What documents do I need when Writing an Offer?

Here's a list of documents agents need when working with a buyer to write an offer

1. Contract 7.0

• Agent and buyer review the key terms, including purchase price, contingencies, financing, and deadlines.

• Buyer signs the contract, which is then submitted to the seller for review and counter-signature.

• There cannot be blanks above line 370 (use NA where necessary)

• Page 13 must be COMPLETELY filled out

• Include in the attachment section Contract 7.0 Addendum (if applicable) 

2. Contract 7.0 Addendum

• Agent and buyer review the addendum to request seller to offset buyers responsibility to pay buyer agent compensation

• Buyer signs the addendum, which is attached to the main contract and submitted with the offer.

3. Real Property Disclosure

• Agent obtains the seller’s real property disclosure and reviews it with the buyer to ensure the buyer is aware of any known property issues.

• Buyer signs the disclosure to acknowledge receipt and understanding.

4. Lead and Radon Disclosures (If Applicable)

• Agent obtains lead-based paint and/or radon disclosures from the seller (if applicable).

• Buyer signs the lead and/or radon disclosure to confirm understanding of potential hazards.

5. Disclosure of Personal Interest

   Purpose: Ensures transparency if the agent has a personal interest in the transaction (e.g., purchasing for themselves, family, close friends, or repeat clients).

• Agent completes the personal interest disclosure, stating the relationship with the buyer.

• Buyer signs the document to acknowledge the agent’s personal involvement or interest

After Document Completion

• Submission: Once all documents are signed and complete, the agent submits the offer (with the Contract 7.0 and any addendums) to the seller’s agent

• Follow-Up: After submission, the agent follows up with the listing agent for acceptance, counteroffers, or rejection.

• Document Storage: All signed documents should be stored securely in the Dotloop checklists

• Buyer agent emails contract, addendum and disclosures to sellers agent, mortgage broker and attorneys