Offer Bot
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Offer Bot
Generate, send, and track offers + e-signature packets.
Write an Offer Bot Cover-Email Template With Merge Tags
A cover-email template is the message that carries your filled agreement to the listing agent. Save it once with merge tags, and Revamp365 fills in the agent name, property address, and offer price ea...
Map MLS Listing Fields Into an Offer PDF
After you place fields on the PDF, tell Offer Bot which data fills each one. Mapping connects a form field to a Revamp365 tag. Listing details come from the MLS listing you send against — the same fie...
Generate an Offer From an MLS Listing With Offer Bot
Offer Bot turns listings in a saved MLS list into priced offer PDFs and emails them to the listing agent. You set the number, pick your templates, and Revamp365 merges listing data, attaches the fille...
Place Signature and Initial Blocks on an Offer
Once you upload a fillable PDF as an eSign template, you place the signing blocks yourself by dragging them onto the document. Every signature, initial, and date field is pinned to an exact spot on a...
Resend or Cancel an Offer Packet
Once an offer packet is out for signature, you can nudge a slow signer by resending their link or pull the whole packet back by voiding it. Both actions live on the packet detail view inside Offer Bot...
Review Sent Offers in Offerbot Logs
Every Automated Offers send is written to Offerbot Logs. Use the tab to confirm delivery, download the attached PDF, and see who received the message. Open the logs In the left sidebar, click Offer Bo...
Send and Track an Offer Packet's Signing Status
Once you have placed signature and initial blocks on a packet, you send it to your signers and watch each step from one screen. Revamp365 tracks the whole envelope and every recipient in real time. Se...
Set Up Your Offer Bot Signing Profile
The Signing Profile is the buyer identity Offer Bot stamps onto an agreement when you generate a PDF. Set it once. You do not upload a signature image — you type the name and initials and pick a handw...
Upload a Fillable PDF Offer Template Into Offer Bot
Offer Bot turns your own purchase agreement into a reusable, auto-fillable document. Upload a blank official state association PDF (for example an Agreement of Sale). You do not need to prefill buyer...
Offer Bot: send priced MLS offers from a saved list
What Offer Bot does Offer Bot turns a blank Agreement of Sale (or similar purchase agreement) into a reusable template. You place only the fields that need to be filled, map them to MLS listing data,...