Prime Transactions INFO Sheet
This form helps your TC work on your files more efficiently!
AGENT Name
*
First Name
Last Name
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Listing or Sale
*
Listing (Presale-not in Escrow)
Pending Sale
Listing On Market Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Open Presale?
*
Yes
No
Presale Already Opened
Presale Escrow Officer Name, Email, Escrow #, etc.:
*
Select All That Apply to this Listing or Sale
*
Over 4 Units
Tenant Occupied
HOA (please provide HOA info in Notes section)
Client does NOT use Email/E-Signature
Probate/LLC/Trust
Use GLIDE for TDS/SPQ/Earthquake
NONE
Is your client ordering their OWN inspections?
*
Yes
No
Please list the inspections client is ordering:
Client Name(s) & Email(s)
*
Escrow Officer Name, Email, Escrow #, etc.:
*
Buyer Financing:
*
Loan
All Cash
Commission %:
Lender Info
*
Other Agent Name, Email, Coordinator, etc.:
*
Any other NOTES? (Referrals, credits, etc.?)
Who is your assigned TC?
*
Pam
Nicole
Kathy
Michelle
Jillian
Please upload Listing Agreement, Purchase Contract, Pre-approval Etc.:
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