How to Set Up and Edit Your Default Offer Form on Openn

This guide explains how to create and configure a default offer form template on Openn, which automatically populates across all your property listings. You'll learn how to set mandatory fields, default values, read-only fields, and custom questions — and how to edit the template at any time.

Accessing default forms

• Log in to Openn and click the dropdown menu in the top right-hand corner.
• Select Default Forms.
• From here you can locate an existing offer form or create a new one.

Creating a new offer form

• Select your state.
• Choose your sales method — Auction, Private Treaty, or Tender.
• Select your form type — in this case, Offer Form.
• Click Create to open the form editor.

Configuring fields

Buyer & ID fields: set Buyer's Address to mandatory; leave the ID field optional while hiding the document type/identifier fields if not required.

Finance fields: set "Is your offer subject to finance?" to mandatory. Loan requirements and stage of finance can be optional or hidden. You can set a default value for the finance period (e.g. 21 days) and make that field read-only so buyers can't change it. Broker details can be hidden if not required.

Deposit fields: set the deposit field to mandatory with a default value (e.g. $10,000). Set the due date (e.g. within three days of acceptance) and make it read-only.

Settlement fields: set a default value for settlement (e.g. 21 days from finance approval). Leave it editable if you want buyers to adjust it. Settlement agent details can be hidden if not needed.

Adding custom questions

• Scroll to the questions section and click Add Question.
• Choose the answer format: text, date, dollar amount, or multiple choice.
• Type your question — e.g. "Is this purchase subject to the sale of another property?"
• For multiple-choice questions, double-click the options to edit them.

Saving the template

Once configured, click Save. This template automatically populates into all your property listings going forward, and you can still edit the form on a property-by-property basis when needed.

Editing an existing form

Return to Default Forms via the dropdown menu at any time, select the form, and make changes. Forms can be created and managed at either an agency level or an agent level.

Frequently asked questions

Do I need to set up the offer form for every property individually? No. The default form template populates automatically into each new listing; only adjust per-property when a campaign requires different terms.

Can I set fields so buyers cannot change them? Yes. Any field can be set to read-only, which locks the value so buyers see it but cannot edit it.

Can I add questions that are not part of the standard form? Yes. Use Add Question to create custom questions with your choice of answer format.

Can I update my default form after it's been set up? Yes. Return to Default Forms at any time to edit the template; changes apply to future listings.

Can offer forms be managed at an office level rather than by each agent? Yes — forms can be created at agency level (applying across the whole office) or at individual agent level.