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Offer Management Workflow

Complete offer process from preparation through acceptance including contingencies, earnest money, and timeline management

Complexity: Complex | Duration: 30m+ | Category: Industry/Real Estate

Tags: offer contract negotiation contingencies earnest-money

Workflow Diagram​

Steps​

Step 1: Offer strategy session​

Agent: real

estate-transaction-specialist - discuss price and terms

Step 2: Comparative analysis​

Agent: financial

analyst - validate offer competitiveness

Step 3: Offer document preparation​

Agent: real

estate-transaction-specialist - complete purchase agreement

Step 4: Contingency structuring​

Agent: legal

compliance-specialist - define inspection, financing, appraisal

Step 5: Earnest money coordination​

Agent: real

estate-transaction-specialist - arrange deposit

Step 6: Pre​

Agent: approval attachment

real-estate-transaction-specialist - include financing proof

Agent: legal

compliance-specialist - validate contract compliance

Step 8: Client signature​

Agent: real

estate-transaction-specialist - execute offer documents

Step 9: Offer submission​

Agent: real

estate-transaction-specialist - deliver to listing agent

Step 10: Response tracking​

Agent: real

estate-transaction-specialist - monitor counter-offers

Usage​

To execute this workflow:

/workflow industry/real-estate/offer-management-workflow.workflow

See other workflows in this category for related automation patterns.