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Generate Offers in TopTick

Guide on how to generate offers in TopTick.

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Step 1: Initiate generate offer process

  1. In the "Make an Offer" menu click the "Generate Offer" button.

    generate offer make offer

Step 2: Fill out buyer information

  1. In the "Buyer Contact" section, fill in all required information for your buyer. This allows them to be sent the offer for review and signature.

    buyer information

 

Step 3: Write the offer

  1. Enter all relevant offer details into TopTick's offer modal.

    offer modal
  2. Click the "Generate Offer" to create the Purchase and Sale Agreement PDF.
  3. Once generated, carefully review the PDF, then click "Send for Buyer E-Sign" to send it to your buyer for electronic signature.


    buyer esign

 

Step 4: Sign and transmit the offer

  1. Your buyer will receive an email and text notification prompting them to review and sign the agreement.
  2. After your buyer signs, return to TopTick and click the "Review Signature" button.

    review signature

  3. Verify that the signature appears correctly on the agreement, then click "Confirm and Transmit" to finalize and send the offer.

    confirm and transmit

 

Need help or have questions?
Contact TopTick support at team@toptick.com | 615-640-1527