Vetted Agent Offer Submission Form: Instructions
This ensures every submission follows Maverick Capital Management’s standards and helps speed up the decision-making process.

Use this form to submit property offer details for agents already in our system. This ensures that existing relationships are leveraged while allowing new offers to be processed efficiently.

Unlike the standard On-Market Offer Submission Form, this version allows submissions to proceed even if the agent is already in our CRM. This enables follow-up automations, efficient relationship management, and streamlined new offer sheets generation without restrictions.

🔹Use this form when:
• You are submitting a new offer for a property from an agent we’ve previously contacted.
• The agent is already in our system, but you have a reason to re-engage.
• You need an offer sheet generated for an existing contact.

🚀 Follow the process to ensure accuracy and efficiency in offer submissions!

Form Instructions:

  1. Property Details

• MLS Number & Address: Include the MLS number and complete property address to help us locate and reference the property accurately.

• Listing Agent Contact: Provide the agent’s name, email, and phone number to simplify follow-up communications.

  1. Offer Terms

• Offer Price: Enter the agreed-upon offer amount, based on your initial evaluation and team discussions.

• Earnest Money Deposit (EMD): Specify the earnest money deposit amount and terms.

• Closing Date & Contingencies: Select an estimated closing date and list any contingencies (e.g., inspection window) that apply to this offer.

  1. Property Condition & Evaluation (Log details in CRM prior to submitting offer)

• Condition Summary: Briefly note any critical property details (e.g., needed repairs or structural considerations).

• Comparable Sales: Add up to three similar properties recently sold in the area to support the offer price.

• File Attachments: Attach any related property photos, inspection reports, or documents that will aid the approval process.

  1. Review and Submission

• Approval Requirements: This form requires approval from your Acquisition Manager. Ensure they review and approve before final submission.

• Final Verification by Underwriting: The Underwriting team will review the details of the offer. You will be notified once offer is signed.

Important:

• Accuracy Matters: Double-check all details before submitting.
• Assign Owner: Make sure to assign yourself as the agent's contact record owner so that the proper automations and follow-up drip campaigns can fire off on your behalf.

• Confirmation Email: You will receive a confirmation email after successful submission.

For any questions, please contact [email protected]. Thank you for your attention to detail in completing this process!

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