Submitting an Offer Via Disclosures.io

Create and submit your offer directly to the Listing Team

With Disclosures.io you can create and submit your offer directly to the Listing Team from the disclosure package. The Listing Team will not know that you are preparing an offer until you submit it, and no other parties will ever see your offer. 

How It’s Done

Sep 1- Got to the Property Package

Begin by going into the property package and clicking Make Offer button found right under the property address. As a Buyer Agent if you do not see the make offer button please reach out to the listing team as they may have the option to submit offers via Disclosuers.io disabled. 

Screen Shot 2020-05-14 at 10.40.37 AM

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. 

Screen Shot 2020-05-14 at 10.42.51 AM

Step 3- Contingencies

Buyer Agents will be able to indicate any contingencies noted in the purchase contract. Screen Shot 2020-05-14 at 10.44.04 AM

 

Step 4- Verify Buyer Agent Contact Information

As a Buyer Agent if you have completed your profile in Disclosuers.io 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.

Screen Shot 2020-05-14 at 10.45.21 AM

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. 

Screen Shot 2020-05-14 at 10.48.00 AM

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.

Screen Shot 2020-05-14 at 10.49.29 AM

Step 7- Final Review

Once the offer has been crafted and reviewed, choose between submitting the offer to the Listing Team immediately; or schedule a time for the Listing Team to receive the offer. 

​​Screen Shot 2020-05-14 at 10.51.51 AM

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.  

Screen Shot 2020-05-14 at 10.54.48 AM

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 and remove documents select the edit option.

Screen Shot 2020-05-14 at 2.24.07 PM

You will receive an email confirmation once your offer has been submitted.

Screen Shot 2020-05-14 at 11.11.05 AM

You will also receive a notification when the Listing Team has viewed your offer.

What Next

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.​​

Screen Shot 2020-05-14 at 2.22.09 PM

If at any point you need help, just click the blue chat button in the bottom right-hand corner of the screen. Or email us at support@disclosures.io.

FAQ

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 the offer you've submitted. Disclosures.io will not notify you of either result.

Q: Can the listing team see that I am working on an offer?

  • A: No, the listing 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 in question, click on the “offer” tab on the left side of the screen you’ll be taken to your offer. Here you’ll be able to edit and resubmit the changes that you made. You can also download a copy of the offer for your records, create an envelope to send out via DocuSign, or if needed you can choose to rescind the offer.

    Screen Shot 2020-05-14 at 2.27.07 PM

Q: What happens if I rescind an offer?

  • A: By rescinding this 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 party.

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 and exit button that will allow you to save the work you have done and come back to finish at a later time. 

    Screen Shot 2020-04-22 at 10.13.28 AM