Create and submit your offer directly to the Listing Team
With HLM, you can create and submit your offer directly to the listing agent/team from the property package. The listing agent/team will not know that you are preparing an offer until you submit it, and no other parties will see your offer.
How It’s Done
Step 1 - Go to the Property Package
Begin by going into the property package and clicking 'Create Offer' button found under the property address. As a buyer agent, if you do not see the 'Create Offer', button please reach out to the listing team as they may have disabled the option to submit offers via HLM.
Step 2 - Purchase Price
Summarize the purchase price and financing terms of the offer. This information should reflect what has been entered into the purchase contract.
Step 3 - Contingencies
Buyer Agents will be able to indicate any contingencies noted in the purchase contract.
Step 4 - Verify Buyer Agent Contact Information
As a Buyer Agent, if you have completed your profile in HLM, your information will automatically populate in this step. If you are an agent and have not yet completed your profile, you will need to manually enter this information before being able to move on to the next step.
Step 5 - Upload Supporting Documents
Gather all supporting documents like the purchase contract, signed disclosures, and other documents requested by the Listing Team and upload them to the offer.
Step 6 - Add a Message to the Listing Team
As a Buyer Agent, there is an option to include a message to the Listing Team. This can provide more information about the buyers or the offer.
Step 7 - Final Review
Once the offer has been crafted and reviewed, choose between submitting the offer to the listing agent/team immediately; or schedule a time for them to receive the offer.
When scheduling the offer to be delivered, choose a date and time in the future for the offer to be sent to the listing agent/team.
Once the offer has been scheduled, you’ll be taken to your offer overview.
Here you can see when your offer is set to be submitted. If you need to make a change to the date or time, select the 'Schedule' option again. To make any changes to your offer summary, or to add/remove documents, select the 'Edit' option.
IMPORTANT: Once you see the BLUE BAR with your scheduled offer submission - this is your confirmation of schedule completion.
DO NOT click the ‘SUBMIT’ button, as this feature is created to allow you the option to bypass your scheduled offer to submit immediately.
You will receive an email confirmation once your offer has been submitted.
You will also receive a notification when the listing agent/team has viewed your offer.
If you are a pro user, you will be able to see the viewing activity that the listing team has taken as they review your offer.
If at any point you need help, click the blue chat button in the bottom right-hand corner of the screen. Or email us at email@example.com.
Q: How do I know if my offer was accepted?
A: It is the responsibility of the listing agent to confirm the acceptance or refusal of any submitted offers. Disclosures.io will not notify you of either result.
Q: Can the listing agent/team see that I am working on an offer?
A: No, the listing agent/team will not be able to see if you are working on an offer. This action remains confidential. Any information entered into the offer section is not accessible to the listing team until the offer has been submitted.
Q: Can the other agents see that I am working on an offer?
A: No, other agents will not be able to see what you are working on. When your offer is submitted it will only be shared with the listing team.
Q: How do I make an update to an offer that I already submitted?
A: In the property package for the listing, click on the 'Offer' tab on the left side of the screen and you’ll be taken to your offer. Here you can edit and resubmit any changes that you made. You can also download a copy of the offer for your records, send out via DocuSign envelope, or choose to rescind the offer.
Q: What happens if I rescind an offer?
A: By rescinding an offer, you will no longer be able to make changes to the offer and will not be able to submit another offer on this property. If you wish to make changes to your offer, use the 'Edit' button to make updates and click 'Save' to send the changes to the listing agent/team.
Q: What if I’m not ready to schedule or submit my offer?
A: If you need to save your offer and come back to work on it later there is a 'Save & Exit' button that will allow you to save the work you have done and come back to finish at a later time.
Q: Can I expect to receive an email confirmation with a scheduled offer? How can I confirm my offer is scheduled?
- A: No. Email confirmations on offers are only delivered at the moment the scheduled offer is submitted. However, above your offer details view you will find a notification banner with time and date details of your scheduled release. Once the offer is released and submitted, then expect to receive the offer submission confirmation email.