Buyer With Ratified Contract
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Commission % To Agent
45% (Servicing Contract - TEAM generated lead)
50% (SELF generated lead)
40% (New Team Agent signed after 5/15/22 - Servicing Contract)
45% (Showing agent receiving 5%)
40 or 45% - Coaching with Isaiah split
Other % - please specify in Special Instructions at the end of the form
Contacts
Please correctly fill out the names and email addresses of those involved so they may receive a copy
Lead Agent
*
Abel@coalitionpg.com
Amber@coalitionpg.com
Angelo@coalitionpg.com
Antoine@coalitionpg.com
Harrison@coalitionpg.com
Isaiah@coalitionpg.com
Jaime@coalitionpg.com
Jerry@coalitionpg.com
Jonathon@coalitionpg.com
Keith@coalitionpg.com
Lewayne@coalitionpg.com
Luther@coalitionpg.com
Ryan@coalitionpg.com
Steven@coalitionpg.com
Summer@coalitionpg.com
William@coalitionpg.com
Is this a CPG listing?
*
Yes
No
Servicing Agent
*
Abel@coalitionpg.com
Amber@coalitionpg.com
Angelo@coalitionpg.com
Antoine@coalitionpg.com
Harrison@coalitionpg.com
Isaiah@coalitionpg.com
Jaime@coalitionpg.com
Jerry@coalitionpg.com
Jonathon@coalitionpg.com
Keith@coalitionpg.com
Lewayne@coalitionpg.com
Luther@coalitionpg.com
Ryan@coalitionpg.com
Summer@coalitionpg.com
William@coalitionpg.com
Showing Agent (Only to be used if the Showing Specialist is receiving a percentage of commission. For all others, use the Request for Compensation jotform and select N/A below)
*
N/A
Angelo@coalitionpg.com
ISA Involved?
*
Nakia Black
None
Client 1 Name
Type of Purchase (for internal use only, not to be disclosed to lender)
*
Primary Residence
Investment
Will buyer be moving in to this home? (for database management purposes)
*
Yes, please change Home address in Brivity to this address
No, this is an investment property
Client 1 Name, Mailing Address, Phone Number & Email Address
*
Client One 1: Male/Female
*
Male
Female
Client 2 Name, Mailing Address, Phone Number & Email Address
Client 2: Male/Female
Male
Female
Relationship of Client 2 to Client 1 (spouse, mother, sister, business partner, etc)
Second Client (If applicable)
First Name
Last Name
Client Phone Number
-
Area Code
Phone Number
Second Client Phone Number (if applicable)
-
Area Code
Phone Number
Client Email Address
example@example.com
Relationship of Client 2 to Client 1 (spouse, mother, sister, business partner, etc)
spouse, mother, sister, business partner, etc
Out of State Buyer
*
Yes
No
Remote Closing Needed (Does the title company need to send a mobile notary to their current out of state residence?)
*
Yes
No
Not sure - please ask buyer
Additional Client Information (out of state buyer, needs POA, add additional buyer name to deed, etc)
Listing Agent Email Address
example@example.com
Listing Agent Transaction Coordinator/Assistant Email Address
example@example.com
Lender Email Address
ajaffe@gofirsthome.com
david.stradford@bofa.com
deb.levy@chase.com
gina.myers@myccmortgage.com
James.White@fairwaymc.com jdteitelman@firstsavings.com
jdavid@vellummortgage.com
michael.crook@caliberhomeloans.com
JRyon@firsthome.com
Levonia.Wiggins@bankwithunited.com
mfields@nexamortgage.com
matt.sines@dkmortgage.com
mosbymortgageadvisor@gmail.com
mclark@eaglebankcorp.com
sawwal@mainstreethl.com
hkramer@bsmfunding.com
JDawson@firsthome.com
wlogan@naca.com
dmircetic@naca.com
sheneathiadelaoz@naca.com
Lender Email Address (if not listed above)
example@example.com
Title Company Email Address
angie@rgstitle.com
chrysell@kvstitle.com
lellyett.wentworth@kvstitle.com
jfrye@clatitle.com
orders@clatitle.com
karen@smartsettlements.com
kevin@rgstitle.com
lellyett@kvstitle.com
processing@emkaytitle.net
grichardson@paragontitle.com
robrothstein@paragontitle.com
sarah@covenantsettlements.com
hwilder@universaltitle.com
cwilson@stewart.com (MD)
traci.volta@stewart.com (DC)
rashida@primetitlellc.com
darrylnn@tsbtitle.com
Title Company Email Address (if not listed above)
example@example.com
If Title & Lender not listed, fill in below
Contract Details
Purchase Price
Admin Fee Charged (If VA financing or NACA loan, no admin fee can be charged)
*
EMD Options
Buyer Delivering Check
Buyer Wiring Funds
Agent Delivering Check
Contact Buyer and Ask
Closing Date
-
Month
-
Day
Year
Date
Condo Docs/HOA Docs Received?
Yes
No
N/A
Inspection Needed
Yes
No
Has the home inspection been scheduled? (agent is responsible for scheduling)
Yes
No
Date & Time of Home Inspection (If not scheduled yet, be sure to notify your Transaction Coordinator once it has been scheduled.)
.
Do you need a Termite Inspection?
Will be done at home inspection
Yes, order from PestNow
No, it is not required
Do you need me to get a Buyer Agreement signed?
Yes
No, it is already signed
Source of Buyer (previous version)
Source of Buyer:
*
Past client
Sphere - family/friend
Sphere - other
Referral from outside agent
Referral from past client
Referral from lender
Referral from sphere
Buyer Seminar
Social Media
Internet (Zillow, Yelp, etc)
Other (please list below)
Source of Buyer if not listed above:
Is there a referral fee due to another office?
*
Yes
No
Not sure - please ask lead agent
Should we add client to Just Closed auto plan in Brivity?
*
Yes, add to 6 -touch 1 year follow up system asking for referrals
No, do not add this client to auto plan
Title Company
Allied Title
C.L.A. Title
KVS Title
Paragon Title
RGS Title
Smart Settlements
Stewart Title - DC
Stewart Title - MD
Universal Title
None of the above
Lender
Alex Jaffe
Carey Riel
Dawn Cree-Mosby
Hal Kramer
Jake Ryon
JD Teitelman
Joshua David
Lisa West
Lola Pol
Matt Sines
NACA - Annette Young
NACA - Gladys DeGutierrez
NACA - Langston Wright
NACA - W. Scott Logan
Sharee Awwal
# of Days Inspection Contingency
# of Days Appraisal Contingency
# of Days Finance Contingency
Home Warranty
Yes
No
Who pays home warranty
Buyer
Seller
Home Warranty Amount and Company
First time buyer
Yes
no
Closing Cost Credit
Outside Broker Referral Fee Due (agent, company, amount)
Other contingencies/Special instructions
TEAM APPROVAL REQUIRED: Would you like this closing to be filmed? (Agent must confirm with buyer for approval) Contract manager will check with Jaime to confirm that we have not reached video limit per month
Yes (OPS add omer@refitified.com to calendar invite) TEAM APPROVAL REQUIRED
No
Attach Ratified Contract
*
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