Your BrokerageCondo offer package

A winning condo offer, step by step.

The board and the seller want proof you're ready. Most people finish these in one evening, then I take it from there.

0 of 3 done · step 4 only if asked
1
Done?

Fill out the Submit Offer Form & financial statement

This is the offer form every condo listing agent asks for: the deal terms, each buyer’s income and employment, and what you own and what you owe. The page adds up every total for you and shows the finished form as you type. When you’re done, download the PDF and email it to me.

It also works out your total cash down — the number you’ll show proof of in Step 3.

Start the Submit Offer Form Everything you type stays on your device.
2
Done?
If financing

Get your pre-approval letter

You only need this if you’re financing the purchase. Paying all cash? You can skip straight to Step 3.

A financing pre-approval letter shows the seller that you can get the loan. Here’s how it works:

  • Using one of my preferred lenders? Reach out to them directly. Click a lender below to see their phone and email.
  • Already have a lender? Make sure they know NYC condo sales well, then set up a discovery call.
  • Either way, have the discovery call first, before you submit any personal financial information online.

⚠️ Placeholder lenders — replace these with your own. The cards below (names, NMLS numbers, phone and email) are examples only. Edit them in this file, then delete this note.

Example Bank
Lender Name
Loan Officer · TitleNMLS #000000
(555) 555-0100lender@example.com
Example Bank
Lender Name
Loan Officer · TitleNMLS #000000
(555) 555-0100lender@example.com
Example Bank
Lender Name
Loan Officer · TitleNMLS #000000
(555) 555-0100lender@example.com
If the condo has its own preferred lender, or you’d rather use your own, just let me know.

Provided as a courtesy, not a guarantee of services or outcomes. You’re free to work with any lender you choose.

3
Done?

Email me a statement showing your funds

Send a recent bank or brokerage statement as a PDF showing you have the money for your cash down — and if you’re paying all cash, for the full purchase price. Not sure what that comes to? Go back to Step 1 and the form shows your total cash down.

Copy this email address: you@example.com

Remember to attach the PDF before you hit send.

4
Done?
If requested

Extra documents some sellers ask for

Different sellers, listing agents and buildings have different requirements. Some ask for these before they’ll accept an offer, so it helps to have them ready. I’ll let you know if they’re needed. Send each one as a PDF:

  • Credit report showing your latest score, from Experian, Equifax or TransUnion
  • Recent pay stubs, usually the last two
  • Tax returns, the last two years
Copy this email address: you@example.com