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    Offer Form

    Uploaded by

    James Livsey
    This document is a checklist for receiving offers to purchase a property. It includes fields to record the property address, purchaser details like name, address and contact information, cash/mortgage details, whether proof of funds and identification were received, the vendor's details, and notes on sending follow up letters and issuing a memo of sale once an offer is accepted. The purpose is to track all necessary information and next steps when handling purchase offers.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Offer Form

    Uploaded by

    James Livsey
    19 views1 page
    This document is a checklist for receiving offers to purchase a property. It includes fields to record the property address, purchaser details like name, address and contact information, cash/mortgage details, whether proof of funds and identification were received, the vendor's details, and notes on sending follow up letters and issuing a memo of sale once an offer is accepted. The purpose is to track all necessary information and next steps when handling purchase offers.

    Original Title

    OFFER FORM

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    This document is a checklist for receiving offers to purchase a property. It includes fields to record the property address, purchaser details like name, address and contact information, cash/mortgage details, whether proof of funds and identification were received, the vendor's details, and notes on sending follow up letters and issuing a memo of sale once an offer is accepted. The purpose is to track all necessary information and next steps when handling purchase offers.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    19 views1 page

    Offer Form

    Uploaded by

    James Livsey
    This document is a checklist for receiving offers to purchase a property. It includes fields to record the property address, purchaser details like name, address and contact information, cash/mortgage details, whether proof of funds and identification were received, the vendor's details, and notes on sending follow up letters and issuing a memo of sale once an offer is accepted. The purpose is to track all necessary information and next steps when handling purchase offers.

    Copyright:

    © All Rights Reserved
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    Offer Received Checklist PN:

    NOTES
    Property address:

    Full name(s) purchaser(s)

    Purchaser full address

    Purchaser contact
    number(s) and email
    addresses

    £ Date: Send LTR 038 Date:


    Offer Received 1
    If offer rejected Send LTR 053 Date:

    £ Date: Send LTR 038 Date:


    Offer Received 2
    If offer rejected Send LTR 053 Date:

    £ Date: Send LTR 038 Date:


    Offer Received 3
    If offer rejected Send LTR 053 Date:

    £ Date: Send LTR 038 Date:


    Offer Received 4
    If offer rejected Send LTR 053 Date:

    £ Date: Send LTR 038 Date:


    Offer Received 5
    If offer rejected Send LTR 053 Date:

    CASH/Mortgage? Details of deposit and/or chain details

    Proof of funds received


    Date copy taken:
    (inc. deposit)

    Make sure this is taken for all


    Purchaser ID received Photo ID Date: Address ID Date:
    purchasers
    IF OFFER IS ACCEPTED
    Send letter 050 Date:

    Purchaser solicitors
    details

    Full name(s) vendor(s)

    Vendor full address

    Vendor contact
    number(s) and email
    addresses

    Vendor solicitor details

    Date sent:
    Once all above received
    issue Memo of Sale (055)

    Add offer form and above info to the Sales Progression Folders. Leave the rest of the file in the filing cabinet.
    Completed by:

    MAKE SURE ALL LETTERS ARE PROOF READ AND SECTIONS DELETED IF NOT APPLICABLE

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