Glide: How to Create an Offer Package 04/01/2021


Submitting an offer package to a listing agent is a two-step process: (1) create a signed offer package, and (2) submit the offer to the listing agent. Note: this guide covers key steps, but not every aspect of filling out the forms.

 

Benefits of Completing Offers on Glide

Creating offers on Glide is more secure, transparent, and efficient for both sides of the transaction.

  • Glide automatically imports property and party details from CRMLS to pre-fill the purchase agreement.
  • Buyer’s agents follow guides to complete the purchase agreement, avoiding critical errors and omissions.
  • Glide’s Activity Log keeps track of when offers are delivered, reviewed, accepted, rejected and/or countered.
  • Glide has an option to make prospective buyer details anonymous until the listing side accepts the offer.

 

Locating the offer button

  • From Flex, Matrix, or Paragon, click the “Submit offer using Glide” button on any Active, Coming Soon, or Active Under Contract listing.

  • Non-CRMLS users can copy/paste the link in the remarks section of an agent report.

 

  • If you are not signed into your Glide account, follow the prompts and enter your ID and password.

 

 

Glide will add the property and listing agent information to the offer package. Click “Get Started.”

 

 

Select the primary buyer agent for the offer and click “Continue.”

Click “Create new contact” to add a different agent.

 

 

There are two options to add an offer. For this example, we are showing “I need to create an offer with Glide.”

Note: most buyer agents select the option on the right (I need to create an offer with Glide).

The option on the right (I need to create an offer with Glide) applies to you if:

  • You want to create a new offer on the Glide platform (finish all steps, including filling in fields and obtaining e-signatures), or
  • You have a completed and signed offer package sitting inside a Glide transaction folder.

The left option (I have already prepared an offer) applies to you if you have already filled out and completed the offer documents. You can still benefit from submitting an offer created outside of Glide.

 

Click “Start Offer Package.”

 

 

Click “Start with purchase agreement,” select an offer document, and then click “OK.” In this example, we selected the Residential Purchase Agreement (RPA).

 

 

Click on the form.

 

 

Click the “Start Filling” button if you’d like to use the wizard to fill out the form step-by-step. Note: as of April 2021, the fillable wizard is only available for disclosures and the RPA.

The Outline tool on the left enables you to navigate to a specific section by clicking on its tab. To minimize the number of tabs that display in the outline, check “Only show sections with fillable terms.”

 

 

Answer prompts, checkboxes, and drop-menu menus will help you complete forms accurately and quickly. Click “Continue” to go to the next tab.

 

 

If you select addenda or advisories, Glide automatically adds those documents to the offer package. Click “Continue.”

 

 

Once you have completed the offer document, the buyer prospect and buyer agent can sign the offer.

The buyer’s agent or their team can send the offer for e-signature at any point after the form is complete.

On the Offer Package page, check the box next to each filename you want to send for signature and click “Get Signatures.” You may also add additional documents here.

 

 

Select a signature option from the Prepare Signature Package page. In this example, we’ve selected Glide Signatures. Verify the attachment(s) are the correct file(s), add additional documents if necessary, and click “Continue.”

 

 

Verify the parties who need to sign and then click “Continue.” You can add additional recipients.

 

 

On the Request Signatures page, verify the tabs for all parties and then click “Continue.” You may add other signature tabs.

 

 

The Review and Send page is your last chance to review the package before sending it out for signatures. From here, you can include an optional message for the client or attach additional documents.

Click “Continue” to send the document(s) to the agent(s) and buyer(s) for e-signature.

 

 

The buyer agent can e-sign the document immediately after they or their team sends the offer package. Click “Sign Now” to open the e-signature tool.

Click “Back to Transaction” to e-sign the document later.

 

 

Check the box to accept the terms and click “Start” to begin signing.

 

 

Click on the “Sign” or “Initials” tab, then “Approve and Sign.” Move through the guided e-sign workflow by clicking on the tabs and then click the “Scroll to next” button at the bottom right.

 

 

When you’ve completed the signing, click “Finish.”

 

 

You can return to the transaction.

 

 

To check the status of your signature request, click “Signatures” on the left menu in the transaction.

In this example, there is an AVID with the status Waiting for Others because the client has not yet signed the offer package.

Tip: Hover your mouse over “Sent To” names to see who has completed signing.

 

 

After all parties sign the offer package, the status changes to Complete.

 

 

Updated April 1, 2021