Buyer With Ratified Contract
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Commission % To Agent
DMV - 40% (Servicing Contract - TEAM generated lead)
DMV - 60% (SELF generated lead - Experienced Agent)
DMV - 50% (SELF generated lead - New Agent)
DMV - 45% (Showing agent receiving 5%)
DMV - 70% (Sale Price under $250k or New Construction comm under $6k flat fee)
Philly - AGENT Buyer 60%
Philly - TEAM GENERATED Buyer 40%
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
angelo@coalitionpg.com
angelle@coalitionpg.com
andranik@coalitionpg.com
archer@coalitionpg.com
ashay@coalitionpg.com
austin@coalitionpg.com
brettany@coalitionpg.com
cat@coalitionpg.com
crystal@coalitionpg.com
david@coalitionpg.com
diamond@coalitionpg.com
dominique@coalitionpg.com
elisha@coalitionpg.com
grace@coalitionpg.com
harrison@coalitionpg.com
jaime@coalitionpg.com
jazmin@coalitionpg.com
jerry@coalitionpg.com
jonathon@coalitionpg.com
keith@coalitionpg.com
linda@coalitionpg.com
lewayne@coalitionpg.com
luther@coalitionpg.com
morgan@coalitionpg.com
nate@coalitionpg.com
ryan@coalitionpg.com
robert@coalitionpg.com
sami@coalitionpg.com
sanford@coalitionpg.com
saron@coalitionpg.com
steve@coalitionpg.com
steven@coalitionpg.com
summer@coalitionpg.com
william@coalitionpg.com
torri@coalitionpg.com
tyeana@coalitionpg.com
tracy@coalitionpg.com
Is this a CPG listing?
*
Yes
No
Servicing Agent
*
abel@coalitionpg.com
angelo@coalitionpg.com
angelle@coalitionpg.com
andranik@coalitionpg.com
archer@coalitionpg.com
ashay@coalitionpg.com
austin@coalitionpg.com
brettany@coalitionpg.com
cat@coalitionpg.com
crystal@coalitionpg.com
david@coalitionpg.com
diamond@coalitionpg.com
dominique@coalitionpg.com
elisha@coalitionpg.com
grace@coalitionpg.com
harrison@coalitionpg.com
jaime@coalitionpg.com
jazmin@coalitionpg.com
jerry@coalitionpg.com
jonathon@coalitionpg.com
keith@coalitionpg.com
linda@coalitionpg.com
lewayne@coalitionpg.com
luther@coalitionpg.com
morgan@coalitionpg.com
nate@coalitionpg.com
ryan@coalitionpg.com
robert@coalitionpg.com
sami@coalitionpg.com
sanford@coalitionpg.com
saron@coalitionpg.com
steve@coalitionpg.com
steven@coalitionpg.com
summer@coalitionpg.com
william@coalitionpg.com
torri@coalitionpg.com
tyeana@coalitionpg.com
tracy@coalitionpg.com
Was this transaction referred by a member of leadership? If yes select who
Please Select
Ryan
Keith
Harrison
Jerry
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
Is the buyer paying any additional commission above what the seller is offering? YOU MUST ALREADY HAVE A SIGNED BUYER AGREEMENT SPECIFYING THIS
*
Please Select
Yes
No
Seller Paid Commission Percentage:
*
Buyer Paid Commission Percentage:
*
ISA Involved?
*
Grace Sicard
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
ahearnm@fnb-corp.com
aminnis@nfmlending.com
deb.levy@chase.com
eric@mymissionloan.com
gina.myers@myccmortgage.com
hkramer@bsmfunding.com
James.White@fairwaymc.com
jdavid@vellummortgage.com
JDawson@firsthome.com
jdteitelman@firstsavings.com
JRyon@firsthome.com
Levonia.Wiggins@bankwithunited.com
malcolm.crane@fairwaymc.com>
mclark@eaglebankcorp.com
matt.sines@nafinc.com
mfields@nexamortgage.com
michael.crook@caliberhomeloans.com
mosbymortgageadvisor@gmail.com
ray.tate@churchillmortgage.com
sawwal@mainstreethl.com
slyon@cmghomeloans.com
annetteyoung@naca.com
dmircetic@naca.com
gladysdegutierrez@naca.com
sheneathiadelaoz@naca.com
wlogan@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
rvacontracts@vestasettlements.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:
*
1. Sphere of Influence
2. Sphere referral
3. Repeat client (client has worked with you before)
4. Referral from client (past or current client)
5. Referral from vendor (lender, title company, insurance agent, inspector)
6. Referral from agent (referral fee due)
7. Facebook
8. Instagram
9. TikTok
10. YouTube
11. Internet (Google, Zillow, LinkedIn, Homes.com)
12. Seminar
13. Cold Calling/Expired/Prospecting
14. Sign call
15. Inbound call (call to main number other than sign call)
16. Open House
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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