Real Estate Agency
Buyer needs assessment, viewing feedback, offer tracking, and move-in survey forms for real estate agencies
Get started with PocperBuyer needs assessment, viewing feedback, offer tracking, and move-in survey forms for real estate agencies
Get started with PocperThis document tracks every step of your offer and negotiation process, keeping everything in one place. Your agent will keep this updated as the deal progresses.
Client name:
Property address:
Asking price:
Initial offer amount:
Date submitted:
Offer conditions: (Select all that apply)
Subject to financing
Subject to inspection
Subject to sale of current property
No conditions
Mortgage provider:
Pre-approval amount:
Counter-offer amount:
Date received:
Counter-offer notes and terms:
Revised offer amount:
Date submitted:
Final agreed price:
Inspection must be completed by:
Financing confirmed by:
Handover / possession date:
Outstanding items to be resolved before closing:
Agent notes:
This tracker will be kept up to date throughout the process. Your agent will reach out before each key date to make sure everything is on track.
The Offer & Negotiation Tracker template is a ready-to-use form from Pocper's Real Estate Agency pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.