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Create & Submit an Offer in Radius Office

Updated yesterday

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.


Step 1: Log into Radius Office

  1. Open Radius Office in your web browser: https://www.radiusagent.com

  2. Sign in using your Radius credentials.

  3. In the left-hand menu, click My Transactions.


Step 2: Start an Offer

Option 1: From the Buyer’s Profile

  1. Navigate to My Active Clients.

  2. Locate the buyer’s profile and select the Offers tab.

  3. Click Write an Offer to begin.

Option 2: From My Transactions

  1. Click + Offer in the top-right corner.

  2. Select the transaction type:

    • Offer

    • Offer Under Contract

    • Lease (Tenant)

  3. (For Team Leads & TCs Only): Assign agent for whom the offer is being created.


Step 3: Enter Property Details

  1. Search for the listing by MLS ID or property address.

  2. MLS listings will autofill details automatically.

  3. For off-market properties, manually enter the address and choose the suggested location from Google Maps.

  4. Review and edit any pre-filled fields as needed.


Step 4: Complete the Offer Cover Sheet

(Property-specific questions may vary by state.)

  1. Property Information – Add lot/block or other details if needed.

  2. Listing Agent Info – Ensure all required fields are filled.

  3. Seller Info – Enter known seller details.

  4. Buyer Info – Confirm and update.

    • Add co-buyers using + Add a Co-Buyer.

  5. Buyer’s Agent Info – Confirm pre-filled agent details.

    • Use + Add Co-Buyer Agent if applicable.

  6. Financing Details – Select financing type and escrow/title vendor.

  7. Deal Details – Add offer price, deposit, and earnest money amounts.

  8. Click Save and Continue to validate the form.



Step 5: Attach Required Documents

  1. Radius recommends documents based on property type and location.

  2. Click + Add from Library to attach standard documents.

  3. To upload your own files:

    • Click + Add from Library → Upload

    • Follow prompts to add documents

  4. Complete any documents marked with a red tag (indicating required fields).


Step 6: Create and Send the Envelope

  1. Select the documents you want to include.

  2. 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


Step 7: Sign and Finalize

  1. The envelope moves to Sent Envelopes after sending.

  2. Look for "Pending Your Signature" – click Fill & Sign.

  3. 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

  1. Go to the Offer Package tab.

  2. Upload any additional files (e.g., pre-qual letter, proof of funds) via + Add Pre-Signed Paperwork.

  3. Click Submit Offer, review the email to the listing agent, and send.


Additional Features

  • Staging Area – Organize documents for editing or future use

  • Void and Duplicate – Easily recreate offers as needed

  • SkySlope Integration – Automatically forward signed docs to SkySlope using the transaction’s unique email address

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