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.
Log into Radius Office
1. Radius Office in your web browser.
2. Sign in with your credentials.
Navigate to My Transactions
Locate My Transactions in the left-side menu.
Start an Offer
Option 1: From the Buyer's Profile (My Active Clients)
▪︎ Locate the buyer’s profile and click the Offers tab.
▪︎ 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 agent for whom the offer is being created.
Enter Property Details
1. Use the MLS ID or property address to search for the listing.
2. For MLS-listed properties, details will autofill.
3. For off-market properties, manually enter the address and select the Google Maps
suggestion for pre-filling.
4. Review and correct any pre-filled fields as needed.
Complete the Offer Cover Sheet
(Note: Property-specific questions vary by state.)
1. Property Information: Add additional details such as lot and block.
2. Listing Agent Information: Ensure all required fields are completed.
3. Seller Information: Add known seller details.
4. Buyer Information:
Verify and update buyer details.
For multiple buyers, click + Add a Co-Buyer and complete the required fields.
5. Buyer's Agent Information:
Verify pre-filled details.
If there is a co-buyer's agent, click + Add a Co-Buyer Agent and enter their information.
6. Financing Details:
Specify financing type (e.g., cash, third-party financing).
Add escrow/title vendor details or create a new vendor.
7. Deal Details:
Enter the offer price, initial deposit, and earnest money (as percentages or whole numbers).
8. Click Save and Continue to validate the cover sheet.
Attach Required Documents
1. Office will recommend required documents based on property type and location.
2. To attach additional documents: Click + Add from Library, select the required
documents, and click Attach Selected Documents.
3. To upload documents completed outside of Radius Office: Click + Add from
Library → Upload, then follow the prompts.
4. Review any document with a red tag, indicating required fields to be filled out.
Create and Send the Envelope
1. Select documents from the staging area to include in the envelope.
2.Click Create and Send Envelope:
Personalize the email template if needed.
Change the envelope title for easier identification.
(Note: The agent must sign before sending the envelope to the buyer.)
Sign and Finalize the Offer
1. Once sent, the envelope will move to the Sent Envelope section.
2. The agent signs first, indicated by the "Pending Your Signature" tag.
3. Click Fill & Sign to review the terms and complete signing.
4. If revisions are needed, click the three dots at the bottom left of the envelope:
Edit: Adjust document details before signing.
Void and Duplicate: Cancel and recreate the envelope with existing details.
Void: Cancel the envelope entirely.
Download: Save a copy for signing outside of Radius Office.
Monitor Signature Progress
Track the envelope’s status:
Pending Your Signature – Agent’s signature required.
Pending Buyer Signature – Waiting for the buyer’s signature.
Submit the Offer to the Listing Agent
1. After all signatures are complete, go to the Offer Package tab.
2. Upload any additional external documents (pre-qual, proof of funds) using + Add
Pre-signed Paperwork.
3. Click Submit Offer, review the email template, and send it to the listing agent.
Additional Features
▪︎ Staging Area: Manage documents that need revisions or are pending.
▪︎ Void and Duplicate: Easily recreate an envelope if changes are required.
▪︎ 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.