If sending with a blank offer draft, copy paste this template and attach a draft offer from zipforms 

Before writing the offer: Pull up the listing in the MLS make sure you pull up the AGENT FULL DETAIL and look for any exclusions so that we don’t add them to the offer when writing it.

Presenting the offer with the salient terms before signing

**Once the offer is written add the offer expiration to the calendar with reminders/alerts for follow up

Protocol 

1. Call the agent when submitting an offer  

2. Contact the client to confirm its submitted. 

3. Follow up with client later that afternoon or the next morning, and keep them updated twice daily until you have an answer

4. Call the agent within 24 hours to find out what’s going on, follow up again if no answer. 

5. Once the offer is written add the offer expiration to the calendar with reminders/alerts for follow-up, same applies for counter offers received or when a multiple offer situation arises.