Heart of the Lakes Under Contract
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Referral / Listing / Buyer
*
Please Select
Listing
Buyer
Dual
Executed/Acceptance Date
*
-
Month
-
Day
Year
Date
Projected Closing Date
*
-
Month
-
Day
Year
Date
Our Clients Names (Buyer or Seller Whoever you are representing)
*
Our Clients Phone Numbers (Buyer or Seller Whoever you are representing) * If we have from the listing launch you can say "HAVE" and skip
*
Our Clients Email Addresses (Buyer or Seller Whoever you are representing) * If we have from the listing launch you can say "HAVE" and skip
*
Co-Broke Agent NAME PHONE EMAIL * Say get from contract if available there
*
Notes
*
Compliance - Missing Docs let us know what you are missing and we will follow up to get it for you.
*
Our Title Company: Name & Contact Info
*
Other Sides Title Company: Name & Contact - (If TC Needs To Get It Put That In This Note):
*
Lender: Name & Contact Info
*
Earnest Money
*
Please Select
TC Please call client and coordinate
Agent sent Trust Funds TC follow up
Buyer's Agent to send TC please follow up
Agent will coordinate and collect
TC send Trust Funds via MLS
TC to reach out to co agent
Inspection
*
Please Select
No Inspection
TC Order
Co-Op Schedules
Scheduled
See Notes
Inspection/Option Contingency Deadline
-
Month
-
Day
Year
Date
Well Water Inspection
*
Please Select
NO Well
Still need Well Disclosure completed by seller
TC Order Water Test
Co-op orders
Water Test Scheduled
Repairs Needed
Well Water Test Results Completed-Agent will send via email/or attached here
Well Inspection Contingency Due Date
-
Month
-
Day
Year
Date
Septic Inspection
*
Please Select
NO Septic
Still need Septic Disclosure completed by seller
TC Order Septic Compliance
Co-op orders
Septic Compliance Test Scheduled
Repairs Needed
Septic Compliance Certificate Completed-Agent will send via email/or attached here
Septic Inspection Contingency Due Date
-
Month
-
Day
Year
Date
MLS Status TC change to
*
Please Select
Contingent on Inspection
Contingent on Sale of Another
Pending
NON-MLS
TNAS
NA
See Notes
Survey
*
Please Select
TC Order
Co-Op Provides
Title Order
Incomplete
Ordered
Under Review
Approved
See Notes
Does Not Apply
HOA Docs
*
Please Select
No HOA
TC order HOA docs agent pays
TC order HOA docs client pays
TC assist seller to order HOA
Ordered
Co-broke agent orders
Home Warranty
*
Please Select
TC Order- detail on contract or Agent add in notes
Title Order
Ordered
Co-Op
Received
N/A
See Notes
Loan Commitment/ Approval Date
-
Month
-
Day
Year
Date
Outside referral fee
*
Please Select
YES - Agent add in notes or attach completed referral form
NONE
Confirmed on Commission CDA
Sales Price
*
Admin Fee
*
Total Commission (If Buyer side enter N/A)
*
Listing Side Commission (If Buyer side enter N/A)
*
Buyer Side Commission
*
Agent / Team Split %
*
Special comments for social media post. Example: sold in multiple offers, sold in two days over list price, we got the buyer the home of their dreams…
*
Closing Gift
*
Please Select
Charity Donation
Water Bottle
Lead Source
*
Please Select
SOI - Sphere of Influence
ISA
Facebook
FSBO
Expired
Listing Internet Call
Listing Sign Call/Call In
Open House
Past Client
Agent Referral
Past Client/SOI Referral
Vendor Referral
Upload your PA, Pre-approval Letter, EM receipt, Disclosures, Etc
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: