Workflow 6 of 6 — free in the pack
How to Explain an Offer to a Buyer Client
Clients nod along to 'firm,' 'irrevocable,' and 'conditional on financing' and understand a third of it. This workflow turns the actual terms of their offer — extracted by you, redacted — into a plain-language explainer and closing timeline they can re-read without a midnight panic call, while keeping a bright line between explaining paperwork and giving legal advice.
How it works
- You extract the terms; the AI never sees the full signed document or any client ID
- Glossary, conditions one by one with exact deadlines, and a complete money timeline
- Every date and dollar gets re-verified against the document — AI transposes digits confidently
- Written to refer legal questions to the client's lawyer, every time, in the document itself
Steal this prompt — the explainer structure
The full workflow in the free pack adds the inputs checklist, the follow-up prompts, and the compliance notes for this task.
Example
From the pack: an $812,000 conditional offer becomes an explainer where a first-time buyer finally understands what their $40,000 deposit is, when it's at risk, and what 'irrevocable until 11:59 p.m.' actually means.
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