Create and submit your offer directly to the Listing Team
With HLM, you can create and submit your offer directly to the Listing Team from the property package. The Listing 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 the 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 or may have invited you to the package as a Buyer rather than a Buyer Agent.
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 your information as well as your Brokerage Name and License Number before moving to the next step.
Step 5 - Upload Supporting Documents
Gather all supporting documents like the purchase contract, signed disclosures, and any 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 Team immediately or schedule a date and time for the offer to be submitted.
When scheduling the offer to be delivered, choose a date and time in the future for the offer to be sent to the Listing 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 your offer being scheduled.
If you click the Submit button, you will be asked to confirm this action. This will immediately deliver the offer directly to the Listing Team and override the scheduled offer time. This action cannot be undone.
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.
It is the responsibility of the listing agent to confirm the acceptance or refusal of any submitted offers. HLM will not notify you of either result.
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.
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. HLM 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 to 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, or create an envelope to send out documents for signature via DocuSign.
Q: I need to edit the summary of terms and update documents, how do I do that?
A: After clicking the edit option in the offer use the tabs at the top of the screen to navigate to the different sections as needed. Once updates have been completed using the "Submit Update" option in the top left-hand corner to ensure your changes are saved. This will send a notification to the Listing Team letting them know that an update has been made to the offer.
Q: What happens if I rescind an offer?
A: If you rescind an offer the listing agent will still be able to see the terms of your offer as well as any supporting documents that have been uploaded to the offer. Rescinding an offer allows the Listing Agent to report the information for compliance purposes and keeps a track record for you as a buyer agent.
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' option at the bottom of the screen 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: 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.