What is the home purchase offer worksheet form template?
Offers often come together in a rush — a viewing in the morning, a phone call at lunch, a deadline at five. Terms get passed on in fragments: a price by text, the closing date in a voicemail, the washer and dryer mentioned in passing. A written worksheet slows the buyer down just enough to think through each term, and gives the agent a complete, dated set of instructions to draft from.
Page one of this template is the property and the money. The buyer gives their name, any co-buyers and contact details, then the property address, listing number and list price. "Offer price" is required, and "The most you'd go to" is marked as being for the agent only. A yes to "Would you like an escalation clause?" asks for the increment and the cap. Earnest money and the days to pay it follow.
"How are you paying?" then branches. Choosing a mortgage asks for the lender, loan type, down payment and whether there's a pre-approval letter, with an upload if there is; cash asks for proof of funds. Page two covers contingencies — inspection asks for the period, and sale of a current home asks where it stands — then closing date and flexibility, possession, inclusions, exclusions, seller credit, a home warranty, offer expiry and a note for the agent. A closing paragraph makes clear it isn't an offer or contract. Each worksheet is filed as a PDF in your FileIt vault.
- Best for
- Buyer's agents, real estate teams and brokerages
- Filled in by
- Home buyers, before their agent drafts an offer
- Time to complete
- About 8 minutes
- Includes
- Price and limit, escalation, earnest money, financing or cash with uploads, contingencies, closing, possession, inclusions, credit, expiry
Who uses a home purchase offer worksheet form?
- Taking offer instructions after a showing
- Competitive markets where escalation clauses are common
- Buyers with a home to sell first
- Cash buyers sending proof of funds with their terms
- Teams where one agent shows and another writes offers
- Keeping a record of what the buyer asked for in each offer
Questions on this home purchase offer worksheet form
35 questions over 2 pages · includes file upload, conditional questions, multiple pages.
1 Property and price
- Your name*
- Co-buyer(s)
- Email*
- Phone*
- Property address*
- MLS or listing number
- List price
- Offer price*
- The most you'd go to
- Would you like an escalation clause?
- Increase by* asked only when it applies
- Up to a maximum of* asked only when it applies
- Earnest money deposit*
- Deposit paid within (days of acceptance)
- How are you paying?* With a mortgage · Cash
- Lender* asked only when it applies
- Loan type* asked only when it applies Conventional · FHA · VA · USDA · Jumbo · Other
- Down payment (%)* asked only when it applies
- Do you have a pre-approval letter?* asked only when it applies
- Pre-approval letter asked only when it applies
- Proof of funds asked only when it applies
2 Terms
- Contingencies you'd like to include Home inspection · Appraisal · Financing · Sale of my current home · Review of HOA documents · Title review
- Inspection period (days) asked only when it applies
- Where is your current home in the selling process?* asked only when it applies
- Preferred closing date*
- Can you be flexible on the closing date?
- When would you like to move in?* At closing · Later — the seller can rent back for a while · Something else
- Tell us more asked only when it applies
- Items to include in the sale Refrigerator · Washer and dryer · Window treatments · Light fixtures · TV wall mounts · Outdoor furniture · Shed or play equipment
- Anything you don't want left behind?
- Seller credit toward closing costs
- Ask the seller to pay for a home warranty?
- Offer valid until
- At asked only when it applies
- Anything else your agent should know?
The home purchase offer worksheet form, page by page
1 Property and price
Name, email, phone, property address, "Offer price" and "Earnest money deposit" are required. Co-buyers, listing number, list price, the buyer's ceiling and deposit timing are optional. Escalation reveals "Increase by" and "Up to a maximum of". A mortgage brings up "Lender", "Loan type", "Down payment (%)" and "Do you have a pre-approval letter?", which offers "Pre-approval letter" on yes; cash offers "Proof of funds" for up to three files.
2 Terms
"Contingencies you'd like to include" covers inspection, appraisal, financing, sale of a current home, HOA documents and title. Inspection adds "Inspection period (days)"; a home sale asks where it stands. "Preferred closing date" is required, alongside flexibility. "When would you like to move in?" asks for detail unless it's at closing. Inclusions, exclusions, seller credit, a home warranty, "Offer valid until" with a time, and a note to the agent follow, then the reminder paragraph.
Make the template yours
- Change loan types and contingencies to match your market
- Edit the closing paragraph to fit how your brokerage works
- Add your transaction coordinator to the notification emails
- File worksheets in a vault folder per buyer client
- Change the currency for non-US markets
- Send the form to a buyer by email from FileIt so each worksheet is tied to them
Tips for a better home purchase offer worksheet form
- Go through the worksheet together on a call — it's a good checklist for the conversation
- Check the pre-approval letter covers the offer price
- Agree a realistic escalation cap before the buyer gets caught up in the moment
- Confirm inclusions in writing; fixtures cause many closing-day disputes
- Keep the worksheet with the signed offer for the file
Every response becomes a PDF in your vault
Each worksheet is filed as a PDF in your vault with any pre-approval letter or proof of funds attached, and you're emailed. The buyer can get a copy of the terms they gave.
The Responses table shows every worksheet; export to CSV to compare offers across buyers or report on your pipeline. The purchase agreement itself is prepared in your usual forms software.
- Start from this template. It opens in the FileIt Forms designer — change any question, add pages, set the rules for when questions appear.
- Share it. Turn on a public link, or send it to people by email, each with their own link. They don’t need a FileIt account.
- Get the answers as PDFs. Each response is saved as a PDF in the vault folder you choose, with uploaded files attached — and listed in a Responses table you can export to CSV.
Home purchase offer worksheet form: frequently asked questions
Is this purchase offer worksheet template free?
Yes. It's a starter template in FileIt's Forms app, available on the free plan.
Is the worksheet a binding offer?
No. The closing paragraph says it isn't an offer or a contract; the agent prepares the purchase agreement separately.
Is the buyer's maximum price shared with the seller?
Not by FileIt. The worksheet goes to the form owner — the agent — and the help text tells the buyer it's for the agent only.
What changes for cash buyers?
Choosing cash skips the lender questions and offers a proof of funds upload instead.
Can buyers upload a pre-approval letter?
Yes. Answering yes to the pre-approval question offers an upload.
Do buyers need a FileIt account?
No. They fill in the worksheet from your link or email request.