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.
Tips for Success
Verify Details: Ensure all MLS auto-filled fields are accurate.
Save Progress: Use the "Save and Continue" feature frequently.
Leverage the Document Library: Access additional documents or disclosures via the Radius Office document library.
Step-by-Step Process
1. Log into Radius Office
Open Radius Office in your web browser.
Sign in with your credentials.
Navigate to My Transactions in the left-side menu.
2. Start an Offer
Option 1: From the buyer’s profile under My Active Clients:
Locate the buyer’s profile and click the Offers tab.
Select Write an Offer to begin.
Option 2: From My Transactions:
Click the + Offer button in the top-right corner.
Choose the transaction type: Offer, Offer Under Contract, or Lease (Tenant).
(For Team Leads & TCs Only): Assign the agent for whom the offer is being created.
3. Enter Property Details
Use the MLS ID or address to search for the listing.
For MLS-listed properties, details will autofill.
For off-market properties, manually input the address, selecting the Google Maps suggestion for pre-filling.
Review and correct any pre-filled fields.
4. Complete the Offer Cover Sheet
Note: Specific property questions on this page vary state-by-state. An example of some (not all) questions asked for the state of California can be found below.
Property Information: Add additional details such as lot and block.
Listing Agent Information: Ensure all required fields are completed.
Seller Information: Add known seller details.
Buyer Information: Verify and update buyer details. For multiple buyers, use + Add a Co-Buyer and complete the required fields.
Buyer's Agent Information: Verify the pre-filled details are correct. If there is a co-buyer's agent, click + Add a Co-Buyer Agent button and fill out the co-buyer agent's information.
Financing Details:
Specify financing type (e.g., cash, third-party financing).
Add escrow/title vendor details or create a new vendor.
Deal Details:
Enter the offer price, initial deposit and earnest money. Details can be entered as percentages or whole numbers.
Validate the cover sheet by clicking Save and Continue.
5. Attach Required Documents
Radius Office will recommend documents based on the property type and location. Review the list and select the required documents, such as the purchase agreement.
To attach additional documents and disclosures, click + Add from Library.
Check the box for each document to add. Multiple documents can be selected at one time and click the Attach Selected Documents button.
To upload documents completed outside of Radius Office, + Add from Library and select Upload. Follow the prompts to upload documents.
Review any document displaying a red tag as this indicates required fields that need to be filled out by clicking View and Fill.
6. Create and Send the Envelope
Select documents from the staging area to include in the envelope.
Click Create and Send Envelope:
Personalize the email template if needed.
Change the envelope title for easier identification.
Note: Clicking Create and Send Envelope will initially require the agent’s signature before sending to the buyer.
7. Sign and Finalize the Offer
The envelope will move to the Sent Envelope section once sent.
As the agent, you will always sign first as indicated by the "Pending Your Signature" tag shown on the envelope.
Click Fill & Sign to review the terms of each document for accuracy and complete the signing process.
If revisions are needed, click the three dots on in the bottom left of the envelope to view the available options.
Edit: Adjust information on the documents before signing.
Void and Duplicate: Cancel and recreate the envelope with existing details.
Void: Cancel the envelope completely.
Download: Obtain a filled out copy for signing outside of Radius Office.
8. Monitor Signature Progress
Track the envelope’s status:
Pending Your Signature: Agent signature required.
Pending Buyer Signature: Awaiting buyer’s signature.
9. Submit the Offer to the Listing Agent
After all signatures are complete, return to the Offer Package tab.
Upload external documents (e.g., pre-qual, proof of funds) if needed using + Add Pre-signed Paperwork.
Click Submit Offer and review the email template before sending it to the listing agent.
Additional Features
Staging Area: Use the staging area to manage documents that are pending or need revisions.
Void and Duplicate: If changes are needed, void and duplicate the envelope to reuse existing details.
SkySlope Integration: Send signed documents directly to SkySlope using the transaction’s unique email address
By following these steps, you can efficiently create and manage offers in Radius Office, ensuring accuracy and compliance throughout the process.