Buyer Offers allow Brokermint users to handle the buying process in a more consistent and simpler way, keeping all things in one place. Here are a few quick facts to help you get started:

When first accessing the Offers page, you'll see a notion that you have no active offers to display. Here, you can create a new offer by clicking the button in the middle or the top right of the page.

Within the page, you also can adjust the current view. The initial view will have an Active offers filter. You can change it to Withdrawn or Rejected by clicking the related dropdown, as well as creating a new custom view adjusted to your needs.

Click the Create offer button to create a new offer.

Within the opened dialogue window, fill out the general required fields, such as address, city, state, zip, price, and financing. Then, fill out the additional fields if needed (you can add them within the Fields > Offer fields section).

You must add the following contacts to proceed with the Offer creation:

You can also add any number of additional contacts manually if needed.

You can add a Buyer Offer from MLS by clicking the Create offer button and selecting the Search MLS option from the list.

After creating a Buyer Offer, its status will be set as Active by default.

The Buyer Offer page has three main components:

Same as for Transactions, the left menu displays general offer info with the address, buyer name, status, and Edit button. It also has a Back button that allows you to navigate back to the Offers page.

This button allows you to take any actions with your Buyer Offer, such as:

This section allows you to see and monitor all actions that were made within the Buyer Offer. Available actions include:

Go to Fields > Buyer offer fields > Add field and add a new field. After creation, it will be available when creating new offers.

Within your Offer, go to edit > Edit contacts. In the opened window, click the three-dots icon near the related contact and select Make offer owner.

Within the offer, click I want to... > Upload document and select the needed file. After uploading, you'll see it in the offer's Activity feed.

After marking your offer as accepted (I want to... > Mark as accepted), you will be able to select whether you want to turn your buyer offer into a transaction. After starting a transaction from the buyer offer, the buyer offer documents will appear in the Unsorted folder of your newly created transaction.

In the buyer offer:

In the transaction:

You can start a transaction from the accepted offer using the related button in the activity log:

After adding a checklist to the buyer offer, click the three dots icon near the task and select whether you want to Upload the document from your local storage or Use forms. After that, you can select signers and other parties, and proceed with the familiar eSign process.

Within the offer, click I want to... > Delete and confirm the deletion. Offer deletion event will be shown in the Activity log. Keep in mind, deleting a Buyer Offer is a permanent action and cannot be undone.

First, you'll need to create a buyer offer checklist template. Go to Checklists > Buyer offers > + Add template. After creating and adding up some tasks, you'll be able to see it when creating a new Buyer Offer or editing the existing one — through the I want to... > Add checklist.

While working and adding multiple checklists, you'll be asked whether you want to remove all incomplete to-do items or have new checklist's to-dos will be added on top of existing ones.

The offer's activity log also displays the checklist task's description:

Within your buyer offer, go to I want to... > Send an email option. Above the recipient field, you'll see the add document dropdown that allows you to attach any document that has been already uploaded to your buyer offer.

Within the buyer offer, you can create, sign, and track the progress across your eSign package. The I want to... > Create eSign package option will let you seamlessly create the eSign package.

In the offer's activity log, you can see signer statuses, track the progress, and view the package with a click.

Buyer offers have a separate permission section that is built to mirror users' permissions in Transactions. For example, if they don’t have the ability to delete a Transaction, they won’t have the ability to delete a Buyer Offer unless their Admin changes their permission set.

Admins can remove the module from agent accounts if they wish to, or limit their ability to access certain functions in the module.