CONGRATS! NEWLY UNDER CONTRACT!

CONGRATS! -OFFER WAS ACCEPTED!

REMINDER - Best Time IS NOW - Ask for Referrals / Grow Your Business!
BULLETPROOF your transaction!

Let's Make it a Smooth Pass Off to Our TCs - Annette Smith & Holly Wilson!
Realtor*
Source of Lead*

Hansen TeamPersonal Lead
SOURCE*

Affinity Referral Group - Agent ReferralBNI (text CJ for tracking)Clever LeadErik Friend/SphereFacebook / Social MediaFast ExpertGoogle CallGoogle PPC (sierra)Google Listing Service (call in)Google My Business (call in)Hansen Team EventHansen Team WebsiteHomeLightIdeal AgentKW Outside Agent Referral (25%, 30%, etc)Open HouseOtherOutside Agent Referral (25%, 30%, etc)Realtor.comWalk InYard/Sign CallZillow (Call In)Zillow (Emailed In)Zillow (Real Time Tour)
BNI Referral?

YesNo
BNI Member Name
Hansen Team EVENT

Movie NightJambalaya Cook-OffVIP PartyCrawfish BoilBreakfast w/Blue AngelsPie DayHoliday EventFood Truck At OfficeOther
Is this client a Buyer or Seller?*

BuyerSeller
Outside Agent Referral?*

YesNo
Name

First NameLast Name
Phone
Referral Agent Phone #
Email
example@example.com
Company/Brokerage
Company Name - MUST INPUT for REFERRAL!
Affinity Referral Group connected us to this agent?

YesNoUnsure - (ask Erik)
Do you have Senior Agent?*

YesNo
Senior Agent's Name

First NameLast Name
Was there a Showing Assistant involved in this transaction? What % of total GCI*

YesNo
What % to pay Showing Assistant?
Typical 10%
Showing Assistant -

First NameLast Name
Showing assistant phone number

Area CodePhone Number
Showing assistant Email
example@example.com
Are you Capped?*

YesNo
Address of Property Under Contract*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
MLS #*
Type*

Primary Residence2nd HomeInvestmentVacant Land
Sales Price*
My Compensation % *
per MLS
MY Compensation Paid by whom?*

BuyerSellerBoth
If Compensation is Paid by both, please input the details here :
Their Compensation %
2.5 or 3?
Their Compensation Paid by whom?

BuyerSellerBoth
If their Compensation is Paid by both, please input the details here:
Any bonus from the seller?
Effective Date*

MonthDayYear
Date
Closing Date*

MonthDayYear
Date
Admin Fee?*

Yes - executed in docusignYes - Need to sendNo
PIPELINE REVIEWS **Weekly with your TC ** Keep Your Room Clean!

**REMINDER** -- While your client is under contract moving toward closing, call your client weekly and do a "check in." During that check-in, be sure and ASK FOR REFERRALS! It's the best time to ask as they are talking about real estate often!
Corporation or LLC (if any)
Seller Name*

First NameLast Name
Addt Seller Name

First NameLast Name
Phone Number

Area CodePhone Number
Email
example@example.com
Buyer Name*

First NameLast Name
Is Client Military or Veteran?*

YesNo
Phone Number*

Area CodePhone Number
Email*
example@example.com
Married?*

YesNo
If Married, Spouses' name for title: (unless investment property) *

First NameLast Name
Buyer 2 Name

First NameLast Name
Phone Number*

Area CodePhone Number
Email
example@example.com
Mail Away? (will client be out of town at time of closing?)*

YesNo
Financing Type*
Lender Name*
Mortgage Company*
Lender Name*

First NameLast Name
Lender Phone*

Area CodePhone Number
Lender Email*
example@example.com
Does Seller have a RECENT title policy within last 3 years ? (Can save $$ and time)

YesNoUnsure
Who Pays for Owner's Title Policy?

BuyerSellerBuyer and Seller Split
Seller Concessions? (buyer closing costs contributions)
ie: 3%, $5k, $10k, etc....
Title Company*
Title Company Name if not listed above
Title Company Contact*

First NameLast Name
Title Rep Phone*

Area CodePhone Number
Title Rep email*
example@example.com
EMD Amount*
ie: $1000
Does buyer need to wire EMD? *
EMD Delivered?*

YesBeing dropped off todayWire
Property Occupied?*

Yes - Owner OccupiedYes - Tenant OccupiedNo - Vacant
Access to Property*

PAR lockboxCombo LockboxNo Lockbox (owner/agent to accompany)
Combo Code*
Access to Property - Condo Gate or Elevator Code?
Please input code and instructions if necessary
Home Warranty?*

Yes - Please orderYes - Seller to transferYes - Listing Agent to OrderNo
Home Warranty Company to Order*

First AmericanOld RepublicOther
Home Warranty Co*
Name of HW Company
Home Warranty Cost per Contract*
ie: $400, $500, $600, etc...
Repair Limits - General*
ie: $500, $1500, AS IS etc...
Repair Limits - WDO*
ie: $500, $1000, AS IS, etc...
What Inspections to be done?*

General Home InspectionWind Mitigation4 Point Inspection for InsuranceWDO InspectionSeptic InspectionNew Construction - General Inspection onlyPoolOutbuildingNONE - Have inspection waiver signed
Home Inspector*
If "Other"

First NameLast Name
Home Inspector Phone

Area CodePhone Number
If "other" -- WDO Inspector

First NameLast Name
Home Inspector Email
example@example.com
WDO Inspector
WDO Inspector Phone

Area CodePhone Number
WDO Inspector Email
example@example.com
Is home on Septic?*

YesNo
Type of "Other" Inspection Needed:
Name of "Other" Inspector

First NameLast Name
Phone of "Other" Inspector

Area CodePhone Number
Inspection/Due Diligence Period*
Number of days
Email of "Other" Inspector
example@example.com
Will buyer attend the inspection?

YesNo
Survey Provided by:*

Seller has copySeller/Listing Agent to order and payBuyers Agent to order and buyer pay at closingCash Buyer - none neededCondo - none neededUnknown - TC to confirm
Listing Agent*

First NameLast Name
Listing Agent Brokerage*
ie: KW, Coldwell Banker, Levin Rinke, etc..
Listing Agent Phone*

Area CodePhone Number
Listing Agent Email*
example@example.com
Buyer's Agent Name*

First NameLast Name
Buyer's Agent Brokerage*
ie: KW, Coldwell Banker, Levin Rinke, etc.
Buyer's Agent Phone Number*

Area CodePhone Number
Buyer's Agent Email*
example@example.com
Buyer/Listing Agent's TC Email*
Other Pertinent and Helpful Info:
Best method of communication. Who is primary contact? etc...
REMINDER -- Always GO FOR TWO referrals by the time of closing! It works...you just need to ASK...."who else do you know that's looking to buy/sell a home in the next 3-6 months that I may also deliver 5 star service?"

You're Doing Great!

Keep going......you got this!
Should be Empty:

CONGRATS! -OFFER WAS ACCEPTED!