Internal plan review

Offer Terms Worksheet

One worksheet, every negotiable term, initialed by the client before anybody writes a contract. Built to brand for both sides of the business.

BUILDER
CONNECT

GROUP

COMMERCIAL

CONNECT GROUP

residential, CB&A Realtors commercial, CB&A Commercial

Why this exists, in your own file. On 2461 Lonely Creek the price moved $285,450 to $275,000 to $288,000 in a single day, then on 11-06 the buyer name gained "and/or assigns", the POA box changed from 2 to 4, the water disclosure box flipped, and the replacement survey expense moved to Buyer. That deal folder holds 16 separate rebuild scripts for one offer. Every one of those was a term that could have been settled and initialed before the first draft.

How it runs

1You prefill

Open the worksheet on the deal, set the terms you and the client discussed. Defaults are prefilled per form type so you are editing, not typing.

2Client reviews on their phone

Text or email link. Plain English next to every term, no TREC paragraph numbers unless they tap "show me the paragraph".

3They initial each block

Typed initials per section, then full name plus date on the approval. Timestamp and IP recorded.

4Locked record and PDF

Branded PDF of the approved terms to client, to you, into the deal folder and the Hub.

5Contract gets written once

The contract is drafted from the approved record, not from memory or a phone call.

6Change equals version 2

Any term that moves after approval creates v2 with a visible diff and needs re-initialing. That is the audit trail if they say "I never agreed to that".

What already exists to build on

Piece	State	What that means here
Builder Connect Hub, D1 plus login by 6 digit code	built and live	Auth, users, transactions table and Gmail sending already work. No new login system needed.
Commercial Connect Hub, dow-hub-db	built and live	Property roster already lives here, so a commercial worksheet can attach to a real property row.
Brand token sets, both brands	built	Barlow, navy, gold, block and chip devices, outlined vector lockups. Page below is built on them.
Public token page with typed approval, metro-hub /approve/:token	shipped and proven	The exact pattern this needs. Copy it rather than inventing a flow.
TREC 9-18 and 24-20 overlay fill scripts	exists per deal, not a service	Phase 3 turns these into one generator fed by the approved record.
Worksheet app itself	does not exist	This is the build.

The term blocks

Pulled from the TREC 9-18 Unimproved Property Contract you used on Lake Creek Ranch Lot 15, plus the addenda that actually went with it (POA 36-11, Third Party Financing 40-11, TXR-1409 intermediary, IABS, water disclosure 61-0, special taxing district 59-0), plus TREC 24-20 for new homes and the commercial contract items. Approve or flag each block.

Guardrails baked into the build

It is not a contract and it says so. Banner on the page, in the email and on the PDF: no offer is made and nobody is bound until the TREC forms are signed. The worksheet is a record of agreed terms, nothing more.
No legal advice wording. Plain English explanations describe what the term does, never what they should choose. Every block can show the real paragraph text.
Required disclosure line carrying license holder and the correct brokerage string for the side of the deal, CB&A Realtors on residential and CB&A Commercial on commercial.
Run it past CB&A once before first client use. A client facing initialed document on a brokerage deal is the broker's exposure too.
No prefilled wire, bank or account detail, ever. Title company name and closer only.

Build phases