Platinum DB Guide

1
First Steps* This field is required.Complete these 2 steps prior to completing a pending transaction record.
Add Property Address
Add Contacts
Address and Contacts already added!
2
What Would You Like to Do Next?* This field is required.Select an Option Below
Enter a Transaction
Enter a Listing
Submit a RFC
Upload Documents
3
Is this a New or an Existing Transaction?* This field is required.
NewExisting
4
What Type of Transaction Is This?* This field is required.
Buyer
Seller
Rental
5
Are You Holding Earnest Money?* This field is required.Indicate if Platinum Real Estate is holding Earnest Money for the Client
YESNO
6
Are You Holding a Security Deposit?* This field is required.Indicate if Platinum Real Estate is holding a Security Deposit for Client
YESNO
7
TransactionsAdd New or Update Transactions Record
Add Transaction Now
Choose another Transaction Type
8
You Must Submit Earnest Money to the Broker within 24 HoursAdd Earnest Money Now
Add Transaction Now
Choose Another Transaction Type
9
You Must Submit Security Deposits to the Broker within 24 HoursAdd Deposit Now
Add Transaction Now
Choose Another Transaction Type
10
Is this a New or an Existing Listing?* This field is required.
NewExisting
11
ListingsAdd New or Update Listings Record
Add Listings Now
Choose Another Option
12
Have you added a Transaction record for this RFC?* This field is required.
YesNo
13
Did you already upload all required/supporting documentation?* This field is required.
YesNo
14
What Type of Document(s) are to be uploaded?* This field is required.
Buyer
Seller
Rental
15
Buyers Transaction Document ChecklistAll required/supporting Buyer Documents must be uploaded with each Transaction. Documents with an asterisk (*) are required.
1. Buyer/Broker Agreement*
2. Pre-approval letter
3. Executed Sales Contract*
4. Addendums/Amendments to Contract
5. Copy of Earnest Money*
6. Property Inspection Report
7. Appraisal Report
8. Agent Commission Agreement*
9. Settlement Statement/Hud-1*
10. Closing Attorney Wiring Instructions
11. Other
16
Seller Transaction Document ChecklistAll required/supporting Seller Documents must be uploaded with each Transaction. Documents with an asterisk (*) are required.
* Listing Agreement*
* Pre-approval letter
* Executed Sales Contract*
* Addendums/Amendments to Contract
* Copy of Earnest Money*
* Property Inspection Report
* Appraisal Report
* Agent Commission Agreement
* Settlement Statement/Hud-1*
* Closing Attorney Wiring Instructions
* Other
17
Rental Transaction Document ChecklistAll required/supporting Rental Documents must be uploaded with each Transaction. Documents with an asterisk (*) are required.
* Lease Agreement*
* Security Deposit*
* Move-in inspection Report*
* Agent Commission Agreement*
* Manual check form*
* Addendums/Amendments
* Other
Should be Empty: