Transaction Form

Transaction Form

Submit this form for all transactions, as soon as an offer is accepted.
Agent Type
🛑 STOP HERE🛑

Team Agents MUST submit all transactions using the "Pending Form" in FollowUpBoss.

Please go to followupboss.com and submit your transaction from the lead record in FUB.
Transaction Type
Choose Referral if you are receiving a referral fee for a property that is currently in escrow.
- Property Address
  
  Street Address
  
  Unit Number (leave blank if N/A)
  
  CityState
  
  Zip Code
- Agent Name
  
  Your First NameYour Last Name
- Agent Email
  Your Whissel Email
- What type of client did you refer?
- Who are you representing?
- Whissel Listing Manager
- Signed VIP Agreement
- Purchase Price
- Acceptance Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Close of Escrow Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Is the buyer doing a home inspection?
- Is the buyer doing a termite inspection?
- Buyer 1 Name
- Buyer 1 Email
  example@example.com
- Buyer 1 Phone
- Is there a second buyer?
- Buyer 2 Name
- Buyer 2 Email
  example@example.com
- Buyer 2 Phone
- Seller 1 Name
- Seller 1 Email
  example@example.com
- Seller 1 Phone
- Is there a second seller?
- Seller 2 Name
- Seller 2 Email
  example@example.com
- Seller 2 Phone
- Cooperating Agent Name
- Cooperating Agent Email
  example@example.com
- Cooperating Agent Phone
- Cooperating Agent Company
- Cooperating TC Name
- Cooperating TC Email
  example@example.com
- Cooperating TC Phone
- Referral Agent Name
- Referral Agent Email
  example@example.com
- Referral Agent Phone
- Referral Agent Company
- Escrow Company
- Escrow Company Name
- Escrow Officer Name
- Escrow Officer Email
  example@example.com
- Escrow Officer Phone
- Financing Type
- Loan Officer
- Mortgage Company
- Loan Officer Name
- Loan Officer Email
  example@example.com
- Loan Officer Phone
- Title Company
- Title Company Name
- Title Rep
- Title Rep Email
  example@example.com
- Does the property have an HOA?
- HOA Management Company Name
- HOA Management Company Phone
- Solar
- Are you co-representing this client with another Whissel Agent?
  Only select YES if you are working with a Whissel agent on the SAME side of the transaction
- 2nd Whissel Agent Name
  
  First NameLast Name
- 2nd Whissel Agent Type
- Lead Type
- Lead Source
- Appointment Set By
- Which ISA?
- Are you charging the admin fee?
  Amount is $400 unless specified otherwise in the notes below
- Who is paying for the admin fee?
- Important: Per VA guidelines, the buyer cannot pay the admin fee if they are getting a VA loan.
- Referral Fee
- What company is the referral fee going to?
- Who is the agent receiving the referral fee?
- Referral Fee %
  Enter Percent
- Buyer Side - Commission %
  Enter Percent
- Listing Side - Commission %
  Enter Percent
- Gross Commission %
  Enter the percent of the purchase price
- Referral Fee % (from RFA)
  Example: 25% referral fee
- Transaction Notes
  Anything helpful that the TC's should know.
- Upload Contract Documents
  - Any buyer that wants to be on the title of a property must sign the contract.
  - Any buyer that wants to be on the loan must sign the contract.
  The following documents are required on all transactions:
  - RPA
  - All counter offers
  - Buyer's Pre-Approval
  - Proof of Funds for the Buyer's Earnest Money Deposit
  - If you are charging the $400 admin fee, the following document is required:
    
    Commission Agreement
  - If we are using Pinnacle Escrow, the following document is required:
    
    ABA for Pinnacle Escrow
- Upload RPA & Accompanying Documents
  
  Browse Files
  
  Cancelof
- Upload Commission Agreement
  
  Browse Files
  
  Cancelof
- Upload ABA for Pinnacle Escrow
  
  Browse Files
  (required if you are using Pinnacle Escrow) Cancelof
- Upload Pre-Approval Letter
  
  Browse Files
  Required on ALL transactions if not uploaded with RPA Cancelof
- Upload Proof of Funds for Buyer's Earnest Money Deposit
  
  Browse Files
  Required on ALL transactions if not uploaded with RPA Cancelof
- Upload Buyer's PEAD-V
  
  Browse Files
  Required on ALL transactions if not uploaded with RPA Cancelof
- Upload Purchase Contract & Accompanying Documents
  
  Browse Files
  
  Cancelof
- Upload RFA (referral fee agreement) and W-9
  
  Browse Files
  
  Cancelof
- I'm not a robot
- If Pinnacle - Escrow Officer Email
  example@example.com
- If Pinnacle - Escrow Company
- If Pinnacle - Escrow Officer Phone
- If Pinnacle - Escrow Officer Name
- Fidelity - Title Company
- Fidelity - Title Rep
- Fidelity - Title Rep Email
  example@example.com
- Lawyer's Title - Title Company
- Lawyer's Title - Title Rep
- Lawyer's Title - Title Rep Email
  example@example.com
- Kevin Collier Fidelity - Title Company
- Kevin Collier Fidelity - Title Rep
- Kevin Collier Fidelity - Title Rep Email
  example@example.com
- First American - Greg Ives - Title Company
- First American - Greg Ives - Title Rep
- First American - Greg Ives - Title Rep Email
  example@example.com
- Team Home Loans - Mortgage Company
- Team Home Loans - Loan Officer Name
- Team Home Loans - Loan Officer Email
  example@example.com
- Team Home Loans - Loan Officer Phone
- Mavin Mortgage - Mortgage Company
- Mavin Mortgage - Loan Officer Name
- Mavin Mortgage - Loan Officer Email
  example@example.com
- Mavin Mortgage - Loan Officer Phone
- Solar (Old Field)
- Financing Type (Old Field)
  
  Other
- Portal Referral Fee
- Indie Agents - Lead Source
- Should be Empty:

Transaction Form

Upload Contract Documents