ACE Team - Offer Write Up Intake Form

ACE Team - Offer Write Up Intake Form

Make sure to keep notes at the bottom of this page, if you need to!
Whissel Agent Name
First and Last Name
Whissel Agent Email
Get this from TextExpander or the HUB
Do you currently have a Whissel mentor?
If the agent is currently a mentee in the mentorship program, the ACE team cannot write offers for them.
If the agent is Kiki Parsons, choose "no" to this question

Kiki Parsons is the only Whissel agent that is allowed to have the ACE team write offers while in the mentorship program
ACE Team Member
Choose your name here
Property Type
Ask the agent the following questions. If they answer "YES" to any of the below options, check that box off.
🛑 STOP 🛑

If any of the above scenarios apply,

the ACE team cannot write this offer.
Does your offer need any of the following documents/addendums?
Property Address

Street Address

Unit or Space Number

CityState

Zip CodeCountry
Make sure to ask if there is a unit number with the address
Link to FUB Profile for Client
You will need to search FUB for the client name and add the link here. If the client is not in FUB, put N/A
Buyer 1 Full Name (legal name)
This is what will be on the RPA
- Make sure to get the buyer(s) LEGAL name!
- Ask the agent to confirm the LEGAL name of the buyer(s)
  - For example, Chris is usually short for Christopher
Buyer 1 Email
Get from FUB lead, then ask agent to confirm the email address in FUB is correct
- You need an email address for each buyer on the contract
1. Look up buyer's email address in FUB
2. Read the buyer's email address to the agent and ask if that's the correct email for the buyer.
- If the buyer is NOT in FUB, ask the agent what the buyer's email address is and add it here.
Is there a 2nd buyer?
Buyer 2 Full Name (legal name)
This is what will be on the RPA
Buyer 2 Email
Should be in FUB - ask agent to confirm the email address in FUB is correct
Is there a 3rd buyer?
Buyer 3 Full Name (legal name)
This is what will be on the RPA
Buyer 3 Email
Should be in FUB - ask agent to confirm the email address in FUB is correct
Is the buyer purchasing as an individual, or as an entity (LLC, Trust, Corporation, etc?)?
Buyer Entity Name
A - Purchase Price
A, E(1) - Financing Type
If "other" is chosen above, the ACE team cannot write this offer.
Are you charging your buyer the $400 VIP success fee (admin fee)?
IMPORTANT: If the financing type is VA (above), the VIP success fee CANNOT be charged.
B - Close of Escrow - number of days OR specific date
We recommend doing number of days instead of a specific date.
D(1) - Initial Deposit Amount (Earnest Money Deposit)
C, D(2), E(2) - Do any of these unique situations apply?
E(1) - Loan Amount
Loan Amount

Usually the agent will tell you how much the buyer is putting down, NOT the loan amount (for example, they are putting 20% down)

If the agent says how much they are putting down as a down payment, that's fine - write how much they are putting in this box (for example, enter: "10% down)

Then once you are in Zipforms, you can do the math to figure out how much the loan amount is, and enter the loan amount on the RPA.
E(1) - Loan - Is it a Fixed Rate or Adjustable Rate Loan?
E(1) - Adjustable Rate Not to Exceed
E(3) - Is the buyer planning to live in the property? -- Buyer's Intended Occupancy Type
G(1) Seller Credit - Is the buyer asking for a closing cost credit from the seller?
G(1) - Seller Credit Amount
G(2) - Additional Finance Terms (if any) - Are there any additional finance terms you want to include?
Make sure to get the exact verbiage the agent wants to use.
Initial Deadlines

These rarely change from the default options.
H(1) - Verification of All Cash Deadline - the default is 3 days after the acceptance date. Do you want to change this?
This rarely changes from the default
H(2) - Verification of Down Payment and Closing Costs Deadline - the default is 3 days. Do you want to change this?
This rarely changes from the default
H(3) - Verification of Loan Application Deadline - the default is 3 days. Do you want to change this?
This rarely changes from the default
J - Final Verification of Condition - the default is 5 days before closing. Do you want to change this?
This rarely changes from the default
K - Assignment Request - the default is 17 days before closing. Do you want to change this?
This rarely changes from the default
RPA
Contingencies
Is the buyer removing any contingencies with their offer?

Other
- If the buyer is removing any contingencies upfront, you must include the C.A.R. Form NCOA with the offer
- NOTE: Unless all documentation has been provided to the buyer BEFORE writing their offer, these contingencies cannot be removed upfront:
  - Review of Seller Documents
  - Preliminary Title Report
  - Common Interest Disclosures
  - Review of Leased or Liened Items
L(1) - Loan Contingency - The default loan contingency is 17 days. Do you want to change it?
This changes from the default often
L(1) - Loan Contingency
- If the financing type is "All Cash", there is no loan contingency.
  - Enter "No loan contingency" in this field
L(2) - Appraisal Contingency- The default appraisal contingency is 17 days. Do you want to change it?
This changes from the default often
L(2) - Appraisal Contingency
- If the financing type is "All Cash", there is no appraisal contingency.
  - Enter "No appraisal contingency" in this field
L(2) - Is the Appraisal Contingency Based on a Price OTHER Than Purchase Price?
Usually the answer is no, because the appraisal price is based on the purchase price
L(2) - Appraisal Contingency Price
L(3) - Investigation of Property Contingency - the default is 17 days. Do you want to change it?
This changes from the default often
L(3) - Investigation Contingency

Agents oftentimes call this the "inspection contingency", which means the same thing as the "Investigation Contingency"
L(3) - Informational Access to Property - the default is 17 days. Do you want to change it?
This changes from the default often
L(4) - Review of Seller Documents - the default is 17 days. Do you want to change it?
Property Disclosures, Seller Reports. This changes from the default often
L(5) - Preliminary "Title" Report - the default is 17 days. Do you want to change it?
This changes from the default often
L(6) - Common Interest Disclosures - the default is 17 days. Do you want to change it?
HOA Documents, CC&R's, etc. This changes from the default often
L(7) - Review of Leased or Liened Items - the default is 17 days. Do you want to change it?
Solar, Propane, etc. This changes from the default often
M(2) - Possession
If the agent wants a post-closing possession of more than 29 days after COE, the ACE team cannot write this offer.
M(2) - Possession (if not at COE) - how many days after closing will the buyer take possession?
number of days after COE
N(1) - Seller Delivery of Documents - the default is 7 days. Do you want to change it?
Make sure this is a shorter deadline than the "Investigation of Property" deadline above. This changes from the default often
N(2) - Sign and return Escrow Holder Provisions and Instructions - the deadline is normally 5 days. Do you want to change it?
Very rarely changes from the default
N(3) - Time to pay fees for ordering HOA Documents - the default is 3 days. Do you want to change it?
This rarely changes from the default
N(4) - Install smoke alarm(s), CO detector(s), water heater bracing - the default is 7 days. Do you want to change it?
This rarely changes from the default
P(1) - Items Included - what items/appliances do you want included? (Read these one at a time)

Other
P(2) - Excluded Items - are there any items/appliances you want to exclude from the sale?
This is rarely used
Q(1) - NHD Natural Hazard Zone Disclosure Report - do you want this paid by the seller?
This is almost always paid by the seller
Q(1) - NHD Natural Hazard Zone Disclosure Report - are you ok with us using SnapNHD or seller's choice? If not, what company will provide the NHD report?
This rarely changes
Are there any other reports the buyer wants to request with their offer? (e.g. Termite)
Q(2) - Additional Report
Type of Report (if applicable)
Q(2) - Additional Report - Paid By
Q(3) - Additional Report
Type of Report (if applicable)
Q(3) - Additional Report - Paid By
Q(4) - Smoke alarms, CO detectors, water heater bracing - this is normally paid by the seller. Is that ok?
This rarely changes
Q(5) - Government Required Point of Sale inspections, reports - this is normally paid by the seller. Is that ok?
This rarely changes
Q(6) - Government Required Point of Sale corrective/remedial actions - this is normally paid by the seller. Is that ok?
This rarely changes
Q(7) - Escrow Fees - we normally do "each to pay their own fees." Is that ok?
This rarely changes
Q(7) - Escrow Holder - we suggest doing "Pinnacle Escrow or Sellers Choice". Is that ok?
This changes often
Q(8) - Owner's title insurance policy - this is normally paid by the seller. Is that ok?
This rarely changes
Q(8) - Title Company - We suggest Fidelity Title or Sellers Choice. Is that ok?
This changes often
Q(10) - County transfer tax, fees - This is normally paid by the seller. Is that ok?
This rarely changes
Q(11) - City transfer tax, fees - this is normally paid by the seller. Is that ok?
This rarely changes
Q(14) - HOA transfer fees - these are normally paid by the seller. Is that ok?
This rarely changes
Are there any additional fees/costs the buyer wants to request in their offer?
Q(16) - Additional Fees or Costs
Q(16) - Additional Fees or Costs
Q(17) - Additional Fees or Costs
Q(17) - Additional Fees or Costs
Q(18) - Is the buyer getting a Home Warranty?
Q(18) - For the home warranty coverage, we normally suggest the platinum plan with the washer/dryer & kitchen refrigerator w/ Ice Baker Bundle. Do you want to add any additional coverage to the home warranty?
Platinum Plan
Clothes Washer/Dryer
Kitchen Refrigerator w/ Ice Maker
SEER ModificationsAdd ALL additional coverage to this box - this changes often
The price will be $695 if the agent ONLY wants the default coverage of:
- Platinum Plan
- Clothes Washer & Dryer
- Kitchen Refrigerator w/ Ice Maker
- SEER Modifications
Q(18) - Home Warranty Paid By
This rarely changes
Q(18) - Home Warranty Issued By:
This rarely changes
VERY IMPORTANT

Make sure to look up the home warranty amount based on the coverage you are requesting at HomeWarranty.KyleWhissel.com

For example: if there is a pool, you need to add that to the "Home Warranty Plan" AND add the extra cost for pool coverage

*****Failure to add in the cost of the additional coverage means the agent will pay for the additional coverage from their commission!*****
Q(18) - Home Warranty Amount
This changes often
For home warranty amount:

1. Look up coverage amount at HomeWarranty.KyleWhissel.com

2. Tell the agent how much it will be

3. Enter amount in Q(18) Home Warranty Amount
R - Other Terms - Are there any other terms you want written into the contract that we haven't already discussed?
E.g. Termite clearance, any other terms not previously mentioned.
IMPORTANT: If financing type is VA, termite clearance is required.

If termite clearance is being requested to be paid by seller, use this verbiage:

"Seller to provide pest report and section 1 pest clearance."
SIP - Seller in Possession Addendum
SIP 1 - Term
SIP 2A - Consideration
SIP 2A - Dollar Amount Per Day
SIP 2A - Consideration (Fill in the Blank)
Examples: None, or Buyer's PITI (Principal, Interest, Taxes, Insurance),
SIP 2A - Consideration Release
SIP 3C - Delivery of Possession Fee (seller deposit that will be released after possession takes place)
This is a deposit that the seller will get back after they move out
SIP 3C - Delivery of Possession Fee - Held By
SIP 4 - Utilities & Other Charges - In Addition to utilities, seller will pay for these additional charges:
Example: HOA fees
SIP 10 - Other Terms (if applicable)
COP - Contingency For Sale of Buyer's Property
COP - Buyer's Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
COP Type
COP - 2A - Number of Days Buyer has after Acceptance to Enter into a Contract for the sale of Buyer's Property
COP - 1C - COP Escrow Company - Buyer's Property is already in escrow with
Escrow Company Name
COP - 1C - COP Escrow - Escrow #
COP 1C - Escrow Evidence
We suggest selecting the 2nd option here. If you choose the first option, tell the agent they need to attached the COP contract to the offer when they submit it.
COP - Is the Buyer's Property currently listed on the MLS?
COP - 3A - Listing Brokerage Name (of the Buyer's Property)
COP - 3A - How many days does the buyer have to sign a listing agreement for Buyer's Property?
COP 11A - Time Periods
COP 11A - Earnest Money Deposit
PA-PA - Probate Agreement Purchase Addendum
Probate Addendum - 1A - Type of Probate
The default response on this form is Probate decedent's estate
Probate Addendum - Paragraph 3 - Court Confirmation
Probate Addendum - Paragraph 3 - Court Confirmation
MH-PA - Manufactured or Mobile Home Purchase Addendum

If property type is mobile home or manufactured home
MH-PA - 1 - Type of Home
MH-PA - 1A - Type of Personal Property Manufactured Home
MH-PA - 1A(1) - Space Number
MH-PA - 1A(1) - Park Name
MH-PA - 1A(1) - Park Address
MH-PA - 1A(2) - Purchase Price Allocated As Follows - Manufactured Home
This is a dollar amount
MH-PA - 1A(2) - Purchase Price Allocated As Follows - Real Property
This is a dollar amount
MH-PA - 2 - Manufacturer's Name
MH-PA - 2 - Model
MH-PA - 2 - Date Of Manufacture
MH-PA - 2 - Date Of First Sale
MH-PA - 2 - Property is:
MH-PA - 2 - Approximate Width
MH-PA - 2 - Approximate Length
MH-PA - 2 - HCD/HUD License/Decal Number
MH-PA - 2 - Serial Number 1
MH-PA - 2 - Serial Number 2 (if applicable)
MH-PA - 2 - Serial Number 3 (if applicable)
MH-PA - 2 - HCD/HUD Label/Insignia 1
MH-PA - 2 - HCD/HUD Label/Insignia 2 (if applicable)
MH-PA - 2 - HCD/HUD Label/Insignia 3 (if applicable)
MH-PA - 6 - Additional Allocation of Costs - HCD fees for providing registration and title documents paid by:
MH-PA - 6 - Additional Allocation of Costs - Use Tax charged at the point of sale:
MH-PA - 8 - Residency Application; Park Rules - How many days does the buyer have after acceptance to approve of the lease/rental agreement AND receive park approval for residency?
Default value is 5 days from acceptance
BUO - Back-Up Offer Addendum
BUO 1 - The agreement is in back-up position number
BUO 2B - If seller is unable to provide written signed cancellations and releases to buyer by this date, either party may cancel the agreement.

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
BUO 3 - Buyer's Deposit shall be
Default is the first choice
BUO 4 - Time Periods
Default is the first choice
SWPI - Septic Inspection, Well Inspection, Property Monument and Propane Tank Allocation of Cost Addendum
SWPI 1 - Does the property have a septic tank?
SWPI 1A - Septic Inspection and Report shall be paid for by
SWPI 1B - Septic Location and Accessing shall be paid for by
SWPI 1C - Septic Pumping shall be paid for by
SWPI 1D - Septic Certification shall be paid for by
SWPI 1D - If, in order to obtain the certification, additional costs are needed to repair the septic tank or system or otherwise bring it into compliance with applicable law, further written agreement regarding costs and liability is required. If agreement is not reached within this time frame, either party may cancel the agreement.
SWPI 1D - If other is chosen above, what time frame is it?
SWPI 1E - Excavation Paid by
SWPI 2 - Does the property have a well?
SWPI 2A - Government Report - Does the seller need to provide to buyer the State of California Well Completion Report?
SWPI 2B - Water Productivity - who will pay for water productivity (gallons per minute) testing?
SWPI 2B - Water Productivity - test shall be provided by
Name of the company doing the well test
SWPI 2C - Bacterial Testing - who will pay for bacterial testing of the well?
SWPI 2C - Bacterial Testing - test shall be provided by
Name of the company doing the well test
SWPI 2D - Chemical/Radiological Testing - who will pay for testing of organic, and inorganic chemical and radiological contaminants?
SWPI 2D - Chemical/Radiological Testing - Testing shall be provided by
SWPI 2E - Other Testing - Shall be paid for by
SWPI 2E - Other Testing Type
SWPI 3A - PROPERTY MONUMENT, CORNERS AND BOUNDARIES - Is a survey going to be completed?
SWPI 3A - PROPERTY MONUMENT, CORNERS AND BOUNDARIES - Who will pay for the survey?
SWPI 3A - PROPERTY MONUMENT, CORNERS AND BOUNDARIES - Surveyor will locate and identify (check all that apply)

Other
SWPI 4 - PROPANE - Is there a propane tank on the property?
SWPI 4A - Propane tank is
SWPI - 4B - Propane (check all that apply)
BXA - Buyer's Intent to Exchange Addendum
BXA 2 - The Other Property to the exchange is described as
If the buyer does not know the address of the property to be exchanged yet, check off the box for "To be designated by Buyer"
BXA 4 - FAILURE OF EXCHANGE - If Buyer is unable, through no fault of Buyer, to complete the transfer of such Other Property by the Close Of Escrow in the Agreement, or as extended by mutual agreement:
BXA 4B - Number of Days
BXA 4D - If other is chosen above, fill this in with the terms
BXA 6 - Additional Terms (if applicable)
SSA - Short Sale Addendum
SSA 1A - SHORT SALE APPROVAL - This Agreement is contingent upon Seller's receipt of and Delivery to Buyer of a Seller-approved written consent (“Short Sale Lenders' Consent”) to the Agreement from all existing secured lenders and lien holders (“Short Sale Lenders”), by 5:00PM no later than:
Default is 45 days. You can enter a different number of days OR a specific date instead.
SSA 1C(i) - SHORT SALE APPROVAL - Seller shall Deliver to Buyer a copy of Short Sale Lenders' Consent or term sheet(s) within this number of days after receipt and approval by Seller.
Default is 3 days OR you can specify a different number of days if needed.
SSA 2 - Time Periods
SSA 3 - Buyer's Deposit Check
CCA - Court Confirmation Addendum
CCA - The Agreement is contingent upon court confirmation on or before

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
SXA - Seller's Intent to Exchange Addendum
SXA 2 - The Other Property to the exchange is described as
If the seller does not know the address of the property to be exchanged yet, check off the box for "To be designated by Seller"
SXA 4 - FAILURE OF EXCHANGE - If Seller is unable, through no fault of Seller, to locate, designate, enter into a contract to acquire, or complete acquisition of such Other Property by the Close Of Escrow in the Agreement, or as extended by mutual agreement
SXA 4B - Number of Days to enable Seller to complete such arrangements
SXA 4D - If other is chosen above, fill this in with the terms
SXA 6 - Additional Terms (if applicable)
VLPA - Vacant Land Purchase Agreement
Vacant Lot - E(3) - What is the buyer's intended use for the property?

Other
Vacant Lot Contingencies
Vacant Lot - L(1) - Loan Contingency - The default loan contingency is 17 days. Do you want to change it?
This changes from the default often
L(1) - Loan Contingency

If the financing type is "All Cash", there is no loan contingency.

Enter "No loan contingency" in this field
Vacant Lot - L(2) - Appraisal Contingency- The default appraisal contingency is 17 days. Do you want to change it?
This changes from the default often
L(2) - Appraisal Contingency

If the financing type is "All Cash", there is no appraisal contingency.

Enter "No appraisal contingency" in this field
Vacant Lot - L(2) - Is the Appraisal Contingency Based on a Price OTHER than the purchase price?
Usually the answer is no, because the appraisal price is based on the purchase price
Vacant Lot - L(2) - Appraisal Contingency Price
Vacant Lot - L(3) - is the property being purchased contingent on the buyer purchasing a manufactured home for this property?
This is rarely yes
Vacant Lot - L(3) - has the buyer entered into a contract to purchase a manufactured home?
This is rarely used
Vacant Lot - L(3) - the deadline for the contingency for the buyer to purchase a manufactured home is by default 17 days. Do you want to change it?
Vacant Lot - L(4) - Is the buyer drawing from a construction loan to finance the purchase of this property?
This is rarely yes
Vacant Lot - L(4) - how long does the buyer have to draw from the contraction loan? The default is 17 days after acceptance. Do you want to change it?
Vacant Lot - L5 - Investigation of Property Contingency - the default is 17 days. Do you want to change it?
Vacant Lot - L5 - Informational Access to Property - the default is 17 days. Do you want to change it?
Vacant Lot - L(6) - Review of Seller Documents - the default is 17 days. Do you want to change it?
Vacant Lot - L(7) - Preliminary "Title" Report - the default is 17 days. Do you want to change it?
Vacant Lot - L(8) - Common Interest Disclosures - the default is 17 days. Do you want to change it?
Vacant Lot - L(9) - Review of leased or liened items - the default is 17 days. Do you want to change it?
Such as propane, solar, etc.
Vacant Lot - N(1) - Seller Delivery of Documents - the default is 7 days. Do you want to change it?
Vacant Lot - P(1) - Are there any items/fixtures you want to be INCLUDED in the sale? (List all)
If none, put "none" here
Vacant Lot - P(2) - Are there any items/fixtures you want to be EXCLUDED in the sale? (List all)
If none, put "none" here
Vacant Lot - Q(1) - an NHD report is required. The seller usually pays for this. Do you want this paid by the seller, or the buyer?
Vacant Lot - Q(1) - Q(1) - NHD Natural Hazard Zone Disclosure Report - are you ok with us using SnapNHD or seller's choice? If not, what company will provide the NHD report?
Vacant Lot - Q(2) - who is paying for the Environmental Survey (Phase 1)?
This is usually paid by the seller
Vacant Lot - Q(3) - Government Required Point of Sale Inspections, Reports - this is normally paid by the seller. Is that ok?
Vacant Lot - Q(4) - Escrow Fees - we normally do "each to pay their own fees." Is that ok?
Vacant Lot - Q(5) - Owner's title insurance policy - this is normally paid by the seller. Is that ok?
Vacant Lot - Q(7) - County transfer tax, fees - This is normally paid by the seller. Is that ok?
Vacant Lot - Q(8) - City transfer tax, fees - This is normally paid by the seller. Is that ok?
Vacant Lot - Q(11) - HOA transfer fees - these are normally paid by the seller. Is that ok?
Vacant Lot - Q(13), Q(14) - Are there any other fees/costs or reports that should be included in the contract?
Vacant Lot - Q(13) - Additional Fee/Cost or Report Name
Vacant Lot - Q(13) - Additional Fee/Cost or Report - who is paying for it?
Vacant Lot - Q(14) - Additional Fee/Cost or Report Name
Vacant Lot - Q(14) - Additional Fee/Cost or Report - who is paying for it?
Vacant Lot - S - Are there any other terms you want to have written into the contract?
Get the EXACT VERBIAGE from the agent and type it here.
TOPA - Tenant Occupied Property Addendum
M(3) - Is the property tenant occupied?
TOPA 1A or 1B - How will the property be delivered?
We recommend the property to be delivered vacant.
TOPA 1B(1) - When do the tenants have to be moved out by?
TOPA 2A - Is the seller crediting the buyer for any delinquent rent?
The default is no.
TOPA 2C(1) - How much notice does the seller need to give regarding any proposed changes to the lease or condition of the property?
Default is 7 days
TOPA 2C(2) - How long does the buyer have to object to these changes?
Default is 5 days
TOPA 2E(2) - does the seller need to provide income and expense statements?
TOPA 2E(3) - does the seller need to provide a Tenant Estoppel Certificate?
We recommend choosing yes to this question.
MU-PA - Mixed Use Purchase Addendum
1A - MU-PA - Number of Residential Units
1B - MU-PA - Number of Commercial Units
1C - MU-PA - Description of Commercial Units/Space
2B - MU-PA - Are any of the commercial units currently occupied?
2B - MU-PA - Number of commercial units (that are currently occupied) but will be delivered vacant at close of escrow
2D - MU-PA - Are there any seller occupied units?
2D - MU-PA - Seller occupied units to be delivered at
COOP-PA - Stock Cooperative Purchase Addendum
1 - COOP-PA - The property being purchased includes all of the shares of stock in the California Corporation known as
1A - COOP-PA - The CO-OP Agreement includes the exclusive use of the following additional checked areas: Parking space(s) identified as
1B - COOP-PA - The CO-OP Agreement includes the exclusive use of the following additional checked areas: Storage space(s) identified as
1C - COOP-PA - The CO-OP Agreement includes the exclusive use of the following additional checked areas: Other exclusive use common area(s) identified as
2 - COOP-PA - Financing: Part of the purchase price shall be financed by Buyer's assumption of Seller's obligation to pay aportion of the loan obtained by the Corporation and secured by the development in which the Property is located.
Default is no
3 - COOP-PA - Number of days for seller to Deliver to Buyer a Copy of the CO-OP Agreement and Seller's Stock Certificate (the CO-OP Documents
3 - COOP-PA - Number of days for buyer to approve the CO-OP Documents
4 - COOP-PA - Seller shall obtain unconditional approval of this sale from the Corporation's Board of Directors (“Board”). Buyer shall cooperate by providing the Board with financial and personal reference information within this number of days
4 - COOP-PA - If the board does not give approval within this number of days, the buyer or seller can cancel the agreement
6 COOP-PA - Who will pay for transfer fees incurred due to the transfer of Stock and assumption of the CO-OP Agreement?
- ACE Team Notes (for yourself) or special instructions from the agent
  If applicable - this is if there's anything you want to make note of for yourself. You do not need to ask the agent this question.
- Once you have all the info filled out above and are ready to end the call,
  
  tell the agents that these are the next steps:
  
  1. We are working on their offer in ZipForms.
  
  2. Once it's ready, the agent will receive an email from DocuSign
  
  3. The agent reviews the offer -- if there are any corrections needed, let the ACE team know
  
  The agent is the FIRST signer in DocuSign - they must review the contract for accuracy
  
  4. Once the agent signs, the buyer(s) will receive an email from DocuSign to sign the offer
- Should be Empty:

ACE Team - Offer Write Up Intake Form

Initial Deadlines

RPA

Contingencies

SIP - Seller in Possession Addendum

COP - Contingency For Sale of Buyer's Property

PA-PA - Probate Agreement Purchase Addendum

MH-PA - Manufactured or Mobile Home Purchase Addendum

BUO - Back-Up Offer Addendum

SWPI - Septic Inspection, Well Inspection, Property Monument and Propane Tank Allocation of Cost Addendum

BXA - Buyer's Intent to Exchange Addendum

SSA - Short Sale Addendum

CCA - Court Confirmation Addendum

SXA - Seller's Intent to Exchange Addendum

VLPA - Vacant Land Purchase Agreement

Vacant Lot Contingencies

TOPA - Tenant Occupied Property Addendum

MU-PA - Mixed Use Purchase Addendum

COOP-PA - Stock Cooperative Purchase Addendum