This guide outlines the steps to complete the Buyer Representation Agreement (BRBC) in Radius Office without creating a full transaction file.
Tips for Success
Complete Required Fields: Ensure all necessary fields are filled to avoid delays.
Refresh the Window: If the document status does not update after signing, refresh your browser.
1: Log into Radius Office
Open Radius Office in your desktop web browser.
Sign in with your credentials.
Upon login, you will land on the My Active Clients dashboard, your command center for managing buyers and sellers.
2: Create the Buyer Profile
Click the + Client button on the dashboard.
Fill in the buyer's details:
Full Name
Email
Phone Number
Lead Type: Select Buyer.
Lead Status: Choose the appropriate status (e.g., “Met with client”).
Client Source: Indicate the lead source (e.g., Sphere of Influence).
(Optional) Add search criteria:
Specify the buyer’s budget (e.g., $300,000–$600,000).
Enter the desired location (e.g., Dallas, TX).
Click Save and Continue to save the buyer’s information.
3: Start the Buyer Representation Agreement (BRBC)
In the buyer’s profile, locate the Buyer Representation banner.
Click Get Started to begin.
Choose how to proceed:
Fill and Sign: Generate and digitally sign the BRBC in Radius Office.
Upload: Upload a pre-signed agreement from another source.
Fill in the required details:
State: Choose the relevant state (e.g., Texas).
Type of Representation: Select Exclusive or Non-Exclusive.
Agent/Brokerage Information: Verify the auto-filled information for accuracy.
Click Save and Continue to proceed.
4: Personalize the Email Template
Review or customize the email sent to the buyer (default text is pre-filled).
Click Save and Sign to proceed.
5: Agent Signs the BRBC
As the agent, you will sign the document first.
Review the agreement to verify all terms.
Follow the prompts to add your initials and signature in the required fields.
Click Finish to send the document to the client.
6: Client Signs the BRBC
The client will receive an email to review and sign the BRBC.
Once signed, the document status will update automatically in Radius Office.
7: Access the Completed Agreement
Return to the My Active Clients page.
Open the buyer's profile card.
Locate the completed BRBC at the top of the profile.
View, download, or manage the document as needed.
By following these steps, you can efficiently complete the Buyer Representation Agreement in Radius Office.