Clone of Kiemle Hagood Closed Deal

Kiemle Hagood Closed Deal
DEAL TYPE
Transaction Type
Managed Property
KH Property Manager
Closed Deal Date:
Close Date/Execution Date/Completion Date
Kiemle Hagood Lead Broker Name
Lead Broker Email Address
example@example.com
Are you working with a Co-Broker (On your side of the Deal)?
Is this Co-Broker with Kiemle Hagood?

External Co-Broker Firm
ie; CBRE, Colliers, Cushman & Wakefield
External Co-Broker Name
External Co-Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Buyer/Tenant Broker Type
Buyer/Tenant Broker Firm
Buyer/Tenant Broker Name
Buyer/Tenant Broker Address (If not KH)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Seller/Landlord Broker Type
Seller/Landlord Broker Firm
Seller/Landlord Broker Name
Seller/Landlord Broker Address (If not KH)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Property Name
Property Address

Street Address

Suite # (if applicable)

CityState / Province

Postal / Zip Code
Property Address
Auto-Fills from Address Field for Form Title
Parcel No(s)
Property Type
Year Built
Market
Building Class
Building SF
Total Project Building SF
Lot Size (AC)
Property Configuration
Space Name
Unit Number / Unit Address
Space Size (SF)
Lease Type
Lease Rate
Lease Term
Lease Term in Months - Including Free Rent Periods
Lease Commencement Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Rent Commencement Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

BUYER/TENANT INFO
Buyer/Tenant Company Name
DBA
Buyer/Tenant Contact Name
Buyer/Tenant Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Buyer/Tenant Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Buyer/Tenant Email
example@example.com

SELLER/LANDLORD INFO
Seller/Landlord Company Name
DBA
Seller/Landlord Contact Name
Seller/Landlord Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Seller/Landlord Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Seller/Landlord Email
example@example.com

Consult /BOV / Referral Client Company Name
DBA
Consult / BOV / Referral Client Contact Name
Consult / BOV / Referral Client Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Consult / BOV / Referral Client Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Consult / BOV / Referral Client Email
example@example.com

TRANSACTION INFORMATION & FINANCIAL DETAILS
Purchase Price $
Fee Amount $

Total Lease Value $
auto-calculate OR manual override
Total Lease Commission $
auto-calculate OR manual override

Sale Transaction: Total Commission %
ex: 6
Calculation
Sale Transaction: Total Commission $
auto-calculates
Buyer/Tenant Rep Fee %
Percentage of total commission to be paid to Buyer/Tenant Rep (ex. 50). If no payment to Buyer/Tenant Rep side, enter 0.
Calculation
Buyer/Tenant Rep Commission $
auto-calculates
Seller/Landlord Rep Fee %
Percentage of total commission to be paid to Seller/Landlord Rep (ex. 50). If no payment to Seller/Landlord Rep side, enter 0.
Calculation
Seller/Landlord Rep Commission $
auto-calculates
Commission Flat Fee
Flat fee or discount, etc.
Bill
Due Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearFirst or Only Payment Due Date
Second Half Due Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearSecond Payment Due Date
Document Upload

Please upload Referral Documents, BOVs/BPOs, etc.
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Invoice Notes
Additional invoice due dates/commission delivery requests / etc.
Bill To
Bill To Name/Address:
Lease Document Upload

Upload your fully executed Lease documents here
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TITLE CO/THIRD PARTY/OTHER BILLING INFORMATION
Title Company/Third Party/Other
Title Company/Third Party/Other Contact Name
Title Company/Third Party/Other Contact Title
Title Company/Third Party/Other Billing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Title Company/Third Party/Other Email
example@example.com

BROKER COMMISSIONS

Complete with amounts being paid out by KH ONLY
Are External Commissions being paid by KH?
Consult/BOV/Referral Commission Notes
How is Fee Amount being paid out?

Total Buyer/Tenant Rep Commission % (Calc)
BT Calculation - Row 1
BT Calculation - Row 2
BT Calculation - Row 3
BT Calculation - Row 4
BT Calculation - Row 5
BT Calculation - Row 6

Total Seller/Landlord Rep Commission % (Calc)
SL Calculation - Row 1
SL Calculation - Row 2
SL Calculation - Row 3
SL Calculation - Row 4
SL Calculation - Row 5
SL Calculation - Row 6
Total Rep Gross ($)
Total Rep Gross ($) Calc
Document Upload

Please upload any referral agreements, external broker W9's, etc
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Asking Price
Price or Lease Rate Marketed on Listing Materials
Days on Market
Off Market Sale
Actual Cap Rate
Actual NOI
Actual Net Operating Income
Occupancy Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
TI Allowance $
NNN Expense (Estimated)
Price/Square Foot/Year
CAM's (Estimated)
Price/Square Foot/Year
Utilities (Estimated)
Price/Square Foot/Year
Taxes (Estimated)
Price/Square Foot/Year
Insurance (Estimated)
Price/Square Foot/Year

REQUIRED DOCUMENTS
The following information is required!

Deal will not be submitted to accounting without complete closed deal file.

WA Sale Transaction Requirements
- Listing / Commission Agreement
- Buyer Brokerage Service Agreement (Residential Buyer Rep Only)
- Purchase and Sale Agreement (Fully Executed)
- Agency Disclosure in Place (CBA PSA - Section 16)
- Confirmation of Law of Agency (CBA PSA - Section 46)
- Seller Acceptance of Commission Terms (CBA PSA - Section 48)
- Buyer Acceptance of Commission Terms (CBA PSA - Section 48)
- Earnest Money Deposit (If paid by check - copy of check is required; if deposit is late - confirmation form all parties acknowledging late deposit)
- Contingency Waivers / Satisfaction
- All Amendments / Addendums
- Seller Disclosure Statement & Proof of Delivery
- Deed
- Assignment
- Final Closing Statement
ID Sale Transaction Requirements
- Listing / Commission Agreement
- Buyer Rep Agreement
- ID Agency Brochure (Blue Brochure)
- Purchase and Sale Agreement (Fully Executed)
- Representation Confirmation; Limited Dual Agency (CBA PSA - Sec 38)
- Responsible Broker (CBA PSA - Sec 5A)
- Earnest Money Deposit In Correct Form (If deposit is late or alternate form - confirmation form all parties acknowledging late deposit/alternate form)
- Contingency Waivers / Satisfaction
- All Amendments / Addendums
- Deed
- Assignment
- Final Closing Statement
ID & WA Lease Transaction / Other Rep Requirements
- Fully Executed Lease Agreement
- All Amendments / Addendums
- Copy of BOV/BPO
- Copy of Referral Agreement / Compensation Agreement

Completed By:
All brokers/agents receiving a commission have approved the split provided
Email Address
Enter email address for confirmation of receipt
Should be Empty:

Rows	Period	Type (Month/Year)	Start Date	End Date	Rent	Period Total Auto-Calc	Commission (%)	Commission ($) Auto-Calc
FREE RENT
Period 1
Period 2
Period 3
Period 4
Period 5
Period 6
Period 7
Period 8
Period 9
Period 10
Period 11
Period 12
Period 13
Period 14
Period 15

Rows	Option Type	Option Date	Notice Date	Option Term (Months)
Option 1
Option 2
Option 3
Option 4
Option 5

Rows	Broker Name	Firm (If not KH)	Commission (%)	Broker Gross ($)	Lead
Broker
Broker
Broker
Broker
Broker
Broker

Rows	Broker Name	Firm (If not KH)	Commission (%)	Broker Gross ($)	Lead
Broker
Broker
Broker
Broker
Broker
Broker

Kiemle Hagood Closed Deal

BUYER/TENANT INFO

SELLER/LANDLORD INFO

TRANSACTION INFORMATION & FINANCIAL DETAILS

TITLE CO/THIRD PARTY/OTHER BILLING INFORMATION

BROKER COMMISSIONS