The Buyer Profile in Radius Office helps you manage searches, documents, reminders, and communications—all in one place.

At the top of the buyer profile, you’ll see:

📝 If your client is interested in multiple property types or locations (e.g., single-family in Oakland and multifamily in San Diego), you can create separate searches for each.

Click into any search to manage the buyer’s preferences. You'll find:

1. Activity
See a running log of updates and changes to this specific search—great for tracking your workflow.

2. Overview

Get a high-level summary of the client’s search preferences and access quick links, including the Buyer Representation Form.

3. Offers

View or create offers for this client directly from the profile. Quick access makes writing and managing offers seamless.

4. Recommended Properties

If your client is using the Radius Client App, you’ll see a list of AI-recommended properties here.
Not using the app yet? You can join the waitlist or reach out to support for more info.

5. Upload

Securely upload essential documents like:

- Proof of funds

- Pre-approval letters

These are stored in the buyer's profile for quick reference.

6. Notes

Track client conversations, preferences, and evolving needs using the Notes tab. This is a helpful tool to personalize your service and keep detailed records.

7. Financing

Quickly start the pre-approval process with Loan Desk Mortgage directly from the buyer profile. This process is fast and integrated with Radius Office. (A separate step-by-step guide is available.)

8. Reminders

Use the Reminders tab to schedule key follow-ups, appointments, and deadlines. You can:

The Buyer Profile is your hub for managing relationships, documents, and action steps. Use it to stay on track, deliver great service, and close with confidence.

Need help with any feature? Reach out to support@radiusagent.com or visit the Help Center for more tutorials.