CTC TRANSACTION SUBMISSION FORM
Is this a BUYER or SELLER worksheet?
BUYER
SELLER
Were there multiple offers on the property?
*
YES
NO
N/A
Name of Agent Submitting Contract to CTC
*
First Name
Last Name
Email of Agent Submitting Contract to CTC
*
example@example.com
Date Accepted
*
-
Month
-
Day
Year
Date
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is this a Team Split?
*
Yes
No
If Team split, please provide information.
Is this a Referral?
*
Yes
No
Please provide source of the Referral.
*
Please provide Referral $ or %
*
Change MLS Status
Yes
No
If yes, change status to:
BUYER WORKSHEET
Buyer Name
*
First Name
Last Name
Buyer Email
*
example@example.com
Buyer Phone Number
Please enter a valid phone number.
2nd Buyer Name
First Name
Last Name
2nd Buyer Email
example@example.com
2nd Buyer Phone Number
Please enter a valid phone number.
Admin Fee $ (Enter 0 if no fee)
*
Buyer Side Commission %
*
Who's paying the Buyer Side Commission?
*
Seller Side Commission %
Lender Name and Contact Information (Enter NA if not applicable)
*
Is there an HOA for this property?
*
YES
NO
Status of the HOA Documents
*
YES - Delivered to Buyers, see date below
YES - Ordered but not yet delivered to buyers
NO - Agent will request from the Listing Agent
NO - TC should request from the Listing Agent
Date of HOA Document Delivery
*
Do you need TC to Send a Trust Funds Request to your buyer?
Yes
No
SELLER WORKSHEET
Seller Name
*
First Name
Last Name
Seller Email
*
example@example.com
Seller Phone Number
Please enter a valid phone number.
2nd Seller Name
First Name
Last Name
2nd Seller Email
example@example.com
2nd Seller Phone Number
Please enter a valid phone number.
Is this a Team Lead?
Yes
No
Admin Fee Paid by: (Enter 0 if no fee)
*
Admin Fee $ (Enter 0 if no fee)
*
Seller Side Commission %
*
Buyer Side Commission %
*
Who's paying the Buyer Side Commission?
*
Is there an HOA for this Property?
*
YES
NO
Have the HOA documents been ordered?
*
YES - Delivered to Buyers, see date below
YES - Ordered but not yet delivered to buyers
NO - Please ask Seller to order HOA docs
Date of HOA Document Delivery
*
Earnest Money, Inspection and Title Company Information
Has the earnest money been received?
*
Yes – I have sent the Trust Funds request to my buyer
Yes - My Buyer has submitted Earnest Money via Check
No - I’d like my TM to send the buyer a Trust Funds request
No - I’d like my TM to give the buyer instructions on submitting Earnest money via Check
Which Buyer Email address should Trust Funds request go to:
example@example.com
Additional Earnest Money Comments:
Has Earnest Money been submitted?
*
YES – I will forward the Trust Funds Receipt or Check Image to my TM
No – I would like my TM to ask the buyer’s agent about the buyer’s earnest money
Has Inspection been scheduled?
*
Yes - Agent to provide date and time below
No - TC should request/share inspection information
No Inspection is being Conducted
Inspection Date and Time
Title Company and Closer Name/Contact Information
*
Co-agent Title Company and Closer Name/Contact (if known)
Other Information, File Upload and Submit Form
Other Information as Applicable
Upload all necessary documents
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