Customize Offer Details Sheet Canva Template
How to turn this Canva template into a fillable PDF:
- Customize as necessary: Adjust branding and add the property address.
- Download as PDF (Standard): Ensure it’s ready for easy sharing or printing.
- Create a fillable PDF: Use software like PDF Escape to make the form interactive.
- Upload/Send sheet: Upload the sheet with your EZ listing or share with clients/other agents to streamline the offer process.
Tips for Listing Agents Using the Offer Details Sheet:
- Always Ask Questions: Building rapport with buyer’s agents can help negotiate better terms and might even lead to team recruitment opportunities.
Robert Climer doesn’t even use a detail sheet – he simply calls an agent when an offer comes in. - Be Clear About Terms: Make sure the buyer understands how the premium affects the total price and the seller’s expectations.
- Highlight Clean Offers: Encourage buyers to minimize contingencies where possible to make their offer more attractive.
- Discuss Appraisal Gaps Early: Addressing this upfront saves time and avoids surprises later.
- Use Open Houses as Engagement Opportunities: If the property is generating a lot of interest, leverage that energy to drive better offers. Remind buyers that your seller can accept an offer anytime and will be watching 24/7 – don’t wait until the last minute, and come in strong!
Sample Email Script:
Subject: Your Offer Details Sheet for [Property Address]
Hi [Client Name],
Thanks for putting in your offer on [Property Address]! To keep things moving smoothly, I’ve attached an Offer Details Sheet for you to fill out. It’ll help us capture all the key terms and ensure your offer stands out.
Here’s a quick guide:
- Fill in your offer price, financing type, and any contingencies.
- Let us know your earnest money amount and preferred closing date.
- Don’t forget to specify if you’d like a home warranty.
If you have any questions or want to review it together, just let me know. I’m here to help!
Once you’ve completed it, feel free to email it back or let me know if you’d like to discuss.
Best,
[Your Name]
[Your Contact Information]
Sample SMS Script:
Hi [Client Name], just sent over the Offer Details Sheet for [Property Address]. Take a look, fill it out when you can, and let me know if you want to review anything together. Happy to help!
See also: Buyer Explainer Videos
