Tool

Offer planning sheet

Prepare a disciplined offer with evidence, conditions and a clear walk-away rule before you contact the agent.

This planner helps you organise your thinking. It does not tell you what to offer and is not financial, legal or valuation advice.

Offer planning wizard

Property summary Property label Postcode (optional) Asking price (GBP)

Buyer position

Tick the points that describe your readiness today.

I am chain free I have a mortgage in principle I am a cash buyer Deposit is ready in my account Solicitor is instructed Flexible on completion date

Offer strategy Opening offer (GBP) Target offer (GBP) Maximum offer (GBP) Estimated repair costs (GBP, kept separate from offer)

Supporting evidence

What grounds your offer? Comparable sold prices, condition, time on market, competing properties.

No evidence captured yet. Add at least one supporting note before exporting.

Risk notes

Reasons not to overpay. Survey concerns, repairs, planning, flood, lease, service charge.

Conditions

Subject to survey, fixtures included, timescales, proof of funds.

Walk away rule

Required before exporting. The single rule that decides when you stop negotiating.

Walk away rule

Add a walk away rule before exporting.

Message draft (optional)

Calm wording you can copy when you contact the agent.

Message draft

Review your offer plan

Check your answers before you print this offer plan.

Complete the walk away rule and at least one evidence note before exporting.