Contract to Close
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Executed Contract & Auxiliary Documents
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Contract, Addenda, Buyer and/or Seller Disclosures, Pre-Approval Letter, etc.
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NOTE: We must have MLS Printout, Buyer Due Diligence, Buyer Broker, Wire Fraud Disclosure, Contract, and Addenda for a Buyer.... We must have MLS Printout, Contract, Addenda, Listing Agreement and SPCD for Sellers. Please verify you have all of those documents, and that you tell us where they are!
I have uploaded all required docs to this form
Please check Skyslope
Please check FUB contact record
Please check FUB deal record
Please check google team drive
We already have them bc we coordinated listing and we completed our listing audit!
I don't have some of the required documents and I'm working to get them right now
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contract Details
*
Buyer
Buyer New Construction
Seller
Land
Single Family HOA
Dual Representation (Buyer and Seller)
Condo HOA
Inspection Contingency/Due Diligence
Buyer Home Sale Contingency or Seller Suitable Housing Contingency
Conventional Financing
First Earnest Included with contract
FHA/VA Financing
First Earnest needs to be collected
Cash
Option Fee/P&S Deposit/2nd Earnest $
Lead Based Paint Disclosure needed
Contract Executed/Accepted Date
*
/
Month
/
Day
Year
Date
Closing Date
*
-
Month
-
Day
Year
Date
Is the Property Occupied?
Owner Occupied
Tenant Occupied
Vacant
Are there Addenda included that indicated adjustments to the Executed Contract?
Yes
No
Is Client Already in CRM? If yes AND details are accurate, next 2 boxes will disappear
Yes
No
CLIENT 1:
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
CLIENT 2:
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Clients Closing
In Town
Mobile Notary
POA Needed
Any Additional Clients need to be added or cc'd?
Yes
No
Please give details for "other" clients that need to be added or cc'd
Do we have an additional client or a friend/relative that needs to be cc'd on all communication?
Commission % Splits
*
Is Co-Op Agent Already in CRM? If yes and all details are accurate next few boxes will disappear
Yes
No
Not Sure
More details in notes below
Co-Op Agent's Name
*
First Name
Last Name
Co-Op Agent 2's Name (optional) PLEASE GIVE CONTACT INFO IN NOTE BELOW
First Name
Last Name
Co-Op Agent Brokerage
Co-Op Agent Brokerage/Office Phone
Please enter a valid phone number.
Co-Op Agent Phone
Please enter a valid phone number.
Co-Op Agent Email
example@example.com
Does CoOp Agent have a TC/Assistant that needs to be included?
Yes
No
Not Sure
Co-Op Agent TC/Assistant (Name, Phone, Email)
Your Client's Escrow Officer Name
*
Who is the direct Atty/Contact who will be handling this file!
Already in CRM? If yes and all details are accurate next few boxes will disappear
Yes
No
Company
Company Phone Number
Please enter a valid phone number.
Direct Contact or Cell
Please enter a valid phone number.
Company Email
example@example.com
"Other" Side Escrow Officer (if different)
If unknown so far just type UNKNOWN so we know: NOTE: CASH DEALS IN UT REQUIRE SAME ESCROW...TYPICALLY SELLER'S ESCROW
Already in CRM? If yes and all details are accurate next few boxes will disappear
Yes
No
Company
Phone Number
Please enter a valid phone number.
Email
example@example.com
Do we have a pre-approval? (if you have an email from the lender that contains contact information, please forward to save time researching correct contact info)
Uploaded with Form
Yes, Will email over immediately
Will Lender Change from Pre-Approval Documentation
FHA/VA Disclosures needed?
FHA/VA Disclosures uploaded
Cash: Proof of Funds
Uploaded with Contract
Need to Obtain
Not Needed
Lender
Already in CRM? If yes and all details are accurate next few boxes will disappear
Yes
No
Company
Company Phone Number
Please enter a valid phone number.
Direct Phone Number
Please enter a valid phone number.
Email
example@example.com
Is there a referral?
Yes
No
Referral Name (if fee owed please provide amount or %)
Inspection or Due Diligence Deadline
-
Month
-
Day
Year
Date
Inspector Already Chosen
Yes
Need to send options
Inspections Needed
Full Home
Radon
Termite
Sewer
Septic
Well
Pool
HVAC
Structural
Other
Inspection Details (Inspector name if chosen, dates if scheduled already, etc)
Additional Notes: (married but buying/selling separately, estate/trust transaction, or any additional parties not on the contract that will need to be included in communications?- please include Names, Phone Numbers, Emails)
ANY other details we need to know in order to process the contract and set reminder for the BEST client care!
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