’s score stays where it is.
• Not a reassignment. The lead remains with you.

What comes next

The forward path is COMMITTED → IN_CONTRACT via contract_executed, then IN_CONTRACT → CLOSED via closing_complete. If the deal collapses before contract, the path back to QUALIFIED is documented separately — see handle a deal collapse.

Related

• Close a deal — the IN_CONTRACT → CLOSED step
• Handle a deal collapse — if the buyer’s agreement or contract falls apart
• State machine card — full transition list including reverse edges