So you've received an offer from a prospective buyer and their agent through Glide. What happens next? One option is to accept the offer to bind the agreement.

Here's how.

Opening the offer

The first step is to open the offer within your listing transaction.

1. Open the listing transaction and click Offers on the left transaction menu.

2. On the Offers page, click the offer you want to accept.

3. Scroll down the page and verify the counter terms, key terms, and contingencies.

  • Review original documents, including counters and buyer counteroffers (if generated during this negotiation).

Accepting an offer

The decision to accept an offers launches a workflow that requires several steps to complete. Clicking the Accept button on the Offer Profile page begins that workflow. That click - by itself - does not bind the seller to an agreement.

1. On the Offer Profile page, click the Accept button.

2. On the first page of the workflow, select the last offer-related document that you worked on that still needs to be signed, and then click Continue.

  • In this example, we select the BCO. The purpose of this is to ensure the signature tabs are assigned correctly to the parties.

Sending for signature

The next step is to send the offer document for agent and client signature.

1. Locate the form, check the box next to the file you want to send to the client, and click Get Signatures.

  • Check multiple boxes to send more than one file.
  • Leave all boxes unchecked to send all documents in the folder to the signature workflow.

2. On the Prepare Signature Package page, select the signature tool and verify the document.

  • Scroll down the page and make sure the two boxes are checked (if you want to use Glide features).

3. Click Continue to go to the next page of the workflow.

4. Verify the signing parties and then click Continue.

  • The listing agent does not sign this document, so we click the Needs to Sign button and change the status to CC.

5. On the Preparation Tools page, scroll through the document and verify the correct placement of signature tabs.

  • Add tabs if required.

6. Click Continue.

7. Review the email and click Continue.

  • Add a personal message (optional).
  • Glide sends the document to the client for signature.

Waiting for a signature

At this point, you can close the Accept Offer page while waiting for the client to sign. Return to the offer document after the client signs.

To check the signature status of the counteroffer, click Signatures on the left menu.

Continuing the offer

Now that you have a signed offer, it's time to send the document to the buyer.

1. Open the listing transaction and click Offers on the left transaction menu.

2. Click the offer that you want to accept (with Accepting status).

3. On the Offers Management page, click Continue Preparing Offer.

Verifying the offer document

This step is optional but recommended.

1. Click the filename to open the document.

2. Scroll through the document to verify terms, details, and signatures.

  • This file cannot be edited. If changes are required, the listing team must recreate a new document.

3. Click Close.

4. At the bottom of the Offer Summary page, click the Next: Prepare Accept Email button.

5. Click Continue in the confirmation popup box.

Accepting the offer

Now we enter the final stage of the workflow.

On the contact information page, confirm the buyer agent's email address and phone number.

  • Check the box to confirm you have reviewed this contact information.
  • Add another email address (optional).

Customize send settings

On the next page, decide how to submit the counter offer.

  • This is your last chance to review the information. After you click the Continue button on this page, Glide sends the Accept document to the buyer agent.

1. Change the send email address (optional).

  • By default, Glide sends the Accept document from a no-reply notification email address. You can change that send from email address to a personal Gmail account or Outlook.
  • For more information about changing the send email address, see How to Connect Glide to Your Gmail.

2. Customize the message (optional).

  • You can add a note for the buyer agent or edit the prefilled information, such as the contact info at the bottom of the message.

3. Select a document delivery option.

  • To send a more secure message and enable Glide tracking, select the first option (By Email Link).
  • The send By Email Attachment option is not available if the file size of the offer package is over 15 MB.

4. Select your preference for SMS notifications.

  • Opt in to receiving SMS updates about your offer by checking this box. By making this selection, you authorize Glide to send notifications for key actions taken by the other side, including viewing, rejecting, accepting or countering the offer.
  • You may opt out of receiving SMS notifications at any time by replying "STOP"

5. To send the Offer to the buyer agent, click Continue at the bottom of the page.

Tracking Status

Listing side

After you click Continue, Glide returns to the Offers Management page.

  • The status of the offer changes to Accepted.

Buyer side

On the buyer side, the status of the offer package changes to Accepted.

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