CTC TRANSACTION SUBMISSION FORM
State the property is located in?
*
MN or WI
TX
FL
Other
Were there Multiple Offers on this Property?
*
YES
NO
N/A
Are you a Keller Williams Agent?
YES
NO
Has this been started in Command?
YES
NO
What is the exact Opportunity Name?
Is this a RISE Lead??
YES
NO
Is this a BUYER or SELLER transaction?
*
BUYER
SELLER
Name of Agent Submitting Contract to CTC
*
First Name
Last Name
Email of Agent Submitting Contract to CTC
*
example@example.com
Date Accepted
*
-
Month
-
Day
Year
Date
Address of Property
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is this a Team Split?
*
Yes
No
If it is a Team Split, please provide information
Is this a Referral?
*
Yes
No
Provide Referral Information (Agent name, Brokerage, Amount)
Do you have a Signed Referral Agreement?
Yes
No
Change MLS Status (MN/WI ONLY)
Yes
No
If Yes, Change status to:
MLS Number (Florida Only):
Is the house Vacant?
Yes
No
Is there a Lockbox Code?
BUYER WORKSHEET
Buyer Name
*
First Name
Last Name
Buyer Email
*
example@example.com
Buyer Phone Number
*
Please enter a valid phone number.
#2 Buyer Name (if applicable)
First Name
Last Name
#2 Buyer Email
example@example.com
#2 Buyer Phone Number
Please enter a valid phone number.
Admin Fee $ (MN, KY, VA, WI ONLY)
Buyer Side Commission % (MN, KY, VA, WI ONLY)
Seller Side Commission % (MN, KY, VA, WI ONLY)
Lender Name and Contact Information (Enter NA if not applicable)
*
Is there an HOA for this property?
Yes
No
Have HOA documents been ordered?
YES
NO - Agent will request from Listing Agent
NO - TC should request from the Listing Agent
SELLER WORKSHEET
Seller Name
*
First Name
Last Name
Seller Email
*
example@example.com
Seller Phone Number
Please enter a valid phone number.
#2 Seller Name (if more than one)
First Name
Last Name
#2 Seller Email
example@example.com
#2 Seller Phone Number
Please enter a valid phone number.
Admin Fee Paid by:
Admin Fee $
Seller Side Commission %
*
Buyer Side Commission % (MN, KY, VA, WI ONLY)
Is there an HOA for this property?
Yes
No
Have HOA documents been ordered?
YES
NO - Agent will request from Seller
NO - TC should send ordering information to the Seller
Earnest Money, Inspection and Title Company Information
Has the earnest money been received?
*
Yes
No
Waiting for receipt
Additional Earnest Money Comments:
Has Inspection been scheduled?
*
Yes - Agent to provide date and time below
No - TC will request information
No Inspection is Being Conducted
Inspection Date and Time
Title Company Name and Email Address.
*
Title Company and Closer Name/Contact Information (if known)
Co-agent Title Company and Closer Name/Contact (if known)
File Upload and Submit Form
Other Information that is Applicable
Upload all necessary documents
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