Organize the seller-financing conversation before the paperwork.
Seller financing can raise financing, lien, timing, and documentation questions quickly. Start by organizing what the parties have confirmed, mark the open questions, and make the private review step clear.
Important scope: This guide is not legal, tax, lending, investment, or brokerage advice. It does not decide whether seller financing is appropriate, create loan documents, select a form, or replace qualified-professional review.
A simple four-step order
Identify the property and parties, and confirm that seller financing is actually being considered.
Organize financing terms, payment timing, lien information, and confirmed instructions. Do not fill gaps by guessing.
Separate questions for the client, broker, lender, attorney, title company, or another qualified professional.
Signed-in agents can use the released TXR-1914 private-review workflow, then follow the brokerage-approved process for review and any separate delivery or signature action.
What HomeOfferFlow can do today
The shared agent library includes a guided TXR-1914 Seller Financing Addendum private-review draft. It keeps source-form choices together in the signed-in workspace. It does not recommend financing terms, assess credit, create loan documents, send the addendum, or sign it.
For the broader agent workflow, start with Question 1 and choose the transaction first. For loan-assumption work, use the distinct shared form library workflow rather than treating it as the same issue.
Clear answers for agents and brokers.
Does this guide provide seller-financing advice?
No. It is a workflow guide only. Use your brokerage-approved process and the appropriate qualified professionals for terms, tax, lending, title, and legal questions.
Can an agent prepare the TXR-1914 review draft?
Yes. Every signed-in agent can start the released private-review workflow from the shared library. The draft stays private and does not create loan documents or a signature request.
What should be confirmed before private review?
Keep the confirmed property, parties, financing terms, payment timing, lien information, and unresolved questions organized. Mark unknowns for follow-up instead of guessing.