Overview

Present My Offer provides a structured way to handle real estate offers. Instead of receiving offers through email, text, and phone calls, listing agents create a single intake link. Buyer's agents submit through that link, and all offers are collected in one place for review.

The process involves three parties: the listing agent, the buyer's agent, and the seller. Each has a specific role in the workflow.

For Listing Agents

The listing agent sets up the offer intake and manages the review process.

1

Create a Listing

Enter the property address and basic details. You can also upload a property photo that buyers will see when they open the offer form. If the property is a rental, check "This is a rental" to switch pricing to monthly rent and use a rental-specific offer form. The system generates a unique offer submission link for that listing.

2

Share the Submission Link

Copy the link and share it with buyer's agents. Many agents include the link in their MLS remarks so any interested agent can find it.

3

Receive Offer Notifications

When a buyer's agent submits an offer, the listing agent receives an email notification. The offer appears in their dashboard immediately. If you've invited sellers, they'll also receive notifications when new offers come in.

4

Review Submitted Offers

All offers are displayed in a consistent format. The listing agent can view offer details, attached documents, and submission timestamps. Set up a net sheet on the listing and PMO adds a Net to Seller column, calculating each offer's estimated net proceeds so you can compare offers by what they actually return, not just the headline price. Export your offers as a PDF report or download the data as a spreadsheet to share with your team or sellers.

5

Call for Best & Final Offers

When you want every interested buyer to put forward their strongest terms, send a best-and-final notice from the listing. Pick a deadline, add any notes, and PMO emails every buyer agent with an active offer a link to submit their final offer. The deadline also shows on the public offer link, and you can re-send or extend it at any time.

6

Send Counter Offers

Counter any active offer straight from its offer card. Set a counter price, add optional notes, and include a respond-by date if you want one. The buyer's agent receives an email with the details and a link to submit a revised offer, and the offer card shows a "Countered at" badge with the full counter history.

7

Invite Sellers

Invite up to 5 sellers per listing to view offers in real time through their own dashboard. Each seller receives an email invitation and can track all activity on the property.

8

Update Offer Status

As decisions are made, the listing agent updates each offer's status (e.g., under review, countered, declined) so everyone looking at the listing sees the current picture.

9

Archive the Listing

When a property sells or is taken off market, archive the listing to keep your dashboard organized. All offer data is preserved and can be accessed anytime.

For Buyer's Agents

Buyer's agents use the submission link to send offers on behalf of their clients.

1

Access the Submission Link

The buyer's agent receives the submission link from the listing agent or finds it in the MLS remarks.

2

Complete the Offer Form

You'll see the property details, list price, and listing photo (if uploaded by the listing agent). The form collects standard offer information: offer price, financing type, contingencies, proposed closing date, and any special terms.

3

Attach Supporting Documents

Upload required documents such as pre-approval letters, proof of funds, or the formal purchase agreement.

4

Submit the Offer

Once submitted, the offer is timestamped and delivered to the listing agent. The buyer's agent receives a confirmation.

5

Withdraw if Needed

If the buyer decides to withdraw their offer before a decision is made, the buyer's agent can withdraw it through the system. Withdrawals are logged in the offer history.

Note: Buyer agents do not need an account to submit offers. They click the link, fill out the form, upload documents, and submit. No signup, no login, no cost.

Need to update your offer? Use the Revise Offer option to submit updated terms. Your previous version is automatically withdrawn and replaced. No need to start over.

For Sellers

Sellers can be granted access to view offers on their property.

1

Receive Access from the Listing Agent

The listing agent can invite up to 5 sellers per listing. Each seller receives an email invitation to view the listing's offers. The seller creates an account or logs in to accept.

2

View All Submitted Offers

The seller sees the same offer information the listing agent sees: price, terms, contingencies, and attached documents. When the listing agent has set up a net sheet, the seller also sees the estimated net proceeds for each offer.

3

Review at Any Time

Sellers can check for new offers whenever they want, without waiting for their agent to forward emails or make phone calls.

Note: Sellers have view-only access. All decisions and negotiations are handled by the listing agent through normal channels.

For Co-Listing Agents

A listing agent can add one co-listing agent to any listing for shared visibility.

1

Receive an Invitation

The primary listing agent sends a co-listing invitation from the listing detail page. You'll receive an email with a link to accept.

2

Access the Listing

Once accepted, the listing appears in your dashboard. You have full read-only access to all offers, documents, and activity on the listing.

3

View Offers and Manage Sellers

Review every offer and attachment. You can also invite, resend, or remove seller invitations on behalf of the primary agent.

Note: Co-listing agents have read-only access. All write operations (editing listings, updating offer status) stay with the primary listing agent.

Search for Listings

Use the Search page to find active listings on Present My Offer by property address or MLS number. From search results, you can view listing details and submit offers directly.

Note: Search only covers listings created on Present My Offer. It does not search the broader MLS. MLS number search returns results only when the listing agent included an MLS number (it's an optional field).

Where It Fits in Your Workflow

Present My Offer handles the offer stage: intake, comparison, counters, and seller communication. Everything else stays exactly where it is today. You still list and market through the MLS, contracts are signed wherever you sign them now, and closings run through your usual escrow and title providers.

Documented History

Every action in the system is recorded with a timestamp:

When each offer was submitted
When documents were attached
When offers were withdrawn
When status changes were made
When seller access was granted

So when someone asks "when did that offer come in?", the answer is right there. No digging through inboxes.

Summary

The workflow can be summarized as:

Listing agent creates a listing (sale or rental), uploads a photo, and gets a submission link
Buyer agents submit offers through that link (no account required)
Listing agent reviews all offers in one place and exports PDF or CSV reports
A net sheet shows each offer's estimated net to the seller for easy comparison
Up to 5 sellers can be invited to view offers in real time
A best-and-final call can be sent to every active buyer agent at once
Any active offer can be countered with a price, notes, and a respond-by date
Co-listing agents can be added for shared read-only access
Decisions and negotiations happen through normal channels
Every offer, revision, and status change is kept in the listing's documented history

The goal is to bring structure to the offer collection process without changing how agents and sellers make decisions.

How the Offer Process Works