Buy/Sell: Closing Worksheet

Buy/Sell: Closing Worksheet
Buyer or Seller Transaction:*

BuyerSeller
MLS Listing Number:*
Example: 6269594
Agent on File:*

First NameLast Name
Agent Email:*
example@example.com
Property Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Lead Source:*
Lead Source Detail:*
Final Sale Price:*
Closing Date:*
Commission %:*
% you charged the client
Loan Amount:*
Financing Terms:*

ConventionalVAFHACashOther
Split %:*
Agent Split w/ DRG
Side Represented:*

BuyerSellerBoth
$595 Admin Fee Covered By:*

AgentClientRelocation or VA File-WaivedWavied with Broker (Joe's Written) Approval
Was this client a past owner or rent w/ DRG ?*

YesNo
Inside DRG Referral(s):*

YesNo
Referring Agent:

First NameLast Name
Referring Commission:
Was this an owner that became a seller?

YesNo
Was this a renter that became a buyer?

YesNo
Outside DRG Referral(s):*

YesNo
Referring Agent:

First NameLast Name
Referring Commission:
Referring Agent Brokerage:
Brokerage Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Management Referral(s):*

YesNo
Referral Information:
Referral Commision:
TC Fee to HomeFree Transaction Coordinators:*

$360.50 per fileNA
Paid By:*

Buyer's AgentSeller's AgentDRG PaidSplit 50/50NA
Did Michael Dilks set up your buyer appt?*

YesNo
If split, who?
FIRST NAME LAST NAME / FIRST NAME LAST NAME
AGENT TO Updated in HubSpot Deals before sending in file.*

YES
File Upload (Full Executed PA and Addendums)*

Cancelof
File Upload (Title and Closing Paperwork)*

Cancelof
NOTES (To Agent Services and Accounting):
If there is a Yard Sign, check YES to be removed:*

Yes, please removeNo, there is not a sign
Client Full Name (Main Contact)*

First NameLast Name
Client Email*
example@example.com
Client Full Name

First NameLast Name
Client Email
example@example.com
Date*

MonthDayYear
Date
Signature*

Clear
Should be Empty: