Offer Agreement Intake Form

1 · Agent of Record

Agent name

Agent email

Agent phone

License # (auto by property state; pick if multiple)

2 · Property

Enter property by

MLS # Property Address

MLS # (enter first — auto-fills the address)

Tax ID #

Look up tax ID on county records ↗

3 · Buyer Agreement

Already have a signed buyer agreement?

Yes — I'll provide the buyer's name and email below No — Prepare the buyer's agreement

If yes, you only need the buyer's name and email — the buyer's address and phone are hidden.

4 · Parties

How many buyers?

Buyer's home address

Buyer's representations — occupancy

Will occupy as principal residence Will not occupy as principal residence

Seller Full Name

5 · Price & Financing

Offer price ($)

Down payment

Calculated

Financing type

Loan amount (% of price)

Seller subsidy (%)

Seller pmt toward buyer brokerage comp

6 · Deposit, Settlement & Dates

Title company

Deposit method

Check / Bank-Wired Funds Additional Deposit by Note Other(s)

Deposit amount ($)

Date of offer

Deposit held in escrow by

Settlement Agent Buyer's Brokerage Other

Deposit delivery

Has delivered to Escrow Agent Will deliver to Escrow Agent

Within how many Business Days after Ratification?

Settlement date

7 · Delivery & Notices

Deliver notices to

To Seller To Buyer

To Buyer (Agent / TC)

8 · Financing

Financing contingency

Is contingent on financing Is not contingent on financing

Financing deadline (days after Ratification)

Appraisal contingency

Is contingent on appraisal Is not contingent on appraisal

Financing & appraisal are both covered by the one addendum.

Appraisal deadline (days after Ratification)

Appraisal negotiation period (days)

Escalation addendum attached?

Yes No

9 · State (VA/MD/DC) Resale Disclosure Act

Property subject to an HOA (Property Owners' Association)?

Is located within an HOA development Is not subject to an HOA

HOA resale certificate review period (days after Ratification)

Property subject to State (VA/MD/DC) Condominium Act?

Is located within a Condo Act development Is not subject to Condo Act

10 · Property Condition & Inspections

11 · Possession & Utilities

12 · Personal Property & Fixtures

Items that convey — check an item, then set how many

Other conveyances (as-is, no additional value)

Does NOT convey

Fuel tank(s)

None Leased Owned (conveys)

Leased items within property (do not convey absent written agreement)

13 · Disclosures, FIRPTA & Warranty

FIRPTA — Seller's status

Seller is NOT a Foreign Person Seller IS a Foreign Person

Lead-based paint — dwellings constructed before 1978?

Were NOT built before 1978 Were built before 1978 (target housing)

Home warranty

No Yes

14 · Real Estate Licensed Parties

15 · Supporting Documents & Notes

Additional supporting documents

Attach files (pre-approval, proof of funds, addenda, etc.). For large files, paste a share link below.

Property link

Questions or notes to the Transaction Coordinator

OFFER AGREEMENT

1 · Agent of Record

2 · Property

3 · Buyer Agreement

4 · Parties

5 · Price & Financing

6 · Deposit, Settlement & Dates

7 · Delivery & Notices

8 · Financing

9 · State (VA/MD/DC) Resale Disclosure Act

10 · Property Condition & Inspections

11 · Possession & Utilities

12 · Personal Property & Fixtures

13 · Disclosures, FIRPTA & Warranty

14 · Real Estate Licensed Parties

15 · Supporting Documents & Notes

Offer submitted