Why I Love When Agents Upload Offer Instructions

Real Estate Agent with Buying Katy / Rae Dolan TREC #702048

Early on as an agent, a home I submitted an offer for had a document labeled "Offer Instructions" in the files. I thought this was brilliant. It made creating the offer easier for me as the Buyer's agent and created less back and forth. I immediately followed suit and created an Offer Instructions document to use with my listings. Below is a summary of the information listed in it.


Where to send the offer

I ask them to put "Offer for [property address] in the subject line and give them the email address they should use to submit the offer.

Listing agent and broker information

I list all the details required in the agent information section of the offer. The brokerage name, license number, address, and phone number; agent name, license number, email and phone number; and their licensed supervisor's name, license number, and phone number.

Contract details specific to myself or the property at hand

In my case, that information includes:


The name, address, phone number, and specific title agent name of my preferred title company.

How much earnest money to list in the contract.

What option to check in the property survey box.

To include the signed Seller's Disclosure if one exists in the document section with the offer.

To execute and include any addenda listed in the document section with the offer.

The amount per day for the option fee, the maximum number of days for the option, and where to drop option checks.

I keep the instructions short and sweet, and it's a one-page document. It helps prevent a lot of searching for this information by the Buyer's agent and helps ensure I receive offers on my listings that are complete, and that go where I want them to go.

If you're not currently using an Offer Instructions document, I'd highly suggest you consider doing so.



Rae Dolan
Katy Realtor
Champions Real Estate Group

Posted by


Rae Dolan


Katy Texas Real Estate Agent

Champions Real Estate Group



// NHCS, e-Pro


Re-Blogged 1 time:

Re-Blogged By Re-Blogged At
  1. Jerry Newman 07/01/2018 07:53 AM
Real Estate Best Practices
buyers agent
property listings
best practices
agent marketing
real estate contracts
sellers agent
mls listings
submitting offers
offer instructions
agent paperwork
sales listings

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Joan Cox
Metro Brokers - House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Rae, I agree, if you put the instructions into broker remarks, sure helps everyone.

Jul 01, 2018 05:12 AM #1
Jerry Newman
Brown Realty, 210-789-4216,www.JeremiahNewman.com - San Antonio, TX
Texas REALTOR, San Antonio Military Relocation

Hi Rae, I also love it whenever I see offer instructions under additonal informtion or agent instructions in the MLS. Some agents do a great job with this and it really helps when writing up offers, since many of the questions needed to fill out the TREC froms have been answered. 

Welcome to Active Rain!

Jul 01, 2018 07:48 AM #2
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Rae and welcome to the rain where we all learn from each other and help each other.


Jul 01, 2018 08:37 AM #3
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

I started off as an assistant to the broker in the firm I now own and began faxing "offer instructions" in 1992. Now it's a document in each listing at my my firm.  No one else in the market is using it and I've been sharing it for 26 years.  Sigh.

Jul 01, 2018 11:15 AM #4
Rose King
David Tracy Real Estate - Friendswood, TX
Friendswood / Pearland / Houston Bay Area

I love it when the listing agent posts offer instructions! Here in Texas, we need to know the license numbers of the agent, the broker, and the brokerage, among other things. If that info is at hand in the offer instructions, it saves us the trouble of looking everything up. 

Jul 03, 2018 06:24 PM #5
John Juarez
The Medford Real Estate Team - Fremont, CA

Hi, Rae Dolan,

Our Team provides “Instructions for Writing an Offer” for all our listings. There is a place in our mls, as I sure there is in many mls systems, where documents can be uploaded. The Instructions go there with seller’s disclosures, inspection reports, preliminary title report, etc. The instructions give important information that would other wise have to be repeated in numerous phone conversations of ironed out in counter offers. Major time saver!

Jul 03, 2018 08:47 PM #6
Theresa Akin

The only Offer INstructions I see around here are on foreclosures. Rare on private properties and some on lower level commercial. It does eliminate countering back and forth and allows the buyer to quickly pass and move on to the next property or proceed with the offer. I had a buyer who wanted to make an offer and informed him of an "Offer Instuctions". He asked "who do they think they are?" I had to laugh and inform him the owner "knew" who he was and if he didn't like the instuctions we should move on. He chose to heed the instructions and we closed a few weeks later. He said it didn't hurt so bad and to keep a copy of the instructions for when he may sell if need be in a few years. 

Jul 04, 2018 06:02 AM #7
Melissa Spittel
Coldwell Banker Residential Brokerage - Westminster, MD
"Achieving Results Together "

Love this idea also! Definitely increases the chances of receiving complete offers.

Jul 06, 2018 11:01 AM #8
Debb Janes EcoBroker and Bernie Stea JD
ViewHomes of Clark County - Nature As Neighbors - Camas, WA
REALTORS® in Clark County, WA

It's a great idea, Rae. Making life easier for everyone is certainly something I appreciate.  And as Melissa comments #8, getting a complete offer the first time is also a big positive. D 

Jul 07, 2018 06:58 AM #9
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

Hi Rae

It's not something we see very often, except for REOs and short sales typically, but it makes sense, especially if there are requirements outside the norm. I wonder how many agents actually will read them if included as additional docs in the listing?


Jul 08, 2018 10:20 AM #10
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Rae Dolan

Real estate agent serving the Katy area
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