
Welcome to SecureMyOffer
Getting Started with Your Toolkit
How to use SecureMyOffer to make more money, have more satisfied clients and insure your commissions
Choose a Scenario
Scenario
Trying to win a listing
The Rationale
Stand out from competitors
2. Print Pre-Approval Certificate: Show tangible proof of protection that sellers can see and touch during your presentation.
3. Follow Sellerside Realtor Checklist: A step-by-step guide for sellers on how SMO protects them throughout the transaction
Scenario
When Your client is looking
for risk mitigation strategies
The Rationale
Peace of mind
2. Offer to require the buyer to cover the cost of an SMO policy alongside offers presentation: Present SMO
as part of your comprehensive risk strategy.
Scenario
Win more offers when representing a buyer
The Rationale
Mutual best interest
Unmatched confidence:
Sellers see that your buyer is serious enough to purchase insurance backing their offer.
Buyer:
1. Enhance deposit: Increase the value of an offer while reducing deposit requirements.
2. Maintain financial flexibility: Buyers can use
their cash for inspections, appraisals, or closing costs.
3. Bridge loan accessibility:
Extra time and protection during complex financing
situations.
The Realtor Toolkit
Talking Points
Quick, clear language you can use to confidently explain SecureMyOffer to clients at any stage of the transaction.
FAQ Sheet – Buyers & Sellers
Simple answers to the most common buyer and seller questions, in plain language clients can understand.
FAQ Sheet – Agents
A reference guide covering agent-specific questions around process, timing, coverage, and use cases.
Seller Checklist
It is a step-by-step checklist to help sellers understand when and how SecureMyOffer fits into their sale.
Buyer Checklist
A simple, step-by-step checklist to help buyers understand when SecureMyOffer applies, what it protects, and how it fits into the buying process.
Cheat-Sheet
A practical, scenario-based guide outlining common buyer and seller situations and exactly when and how to use SecureMyOffer in each case.
Seller Protection One-Sheet
A concise overview of how SecureMyOffer protects sellers once an offer goes firm.
Realtor Checklist
A practical checklist to help you know when to introduce SecureMyOffer and what to do next.
SMO Overview
A high-level introduction to SecureMyOffer, what it does, and when it’s used in a transaction.
Buy-Side Offer Companion Sheet
Give your clients peace of mind with closing insurance that protects sellers when buyers back out.
Buy-Side Offer Companion Sheet (Black and White)
A black-and-white, printer-friendly version of the Buy Side Offer Companion Sheet for easy sharing.
Guaranteed Issue Certificate
A certificate confirming the buyer is pre-approved for coverage, providing clarity and confidence once an offer goes firm.

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