Offer Drafting Order Form
Please answer the form in order, as various field may be hidden based on your responses. All information in this form is required for your TC to draft your offer. This form will allow you to save your work if you need more time to complete it. We will not have access to this form until it has been submitted.
Agent Name Submitting Form
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First Name
Last Name
Agent Email
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example@example.com
Please select a Transaction Coordinator.
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Please Select
Dannielle Wallace (Cantrell)
Emily Hooks
Erin Foster
Jemme Thompson (Pherigo)
Jennifer Herbert
Jennifer Richter
Josh Schimberg
Nicole Herrera
Nicole Parayno
Rachel Silverman
Transaction Coordination Service Requested (select all that apply)
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Offer Drafting $75
Once Executed: Compliance Only Coordination
Once Executed: Full Contract-to-Close Coordination
Which party do you represent?
Seller
Buyer
Did your TC handle the listing coordination for this listing?
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Yes, this will hide several fields of the form since your TC has this information already
No
Property Address
Is the Property listed in MLS?
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Yes
No
MLS ID (also include which MLS if not ABOR)
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Residential Contract Type
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One To Four Family (Relocation $50 add-on)
Condo
New Construction Residential
Unimproved
Farm and Ranch
Buyer's Agent Name
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First Name
Last Name
Buyer's Agent Brokerage
Buyer's Agent Email
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example@example.com
Listing Agent's Name
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First Name
Last Name
Listing Agent's Brokerage
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Listing Agent's Email
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example@example.com
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Contract Parties
For Seller Information, you can leave this section blank if the Tax Record is accurate.
Seller 1 (if different than tax record)
First Name
Last Name
Seller 2 (if different than tax record)
First Name
Last Name
Seller 3 (if different than tax record)
First Name
Last Name
Buyer 1 Full Legal Name
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First Name
Last Name
Buyer 1 Email for Notices
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example@example.com
Buyer 1 Phone
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Please include if representing buyer, so Title has their contact information.
Format: (000) 000-0000.
Buyer 2 Full Legal Name
First Name
Last Name
Buyer 2 Email for Notices
Buyer 2 Phone
Please include if representing buyer, so Title has their contact information.
Format: (000) 000-0000.
What is the status of your Buyer Rep Docs?
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I have all my Broker required Buyer Rep docs signed
I want to hire my TC to draft all my Broker required Buyer Rep docs ($30 add-on)
Does your Broker have a required transaction fee that needs to be disclosed on the Buyer Rep agreement?
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Yes
No
Which party is paying the Broker required transaction fee?
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Agent paying fee
Client paying fee, needs to be noted in Special Provisions of the listing agreement
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Contract Terms
Exclusions (if any)
Financing Options
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Please Select
Cash
Third Party Financing
Loan Assumption
Seller Financing
Other
Has the Seller and/or Listing Agent provided confirmation that the current loan is assumable?
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Please Select
Yes
No
Unsure
Lender Contact Information for Assumable Loan?
Cash Portion
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Financed Portion
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Total Price (must equal sum of cash and financed values above)
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Title and Survey
Title Company
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Escrow Officer
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Title Company Location/Address
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Earnest Money Amount ($)
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Option Fee Amount
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Additional Earnest Money, if any ($)
Termination Option (# of Days)
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Contract coordinators have standard business hours. If you intend to use contract coordination services please keep this in mind for any options periods that end over the weekend or on holidays.
Title Policy Expense
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Buyer
Seller
Split
Title Policy: Standard Printed Exception
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(i) will not be amended
(ii) will be amended
If will be amended to read, "shortages in area" who will pay?
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Buyer
Seller
Survey Information?
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Existing survey will be provided by the Seller
New survey will be required
No survey required
If the existing survey is not approved by Title/Lender, who will pay for a new survey should one be required?
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Buyer
Seller
Who is responsible for the new survey?
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Buyer
Seller
How many days for the survey to be provided?
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How many days does the buyer have to object to the Title Commitment?
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Title Objection Activity (if any)
This field can be left blank, even if objection days are listed.
HOA and Property Condition
Is the property subject to mandatory membership in an HOA?
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Yes
No
Seller's Disclosure
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Buyer has received the notice (if not in MLS upload at end of form).
Buyer has not received the notice.
The seller is not required to furnish the notice under the Texas Property Code.
How many days does the seller have to provide the seller's disclosure?
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Acceptance of Property Condition
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Buyer accepts Property As Is.
Buyer accepts Property As Is provided the Seller makes changes.
Specific Repairs and Treatments required by the Buyer
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Residential Service Contract/Home Warranty ($)
Closing, Special Provisions, and Commission
Closing Date
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Month
-
Day
Year
Date
Possession
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Please Select
Upon Closing and Funding
According to a Temporary Residential Lease
Special Provisions (if any)
Buyer's Agent Commission (%)
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Commission Structure regarding how the Buyer's Agent Commission is paid (if possible, please check with the listing agent since this has to match their listing agreement):
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Paid via Seller - This does not require a separate agreement. The Buyer’s Agent Commission will only be listed in Paragraph 12A(1)(b) of the contract. This means the listing agreement has 5A filled out.
Paid via Broker - This will require a separate Compensation Agreement Between Brokers. The Buyer’s Agent Commission will only be listed on Pg 10 of the contract. This means the listing agreement has 5B filled out.
Seller Paid Closing Costs (if none put zero)
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Amount $
Non Realty Items
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Yes
No
Non Realty Amount ($)
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Put 0 if none
List of Non Realty Items
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Select any additional addenda or items needed for the offer (if known):
Appraisal Addendum
Special Flood Hazard Area
LBPA (if built prior to 1978)
Community Propane
On-site Private Septic
Fixture Lease
Residential Lease
Other
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Third Party Financing Terms
Please review the Third Party Financing (or Assumption) Addendum to confirm what is required for the type of financing selected.
Type of Financing
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Please Select
Conventional
Texas Veterans Loan
FHA Insured
VA Guaranteed
USDA Guaranteed
Reverse Mortgage
Other (specify below)
Other Financing Terms (specify details and Name of lender)
Loan Amount ($)
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Years (e.g. 30 yr loan)
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Interest Rate Not to Exceed (%)
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Per Annum (years)
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Origination Charges not to Exceed (%)
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FHA Section (if different than 203B)
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Will the reverse mortgage loan be insured?
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Please Select
Will be an FHA insured loan.
Will NOT be an FHA insured loan.
Buyer Approval
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Please Select
Subject to Buyer obtaining approval
NOT Subject to Buyer obtaining approval
# of Days for Buyer Approval
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Please use the space below for any additional terms needed on the TPFA (second mortgage values, lender information, etc)
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Seller Financing Terms
# of Days for Credit Documentation
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Credit Documentation (check all that apply)
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Credit Report
Verification of Employment/Salary
Verification of Funds
Current Financial Statement
Other
Promissory Note Amount ($)
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This should match Sum of All Financing (Paragraph 3B of the Contract).
Interest Rate (%)
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Promissory Note Payment Terms
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Please Select
One Payment
Monthly Installments
Interest Only Initially
Property Transfer Consent Required
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Please Select
Consent Not Required
Consent Required
Is Buyer required to obtain Casualty Insurance?
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Please Select
Yes
No
Is Escrow required for Tax and Insurance?
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Please Select
Yes
No
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HOA Information
Name of HOA and Phone Number (if not provided in MLS or on the SDN)
Subdivision Information
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Seller will obtain and pay for subdivision information.
Buyer will obtain and pay for subdivision information.
Buyer has received and approved subdivision information.
Buyer does not require delivery of the Subdivision information.
Is an updated Resale Certificate required?
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Yes
No
How many days does the seller have to provide the HOA documentation?
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How many days does the buyer have to provide the HOA documentation?
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Fees and Deposits for Reserves (buyer contribution in dollars)
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Authorization (HOA Addendum Paragraph D)
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Buyer pays the cost of obtaining info.
Seller pays the cost of obtaining info,
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Seller's Temporary Leaseback
Seller's Temp Lease End Date
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-
Month
-
Day
Year
Rent Amount (Daily)
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Deposit Amount ($)
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Pets
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Yes
No
Utilities: Tenant (the Seller) shall pay all utility charges except those listed below, which the Landlord (the Buyer) shall pay:
Leaseback Special Provisions (if any)
Hold Over Daily Fee ($)
*
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Buyer Rep Terms
This page is here because you selected for your TC to add-on obtaining your Buyer Docs at the beginning of this form.
Market Area
Buyer Rep Start Date
Buyer Rep End Date
Protection Period
Buyer Rep Special Provisions (if any)
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Other Contract Information
Special Instructions and Additional Information for your Coordinator
For example: Intermediary relationship notice, RSC disclosure, Broker or Sales Agent disclosure, etc.
If you have a Google Drive or Transaction link, please share it here.
Upload any forms that will need to be submitted with the offer or that your TC will need that is not already provided in MLS (survey, SDN, NTPs, pre-approval letter). Upload limit 25MB.
Browse Files
Drag and drop files here
Choose a file
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Coordinator Company Name
As the agent for this transaction, please sign acknowledging this statement... "At Coordinate TX, our coordinators are licensed, however it's up to each Agent to adhere to national and state laws and implement all rules and requirements issued by their individual Brokerage. Our coordinators do not act as Brokers, and are not held liable for the Agents actions. Agents who enlist services from a coordinator understand that we will act solely in support and will not lead, negotiate, or decide which terms will apply. You as the Realtor® will still be your client's primary contact and will be solely responsible for all agreements made by parties of the transaction. All Agents must have Errors and Omissions Insurance for any listing or transaction in which a Coordinator TX coordinator is hired."
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