KeyAccess

Offer email to a vendor

Send this the day the offer is made, before you tell the buyer it has been accepted. The vendor decides.

When to use it

  • A buyer has stated a figure.
  • You are reporting several offers, including a best-and-final round.
  • A buyer has changed their figure and the vendor needs the new number, not a story.

How to adapt it

  1. Copy the template into a draft, not into a live send.
  2. Replace every bracket with a fact from the file. If you do not have the fact, delete the sentence.
  3. Read it once as the client. Take out anything you would not say on the phone.
  4. Send it only after a person has approved the final text, from the right account.

Copy this draft

Subject: Offer on [address]

Hello [name],

[Buyer’s name, if you share names] has offered [figure] for [address].

They told me: [nothing to sell / a property to sell which is SSTC / a property still on the market / cash — only the phrase they used]. On finance they told me: [agreement in principle / mortgage offer not yet applied for / I have not seen any document]. I have not verified that beyond what I have written.

[If there are other offers, list figure and the same two facts for each. Mark any that arrived after your deadline.]

Please tell me whether to accept, reject or make a counter, and I will reply to them only after you do. I have not told the buyer the offer is agreed.

[Your name]

Before you send it

  • If your terms require every offer to be put forward, do that even when you think it is low. The template does not filter.
  • Do not add a sentence about the buyer’s job, family or background.
  • US: seller, and say whether you have seen a pre-approval letter. Do not call it an agreement in principle unless that is the document.

Questions

Should I recommend which offer to take?

You can set out the chain and the finance position you were told. The choice is the vendor’s. Do not dress a preference up as a fact.

What if the offer arrived by WhatsApp?

Still confirm the figure in this email so there is a clear record. Quote the number they wrote, not a tidied-up one.