New Title Order Request Form
--------------------------------------------------------------------------------------------------------------------------------INSTRUCTIONS: The purpose of this form is to direct the TITLE COMPANY to start a new ORDER and give them the essential information they need to process the transaction. EVERYTHING needed will be communicated to the Title Company through our transaction coordinator so be sufficiently detailed to make sure all essential information is communicated clearly. If there is a significant material change ie Different Buyer - Change in Type of transaction (ie switch from Assignment to Buy), etc. Please fill out a new Form and check the "update" box and explain what is changing in the "update details" box below.
THIS SUBMISSION IS: (check one)
A FIRST TIME SUBMISSION FOR THIS PROPERTY AND SIDE
AN UPDATE TO A PREVIOUS SUBMISSION FOR THIS PROPERTY AND SIDE BECAUSE EITHER THE BUYER OR TRANSACTION TYPE, TITLE CO, AGENT SPLIT, ETC. HAS CHANGED *** DESCRIBE IN THE NOTES WHAT HAS CHANGED AND WHY THIS UPDATED TITLE REQUEST***
UPDATE DETAILS: IF AN UPDATE WHY IS THIS NEW TITLE ORDER REQUEST FORM BEING SUBMITTED:
ARE WE BUYING/ASSIGNING OR SELLING ?
*
Buying or Assigning
Selling
Dead [deal never closed]
What is the DATE ON THE PURCHASE AGREEMENT?
*
-
Month
-
Day
Year
Date
Agent Requesting this Title Order:
HIDE Requesting Agent: (THIS IS YOUR NAME!!)
First Name
Last Name
Agent Involved in Transaction: (THIS IS THE NAME OF OUR TEAM MEMBER WHO IS THE PRIMARY AGENT!)
*
Brendan Anderson
Ryan McMonigal
Jason Cramer
Shantell Cramer
This is Our Team Member who is PRIMARY AGENT IN THE TRANSACTION - This is NOT THE SELLER !
Primary Agent Email: (THIS IS AGENTS EMAIL!! NOT THE SELLER EMAIL !!)
*
example: brendan.anderson3@gmail.com
Primary Agent Role in Transaction:
*
Acquisition Spec.
Sales Spec.
Agent/Fac. for Seller
Agent/Fac. for Buyer
Split for This Side % To YOU
*
100% to YOU
50% to YOU
25% to YOU
10% to YOU
What is the split for this side
Balance % goes to WHO? (if splitting)
Jason
Brendan
Ryan
Other
SELLER'S TITLE COMPANY
*
Land Title (typ Everyone else)
TitleSmart (typ Bill B.)
The Title Group (typ Josh S.)
Other
BUYERS TITLE COMPANY
*
Land Title (type Everyone else)
TitleSmart (typ Bill B.)
The Title Group (typ Josh S.)
Other
HIDE Seller's Title Company
HIDE Buyer's Title Company
SELLER INFORMATION
Closing Date:
*
-
Month
-
Day
Year
Date
Any special handling of the file?
Seller 1 Contact Name
*
Prefix
First Name
Last Name
Seller 1 Phone Number
*
-
Area Code
Phone Number
Seller 1 E-mail
*
Seller 2 Contact Name
Prefix
First Name
Last Name
Seller 2 Phone Number
-
Area Code
Phone Number
Seller 2 E-mail
example@example.com
Subject Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Any other instructions Regarding Seller: (enter Seller's agent's contact info if AND Seller's Title Company with Closer Contact info if applicable)
Exit Strategy (if SEI is Buying ONLY. If SEI is NOT buying, enter "SEI is SELLER" in "Other" field)
*
Assignment to Other Buyer --> [put End Buyer/ Investor info info in below]
Double Closing to Other Buyer --> (Need Exit Strategy Meeting to discuss financing) [put End Buyer info in below]
We're going into title, but, No Exit Yet -->(Set Exit Strategy Meeting to discuss financing & exit possibilities) [Put Select Equity as Buyer below]
We're going into title and Wholetailing --> (Set Exit Strategy Meeting to discuss financing and scope of work) [Put Select Equity as Buyer below]
Other
BUYER INFORMATION
Buyer Contact Name
*
First Name
Last Name
Buyer Phone Number
*
-
Area Code
Phone Number
Buyer E-mail
*
example@example.com
Buyer's Entity Name
Steve's Houses, LLC, etc
Buyer's Title with Entity
President, Chief Mgr, etc
Any other instructions Regarding Buyer - (enter Buyer's agent's contact AND Buyer's Title Company with Closer Contact info if applicable)
WHO IS COMPLETING THIS FORM?
*
Brendan Anderson
Ryan McMonigal
Jason Cramer
Shantell Cramer
UPLOAD THE Purchase Agreement and/or Assignment and other pertinent docs if applicable
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