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What Is an Offer Presentation in Real Estate?

If you’re a real estate agent reading this article, you’re already familiar with what an offer is. When your client is interested in purchasing a property, you send the offer to the seller on behalf of your client, expressing their interest in buying the property and stating the proposed purchase amount and other pertinent details.

Typically, agents send an offer through email. If only one buyer makes an offer, and the seller is content with the price and all the information included, the offer is accepted, and the deal closes – the end. In a competitive market, you may need to send a counter offer. In any case, you first have to send the seller an offer presentation.

Definition of an Offer Presentation

An offer presentation is what it sounds like – it’s a presentation that showcases a buyer’s offer to a seller.

In some cases, especially in hot property markets, multiple buyers are making an offer on a single property. When this happens, the offer presentation becomes critical. For a buyer’s agent, the offer presentation is an opportunity to showcase your client, their offer, and your professional knowledge and experience in an easy-to-understand manner.

To catch the seller’s attention, an agent must ensure that their offer presentation stands out. If a seller receives dozens of offers, you must ensure that your buyer’s offer is the most attractive and appealing among everyone else’s.

A typical offer presentation includes the following sections:

• Summary: A quick overview of the offer highlights.
• Listing Highlights: This includes what a buyer liked about the house or property, such as the updated kitchen, expansive garden, or beautiful curb appeal. There’s no need to overshare, but just include a few lines about why the buyer wants to buy the property. You can also include what you, as an agent, liked about the property-beautiful staging or excellent value for the location-which showcases your professional expertise.
• Signed Purchase Agreement
• Proof of Funds – This demonstrates how your buyer will pay for the property. Proof of funds assures the seller that your buyer is serious about buying and can pay for the property.
• The lender or Mortgage Broker overview letter includes the lender qualification, how many years it’s been in business and its proven track record of closing.
• Loan Approval Letter

Of course, you can add more than just the above sections to ensure your offer presentation stands out. You can also include testimonials from previous happy clients and a short video of yourself talking about your bio and professional experience.

Some buyers and agents also include a pre-inspection letter, an offer to pay all the seller’s fees or an automatic escalation clause that buyers are willing to pay X percent over the top offer they receive.

While all these aren’t required, they demonstrate a high level of commitment from the buyer and their agent to purchase the property. They also give more than enough information so the buyer or listing agent has everything they need to know. These extra sections might just be the tipping point that convinces the seller to accept your buyer’s offer.

Whatever you and your client decide to include in the offer, ensure that your offer presentation is professional, organized, and attractive.

Ready to elevate your offer presentations?

Benefits of presenting your offer in real estate.

Creating an elevated and well-crafted offer presentation demonstrates your buyer’s high interest in the seller’s property. It also helps you continuously build your relationship with the listing agent who you will most likely meet again in the future. While people may think an offer always boils down to price, it’s often not the only determining factor for sellers.

“ Having the highest price is not everything ,” shared Mark Choey, founder of Highnote. He explains that having a great relationship with the listing agent and establishing your reputation in the industry matters more and pays off during an offer presentation.

“ When you present your offer presentation, you want to put your best foot forward, and you want to paint a picture of your client as being a fantastic buyer, ” he also said.

Your offer presentation is an excellent opportunity for an agent to show that their client is well-qualified to buy a home and fully committed to purchasing that property.

Here are a few more tips on how to make your offer presentation effective and win more offers:

• Build your relationship with the listing agent – This is crucial in making your offer stand out among the rest if you’ve worked with the listing agent before, even better! They’ll be familiar with your reputation and will be more comfortable working with you. Additional tip: Your professional network of agents plays an essential role in winning deals, so make sure you’re always working on growing your network.
• Be creative – Some agents send flowers, some buyers include an offer letter, while others get even more creative. For example, agent Clayton Connolly actually wrote and sang a song to convince the listing agent and seller to choose his client as the buyer.

Test the waters – When sending your offer presentation, one way to test if your initial offer is acceptable or high enough is to email the offer presentation with a summary of the offer. For example, “Our buyer’s offer is $1,000,000, and we can close in 7 days.”

Below, include a link to your Highnote presentation containing the rest of the offer documents and details. If the listing agent or seller clicks on your link and takes time to study the rest of the offer presentation, you know they are interested! 

Highnote will send you real-time notifications that tell you how many times your potential client has opened the presentation and how long they spent looking at it. If they don’t click on the link at all, you’ll know the initial amount wasn’t attractive enough. 

Don’t wait for the seller to get back to you. If your buyer wants to, and can, change your offer immediately and resubmit an offer presentation. There’s no need to wait for them to start negotiating. Michelle Balog, founder of San Francisco’s Bay Real Estate Group has done this many times and closed countless deals in the process.

Elevate Your Offer Presentations with Highnote

One way to easily elevate your offer presentation is by using Highnote. With Highnote, you can create clean and compelling presentations that are sure to stand out. Our website has hundreds of templates and assets to help you create offer presentations that catch your client’s attention.

Highnote also gives you real-time notifications at your fingertips, letting you know when a client views your presentation and how often they open it. So you’ll also have much-needed insights into potential clients’ interest levels. These analytics also help improve your presentations, letting you know what works and what needs improvement.

The Ultimate Guide to Virtual Assistant Proposal + Free Template

Welcome to the Ultimate guide to virtual assistant proposal covering everything you need to create standout proposals and win clients as a virtual assistant.

The Annual Real Estate Review Tips to Maximize Client Retention

Real estate is a world where every relationship matters and where every interaction can lead to a lifelong connection.

Do’s and Don’ts of Listing Presentations

Creating winning listing presentations is crucial to being a successful real estate agent. To create successful listing presentations, you should keep certain do’s and don’ts in mind.

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Make a Winning Business Proposal Presentation in 11 Steps

Learn how to create business proposal presentations that stand out and win deals. Apply battle-tested best practices and actionable tips from sales pros.

9 minute read

helped business professionals at:

Short answer

What makes a good business proposal presentation?

An outstanding business proposal presentation combines clarity, conciseness, and compelling storytelling.

It should be visually engaging, tailored to the audience's interests, and demonstrate a deep understanding of their needs, setting the stage for successful collaboration.

Your business proposal is your last chance to impress

Making a business proposal presentation is your money time at the end of a long, exhausting sales process with a prospective client. Losing your sale at this stage would be most painful.

It can be overwhelming when you realize how much is riding on this one proposal.

Sending out an ill-made business proposal puts you at risk of losing your client’s buy-in at the very last moment.

This situation is stressful for most people, but it doesn’t have to be. To make this process as stress-free as can be, I put together a guide on how to make a proposal presentation that will give you a leg up over your competitors.

Let's get started!

What does a business proposal presentation look like?

A business proposal presentation today goes beyond traditional slides filled with bullet points. It's a deck that blends text, compelling visuals, and even interactive elements like charts, graphs, and short videos.

This modern approach reflects how we engage with content in our digital age – visually and interactively.

Here's what a modern business proposal presentation looks like:

11 steps for making a winning business proposal presentation

Whether you’re selling products or services to prospective clients or pitching new ventures, business presentations are an everyday part of modern business.

Still, most business professionals don’t know how to do it right.

The reason why so many business proposal presentations fail is that not all elements of a successful business proposal presentation are in place. You can ensure your presentation impresses prospects every time by following the following best practices.

1) Do your research about the prospect

Before you set out to craft your business proposal presentation, you must conduct thorough research about the company you’re going to be pitching to.

Often, the difference between a knockout business presentation and a poor one is the level of confidence during the delivery. Carrying out a great deal of detailed research beforehand will give you the confidence needed to ace the presentation. Here's an example of how you can present your findings in a concise way:

The key pieces of information you need to get are:

What is the company size and sector?

What do their internal processes look like?

Who are the main decision-makers in the company?

Who are they selling their products and services to? Is it a B2B or B2C company?

What is your prospect’s most pressing problem?

What are they hoping to achieve?

What is your role in helping them reach these goals?

What is their allocated budget?

Have they ever used other industry solutions?

Finding the answers to these questions will ensure that your lead is qualified and allow you to bring up relevant insights during your presentation.

It will also make your prospect feel understood , which will capture their attention and boost your closing rate.

How to get information about your prospect

Making a discovery call

Visiting their website

Observing their social media accounts

Analyzing their competitors

B2B databases, such as G2 or Capterra

Data prospecting tools like ZoomInfo or Lusha

2) Personalize your proposal presentation

If you do your homework right and know who your potential client is, you will be able to deliver a tailor-made business proposal presentation.

Our research shows that by personalizing your proposal, you’re increasing the number of people who will read your deck in full by 68% as compared to generic presentations.

If you think about it, it makes perfect sense. Every single email that starts with “Dear Owner” or “Dear User” immediately goes to live in my Bin folder.

By including a personal note tailored to your recipient, you’re skyrocketing the chances of it living rent-free in their head instead.

4 main ways to personalize your business proposal presentation:

I) Add company-specific insights

This can be anything you learned while doing your research on the prospect or something they mentioned during a discovery call.

II) Include your client’s name and logo in every business proposal presentation

If you’re using a PowerPoint this means going in and manually adding the identifying info into the deck.

If you’re using Storydoc, then this can easily be streamlined for scale using dynamic variables that change specific info for specific recipients.

This feature swaps out your client’s details while the rest of your deck stays intact, and with a 10-second setup, you’re good to go.

Here's how it works:

III) Include your prospect’s branding

If you’re using PowerPoint, then you’ll have to go in and change the design and visuals in your deck to fit your prospect’s branding. Alternatively, you can use a DIY tool like Snappa’s SVG editor or Logo.com’s logo generator .

With Storydoc, you can automatically apply branding pulled from any given website just by providing the website address—including the brand’s colors and fonts.

This will make an impact on your prospect while requiring minimal effort on your part, let alone involving a designer.

IV) Keep your proposal relevant at all times

When choosing client stories to share in your business proposal, stick to companies from a similar field.

Show a deep understanding of your prospect’s industry, key pain points, and competitors. This will make it easier for them to visualize what your solution can do for them.

3) Use a battle-tested presentation structure

It doesn’t matter if you’re in the last stage of your sales pipeline or still moving prospects down the funnel.

There are some common elements each business proposal presentation needs to have in order to perform exceptionally.

In our usage data we see presentations with similar business proposal structures outperform the rest time and time again.

What to include in a business proposal presentation

8 essential slides of a business proposal presentation:

1. Title page: This should include essential information such as your company's name, the client's name, and logo, along with the submission date.

2. Assessment or project overview: Here, clearly define the client's problem or need and outline your proposed solution. This section establishes the context and purpose of your proposal.

3. Executive summary: Offer a concise summary of your proposal, highlighting your unique value proposition. For tips on how to write one, read our 101 guide .

4. Methodology: The how to your what and why . In this part, you should explain the methods you’ll use to deliver on your promises and include a list of deliverables with a projected timetable.

5. Pricing: Provide a clear, transparent breakdown of costs for your services or products. Offering multiple pricing options can cater to different client needs or budgets.

6. Proof of qualifications: Showcase your credibility with evidence of past successes. Include case studies, testimonials, relevant certifications, and any industry awards you've received.

7. Team: Introduce the key team members who will be involved in the project. Highlight their skills and roles to build trust and confidence in your team's capabilities.

8. Next step: Conclude with a call-to-action detailing the next step a prospect is supposed to take after viewing your business proposal presentation.

4) Maximize your impact with a compact presentation

You may feel that the more information you include in your business proposal presentation, the higher your chances of sealing the deal are. But it’s the exact opposite.

The busier people get the narrower their attention spans. I can assure you that when faced with a bulky document, your prospects will either skim through it or not bother reading at all.

It’s more constructive to keep your presentation short and concise by including only the information most relevant to your prospect and with the biggest needed to finalize their decision to buy.

5) Avoid complex information and jargon

Complexity adds to cognitive load and any additional bit of information makes it harder to decide.

The best strategy for your business proposal would be to bring up only the most important aspects of your product or service that came up during the sales process.

You don’t have the time or attention to tell them everything. So tell them what really makes a difference.

Don’t get too technical

No matter how great the technology behind your solution is, I can assure you that most of your clients don’t care about the details. They care about the outcome your solution brings them, and what it’s going to cost them in time and money.

Sounds harsh? Sorry, but that’s the reality.

We don’t buy the latest iPhone because it has a pro 12MP camera system or a lens with a ƒ/1.8 aperture and 120° field of view. We buy it because we can take holiday photos for Instagram that will make Debra from HR green with envy.

Your customers are no different. They don’t need to have the same level of knowledge about your solution that you do. You will only confuse them by bombarding them with technical details.

Write in simple words and sentences

The extent of the attention your proposal will likely get is similar to that of an 8th grader. If you know your solution inside and out, you should be able to explain it simply.

Practice answering these questions as if asked by an 8th grader:

What does your company do and what makes you best qualified for the job?

What are your customers’ main pain points?

What is your proposed solution and how are you going to tackle the prospect’s problems?

What is the project timeline?

How much will it cost the prospect?

What are the gains for a prospect by choosing to work with you?

Who are the main team members that are going to work on this project?

What relevant experience do you have?

Refine your unique value proposition

Always remember that your ability to stand out is limited to your ability to deliver a simple and crisp value proposition. Simple is easy to understand and most importantly makes it easier to choose.

But there’s more! No matter what your business does, your biggest competitor is the status quo , where buyers choose to do nothing at all.

Seth Godin said in his seminal book This is Marketing that sales or marketing professionals are agents of change. But change takes time and effort. It’s easy for buyers to stick to what they have, even if it no longer serves them.

When talking about your product or service, don't just explain the benefits. Also show your clients what they might lose if they don't choose you, and explain the opportunity cost of doing nothing.

Here's a great video explaining how to write a UVP statement:

6) Provide social proof

At this point in the buyer’s journey, your lead should already trust you. If they didn’t, they would not proceed beyond the demo or even book a demo.

So why add social proof again at this late stage?

Well, big expenses make most people’s knees shake. Even if the money is not their own, they will be judged by their procurement (your solution) and the business impact it generates.

You need to have past clients vouch for you, to prove that it’s not your first rodeo and that your buyers can count on you to deliver.

Here are different types of social proof our clients used in their decks.

First up, a classic client testimonial:

Then, client logos with the Capterra rating:

And a mention in a reputable industry publication:

7) Include case studies

Case studies are the dark horse of the business race. They’re the least used asset in B2B because of how work-intensive their production is. But, at the same time, case studies are the most effective type of marketing asset .

By not including a case study in your business proposal, you’re running the risk of potential clients finding out about your solution from other sources. Worst case scenario, those other sources are your competitors. If you feature a case study, you’re in control of the narrative. You can basically have your clients sell for you by covering the main value propositions in their own words.

Here's a case study example from our client:

8) Position yourself as a consultant rather than a seller

It’s mostly true that people hate being sold to, but they love to buy.

Most buyers prefer to avoid meeting with salespeople and follow the self-serve route because they fear that salespeople will pressure or manipulate them into buying the wrong thing.

Sales are already losing big to self-service. A McKinsey survey from 2020 suggests that 70% of B2B buyers now look kindly on making self-serve buying decisions, even when considering solutions costing $500K and more.

But there is a way sales can always stay one step ahead of self-serve, and 10 steps ahead of the competition—shifting from being salesy to being consultative.

This means knowing the concerns and needs of your buyer and delivering the information they need to make an informed decision, even if it means (hope you're sitting down) not buying your product or solution because it’s not a good fit.

This approach was pioneered by Anthony Iannarino , and you can read more about How to be truly consultative on his website The Sales Blog.

9) Add videos to your business proposal

In this day and age, purely static content just won’t cut it anymore . If your slide contains walls of text, most people will skip it and move straight to the next part, or the next proposal.

Out of all visual aid types, videos are the most compelling. People get distracted very easily, so having a video that conveys the same message really helps keep them engaged.

Presentation statistics based on our extensive user data support the claim that video brings a positive impact —if you include a video in your cover slide, 32% more people will interact with your presentation.

The findings are even greater for other presentation sections.

By embedding *any* video in your presentation, you can increase the average reading time by 37% and increase the CTA click-through rate by 17% .

This proposal is a great example of effective video use:

10) Make the next step clear to your buyer

Including a clear call to action at the end of your business proposal presentation is crucial. As obvious as this must sound to some, many businesses fail to do this effectively.

If a prospective client reads the entire business proposal, they’re clearly interested in your value proposition. They may be ready to seal the deal.

The worst thing that can happen at this stage is if they don’t know how to proceed. It’s like building a supermarket without a checkout counter.

Here's an example of a smart CTA:

What's not an effective call to action?

A text that tells your buyer to give you a call

An email link for requesting the documents needed for signing

Or a phone number they need to dial.

An effective call to action can be:

Embedding a calendar to let prospects book the next meeting

The option to download key documents (e.g. an NDA or a contract)

Sending prospects to explore more details about your solution (e.g. try out your tool or look at examples from your portfolio)

Embedding a digital signature for buyers to sign directly in your deck

An embedded payment module for buyers to pay directly from your deck

Here's another great example of a deck with an effective CTA:

11) Move from legacy design to modern design

Most guides teach you how to make a business proposal using PowerPoint presentations. But, b y sending your business proposal presentation in PPT format, you’re giving leads something they’ve seen 1000 times over.

With sales closing rates declining for the past 5 years in a row, it’s a major risk to cling to the old ways.

When we analyzed over 100,000 sales and marketing presentations , we discovered that giving prospects presentations that can only be read majorly kills engagement.

If you want to succeed and grow your win rate you’ll have to move up to dynamic interactive proposal decks.

By giving readers interactive elements to “play around” with, you’re increasing the chances of your deck being read in full by 41% and the average reading time by 146% .

This is what static vs interactive looks like:

How to create a business proposal presentation faster than ever with AI

Tell the AI assistant what kind of proposal you'd like to create.

Provide an overview of your company and your product or service.

Choose your preferred template .

Adjust the design to reflect your or your prospect’s branding in just a few clicks.

Add videos and dynamic storytelling content.

Personalize your business proposals for the specific buyer.

Integrate your sales tools into the deck, like Calendly or DocuSign .

Send the deck and see the data stream in.

Analyze your usage data to get deep insights into your sales process.

Optimize your decks based on what works and what doesn’t work for your prospects.

Interactive business proposal templates

We all know that putting together a proposal can be tough. It's like the final lap in a race where you've got to give it your all.

Interactive business proposal templates are like a roadmap, guiding you on how to structure your proposal so it looks professional and hits all the right notes.

The best part is that they're built to engage. Instead of sending over a standard document, you're bringing your proposal to life with dynamic animations, informative videos, and interactive elements.

Grab a template and see how it can transform your deck.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

• Problem summary
• Proposed solution
• Pricing information
• Project timeline

You're all set!

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If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

2. Have a clear agenda.

Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting).

The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

Don't forget to share this post!

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Blog Business

How To Create A Winning Business Proposal Presentation

By Krystle Wong , Jun 28, 2023

In the corporate landscape, a good business proposal presentation can be a game-changer to seal the deal with your prospective client or investors.  

Think of your business proposal presentations as your chance to showcase your groundbreaking ideas, products or services to potential clients, investors and stakeholders. Whether you’re convincing investors to fund your dreams or clients to choose your services, creating a compelling presentation can make them go, “You know what? I’m sold!”

A good presentation simplifies the complex. It breaks down complicated concepts into bite-sized pieces that even those who are not in the industry can understand. I know I know, it’s no easy work and you’ve got enough on your plate — so let our selection of pitch deck templates take the load off the design work. 

Customizing a compelling business proposal presentation takes only minutes thanks to Venngage’s user-friendly drag-and-drop editor. Just so you know, some of our presentation templates are free to use and some require a small monthly fee. Sign-up is always free, as is access to Venngage’s online drag-and-drop editor.

Now that you’ve got one less thing to worry about, let’s get back to business on how to create and deliver a winning proposal presentation. 

Click to jump ahead:

What makes a good business proposal , 10 tips to create an effective business proposal presentation, 8 steps to deliver a winning business proposal presentation, create a business proposal presentation that will win over your clients with venngage.

If you’ve read our guide on how to write winning business proposals , you’ll know that a successful business proposal is one that answers the following questions: 

• Who you are and what your company does
• The problem your buyer is facing
• The solution your company offers to alleviate the problem
• How your company will implement this solution effectively
• An estimate of resources (time, money, etc) required to implement the solution

Well, picture this: you’ve spent countless hours crafting a comprehensive business proposal that has the potential to revolutionize your industry. But here’s the catch – you need to condense all that information into a presentation that grabs attention, engages your audience and leaves a lasting impression. 

It’s not easy, but it’s also not impossible. If you have an important proposal presentation coming up, I highly recommend you check out this guide on how to summarize information for presentations . 

A good presentation gets things moving! Check out the top qualities of awesome presentations and learn all about how to make a good presentation to help you nail that captivating delivery.

Now, before we dive deep into the tips and tricks of creating and delivering a successful business proposal presentation, here are some business pitch examples to help you get inspired and win over new clients and investors. Alright, let’s get started!

Still working on your business proposal? Check out our selection of business proposal templates designed by our professional team.

In this competitive business environment, a good presentation gives you an edge over your competitors. It allows you to showcase your unique selling points, competitive advantages and differentiates you from others in the industry.  

Whether it is securing a new client, securing funding or obtaining a favorable business agreement, a successful presentation can ultimately bring significant opportunities and long-term business growth. 

Tip number one: always start with a solid presentation layout . Your presentation should emphasize the most important aspects of your business proposal, ensuring that they stand out and resonate with your audience. To do that, here are 10 tips along with some professionally crafted business proposal presentation templates to help you ace your next business proposal presentation. 

1. Crafting a compelling storyline

A strong narrative structure is the backbone of any successful proposal presentation. Start with a captivating opening that grabs attention and clearly articulates the problem or opportunity at hand. Present your solution with confidence, providing solid evidence and data to support your claims. Finally, conclude with a powerful call to action that leaves your audience inspired and ready to take the next steps.

A timeline graph can help you organize your ideas as you create a compelling storyline for your presentation and make your content more engaging.  Determine the important events or milestones that are relevant to your presentation topic. This will provide a sense of direction and structure for your storyline.

2. Focusing on the problem and solution

One of the keys to an effective business proposal presentation is highlighting the problem or challenge your audience is facing. Clearly communicate how your proposal provides a viable solution in bullet points, emphasizing the benefits and advantages it offers. Show your audience that you understand their pain points and present your proposal as the ideal answer to their needs.

This example of proposal presentation talked about the challenges that beginners face when going to the gym and how they provide the solution for it.

3. Using a consistent and professional template

To create a polished and cohesive visual experience, choose a clean and professional slide template that aligns with your brand colors. Consistency in design throughout the presentation not only enhances the overall look but also reinforces your professionalism and attention to detail.

Last-minute presentations are the worst, but don’t panic! Customize one of our professionally designed business presentation templates to save time and hassle.

4. engaging with visuals.

A picture is worth a thousand words and in the case of your proposal presentation, visuals can be your secret weapon. Visuals play a crucial role in capturing your audience’s attention and making complex information more digestible. Utilize charts, graphs, images and diagrams strategically to support your key points and reinforce your message. 

As a business owner, a well-thought-out finance pitch deck provides a platform to outline the business’s strategic direction and growth plans. It allows you to highlight your unique value proposition, competitive positioning, marketing strategies and expansion plans. Here’s a template I figured you could use:

No idea what goes into your financial pitch deck? This guide on how to make successful pitch decks for start ups might help. 

5. addressing potential objections.

Many business proposal presentations fail to anticipate potential objections or concerns audiences might have. Showing that you’ve considered challenges and providing persuasive counterarguments or solutions boosts your preparedness and increases the credibility of your proposal. Addressing objections head-on demonstrates your ability to handle potential hurdles and builds trust with your audience.

6. Using multimedia elements in your slides

To add depth and variety to your presentation, consider incorporating multimedia elements such as videos, audio clips, interactive charts or animations. These elements help illustrate concepts, showcase product demonstrations or provide real-life examples, making your proposal more engaging and memorable.

7. Incorporating interactive elements

Depending on the platform or setting of your presentation, incorporating interactive elements can enhance engagement. Live polls, Q&A sessions or group exercises encourage active participation, clarification and a deeper understanding of your proposal. Creating opportunities for interaction keeps your audience engaged and invested in the presentation.

8. Testing the readability and accessibility of your slides

Ensure that your slides are easily readable on different devices and screen sizes. Test for color blindness accessibility by using tools or viewing your presentation in grayscale. Consider incorporating alt text for images to make your presentation accessible to visually impaired individuals. Ensuring readability and accessibility demonstrates your commitment to inclusivity and professionalism.

Sometimes, using a simple presentation template makes all the difference as they promote effective communication, minimizes confusion and ensures that the audience can grasp the main points effortlessly. Try it out for your next presentation!

9. practice, practice and practice again.

Even the most well-prepared presentation can fall flat if you stumble through it. So, practice, practice and practice some more. Rehearse your presentation until you feel comfortable and confident. Pay attention to your tone, pace and body language. Incorporate pauses for emphasis, maintain eye contact and engage with your audience. I promise — the more you practice, the more comfortable and effective you’ll become as a presenter.

10. Ending with a memorable closing statement

Leave a lasting impression by crafting a memorable closing statement. Summarize the key benefits of your proposal, reinforce its importance or leave your audience with a thought-provoking quote. End your presentation with a call to action that inspires action and demonstrates the urgency of taking the next steps.

Ready to get started? Pick from these engaging presentation templates that can get your audience hooked on your presentation till the end.

Your business proposal presentation can be the key to securing new clients, partnerships or investment opportunities. That said, delivering a winning presentation requires careful planning, effective communication and a deep understanding of your audience’s needs. 

Follow these 8 essential steps to deliver a persuasive and impactful business proposal presentation:

Step 1: Understand the requirements

Before diving into your business proposal presentation, take the time to clearly understand the requirements. Familiarize yourself with the format, time limit, submission date and any specific guidelines provided by the audience or client. This ensures that you meet their expectations and deliver a presentation that aligns with their needs.

Step 2: Research your audience

To make a lasting impact, conduct thorough research on your audience. Gain insights into their industry, needs, challenges and goals. This information allows you to tailor your presentation to their specific interests, speak their language and demonstrate the relevance of your proposal. It will also help you show that you understand their pain points and present your solution as the perfect fit for their requirements.

For example, this business proposal presentation targets food entrepreneurs and manufacturers who are passionate about the plant-based lifestyle to attract franchisees for their local green ingredients franchise. 

Step 3: Plan your content

A well-organized presentation keeps your audience engaged and makes your proposal more compelling. Develop a clear and logical structure to help strengthen your message and deliver a winning business proposal presentation. Define the key points you want to convey and outline the flow of information and make sure your content effectively addresses the audience’s pain points and emphasizes the benefits of your proposal. 

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

Step 4: Create compelling slides

Design visually appealing slides that support your content and enhance its impact. Use a consistent template that aligns with your branding and maintains a professional look. Incorporate high-quality visuals such as relevant images, charts or graphs to convey information effectively. 

Creativity is important but keep the design clean, uncluttered and focused on conveying your message clearly. Remember, visually engaging slides capture attention and reinforce your professionalism.

Don’t know where to start? Here are 5 ways how you can design winner presentation slides . Or you could browse our library of creative presentation templates that’ll easily set your presentation apart from competitors.

Step 5: engage your audience.

Active audience engagement is key to a successful business proposal presentation. Encourage interaction throughout your presentation by asking thought-provoking questions, seeking input or incorporating interactive elements like polls or group exercises. Show genuine interest in your audience’s feedback and questions as this builds rapport and demonstrates that you value their perspective. Engaging your audience creates a dynamic and memorable experience.

Giving an online presentation? Here are some tips on how to adapt your in-person presentation into a virtual presentation that will leave a lasting impression. 

Step 6: communicate with clarity.

Focus on the key messages and benefits of your proposal. Clear communication is vital to conveying your ideas effectively, so be sure to use language that is easily understandable and free from jargon. Support your points with concrete examples or stories that resonate with your audience. By communicating with clarity, you ensure that your message is easily comprehensible and memorable.

Step 7: Adapt and respond

Flexibility is crucial when delivering a business proposal presentation. Pay close attention to your audience’s reactions, questions and feedback. Be prepared to adapt your presentation on the fly to address their specific needs and concerns. 

The trick is to listen attentively and respond thoughtfully, demonstrating your ability to cater to their requirements. This flexibility and responsiveness build trust and show that you genuinely care about meeting their expectations.

Step 8: Follow up

After concluding your presentation, don’t let the momentum fade away. Follow up with your audience to address any remaining questions, provide additional information or clarify any points. 

Following up with your audience helps maintain the relationship and keeps the conversation going. By staying in touch, you demonstrate your commitment to their success and increase the chances of moving forward with your proposal.

Have another round of presentations coming up? Give it your best with these tips on how to improve your presentation skills . 

A business proposal presentation is not just a chance to present your business idea; it’s a prime opportunity to showcase the unique value, potential and profitability of your business concept 

By following the tips and tricks in this article, I’m confident that business professionals like you can easily win over potential investors and prospective clients.

Venngage offers a wide range of pre-designed templates specifically tailored for business proposals. With the help of Venngage’s presentation maker , creating visually appealing and professional business proposal presentations becomes easier than ever.

Step 1: Sign up for a Venngage account (P.S. It’s free!). 

Step 2:  Browse through Venngage’s template library and choose a business presentation template that suits your needs (they’re all created by our expert in-house designers).

Step 3: Replace the placeholder text in the template with content from your business proposals.

Step 4: Customize your business presentation in just a few clicks with our user-friendly drag-and-drop editor tool. Modify various elements such as text, colors, fonts, backgrounds and layout. Enhance your presentation with visual aids such as images, icons, charts and graphs.

Step 5: Share your presentation publicly or upgrade to a business account to export the presentation to PowerPoint or PDF. You can also choose to present straight from Venngage’s presentation software.

Toronto Realty Blog

Offer Presentation “Do’s” & “Don’ts”

8 minute read

November 22, 2017

Ten years and two-thousand blog posts, and I don’t think I’ve ever covered this topic before.

After being part of a very  strange offer presentation last night, I thought long and hard about how the process “should” play out, and how it almost never does.

There should be a basic set of principles every listing agent adheres to during an in-person offer presentation, and believe it or not, it would almost always help the seller…

I had an interesting experience the other night.

I was presenting an offer on a freehold property in the east end, in competition with four other offers, and offers were being reviewed with the sellers and the listing agent, at the house.

Having registered my offer first, I was first to present.

Often when you’re 9th of nine offers, the listing agent might say, “We’ve already seen eight offers, so excuse us if we go through this a bit faster,” and then proceed to look at the negotiable points, smile, thank you, apologize again for the expediency, and thank you once more.

When you’re the  first  offer to present, it’s often the opposite.

Sometimes the listing agent will take this as an opportunity to read every single word on the page, or at the very least, read every single clause and pertinent detail.

Quite often, a listing agent will run through the boiler-plate offer in advance of presentations, so that the seller understands what to expect.  And the agent will read through the listing brokerage’s “Schedule B,” which every buyer agent will present, so that they don’t have to read through it once offers are being presented.

My experience the other night was nothing of the sort.

It was bizarre.

I was asked to sit down in the living room, and the agent said, “We’re doing this really informally, have a seat.”

I took two copies of my offer out of a folder, and said, “Well, this is your show, so let me give you these, and please proceed as you wish.”

The agent then took one copy of the offer, and started to flip through it.  He buried his head down, and said nothing to me, or my clients.

I found it odds, and borderline awkward, so to kill the silence I began talking about my clients, and how much they liked the house.

The agent said nothing.

He just kept reading.

I conversed with the sellers, as the agent kept reading, maybe once or twice he muddled something like, “…..this is good,” and the whole “presentation” itself took no more than sixty seconds.

Amazingly, the agent looked up and said, “Alright, great, yeah, thanks so much for the offer.”

Then he stood up.

I was so confused, but I didn’t want to draw attention to what had just happened, so I stood up as well, shook his hand, took back one of my two copies (as is the custom), and shook the sellers hands as well.

So by, “What had just happened,” do you follow?  Do you see what went wrong here?

He never read ANY of the offer to his clients!

As I walked out the door, I realized they were in the dark!  They had no clue what the offer was!

This guy just sat there, reading to himself, and never  once  read a single term of the offer to his clients, who were sitting right next to him.

I’ve probably been in 500 offer presentations, and I’ve never experienced this before.

You would  think  that the agent would say, “We have an offer here for $1,750,000, with a $100,000 deposit, closing on February 21st, etc., etc., etc.”

Maybe he doesn’t want to start with, “We have today’s date – yes, this is the 21st of November, correct, and this is Dick Smith & Jane Smith, yes, this is the correct spelling of your names, and this is 123 Smith Street, legal description PT LT 204, PL 209, City of Toronto, etc.,” but for the love of God, at least tell your clients what price the buyers are offering!

I thought long and hard about the process as I drove back to my office, and as much as I wanted to give the agent the benefit of the doubt, and discover a way in which this was his “process,” I realized, that he simply had no clue what he was doing.

Then I looked him up in IMS, and saw that he’s done 6 deals in the last 12 months, but he’s never had a listing in Toronto.

The process got me thinking: what  should  an offer presentation look like?

There are many different ways that the process can play out.

For starters, the listing agent might elect to review offers via email, or there might be in-person presentations.  Those in-person presentations could be at the property, at the brokerage, with or without the sellers and/or family, lawyers, etc., and the time could be day or night.

Anything goes.

But when offers  are  in person, and  are  in front of the sellers, I do believe there’s a way to go about the process.

As I’ve said, every listing agent is free to proceed as he or she chooses.

But I’ve compiled a list below of actions the agent should take, or questions the agent should ask, as well as  why.

1) Ask about the buyers.

Have some common decency.

Yes, the be-all, and end-all, is  money.

Unless you’re reading some one-in-a-million personal interest story in the Toronto Star where a home-seller picked a bidder representing a much lower offer, simply because they had a “connection” with that buyer.  But the other 999,999 times out of one million, the winner is going to have the best price.

But how do you get to the best price?

It’s not so cut and dry.

Emotions run high in any property purchase, and offer presentation.  Both the buyers, and the buyer agent, can change their minds or act a certain way based on the emotion involved, or what they’re reading into the situation.

The buyer agent’s job is to “read the tea leaves.”  His or her job is also to remain calm, and take emotion out of the situation.  I’ve personally witnessed buyer agents pop off for various reasons, give too much information, refuse to give information when asked that has no downside, and make a host of different mistakes.

I believe that the very first order of business (after pleasantly thanking the buyer agent for being there) should be to simply ask, “Can you tell me a little bit about your buyers?”

Just as the buyer agent doesn’t want to offend the sellers or the listing agent, the listing agent should avoid insulting the buyer agent by demonstrating that he or she couldn’t possibly care less about the buyers.

There  are  people out there that care who buys their home.  And whether the sellers are, or aren’t, those people, you want to at least give the  impression  that they are.  You want the buyer agent to feel at ease, feel like he or she is being respected and valued, and that you want to hear a few quips about the buyers.

“Their names are Mike and Jane, they’re first-time-buyers, they  really  want to know where you got that sofa….”

It’s simple, it takes maybe 60-seconds, and it’s harmless.

I think it’s a huge mistake to just take the offer in your hands, and start reading it.

“Kill them with kindness.”

“You catch more flies with honey.”

However you want to describe it, you need to start the process out on the right foot.

2) Tell the agent if you plan on going through the offer quickly.

As I alluded to above, there’s nothing wrong with this.

In fact, in the interest of time, a listing agent should go through the “Schedule B” with the seller before looking at any of the offers.

But once the buyer agent sits down, if you want to blow through the offer, just  tell them !

“Thanks Jake, your buyer-clients sound like really nice people.  So we’ll take a look at the offer now, and, as you know, we’ve already seen  seven  of these, so forgive us if we whip through this, but my sellers basically have this memorized by now…”

That took, what, eleven seconds to say?

The theme here is  respect , on both sides.  Just as the buyer agent doesn’t want to piss of the listing agent, the listing agent should make sure the buyer agent is kept informed with everything that’s going on, feels good about the process, and feels like the process is professional.  If buyer agents think the process is fair, they’re more likely to advise their clients to be aggressive.

3) Don’t just look at the price, and move on.

The theme continues.

It’s rude.  It’s that simple.

And while some of you cynics might suggest that you should call a spade a spade, I’m telling you from experience, buyer agents are emotional, and  every  agent has an ego.  I’ve seen buyer agents feel disrespected, and tell their clients, “Screw this.”

4) Ask about the buyers’ financing.

Now we’re past the whole “respect” angle, and into doing your job.

You would be shocked how few listing agents ask about buyers’ ability to actually obtain financing, and/or close the transaction.

Whenever I have buyers from the United States, they all ask the same question: “What type of proof of income or financing do you need to accompany the offer?”

And boy oh boy are they ever confused when I answer, “None.”

They’ll ask, “So…how does the seller know that I’m qualified financially to be making this offer, or to be closing this deal in four months?  All I’ve done so far is bring a cheque for five percent of the purchase price.”

And I reply, “What can I say?  This is the way real estate is bought and sold in Toronto.”

I always ask buyer agents an open-ended question, “Tell me about your buyers’ financing situation.”

From there, you’ll get any number of answers.

Some buyer agents tell you everything right down to the clients’ SIN number.

Others think there’s something awry, and won’t provide any information.

The right response would likely be, “What do you want to know?”

As a listing agent, I’d like to know if the buyers have a current pre-approval, and for what purchase price (then I know if they’re likely to increase their offer, if need be), as well as what percentage they have for a down payment.

I want to know if they need CMHC insurance.

I want to know if the “partner” in this deal is somebody that can close, or not.

In the spring, nobody asked these sorts of questions.

Today, on the buy-side, I’m getting asked maybe 40% of the time.

5) Ask if the buyers have something to sell.

This goes hand-in-hand with the above.

If the buyers are looking to purchase a $1,000,000 property, and they have a $50,000 deposit cheque in hand, where are they getting the other $150,000?  Do they need to sell a condo?

If they do, I want to know where it is.

What’s it worth?  What building is it in?  How easy or tough will it be to sell?

In order to get a bridge loan for a purchase, a buyer, using equity from the sale of an existing property, needs to have that property  sold firm .

So if the proposed closing date on the house purchase is 30 days, do I think they can get their condo sold  firm  in 25-26 days to avoid a scramble before closing?

6) Ask if this is the buyers’ best offer.

Does this sound greedy?

Am I being hypocritical, because I call out greed when I see it, and yet I’m suggesting a listing agent should ask this question before all offers are being presented?

No, this is about something different.

This is about understanding how the buyers and the buyer agent arrived at the price they have on the offer in hand, and whether or not they’re being “strategic.”

I always tell my buyers, “Don’t hold anything back for a ‘second round’ as you don’t know one is coming.  Not only that, you’d rather ‘win’ outright on the first shot, then get into a second round of bidding with multiple buyers, who might throw the boat and beat you.”

But what do  other  agents do?

Every agent provides different advice.

And as a listing agent, I ask, “Is this the buyer’s best offer?” because I want to know if they’re holding anything back, or trying to play a game they shouldn’t be playing at the onset.

The house is listed at $899,900, and this agent is offering $950,000, up against six other offers.

“Is this the buyer’s best offer?”

“No, it’s not, we assumed there would be a second round.”

Well then what  is  this offer on the table in front of me?  Is it an appetizer?  A minor flirtation?

Why don’t you call your clients, and put your “real” offer on the table.

That buyer agent is free to do as he, and the clients, please.  But more often than not, they’re shooting themselves in the foot by playing games.  Properties are not won in this market by offering  less  than you’re actually willing to pay, in competition.

So sometimes, it’s the listing agent’s job to ask a simple question:  is this your buyer’s best offer?

Having read this through now, you might be asking, “What then should the  buyer  be doing, asking, or saying?”

The buyer agent’s job is simple: don’t piss off the listing agent.

Hand over the offer, and let the listing agent present as he or she sees fit.

Watch the eyes, hands, lips, and the table is made of glass – those tapping toes, of the sellers, and try to get a read.

But the worst mistake a buyer agent can make: try to take control of the table.

There’s nothing worse than a buyer agent who holds the offer in his hands, talks as he sees fit, and then reads the offer to the seller like a bedtime story.  The listing agent should feel as though he’s in the driver’s seat.

Call it ego.  Call it arrogance.  Call it control.

I call it common sense.

Written By David Fleming

David Fleming is the author of Toronto Realty Blog, founded in 2007. He combined his passion for writing and real estate to create a space for honest information and two-way communication in a complex and dynamic market. David is a licensed Broker and the Broker of Record for Bosley – Toronto Realty Group

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11 Comments

November 23, 2017 at 1:05 pm

Surprised there are no comments. This is a very insightful post!

November 23, 2017 at 4:59 pm

I wondered the same thing. Is it because most readers/commenters prefer market-based posts?

November 23, 2017 at 5:07 pm

I found it odd too.

I prefer these types of posts over numbers and analytic stuff…

November 24, 2017 at 2:09 pm

Like Sarah. I prefer these types of posts. You’ll notice, though, that it’s always the same people commenting profusely on the market posts, so it’s not really a representation of the blog’s readers…

July 18, 2019 at 7:39 pm

Here is my question: why would I go to an offer presentation and then let the listing agent present my client’s offer? Isn’t it my job to make their offer look as good as possible? However, I do not work in Toronto either.

November 23, 2017 at 11:58 pm

hope somebody would pay me $50k for reading out a contract that’s written out on paper.

November 27, 2017 at 1:26 pm

The entire way real estate is sold in Ontario has to be revamped.

Sardonic Lizard

November 24, 2017 at 2:10 pm

The sellers were also at fault here. How do you sit there and not ask your realtor about the details of the offer???

Ralph Cramdown

November 25, 2017 at 11:20 am

On the other hand, if you’re across the table from a professional agent representing the other side, why would you want him watching for every tic and nuance of your reaction as the details of the offer are slowly read aloud? The whole freakin’ point of having a professional negotiator working for you is so that you don’t blow it with amateur hour reactions and tells.

November 27, 2017 at 10:16 am

“…don’t blow it with amateur hour reactions and tells.”

I’m afraid it’s too late for that. When emotion has been the #1 driving factor in purchasing real estate in this country for the past 15 years, amateur hour reactions are the norm. But that still doesn’t excuse someone from being willfully ignorant.

Obviously, you need to trust your realtor, but you should also have a say in the largest purchase of your life.

November 26, 2017 at 11:06 pm

As a buyer, I would instruct me agent not to tell you anything about my financing situation. The more you know, the more potential leverage you have.

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Top 10 Offer Letter Templates with Samples and Examples

Kavesh Malhotra

Would a screened and selected applicant accept a vague job offer, or go for a legal contract that provides complete information about the job and makes him feel needed? Of course, the latter will always be preferred. A cover letter doesn’t just inform the applicant that he/she has been selected as an employee of the organization; it also conveys professionalism of the organization, acting as a pointer to the company’s work culture.

When hiring, businesses need to provide candidates with a solid, professional offer letter with vital, necessary details. The employee recruitment process is crucial and divided into stages, of which one of the final and vital tasks is composing a job offer letter.

An offer letter acts as a legal contract of employment that includes a summary of the terms and conditions of the company and its requirements and privacy policies. A well-drafted offer letter should encapsulate elements such as job role, employee benefits, salary (compensation bonus or commission) and other parameters. It is this offer letter that lets candidates decide whether or not to accept the job. The company must make a good impression on prospective  employees to set the right expectations that lead to a positive work relationship.

A company is not only known by its PR image but also by its formal communication. The pandemic has made work-from-home common; thus, it has become crucial for HR to have good formal communication skills, especially employee-employer communication. An offer letter should not only let applicants know that the company requires their skills and expertise. It should also provide a sense of security, the value of the specific role in terms of perks and future growth, and also create a realization that the company is the best fit for them.

A professional, well-designed offer letter is vital to encourage candidates to accept the job.

When it comes to writing and designing an offer letter, we want to make an excellent first and lasting impression on your candidates? At SlideTeam, we have some of the best templates that make it easier for companies to compose offer letters. These 100% editable and customizable templates will prove invaluable as these help improve the acceptance rate of businesses’ job offers.

For candidates who want to ease their way to the offer letter with a superb job application, here’s help at hand. Click here to find the world’s best job application templates. 

Choose the one that suits your niche end-requirements and mark the beginning of professional and positive employee relations now.  Let’s start a tour of this universe of the best-in-class offer letter templates.

Template 1: Cover Letter for Proposal Offer Request

Simplicity is a credo in itself. Nothing beats the uniqueness and the happiness that a formal cover letter brings to the recipient. This proposal offers a request cover letter template in PPT Slides to create an ideal cover letter for your company. The image of them pen chosen for the template itself signals a company that goes for the best. Want to change the image or resize it? You can do it with a few clicks. Download it and get going with an extraordinary cover letter.

Download Now!

Template 2: Job Offer Letter Icon Showing Employment Details

Here is one of the simplest yet attractive design templates. The job offer letter icon showing employment will give any offer letter an alluring look. Want to make some changes? Don’t worry; we reiterate have got you covered. Using this template, you can ready the offer letter in no time.

Template 3: Improvising Staff Recruitment Process Developing Formal Job Offer Letter

This PPT Template provides information regarding developing a formal job offer letter. It includes essential components like: job title , job description , roles and responsibilities, compensation, and privacy policy . In addition, the image, along with the other components provided in the template is editable. Thus, you can easily replace it with the employer labels. Give this template a try and study the impact it has on your job acceptance rate.

Template 4: Optimizing Hiring Process Developing Formal Job Offer Letter

Want to present an offer letter that candidates can’t say no to? This PowerPoint Slide is just what you need to encourage your candidates to get on board. It has all the features and provides an in-depth job description .  Above all, you have the convenience of changing the template's color scheme to make it match your company's brand. Download the template now and enjoy its benefits.

  Template 5: Developing Formal Job Offer Letter Enhancing New Recruit Enrolment

Does creating a job offer letter take up much of your time? Well, it won’t now, with this exciting PPT Layout. You can create the letter of your liking in just one go. This template has the essential components for creating an ideal job offer letter. The template comes with completely editable elements to make it easier to use. Go, grab it now and engage the audience!

Template 6: Employing New Recruits at Workplace Developing Formal Job Offer Letter

Use this PowerPoint Preset to create the best job offer letter for your company. It represents the information pertinent to the job. Replace the name and job details, and the template will be ready to use. Want to make some design changes to it? Well, you can do that as well. Get started right away!

Template 7: Developing Formal Job Offer Letter Employee Hiring Plan at Workplace

The PPT Template is ideal for you if you want to look professional in the offer letter. You can edit and make personalized changes in the template in the way you desire. There is a vast collection of icons available on topics from which you can choose. In addition, you can present the job description in a bit more detail. The professional design and structure is ideal to give future employees a quick overview of the hiring process. Download it now and get started on making a positive impact.

Template 8: Cover Letter for Sale Offer Pitch Proposal One-Pager

This one-pager cover letter template is designed to provide an appealing and formal look to the proposal letter. It is A4 in size and includes graphics, which can be formatted. The template can also be accessed on Google Sheets, making it more convenient. Download it now and make the best use of its benefits like pre-filled text et al.

Template 9: Cover Letter For Federal Proposal One-Pager Sample Example Document

The PPT Template provides a way to propose to bidders to come forward at a particular date. It is a cover letter for a Federal Proposal; you may use the design as a backdrop to your own offer letters. Use this presentation template to add a stamp of authority to your proposals. The aim is to come across as the best-in-class organization with the proposal/cover letter itself.

Template 10: Envelope Icon with Job Offer Letter

Want to make a lasting impression on your future employees? Then this envelope-icon job offer letter template is just for you. It provides an appealing look that boosts the credibility of your company. The template offers a virtual, physical touch and style that comes with a sophisticated and amazing gesture of unlocking a job and a future full of possibilities. Download this presentation template now and compose the ideal written document offer letter.

BE CLEAR, WIN TRUST

Build a legal contract that will make your communication clear and boost your reputation among the new employees. If you’re starting to fil out job application, choose from our dynamic templates for application tools .

FAQs ON OFFER LETTER TEMPLATES

What is an offer letter.

An offer letter is a written document that an employer provides the candidate to provide job opportunities. It includes vital information and is an official declaration for employees’ joining.

What is included in a job offer?

A job offer includes a summary of the job role. An offer letter contains the following elements:

• Job description
• Starting date
• Work schedule
• Reporting manager’s details
• Role and responsibilities
• Termination conditions
• Privacy Policy

How to create an offer letter?

You can create an offer letter on your own or hire an attorney to do so. However, we have made it far easier for employers to compose an appealing offer letter. You can use our templates of different niches that are easy to edit and create an offer letter of your own.

What is the format of an offer letter?

At all times, an offer letter has to sound professional, well-managed and polite one-pager that invites an individual recipient to either join a job; ask a service provider or company to complete formalities for a project execution. Overwhelmingly, offer letters fall in the first category, so their format is decided by it. The key is to ensure that the offer letter should mark out the employer’s uniqueness, and be concise, and to-the-point. The name of the recipient is on the left-top corner or given the central indent. Then, the position offered, with salary is the critical part that has to be covered in the first two-three lines. Any joining date and time has to be mentioned clearly, either as the penultimate or the last line. Finally, and significantly, the person who the recipient has to contact on Day 1 has to be specified as well. Whatever format you follow, the aim of an offer letter is to ease a person into the new role with as much ease and convenience as possible.

How do you write an offer letter to a new employee?

While writing an offer letter to a new future employee, one should take care of the following points:

• The job offer should include important details of the job, from title, description, compensation, paid time off, and terms and conditions to the starting date, work schedule reporting structure, privacy policy, and termination policy.
• The tone should be formal and leave a positive impact on future employees.

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A Buyers' and Sellers' Guide to Multiple Offer Negotiations

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This consumer-focused brochure is designed for use by REALTORS® to inform buyers and sellers of the potential consequences of multiple offer situations. It was approved by the Professional Standards Committee at the 2005 Annual Convention in San Francisco and is excerpted from the Presenting and Negotiating Multiple Offers white paper found in NAR's Code of Ethics and Arbitration Manual .

For your convenience, you can also download this brochure:

A Buyers' and Sellers' Guide to Multiple Offer Negotiations (DOC: 38 KB) A Buyers' and Sellers' Guide to Multiple Offer Negotiations (PDF: 48 KB)

A Buyers’ and Sellers’ Guide to Multiple Offer Negotiations

Presented by the National Association of REALTORS®

____________ Association of REALTORS®

Copyright 2005 National Association of REALTORS®

Information for Buyers

• In some situations sellers will have several competing purchase offers to consider. Sellers have several ways to deal with multiple offers. Sellers can accept the “best” offer; they can inform all potential purchasers that other offers are “on the table”; they can “counter” one offer while putting the other offers to the side awaiting a decision on the counter-offer; or they can “counter” one offer and reject the others.
• While the listing broker can offer suggestions and advice, decisions about how offers will be presented – and dealt with – are made by the seller - not by the listing broker.
• There are advantages and disadvantages to the various negotiating strategies you can employ in multiple offer negotiations. A low initial offer may result in buying the property you desire for less than the listed price – or it may result in another buyer’s higher offer being accepted. On the other hand, a full price offer may result in paying more than the seller might have required. In some cases there can be several full price offers competing for the seller’s attention – and acceptance.
• Your buyer-representative will explain the pros and cons of these (and possibly other) negotiating strategies. The decisions, however, are yours to make.
• Purchase offers generally aren’t confidential. In some cases sellers may make other buyers aware that your offer is in hand, or even disclose details about your offer to another buyer in hope of convincing that buyer to make a “better” offer. In some cases sellers will instruct their listing broker to disclose an offer to other buyers on their behalf.
• Listing brokers are required to follow lawful, ethical instructions from their clients in the same way that buyer-representatives must follow lawful, ethical instructions from their buyer-clients. While some REALTORS® may be reluctant to disclose terms of offers, even at the direction of their seller-clients, the Code of Ethics does not prohibit such disclosure. In some cases state law or real estate regulations may limit the ability of brokers to disclose the existence or terms of offers to third parties.
• You may want to discuss with your buyer-representative the possibility of making your offer confidential, or of establishing a confidentiality agreement between yourself and the seller prior to commencing negotiations.
• Realize that as a represented buyer, your broker likely has other buyer-clients, some of whom may be interested in the same properties as you are. Ask your broker how offers and counter-offers will be presented and negotiated if more than one of her buyer-clients are trying to buy the same property.
• Appreciate that your buyer-representative’s advice is based on past experience and is no guarantee as to how any particular seller will act (or react) in a specific situation.

Information for Sellers

• It’s possible you may be faced with multiple competing offers to purchase your property. Your listing broker can explain various negotiating strategies for you to consider. For example, you can accept the “best” offer; you can inform all potential purchasers that other offers are “on the table” and invite them to make their “best” offer; you can “counter” one offer while putting the other offers to the side awaiting a decision on your counter-offer; or you can “counter” one offer and reject the others.
• If you have questions about the possibility of multiple offers and the way they can be dealt with, ask your listing broker to explain your options and alternatives.
• Realize that each of these approaches has advantages and disadvantages. Patience may result in an even better offer being received; inviting buyers to make their “best” offers may produce an offer (or offers) better than those “on the table” – or may discourage buyers who feel they’ve already made a fair offer resulting in them breaking off negotiations to pursue other properties. Your listing broker will explain the pros and cons of these strategies (and possibly other) negotiating strategies. The decisions, however, are yours to make.
• Appreciate that your listing broker’s advice is based on past experience and is no guarantee about how any particular buyer will act (or react) in a specific situation.

Information for Buyers and Sellers

Perhaps no situation facing buyers or sellers is more potentially frustrating or fraught with potential for misunderstanding and for missed opportunity than presenting and negotiating multiple, competing offers to purchase the same property. Consider the following issues and dynamics:

• Sellers want to get the highest price and best terms for their property.
• Buyers want to buy at the lowest price and on the most favorable terms.
• Listing brokers – acting on behalf of sellers – represent sellers’ interests.
• Buyer representatives represent the interests of their buyer-clients.
• Will a seller disclosing information about one buyer’s offer make a second buyer more likely to make a full price offer? Or will that second buyer pursue a different property?
• Will telling several buyers that each is being given a chance to make their “best offer” result in spirited competition for the seller’s property? Or will it result in the buyers looking elsewhere?
• What’s fair? What’s honest? Why isn’t there a single, simple way to deal with multiple competing offers?

Knowledgeable buyers and sellers realize there are rarely simple answers to complex situations. But some fundamental principles can make negotiating multiple offers a little simpler.

• Realize the listing broker represents the seller – and the seller’s interests, and the buyer-representative represents the buyer – and the buyer’s interests. Real estate professionals are subject to state real estate regulation and, if they are REALTORS®, to the Code of Ethics of the National Association of REALTORS®.
• The Code of Ethics obligates REALTORS® to be honest with all parties; to present offers and counter-offers quickly and objectively; and to cooperate with other brokers. Cooperation involves sharing of relevant information.
• Frequently frustration and misunderstanding results from cooperating brokers being unaware of the status of offers they have presented on behalf of their buyer-clients. Listing brokers should make reasonable efforts to keep buyer-representatives up-to-date on the status of offers. Similarly, buyer-representatives should keep listing brokers informed about the status of counter-offers their seller-clients have made.

Finally, buyers and sellers need to appreciate that in multiple offer situations only one offer will result in a sale, and the other buyers will often be disappointed their offers were not accepted. While little can be done to assuage that disappointment, fair and honest treatment throughout the offer and negotiation process, coupled with prompt, ongoing and open communication, can enhance the chances that all buyers – successful or not – will feel they were treated fairly and honestly.

Selling your home using offer presentation strategy – A real life story

I recently had the good fortune of being part of an exciting “offer presentation” for the sweetest couple who had decided to part with their family home after 30 years.  The interest in this home was high and so was the energy around this listing.  I wanted to share this experience and the strategy used for selling this home bringing more than $100K over the asking price.  

What is an offer presentation? 

An offer presentation is a date and time that has been set when all offers will be presented at one time to the sellers by the Realtor ® .  In this strategy, all bids are compiled and sellers have the opportunity to view and compare the offers all at once, rather than receiving them one by one over a period of time.   

Why use an offer presentation to sell your home?

The first part of an offer presentation strategy is to price the home competitively, or even slightly below market value.  Then the plan is to hold back all offers to a certain date for an offer presentation to the seller.  This strategy is intended to encourage competition for the sale of the property, to ultimately bring a higher selling price for the home owners.   We see this strategy often when demand for homes is high and available inventory of homes for sale is low (aka sellers market).  This strategy has been popular in recent months, however, doesn’t guarantee competition and a higher price, which is why discussion with your expert Realtor ® is always recommended.  

The competition begins...

For this listing, a competitive price was set, and the listing became live on Thursday.  Immediately, Realtors ® were calling and booking times to show the property.  In the few days that followed, over 80 agents reached out, with a steady stream of potential buyers touring the property.  Potential buyers had until Tuesday to make their decision to submit an offer on the home.  

In these four short days, after countless inquiries and showings, the offer presentation day was here.  In the final hours leading up to the presentation was, I must say, a bit hectic. Realtors ®   were calling, emailing, calling again, registering offers, expressing their intent, calling and then emailing again.  

Technology glitch 

And then Google went down.  Yes, Google went down. Some offers were not getting through.  We did a quick work around and all interested parties were able to have their offers submitted right to the wire. Whew!

Time to decide 

Now it was decision time.  There were 14 offers in total - 4 offers were “conditional'' meaning they had included clauses for work to be done before the deal would be officially firm.  Then there were 10 offers that were “firm”, meaning if the seller chose that offer and both parties signed the offer, it meant the deal was final.  

Some offers were low, some were high, some included letters and photos of the prospective buyers and their story.  One buyer even dropped off a Christmas card to the seller in hopes to move to the top of the list.  The sellers were pleasantly surprised with the overwhelming interest in their home, with offers at and above their asking price, and the sellers were very grateful to have the expertise of their Realtor ® to help them navigate this challenging and emotional time.  

The successful bid 

After consideration of all of the offers that had come forward, at the end of the day the top bidder secured the purchase. The successful buyer offered more than $100,000 over the asking price, with no conditions.  The sellers felt like they won the lottery and can retire in a cozy, easy to maintain apartment close to their daughter.  And the buyers were thrilled they actually secured a beautiful, very well maintained home in this extremely competitive marketplace. 

Should you use an offer presentation strategy?

Pricing your home below market value to encourage a bidding war is definitely a strategy many Realtors ® and home sellers are using in this market. With changing market conditions, competitive marketplace, and unexpected issues, nothing beats an expert Realtor ® on your side when selling your most valuable asset.  So, having a plan, being prepared and flexible to navigate the unexpected, can help with the success of this significant time in your life.  

Thanks to my colleague Helene, I was able to see one of our star agents in action to seal the deal.  A lovely retired couple were on their way to a happy retirement, and a new buyer was able to buy a beautiful home in an extremely competitive market.  And a thanks to you for allowing me to share my story and a day in the life of a Realtor ® .

Heidi Brown

Sales Representative

Direct: 416-898-4565

[email protected]

Oakville Office:

RE/MAX Escarpment Realty Inc., Brokerage

1320 Cornwall Road

Oakville, ON, Canada L6J 0H7

Hamilton Office:

1595 Upper James Street, Suite 101 

Hamilton, ON, Canada L9B 0H7

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The Delayed Offer Presentation Process

July 6, 2023

• Residential

Understanding the delayed offer presentation process

Delayed negotiations, used appropriately, can be a powerful tool when it comes to selling a home. Done right, this tool is a plus for buyers too.

So how do you know if delayed negotiations are right for you?

First, talk to your real estate agent. It’s not always the best option but your agent will know if you are listing the right type of property. They will also have the inside scoop on whether the current market is suitable for this negotiation tactic. The best fit is going to be a desirable property in a hot market.

Much of the recommendation is going on a gut decision based on experience — preferably lots of experience! A good agent knows fairly quickly whether a home will draw a lot of attention. For instance, maybe they know the price will draw a crowd. The home may also be in a coveted location. Or, perhaps the property is a style of home that’s hard to find and in high demand. When listing a property, we take the time to educate our sellers. Then, they will evaluate whether delayed negotiations are a good fit for their property.

For example, let’s say a property is a good fit for delayed negotiations. In this case, there are benefits to both sellers and buyers:

• Buyers have a better chance of getting in to see the property before it goes under contract.
• Buyers have more time to carefully think about what to include in their offer. Although there may be other offers, everyone is on a level playing field for the deadline. You CANNOT accept an offer before the delayed negotiation date.
• More buyers seeing it can lead to more offers.
• More offers and a deadline can increase other offer amounts as well as create more favorable terms for the seller.
• In many cases, this produces an accepted offer faster, meaning you won’t have to show your property repeatedly for weeks. It condenses most of the showings into one chunk of time.

MLS® Rule 8.2 – Sellers’ instructions on delayed offers – explained

** IMPORTANT: In delayed offers listings (which may not exceed 14 days), the seller must not accept an offer PRIOR to the Offer Presentation Date/Time noted in the Public Remarks of the Listing.

Sellers have three (3) options if they decide to move forward with a delayed offers strategy. This is how REALTORS® must proceed to comply with OREB’s MLS® Rules, the REALTOR® Code, and REBBA 2002 Code of Ethics:

Situation 1: “No conveyance of Offers prior to [date/time]” This is straight forward! This means that the seller has instructed that they WILL NOT review pre-emptive offers. In fact, REALTORS® will not communicate the existence of any offer in advance of the agreed to date/time.  REALTORS® should have explained the pros and cons. While RECO says REALTORS®  have an obligation to convey offers, it also says: “They must act in strict accordance with the instructions they are given, so it is crucial that the written direction is detailed and very clear, and that it is given by a client who is fully informed about the implications”. https://www.reco.on.ca/registrars-bulletin/written-directions-multiple-offers/

Situation 2: “Offers to be presented at [date/time], however Seller reserves the right to review and may accept pre-emptive Offers”   This means the seller wants to delay offers but would like the REALTOR® to let them know about pre-emptive (or “Bully”) offers.

Situation 3: “No conveyance of Offers until [date/time] subject to exceptions or conditions” In this situation, the seller WILL NOT review pre-emptive offers UNLESS they contain a specific term (e.g. $50k over asking). Please keep in mind, if a buyer rep asks the REALTOR® for the specific term, they MUST provide the details.

Legal obligation to convey offers

The law is clear that a seller’s representative must convey an offer to the seller as soon as possible unless the seller has given clear and detailed written directions to do otherwise. A representative whose seller chooses to defer their consideration of offers to a specific date and time may do so only if the seller provides specific instructions documented in a written direction.

Written directions key steps

A REALTOR® must follow a client’s lawful instructions, so it is crucial that a seller is able to make informed decisions that are documented in a clear, specific written direction. A REALTOR® is expected to advise and inform a seller, ideally in writing, of the benefits and risks of delaying the presentation of offers or applying other offer conditions, and options for managing offers that do not comply with the seller’s written and express conditions.

The following are the key steps for REALTORS® to get informed instructions in the form of a written direction from a seller when considering a delayed offer presentation process.

Step 1: Explaining the benefits and risks of delaying offers

When discussing marketing strategies with a seller, a REALTOR® must clearly and thoroughly explain the benefits and risks of each strategy, and that no strategy is guaranteed to return the highest sale price. When explaining the option of delaying the presentation of offers, the benefits and risks should include at least the following:

• More exposure: The strategy may give buyers time to evaluate the property. This could generate interest from a greater number of buyers and a buildup of anticipation for the property as the offer presentation date nears.
• Competing offers: More interested buyers may result in multiple offers.
• Better price and terms: More competition could result in a higher price and desired terms for the seller.
• Buyers don’t want to wait: The seller risks losing out on motivated buyers who don’t want to wait for the offer date.
• Buyers averse to delayed or competing offers: Some buyers are averse to the delayed process. Buyers may shy away from situations that are perceived by them as unfair or tilted in a seller’s favour.
• Strategy doesn’t generate offers: The offer date could pass without any offers, which might make the property less desirable, appear overpriced and remain on the market longer than expected.

Step 2: Explaining that a delayed offer presentation might lead to pre-emptive offers

When explaining how a delayed offer presentation strategy works, your REALTOR® should advise the seller that in an active market, a delayed-offer approach may prompt some buyers to submit pre-emptive offers. Pre-emptive offers often expire before the delayed offer presentation date in an effort to avoid, or pre-empt, the established offer process. A seller’s written direction must explicitly outline how the representative is to manage pre-emptive offers.

Note:  See step 4 for instructions on documenting written directions and RECO’s bulletin,  Managing pre-emptive offers.

Step 3: Obtaining written directions on how the seller wants to handle pre-emptive offers

It is important for a REALTOR® to help the seller understand the options for handling pre-emptive offers so they can make an informed decision about the direction they will provide.

Step 4: REALTORS® must document the seller’s instructions with clearly written directions

Once the seller understands their options and is ready to provide informed instructions, the REALTOR® will summarize the instructions in a detailed written direction for the seller to sign. The direction must clearly outline all the instructions the seller has provided with respect to various pre-emptive offer scenarios and how they are to be handled.

Step 5: Communicate the delayed offer presentation date and other necessary information to buyers

The effectiveness of a delayed offer presentation strategy depends on communicating the delayed offer presentation date and time to buyer representatives and unrepresented buyers. This is most commonly done by advertising on local real estate board multiple listing services and other online selling platforms. The information should be sufficiently detailed to communicate the seller’s presentation date and time and any other important details to support the seller’s strategy.

Change in seller directions

The seller can change their written directions at any time, but the new instructions must be documented in a new written direction. For example, if a seller who previously directed that they did not want to see pre-emptive offers decides they now want to consider pre-emptive offers, a new written direction needs to be made to override the previous direction.

If the seller changes their written direction, the REALTOR® is required to immediately take the following steps:

• Update the notes to any local real estate board listing and other online selling platforms for the property to accurately reflect the current written direction for offer presentations.
• Notify in writing anyone who has expressed an interest in the property of the change to the offer presentation date and time. If using some form of automated notification system, the registrant should confirm the contact information and delivery of the notification to the necessary parties. The seller’s representative is responsible for making sure all interested parties are notified of the change. In addition to traditional forms of written notice, text message and email are also acceptable.
• booked upcoming appointments
• viewed the property (showing or open house)
• informed the brokerage or the listing representative that they will be submitting an offer on the property
• submitted an offer

These steps are followed to be fair to buyers and their representatives and to act in the best interest of the seller. Why is this notification necessary? The aim of delaying offers is often to generate interest in the property. This is why it’s in the client’s best interest to inform those who may have shown interest in the property of any change to the offer presentation date or process so they may deliver their offers on time. It is also essential that the REALTOR® is promoting a fair and transparent offer process that ensures that as many buyers as possible have an opportunity to submit offers.

Relevant legislative sections

Code of Ethics: Section 3, 4, 5, 24, 37, 38, 39

REBBA 2002 CODE OF ETHICS: Section 3, Fairness, honesty, etc. A registrant shall treat every person the registrant deals within the course of a trade in real estate fairly, honestly and with integrity. O. Reg. 580/05, s. 3.

REALTOR® Code A REALTOR®’s ethical obligations are based on moral integrity, competent service to clients and customers, and dedication to the interest and welfare of the public.

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NOTICE: The information on this page may not be current. The archive is a collection of content previously published by Long Island Board of REALTORS® ( LIBOR). Archive pages are not updated and may no longer be accurate. Users must independently verify the accuracy and currency of the information found here. LIBOR disclaims all liability for any loss or injury resulting from the use of the information or data found on this page.

OneKey® MLS Compliance Regarding Offer Presentations

• The Cooperating Broker or their representative has the right to participate in the presentation to the seller or lessor of any offer they secure to purchase or lease unless instructed otherwise by the seller in writing. A copy must be made available upon request by the cooperating broker. (405.4)

• You must issue a written acknowledgment for each offer, and the Listing Broker, or anyone licensed in the Listing Broker’s office, must immediately advise the seller that an offer has been made and shall make timely arrangements for the offer(s) to be presented. (406.1)

• If the Cooperating Broker sends you an Offer Acknowledgment Form, have the owner sign it upon presentation of the offer (if the owner refuses or is unable to sign it, you must sign a Sworn Declaration Statement) Return the Acknowledgment or Declaration within two hours of the offer being presented (within 24 hours if the Acknowledgment Form was provided after the offer was presented). (406.4 & 406.5)

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Based on Member feedback, OREA is in the process of updating select Standard Forms and Clauses, and adding several new ones, to ensure greater functionality for REALTORS® while maintaining regulatory compliance. Changes include:

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OREA State of Emergency Clauses

Q1. can the seller and buyer agree to terminate an agreement of purchase and sale they entered into even if covid-19 was not a factor.

this info is for OREA members only, please login to view…

Q2. Was the ELEC-1 Electronic Signature Consent Clause revised because of COVID-19 situation?

Q3. as the listing brokerage representative, do i have to provide the seller the lockbox for key drop on closing, q4. is the state of emergency-4 video conferencing clause to allow a salesperson to video conference for identification and signing documents, q5. should i use the orea state of emergency clauses exactly as they are or can i revise them if the buyer or seller wants to negotiate something different, q6. can i send orea a clause that i or my brokerage created for covid-19 for orea review and approval, q7. in the event a closing cannot take place, without the inclusion of any orea state of emergency clauses, how would this situation be managed, q8. orea agreements of purchase and sale form deposits section references, deposit ‘by negotiable cheque’ will this be changed to include electronic transfer, q9. if i can't show the buyer a unit or they cannot complete an in person inspection, what clause should i add to the agreement of purchase and sale, q10. should there be a clause asking the seller to reveal any covid 19 personal or property issues prior to a buyer taking possession, q11. why would a member/realtor® ever want to allow termination of an agreement, q12. how can anyone know how many days that it would take for land registry to close a deal after re-opening, should this be something the buyer and or seller be agreeing to, q13. can one or all orea state of emergency standard clause(s) be inserted into an existing agreement pending completion, by way of an amendment, q14. are we adding something into agreements of purchase and sale for our salesperson protection during this emergency crisis, q15. what should i do if a buyer or seller lawyer does not agree with an orea clause and they have different opinion and clause to insert into an agreement, q16. my brokerage and other brokerages have established form(s) that are supposed to be used when i list or negotiate with buyers and sellers, should i send them into orea to approve before i use them, q17. beyond a lockbox, what device could exist for key drop to consider, q18. would the orea state of emergency clauses apply to tenancy agreements as well, q19. will the state of emergency clauses be deleted once covid-19 pandemic is resolved, cannabis legislation update, q1. how many cannabis plants can be grown under the new legislation, q2. how would a member know if legal cannabis growth property history will matter to their prospective buyer, q3. is the listing data sheet going to be revised to identify if the property has or has had cannabis activity, q4. can a listing brokerage force a buyer to accept their aps schedule b, containing a clause which reads “the seller does not provide cannabis representation or warranty”, q5. as a listing salesperson working with or for a seller, what provisions are needed in an agreement of purchase and sale regarding cannabis, q6. are there orea forms that could assist with determining if the property has cannabis growth history, q7. as a co-operating salesperson working with a buyer, what provisions are needed in an aps regarding cannabis, q8. as a listing salesperson is there anything i need to ask a seller regarding growth or use of cannabis, q9. when will orea have forms revised to address cannabis, q10. when will orea have forms revised to address cannabis, q11. can condominium rules/bylaws, board ban the selling of a condominium to someone who will grow or smoke cannabis, q12. can a landlord ban a tenant from growing and/or smoking cannabis after legalization date oct 17th, 2018, q13. with respect to legal cannabis activity what experts do i need to suggest to a buyer or seller to consult with before or within sale or lease negotiations, q14. will orea have a webinar on this cannabis topic, form #400 agreement to lease – residential update, q1. can the orea form #400 agreement to lease - residential be used by members after april 30th 2018, q2. what are the revisions to orea form #400 and/or to orea lease/res standard clauses due to rta amendments effective april 2018, q3. when must the new government required standard lease form be used, q4. where can the new government standard lease form be found, q5. will the government standard lease form be available on webforms, q6. can a term(s) be added to the orea form #400 schedule for landlord and tenant negotiations, even though it or they may also be found on the government standard lease form, q7. can a member attach the government standard lease form as a schedule/addendum to the form #400, within their negotiations, for landlord and tenant review and awareness of the standard lease document content, q8. will orea be creating any further clauses for optional use by members when using the form #400 agreement to lease – residential and negotiating with their consumers, q9. how does a brokerage collect brokerage service remuneration/commission with hst, q10. is the new government lease form mandatory for members to use, assignment aps, q1. is an assignment possible if the original agreement of purchase and sale is with a builder, q2. when is an assignment of a contract done, q3. shouldn't brokers of record play a bigger role in relation to information and guidance, q4. does the original purchase price include any upgrades paid separately, such as in a new home sale agreement between the buyer and the builder, q5. when is the balance of the assignment agreement paid by the assignee and when is the original deposit paid back to the assignor, q6. who pays the assignment fee from the builder or other related expenses, q7. are there orea standard clauses for assignment situations, q8. if the original seller makes another $100k over the original purchase price, does the real estate agent get more commission, q9. are there tax implications for any parties in an assignment situation, such as hst or capital gains tax., q10. does a clause in the schedule regarding the occupancy phase need to be included, q11. what happens to the original commission that was to be paid on closing, q12. who pays the land transfer tax, q13. what about house trailers in a park where the land is leased does the landowner have the right to know of a pending assignment, q14. what happens if the builder delays does the assignee have the same choices, q15. can the assignee and assignor use the same lawyer, q16. should one be concerned when the assignment is to a corporation i.e. limited liability, q17. once the assignment has been executed and completed and deposits have been paid, is the original buyer free and clear of all liability, q18. does the assignor need the service of a lawyer, q19. can the assignee pay deposit monies and balance monies when the assignment agreement is closed (original assignment closing date), form #801 offer summary document, q1. is form #801 needed for an offer to lease residential, q2. why doesn’t the seller sign a form #801, q3. what happens in a multiple offer scenario, q4. how does the buyer do a counter offer and not see the seller info, q5. if this document is for the listing brokerage side to satisfy the legislation, why are so many buyer brokers so adamant about having a signed copy returned, q6. what if the listing is offering limited service to the seller, does the seller’s brokerage have to retain a copy of each offer or a copy of form #801, q7. can a listing brokerage fill this out for all offers submitted to their office, q8. so many listings state “form 801 must accompany all offers.” if there is only one offer, why are they insisting on this form, q9. is a listing agent required to disclose how many offers were received to non-participants if the offer’s registered, q10. must each sign back have a new form, q11. what if my client doesn’t want to provide his name etc. prior to the listing being presented would it not suffice that i send an e-mail saying i have the offer, and provide form #801 if and when there are multiple offers, q12. if the buyer’s agent asks how many offers were received and requests copies of all the form #801s, should the listing agent send them to the buyer’s agent, or does the buyer’s agent have to send a request to reco, q13. if the buyer has not signed form #801, can it be used as the summary record, q14. can a listing brokerage demand a form #801 from a brokerage working with a buyer submitting an offer, q15. does the listing brokerage have to disclose all offers to all registrants, q16. can office policy mandate the use of form #801, q17. if the listing brokerage asks for form #801 and the buyer brokerage fills it in, and then if a counter offer is submitted by both the seller and buyer, respectively, who has to fill in and sign form #801, q18. what is the purpose of having the seller’s contact information, q19. why is form #801 one-sided why is one not created when offers are presented by the seller, q20. if sign backs are considered new offers, and form #801 is one way, what form does the listing representative use when signing back, q21. what if the original and counters offers were done on the same copy do you need to photocopy the offer between counters, q22. does one copy of the offer, with all changes made, meet the requirement, q23. there isn’t enough room to write in all of the sign backs. form #801 only allows for one counter offer. if the offer goes back and forth more than two times, where do we write in the additional sign backs, q24. can a sales person say that they do not have an offer but have been advised that one is being prepared, q25. if i have a listing that only gets one offer and it’s accepted then technically i have a copy of the offer on file. do i still need a form 801, q26. if you are the listing agent and you have a signed offer from a buyer client, is form #801 sufficient or do you need both form #801 as well as copies of every offer and counter offer, q27. what if the co-operating salesperson refuses to submit the form, q28. if reco is contacting the listing brokerage to follow up on complaints then why is the seller’s contact information required on form #801, q29. are inquiries anonymous or transparent, q30. what recourse does a buyer agent have if it’s revealed that the number of actual offers doesn’t match what is in a brokerage file, q31. how are you guaranteed that your offer has been presented, q32. why does the buyer’s representative need access to the seller’s e-mail address, phone number etc., q33. why could you not use form #109 instead of 801, q34. how long has this form been in effect, q35. how many offers do you count if you have an offer with 4 renditions, q36. i am an owner of a small brokerage. when we receive offer(s), can we just keep these copies of the offers as opposed to form #801, q37. how can we ask the listing agent to have the seller sign or acknowledge form #801, q38. is a counter offer from the seller not considered an offer, q39. if the offer is accepted do you have to keep all the copies, q40. after form #801 is completed by the seller's rep does the buyer's rep need a copy of the form, q41. what if the buyer broker refuses to submit the form, q42. if an offer is not accepted by the seller, does the buyer’s rep need to keep a copy of form #801 or is the rejected offer sufficient, q43. can i provide my own e-mail address in the seller’s contact information section, q44. what happens if the seller does not want their contact info to be included on the form, q45. under the legislation can a salesperson say to a buyer’s broker that they do not have an offer in hand yet but have been advised that one is being prepared, q46. if you are presenting an offer at a home with no access to a photocopier/scanner how can a brokerage for a seller keep a copy of the offer received, q47. i was told that if you double end your own listing you need both form #801 and a full copy of ever offer/counter offer. is this correct, q48. can a buyer request that there be no record of their unaccepted offer, stickhandling offers, q1. does there need to be a trust deposit disclosure in an offer (usually in a schedule b), q2. if you put the client’s “what if an offer comes earlier” direction in writing in regards to pre-emptive offers and a pre-emptive offer comes forward, is it true you don't have to call all the other buyers, as long as this is stated in the listing, q3. do we keep the fact of a pre-emptive offer from our sellers, q4. what do you do if the pre-emptive offer expires before the published offer date, q5. do we withhold the fact that someone has brought in a pre-emptive offer until the written presentation date and time, q6. please clarify the obligation to inform others if one of the multiple offers is from the listing brokerage buyer client. should i do this every time or only if there is a benefit to the seller (financial or other), q7. if there is an illegible agreement of purchase and sale and i am redoing an offer, which date should be used - the date on the original agreement of purchase and sale or the date when the newly created offer is signed, q8. if there is only one offer do we need to use form #801, q9. when presenting an offer in multiple offer situations, whose property is the offer does the co-operating salesperson have to leave his offer open and/or on the table with the seller i have a seller that is taking their full time considering an offer from a buyer, but i am concerned regarding my buyer client’s privacy and about the listing brokerage shopping the offer to the competing offers., q10. does the listing salesperson have to disclose that they have received any offers in the past that were not accepted, q11. can a buyer still retract their offer if the co-operating salesperson delivers a form #801 to provide proof of an offer to the listing salesperson/brokerage, q12. how does form #801 play into disclosing to the listing salesperson offer details such as irrevocability and buyer’s name does it mean the listing office can't disclose any offer details to any other party, q13. if you are the listing salesperson and you have an offer on "sign-back" (from a seller to the buyer) do you have to advise the "sign-back" offer buyer/co-operating agent if you receive another offer in the meantime especially, considering that the second offer could be higher than the sign-back offer, q14. can you refuse someone from entering an open house if they refuse to sign the open house registration, q15. the trend today seems to be that homes are listed a bit under market value to attract a bidding war and top dollar for the sellers. a seller asked me the other day "but what if we list under market value and only get one offer and at asking price" can the seller refuse to accept an offer presented at full price, q16. what is the best form to disclose to a client particulars and or brokerage/salesperson agreement of a collateral agreement, q17. i am concerned regarding a brokerage shopping an offer to the competing salesperson and offers. a listing salesperson specifically approached me and said the other salesperson was calling his client to change his offer. he then asked me if i would change mine., q18. when a firm offer is presented and accepted, could the buyers still be able to do an inspection for their own purposes could the seller or sellers’ agent discourage the inspection after the firm offer has been accepted, using e-signatures with integrity, q1. which electronic software is best to use, q2. is there an e-signature consent form, q3. is there a standard e-signature clause in the pre-set section of the agreement of purchase and sale or listing agreement, q4. should an e-signature clause be inserted in an agreement of purchase and sale, q5. if the e-signature software includes a consent page prior to opening or signing the document does that cover getting consent or does a clause also need to be used in the agreement, q6. is a witness signature required with electronic signatures, q7. can software such as adobe acrobat be used to obtain e-signatures along with a clause in the agreement or is it mandatory to use a document signing service, q8. are varied font electronic signatures, created by the electronic signature software providers, acceptable, q9. are the licenced third party providers found on the orea website the only companies that are acceptable to use for e-signatures, q10. are there any hands on courses available to learn how to use electronic signatures, q11. i am not certain if my brokerage has an e-signature use policy, can i go ahead and use e-signature software if they do not have a policy, q12. is it acceptable to use a tablet for electronic signature for an agreement of purchase and sale, q13. if the e-signature software embeds the date/time along with the signature on the signature line of an orea form, does that mean that the "date field" on the orea form can be left blank, q14. how can a paper trail be followed if emails are not used to obtain signatures, q15. are lenders or lawyers balking at e-signed documents, q16. can another brokerage sales representative make it mandatory for my clients to use electronic signatures in an offer.

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