How to Set Up and Edit Your Default Offer Form on Openn

WHAT THIS COVERS

Accessing Default Forms

1. Log in to Openn and click the dropdown menu in the top right-hand corner.
2. Select Default Forms.
3. From here you can either locate an existing offer form or create a new one.

Creating a New Offer Form

1. Select your state.
2. Choose your sales method — Auction, Private Treaty, or Tender.
3. Select your form type — in this case, Offer Form.
4. Click Create to open the form editor.

Configuring Buyer and ID Fields

• Set Buyer's Address to mandatory.
• For ID, you can leave the ID field as optional while hiding the document type and document identifier fields if they are not required.

Configuring Finance Fields

• Is your offer subject to finance? — set to mandatory.
• Fields such as loan requirements and stage of finance can be set to optional or hidden as needed.
• You can set a default value for the finance period — for example, 21 days — and make that field read-only so buyers cannot change it.
• Broker details can be hidden if not required.

Configuring Deposit Fields

• Set the deposit field to mandatory with a default value — for example, $10,000.
• Set the due date — for example, within three days of acceptance — and make it read-only so it cannot be edited.

Configuring Settlement Fields

• Set a default value for settlement — for example, 21 days from finance approval.
• This field can be left editable if you want buyers to be able to adjust it.
• Settlement agent details can be hidden if not needed.

Adding Custom Questions

1. Scroll to the questions section and click Add Question.
2. Choose the answer format: text, date, dollar amount, or multiple choice.
3. Type your question — for example: "Is this purchase subject to the sale of another property?"
4. For multiple-choice questions, double-click the options to edit them.

Saving the Template

• Once configured, click Save.
• This template will automatically populate into all your property listings going forward.
• You can still edit the form on a property-by-property basis when needed.

Editing an Existing Form

• Return to Default Forms via the dropdown menu at any time.
• Select the form and make changes as required.
• Forms can be created and managed at either an agency level or an agent level.

KEY TERMS

• Default Form — a pre-configured offer form template that automatically populates into each new property listing on Openn.
• Mandatory Field — a field that must be completed by the buyer before they can submit their offer.
• Optional Field — a field that is visible to the buyer but does not need to be completed.
• Hidden Field — a field that has been turned off and will not appear on the buyer's offer form.
• Read-Only Field — a field where the value is set by the agent and cannot be changed by the buyer.
• Default Value — a pre-filled answer that appears in a field automatically, which may or may not be editable by the buyer depending on how the field is configured.
• Custom Question — an additional question added by the agent that can be formatted as a text answer, date, dollar amount, or multiple choice response.
• Agency Level / Agent Level — the scope at which a default form is created; agency-level forms apply across the whole office, while agent-level forms apply only to that individual agent.

COMMON QUESTIONS

1. Do I need to set up the offer form for every property individually? 
   - No. The default form template populates automatically into each new listing. You only need to make adjustments on a property-by-property basis when a specific campaign requires different terms.

2. Can I set fields so buyers cannot change them?
   - Yes. Any field can be set to read-only, which locks the value so buyers see it but cannot edit it.

3. Can I add questions that are not part of the standard form?
   - Yes. Use the Add Question button to create custom questions with your choice of answer format, including text, date, dollar amount, or multiple choice.

4. Can I update my default form after it has been set up?
   - Yes. Navigate back to Default Forms in the dropdown menu at any time to edit the template. Changes will apply to future listings.

5. Can offer forms be managed at an office level rather than by each individual agent? - - Yes. Forms can be created at either an agency level, applying across the whole office, or at an individual agent level