Under Contract Form

Under Contract Form
Please take a few minutes to provide us with as much information about the transaction as possible. Also, adding me as the TC to the CTM file for this contract would be much appreciated.

Thank you!!
Your Name*

First NameLast Name
Your email*
example@example.com
Under Contract Property Address (not your address)*

State / Province

Postal / Zip Code
Please select your TC*

Lacy HallerMarisa Nasi

Your Client Information
Client name(s) (include any nicknames/preferred names) *
Client e-mail address(es)*
Client phone number(s)*
Please let us know if there is anything we should be mindful of while we are in contact with your client (e.g. divorce situation, death in the family, Power of Attorney needed, if someone not on the contract needs to be cc'ed on emails, etc.)
Is the client a Trust?*

YesNo
Do you have copies of the trust docs?

YesNo
Upload trust docs here

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Other Contact Info
Is there a lender?*

YesNo
Please provide lender name/contact information*
If you choose, you can upload lender letter here

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Is your client doing a 1031 Exchange?*

YesNo
Please provide 1031 Exchange Accommodator name/contact information
Is there a referral, any commission splits, and/or coaching fees? (no need to include the split with your office, just if you are sharing your commission with another agent)?*

YesNo
What are the details on the referral amount, commission split, and/or coaching fee?
Please upload completed referral agreement and referring party's W9 (if you do not have a completed agreement right now, please email it to me AS SOON AS POSSIBLE)

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New Build Information
What is the estimated closing date?*

MonthDayYear
Date
Are you charging your buyer an admin fee? If so, please include the amount of the admin fee.*
What is the commission rate and what is the price it based on?
Is there a referral, any commission splits, and/or coaching fees? If so, please include details.
Please provide the builder contact/sales contact.
Please provide the title company/closer contact information.
Please provide the lender contact information.
Please upload the fully executed purchase agreement here (you can also email it to me if the file size is too large)

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Anything Else?
Anything else that we need to know? This is a great place for those miscellaneous notes :)
Any miscellaneous docs you want to share? Upload here!

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Congrats on the new contract! You rock!

A copy of your responses will be sent to you (and me) as soon as you click submit. I'll start working on this as soon as I can.

Thank you and have a lovely day!
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Your Client Information