Transaction/Contract Submission Form

Do you consent to Compass employees remotely accessing your individual Compass.com account view as needed to perform Contract-to-Close (CTC) and/or listing services on your behalf in connection with this order and any future CTC or listing service you may purchase? These services include Compass One task management, creating transaction files, updating contacts, and managing marketing center collateral. You may revoke your consent to remote access at any time by contacting transactions.richmond@compass.com. Opt-out requests are generally processed within 7 business days of receipt.

Contract Type

Would you like to use the Contract to Close service on the listing side of the transaction?

Would you like to use the Contract to Close service on the selling side of the transaction?

Have questions about the Contract to Close services? Email us at transactions.richmond@compass.com with anything that's on your mind, or visit this Navigation Center article to get more details on our services.

Primary Compass Agent Name

Primary Compass Agent Email

Secondary Compass Agent Name

Secondary Compass Agent Email

Compass Email Verified

Please Use Your Compass Email!

Email of Person Ordering (If Different Than Agent) for Confirmation

Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Is there a credit to the client?

If the credit is not already notated on the buyer agency or listing agreement, please upload proof that this credit has been approved by your sales manager/broker in SkySlope. Proof can be in the form of an email or signed broker credit letter. There is a broker credit letter template on the Navigation Center which can be found here. If you need assistance with this, please let us know in the comments box.

Commission Credit to Client

Enter $ amount.

Reason for Credit?

Is there a referral fee?

Please provide the referral agreement along with a W-9 if the referral fee is due to a brokerage outside of Compass Richmond.

Flat fee paid by?

How much of the flat fee will the client pay?

Please choose the Contract to Close service you'd like to use.

Please choose the Contract to Close service you'd like to use for the listing side of the transaction.

Please choose the Contract to Close service you'd like to use for the selling side of the transaction.

Additional services are available at an additional cost. To add these to your package, please make your selection here:

Please indicate hoe the CTC Service Package Cost is to be split between Agents

Other

Ratification Date

Date

Settlement Date

Date

Commission Percentage to Compass

Please enter the commission percentage for your side of the transaction.

Commission Percentage to Cooperating Broker

Please enter the commission percentage for the selling side of the transaction.

Please provide the clients' preferred names.

Please provide the clients' email addresses.

Will your client need a POA or remote signing?

Is there a sign at the property?

Is the property staged?

Do you need assistance coordinating the de-stage? Please provide the stager's name and contact info, and any other relevant details.

Is the property vacant or occupied?

Property Access?

Have you ordered condo/coop/HOA docs (if applicable)? If yes, please provide us with an ETA. If no, please indicate if you'd like us to help with ordering. (If N/A, please write N/A in the box.)

Who is the lender? Please provide the loan officer's name and email address.

Has the EMD delivery been coordinated with the buyers? Please provide details or instructions, as needed.

Have you scheduled the home inspection and radon test (if applicable)? Please provide scheduling details. (If N/A, please write N/A in the box.)

Have you scheduled the pest inspection (if applicable)? Please provide scheduling details or instructions, as needed. If you'd like us to place the order, please indicate what company you'd like us to order with. (If N/A, please write N/A in the box.)

Was Compass Concierge used?

Which version?

What is the project number?

Was this a Compass Coming Soon?

Has this listing been added to CVRMLS?

Your Transaction Coordinator will update the Compass Coming Soon status to Pending.

This listing will automatically feed from CVRMLS and will no longer show as a Compass Coming Soon. No further action is required.

Comments or Additional Information

Click here if you'd like to OPT IN to your client receiving calendar invites regarding contract inspections, contingencies, deadlines, etc.

Click here if you'd like to OPT IN to receiving weekly transaction update emails.

Is this your first CTC PREMIUM package order? If you have previously used our Compliance or Lite packages, and this is your first Full or Premium package request, please select yes.

Who walked you through our services resulting in you signing up for a Basic or Premium service?

Upload Documents Here. Multiple attachments/uploads will be accepted.

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Richmond Contract to Close Request Form