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  • Seller Closing Order Form

  • ****PLEASE DO NOT TYPE IN ALL LOWER CASE OR ALL CAPITAL LETTERS.****

  • ****PLEASE DO NOT TYPE IN ALL LOWER CASE OR ALL CAPITAL LETTERS.****

    When you input data, type as "John Smith," "1234 Main Street," NOT "john smith,"JOHN SMITH," etc.

    Thanks!

  • BROKER PREFILL

    ****EMAIL SHOULD BE ALL LOWERCASE

    ****CLICK THE "PREFILL BROKER INFO" BUTTON" TWICE AFTER YOU ENTER YOUR EMAIL

  • ****MAKE SURE YOU CLICKED "PREFIILL BROKER INFO TWICE****

  • SELLER INSTRUCTIONS

     

    The Seller Closing Information Sheet is used to provide our office with enough information to begin the transaction.  It also helps faciliate the transfer of information to us in an orderly manner, in order to limit the amount of times we must request details about certain aspect of the transaction from you, or your Agent. 

    It also serves as a check against any information provided to us in the Purchase Contract, and to ensure that there is a common understanding of all of the terms and conditions of the Purchase Contract between the parties. 

    While we ask for certain documents to help us complete the transaction, if you do not have the information readily available, you can provide us with the requested documents at a later time. 

    As a reminder, your Agent is your bestfriend throughout the process.  In the event you have questions about anything you are required to complete on this form, your Agent can help, or you can send us a message about certain questions. 

    Here are some further details:

     

    1.  PREFILLED FORM:  The form is prefilled with answers your Agent has provided to us when they submitted your Closing Order.  The information contained under the Seller Information heading is what you should pay particular attention to.  

    DO NOT CHANGE ANY OF THE INFORMATION THE AGENT PROVIDED IN THE FORM WHICH PERTAINS ONLY TO THE AGENT OR THE AGENT'S BROKERAGE.

     

    2.  SELLER'S INFORMATION:  As stated above, the Seller's information is the most Important for you.  It is important that you ensure:

    A. All names are spellled correctly; 

    B.  If there is a middle name for any of the parties, that a middle name is spelled out in full.  The same is true for suffixes such as, Jr. Sr., III, etc.; 

    C.  That you upload any of the required documents if you have the documents readily available.  In the event you do not have the documents readily available, you can provide them to us later; and

    D.  Complete all the information contained in the form.

     

    3. DOCUMENTS/INFORMATION TO GATHER: You should have received an email from us with some additional documents you should have prior to filling out the Closing Information Sheet.  As a refresher, please ensure you have the following readly available:

    A.  Lender Information:  Contact information for your lender and a copy of your preapproval letter.  The contact information for your lender should be a direct email address and telephone number of your lender, not a general email address;

    B.  Cash Purchase Information:  Please have a copy of proof of funds, which should set forth that you in fact have the funds available.  Additionally, the proof of funds should also have contact information for the relevant financial instiution that is certifying the funds are available; 

    C.  Appraisals and Inspections:  In the event any appraisals and inspections have already been completed, please have the date of completion, and as well as any reports that were generated available; and

    D.  Property Occupancy:  In the event the property is occupied, please have copies of any leases, or other documents, provided to you by the current owner.

     

    Please Note: We will request other information from you, and also provide you with additional documents for your signature. This will be provided in a secure link.

  • AGENT INSTRUCTIONS

     

    The Seller Closing Order Sheet is used to provide our office with enough information to begin the transaction.  It also helps faciliate the transfer of information to us in an orderly manner, in order to limit the amount of times we must request details about certain aspect of the transaction from you, or your Client. 

    We know that most closing attorney offices only have the Seller/Agent complete a one or two page sheet, but then you are left with multiple requests for information, or something is missed late in the process, which invariably delays closing.

    Our goal is to streamline the process as much as possible, to have the transaction closed quickly and efficiently.  Once you submit your portion, and your client submits theirs, we won't have to bug you too much throughout the process.   The total time to complete this form is about 5-10 minutes.

     

    CLOSING ORDER WORKFLOW

     

    Once you submit your portion of the form, the Seller will receive an email to complete their portion on the Closing Information Sheet.  The Closing Information Sheet is essentially the same form as the one you are filling, out, with the Seller responsible for more information and documents, which you do not have in your possession. 

    Once the Seller submits their portion, the form is complete, and all parties will receive a copy of the completed Closing Information Sheet. 

     

    THINGS TO GATHER 

     

    Some of the things you might want to gather to help you complete the information sheet include:

    1.  Contact information for the Buyer's Agent if we are not handling both sides of the transaction;

    2.  Contact information for the Buyer's attorney if we are not handling both sides of the transaction (we can also get this from the Buyer's Agent so don't worry about getting it);

    3.  Due Diligence payment receipts and information; 

    4.  Builder Deposit receipts;

    5.  Copy of the Buyer's preapproval letter, or proof of funds if it is a cash purchase, if they were provided to you; 

    6.  If the property is occupied, any documents or information provided to you by the owner or property management company, as well as contact information for the property management company if you have it handy (your client will have a chance to input this information in the event you don't have it available). 

    Again, if you don't have the information currently in your posesssion, you can provide the documents to us later.

    ****PLEASE DON'T TYPE IN ALL LOWERCASE OR ALL CAPS****

    Last, we ask that you assist us with the naming of files.  Please upload files in the following format.  It's not mandatory, but it just helps us a litte on our end:

    NOTE: Please label the file in the following format: [Document Name] Seller [Street Address] [City]

  • PRE-OFFER SELLER CLOSING ORDER WORKFLOW

     

    Here is the workflow sequence when you submit your Pre-Offer Seller Closing Order:

    1.  You will receive an email with a link to edit your order once you have a signed contract.  The form will be prepopulated with the information you already submitted;

    2.  The Seller will receive a link to fill out their Seller Information Sheet;

    3.  Once we receive the Seller's Information Sheet, we will send a copy of the Seller docs to the Seller within 24-48 hours of submission.  The first page of the General Warranty Deed will be updated with the Buyer information once the Buyer is identified. All Seller Docs will be held at our office in trust, and provided to the Buyer's closing attorney once the Buyer's closing attorney is identified; and

    4.  We will begin preliminary title work on the property.

  • PROPERTY FOR SALE ADDRESS

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  • INFORMATION ABOUT THE BROKER

  • NO BROKER CHANGES NEEDED

    Well welcome back! Just fill out your name and email below, and we will link the information we already have for you. Let's get rolling!
  • INFORMATION ABOUT THE BROKERAGE

  • INFORMATION ABOUT THE BIC

  • Listing Agent Transaction Coordinator Information (STC)

  • AGENT COMPENSATION

  • LISTING AGENT COMMISSION PAYMENT INFORMATION

    We offer wire transfer to all Agents for the payment of commission fees, at no expense to you. This makes it easy and convenient for you to be paid, as the funds will be disbursed at the same time all other parties to the transaction are paid. It alleviates the need for us to mail a commission check to you, or for you to schedule a time to pick your check up.
  • MAILING ADDRESS FOR SELLER AGENT COMMISSION CHECK

  • INFORMATION ABOUT THE BUYER'S AGENT

  • INFORMATION ABOUT BUYER'S CLOSING ATTORNEY

  • SELLER INFORMATION

  • ENTITY SELLER INFORMATION

  • ****EACH SELLER CONTACT SHOULD HAVE THEIR OWN EMAIL ADDRESS AND TELEPHONE NUMBER*****

  • SELLER ENTITY CONTACT INFORMATION

    Please provide the contact information for the officer/representative of the entity who will serve as the point of contact for questions concerning this transaction. NOTE: This individual should also have authority granted under the corporate resolution, amendments, or other agreements, as applicable, to enter into the transaction.
  • SELLER ENTITY MAILING ADDRESS

  • INDIVIDUAL SELLER INFORMATION

    Note: EACH SELLER MUST HAVE THEIR OWN EMAIL ADDRESS AND TELEPHONE NUMBER. The Seller address is the address where the Seller is currently located. Please include the full legal name for each party. For example, if your name is Elizabeth, don't use "Beth" as your first name. Also include the FULL MIDDLE NAME.
  • SELLER 1 INFORMATION

  • SELLER 2 INFORMATION

  • SELLER 3 INFORMATION

  • SELLER 4 INFORMATION

  • THE FOLLOWING SELLER WILL SERVE AS THE POINT OF CONTACT FOR THIS TRANSACTION:

  • INFORMATION ABOUT THE TRANSACTION

  • OFFER TO PURCHASE AND ADDENDA

  • Please upload a copy of the Offer to Purchase Agreement, as well as any addenda relevant to the transaction. You must upload even if you have sent us a copy via email.

    When uploading the documents, each document should be their own separate attachement.  In the event you have combined the Offer to Purchase Agreement and Addenda into one document, don't worry, you don't have to go back and separate the Agreement into individual files, you can just upload it as one file. 

    NOTE: Please label the file in the following format: [Document Name] Seller [Street Address] [City]

    For example:  Offer to Purchase Seller 1234 Main Street Fayetteville; FHA/VA Addendum Seller 1234 Main Street Fayetteville, etc. 

    DO NOT USE THE REAL ESTATE COMMISSION FORM NUMBER.  PLEASE LABEL THE FILE WITH THE COMMON NAME FOR THE FORM.

    Each place you are to upload documents throughout the closing process provides details on how to label them, you can cut and paste the template for each document to make it easier. 

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  • BUILDER DEPOSIT

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  • PROPERTY OCCUPANCY AND DELIVERY

  • Property Owner Occupied Property

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  • Tenant Occupied Property

  • Property Management Contact Information

  • Landlord Contact Information

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  • CATCH ALL INFORMATION ABOUT THE TRANSACTION

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