This guide outlines the step-by-step process to generate and manage an offer for a client using Radius Office. Follow these instructions to optimize your workflow and maintain compliance.
Prerequisites for Creating and Sending Offers
Before beginning the offer process, ensure you have:
Complete property address information
All necessary client details
Prepared any required descriptive information for the cover sheet Note: Incomplete information may prevent you from creating and sending envelopes later in the process.
Step 1: Log into Radius Office
Open Radius Office in your web browser: https://www.radiusagent.com
Sign in using your Radius credentials.
In the left-hand menu, click My Transactions.
Step 2: Start an Offer
Option 1: From the Buyer’s Profile
Navigate to My Active Clients.
Locate the buyer’s profile and select the Offers tab.
Click Write an Offer to begin.
Option 2: From My Transactions
Click + Offer in the top-right corner.
Select the transaction type:
Offer
Offer Under Contract
Lease (Tenant)
(For Team Leads & TCs Only): Assign agent for whom the offer is being created.
Tip: To delete a transaction file, find the 'Delete' trashcan option to the right of the transaction in the 'My Transactions' view. If you're unable to delete the file by clicking the trashcan icon, please reach out to Support for assistance.
Step 3: Enter Property Details
Search for the listing by MLS ID or property address.
MLS listings will autofill details automatically.
For off-market properties, manually enter the address and choose the suggested location from Google Maps.
Review and edit any pre-filled fields as needed.
Step 4: Complete the Offer Cover Sheet
(Property-specific questions may vary by state.)
Property Information – Add lot/block or other details if needed.
Listing Agent Info – Ensure all required fields are filled.
Seller Info – Enter known seller details.
Buyer Info – Confirm and update.
Add co-buyers using + Add a Co-Buyer.
Buyer’s Agent Info – Confirm pre-filled agent details.
Use + Add Co-Buyer Agent if applicable.
Financing Details – Select financing type and escrow/title vendor.
Deal Details – Add offer price, deposit, and earnest money amounts.
Click Save and Continue to validate the form.
Step 5: Attach Required Documents
Radius recommends documents based on property type and location.
Click + Add from Library to attach standard documents.
To upload your own files:
Click + Add from Library → Upload
Follow prompts to add documents
Complete any documents marked with a red tag (indicating required fields).
Important:
Currently, all cover sheet details must be completed before an envelope can be created and sent. A future system update will allow bypassing this requirement in Step 5, but until then, make sure all descriptive information is filled out to prevent errors.
Step 6: Create and Send the Envelope
Select the documents you want to include.
Click Create and Send Envelope:
Personalize the email template if needed
Rename the envelope for easier tracking
⚠️ Agent must sign before sending to the client
Preventing Common Envelope Errors
To avoid issues when sending envelopes from Radius Office, make sure to check the following:
✅ The offer includes a complete property address
✅ The offer is not marked as "incomplete" in the system
✅ All recipient information is fully and accurately filled out
Envelopes missing any of these details cannot be sent through the platform.
Step 7: Sign and Finalize
The envelope moves to Sent Envelopes after sending.
Look for "Pending Your Signature" – click Fill & Sign.
Need changes? Click the three dots in the lower-left corner of the envelope:
Edit – Modify before signing
Void and Duplicate – Cancel and create a new version
Download – Save a copy if signing externally
Step 8: Monitor Signature Progress
Track signature status directly in the offer:
Pending Your Signature – You need to sign
Pending Buyer Signature – Awaiting client signature
Step 9: Submit the Offer
Go to the Offer Package tab.
Upload any additional files (e.g., pre-qual letter, proof of funds) via + Add Pre-Signed Paperwork.
Click Submit Offer, review the email to the listing agent, and send.
Additional Features
Error Prevention Checklist – Before Submitting Offers
✅ Verify all required fields are completed
✅ Ensure any related offers or agreements are marked as "complete"
✅ Double-check the property address and recipient information for accuracy
These steps will help reduce submission errors and ensure a smoother workflow.