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
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.
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).
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
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
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