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Real Estate BTSH Proposal

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REAL ESTATE BTSH PROPOSAL

Parties and Proposal Date

Proposal Date:

Property Identification

Proposal Summary & Commercial Terms

Proposal Type:

Security Deposit / Earnest Money:   Due on:

Scope of Improvements / Construction Terms

Construction Commencement Target:   Substantial Completion Target:

Contingencies, Permits & Approvals

Change Orders and Adjustments

All changes to the Scope of Work shall be authorized in writing by both Owner and Tenant. Change orders must state the scope modification, cost impact, and time extension. The proposer certifies that no oral change orders will be binding unless reduced to a written amendment signed by both parties.

Insurance, Indemnity & Risk Allocation

Disclosures

Lead-Based Paint Present:

Known Mold or Water Damage:

Previous Structural Damage or Repairs:

Default, Remedies & Termination

If either party materially breaches any obligation under this proposal, the non-breaching party may provide written notice specifying the breach. The breaching party shall have a reasonable cure period as specified below; failure to cure entitles the non-breaching party to exercise remedies at law or equity including termination, damages, and specific performance where applicable.

Governing Law & Additional Provisions

This proposal and any resulting agreement shall be governed by the laws of the state in which the Property is located. Any dispute arising from this proposal shall be resolved by the remedies specified in any subsequently executed agreement; until then, parties agree to negotiate in good faith for a period of thirty (30) days prior to initiating litigation.

By signing below, the parties acknowledge that this Proposal constitutes the full expression of the material commercial terms intended to form the basis of a formal Build-to-Suit Lease or Purchase Agreement. No binding lease or purchase contract shall be created until a definitive written agreement signed by both parties is executed, except for those provisions specified herein as binding if so indicated below.

Certifications & Authority

Each signatory below certifies that they are authorized to execute this Proposal on behalf of the named party and that the information provided in this Proposal is true and correct to the best of their knowledge. Execution of this Proposal grants the other party the limited right to rely on these representations for purposes of negotiating and preparing definitive transaction documents.

Owner / Lessor Printed Name:

By:

Date:

Tenant / Lessee Printed Name:

By:

Date:

Enter text✕

What the Real Estate BTSH Proposal Is and when it’s used

The Real Estate BTSH Proposal is a standardized transaction document used to present material terms for a property offer, including price, contingencies, financing terms, deposit, closing timeline and required disclosures. It organizes attachments such as property disclosures, inspection results, and title exceptions so recipients can review obligations and accept, counter, or decline in writing. The format is often adapted by brokerages and lenders to ensure consistent evaluation and to support audit trails when used with electronic signing platforms for remote execution.

Why using a formal BTSH Proposal matters in real estate deals

A clear BTSH Proposal reduces miscommunication, creates an auditable record, and helps align buyer, seller and lender expectations. When executed electronically, it meets ESIGN (15 U.S.C. ch. 96) and UETA standards for enforceability while supporting faster review and traceable consent.

Why using a formal BTSH Proposal matters in real estate deals

Who typically prepares and signs a BTSH Proposal

Common participants who draft, review, or sign this proposal include brokerage agents, sellers, buyers, and lenders.

  • Listing brokers and agents preparing and transmitting proposal terms to prospective buyers and their representatives.
  • Buyers and buyer agents reviewing contingencies, financing timeline, deposit amounts, and proposed closing dates.
  • Lenders, title companies, and inspectors receiving attachments and certifying financing or title conditions where required.

Use role-based routing so each party receives only the fields and disclosures relevant to their responsibilities.

Core sections a professional BTSH Proposal includes

A professional proposal groups legal and commercial terms so reviewers can locate obligations, deadlines, and exhibits quickly during negotiations.

Cover Summary

One-page summary with property address, offered price, proposed closing date and primary points of contact for quick review by decision makers.

Purchase Terms

Detailed price allocation, deposit amount and escrow instructions, financing contingencies, and any seller concessions expressed in precise dollar amounts.

Contingencies

Inspection, financing, appraisal, and title contingencies with explicit cure periods and steps required to remove each contingency before closing.

Schedules & Exhibits

Attachments such as property condition disclosure, inspection reports, survey, and title exceptions clearly labeled and incorporated by reference.

Timelines

Key dates for acceptance, contingency removal, financing approval, and proposed closing; include time zones and business day definitions.

Signature Blocks

Designated signature and date fields for each party, printed-name lines, and a governing-law clause specifying the controlling state.

Essential data and compliance items to include

Full party names: Use legal entity names
Property identifier: Address and legal description
Monetary terms: Price and deposit amounts
Deadlines: Acceptance and closing dates
Attachments: List of exhibits included
Governing law: State selected for disputes

Step-by-step: completing the BTSH Proposal

Complete the form in sequence to avoid omissions: identify parties, confirm property, state terms, attach exhibits, and collect signatures.

  • 01
    Identify parties: Enter legal names and contact details for buyer, seller, and agents.
  • 02
    Describe property: Use full street address and official legal description if available.
  • 03
    Set financials: Specify offer price, earnest money, and payment instructions explicitly.
  • 04
    Sign and date: Each signer must sign, date, and provide printed name for attribution.

How to set up an online BTSH Proposal workflow

Configure routing, required fields, and signer authentication before sending to avoid delays during execution.

Field Configuration
Routing order Set sequential or parallel signer flows
Required fields Mark names, amounts, and signature as required
Authentication Use email link or SMS code
Attachments Lock exhibits once uploaded

Technical considerations for eSubmission and eSigning

Integrate with brokerage CRM, title company systems, and cloud storage to preserve records and reduce manual uploads; ensure the vendor supports required compliance frameworks.

  • File formats: PDF and DOCX supported
  • Integrations: CRM and cloud storage links
  • Authentication: Email, SMS, or stronger

Where to send, file, or submit the completed proposal

Determine the distribution path so each stakeholder receives the final executed copy and relevant attachments for closing and recording.

  • Listing broker: Retains original executed proposal in transaction folder
  • Buyer agent: Receives signed copy and financing conditions
  • Lender / title: Gets attachments needed for underwriting and title review
  • County recorder: File deed after closing per local recording requirements

Common deadlines and timing expectations for a BTSH Proposal

Track these standard milestones; missing a deadline can affect contingency removal, financing, and closing readiness.

Offer response:

Seller acceptance or counter typically within specified business days

Inspection period:

Defined inspection window for buyer to complete due diligence

Financing approval:

Deadline for loan commitment or buyer termination right

Contingency removal:

Date when contingencies automatically lapse if not removed

Proposed closing:

Agreed closing date for deed transfer and funds disbursement

Consequences of incorrect or incomplete BTSH Proposals

Voidable contract: May be rescinded
Delayed closing: Closing postponed or canceled
Financial exposure: Loss of deposit or breach damages
Title issues: Unrecorded exceptions cause delays
Regulatory risk: Disclosure violations incur fines
Withholding triggers: Tax or escrow complications

Real-world examples of BTSH Proposal use

These short examples show how firms applied online proposal workflows to accelerate transactions and preserve compliance.

Martin Properties

Martin Properties replaced paper proposals with an online BTSH Proposal workflow to speed approvals and reduce in-person closings.

  • Remote signing reduced delays and in-person meetings.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Optica Ventures LLC

Optica Ventures standardized offer templates across multiple listings to reduce drafting variance and speed approvals.

  • Standardized templates cut drafting time by half.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Practical tips for accurate, efficient BTSH Proposal preparation

Adopt consistent templates and review checklists to reduce errors, speed signings, and simplify audits.

Verify legal names and IDs for all parties
Confirm legal entity names against formation documents or government ID to avoid conflicts at closing and ensure correct title transfer.
Attach complete exhibits and label them clearly
Include inspection reports, disclosures, and surveys with exhibit references in the main document to prevent missing or ambiguous attachments.
Use explicit dates and time zone language
State deadlines as MM/DD/YYYY and specify the time zone and business day conventions to avoid disputes over contingency periods.
Preserve an auditable signing trail
Capture timestamps, IP addresses, and signer authentication records to support enforceability under ESIGN and UETA if challenged.

Frequently asked questions about the Real Estate BTSH Proposal

Answers to common execution, legal, and technical concerns when preparing and sending a BTSH Proposal electronically.


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