After receiving an offer, what should you do with the offer before presenting it to your client?

After receiving an offer, what should you do with the offer before presenting it to your client?

• A. Hide it from the client
• B. Enter the terms in Command including impressions of financial strength and lender professionalism, send to client for review, and set a time to discuss
• C. Change the terms without consent
• D. Wait for the seller's response first

Answer: (B)

When you receive an offer, present it to your client in a clear, documented way using your brokerage tools. The best practice is to enter the terms into Command, including notes on the buyer’s financial strength and the lender’s professionalism, then send the offer to your client for review and set a specific time to discuss it. This approach creates a precise record, helps the client understand the offer’s context, and ensures a timely, collaborative decision. Why this works: documenting the offer and the lender details gives the client all the information needed to evaluate risk and financing reliability, while using Command preserves an audit trail and keeps everyone on the same page. Scheduling a discussion ensures questions are answered and decisions are made thoughtfully rather than waiting or acting blindly. Hiding the offer, altering terms without consent, or waiting for the seller’s reply before involving the client all undermine client trust and professional standards.

When you receive an offer, present it to your client in a clear, documented way using your brokerage tools. The best practice is to enter the terms into Command, including notes on the buyer’s financial strength and the lender’s professionalism, then send the offer to your client for review and set a specific time to discuss it. This approach creates a precise record, helps the client understand the offer’s context, and ensures a timely, collaborative decision.

Why this works: documenting the offer and the lender details gives the client all the information needed to evaluate risk and financing reliability, while using Command preserves an audit trail and keeps everyone on the same page. Scheduling a discussion ensures questions are answered and decisions are made thoughtfully rather than waiting or acting blindly.

Hiding the offer, altering terms without consent, or waiting for the seller’s reply before involving the client all undermine client trust and professional standards.