Contract Checklist – Silverpointe Properties

Contract Checklist

Contract Checklist

/ / /
Comments Closed

Contract Checklist

Provided as an example only. Create your own list to use along with the TAR RF708 Checklist

Purchase and Sale Agreement
Confirmation of Agency Status
Property Disclosure – Signed by Buyers-MUST HAVE HOA INFO
Lead Based Paint
Disclaimer Form, Wire Fraud
Compensation Agreement
Buyers Rep Agreement- Designated Agency
Earnest Check or Copy of Check
Bank- Loan Pre-Qualification Letter
Disbursement Form (SilverPointe)
Purchase & Sale Agree Timeline Checklist (TAR RF708)

Get Binding Agreement Date & Final Contract
Make a folder
Update Client’s Contact Information
Obtain Other Agent Information
Create Yellow Sticker for Folder
Add to Closing Spreadsheet
Add all deadlines to your Calendar
Change Status- MLS & Showing Time
Copy everything for Judy
Contract/ Disclosure Statement/ Agency Status
Earnest Money Check or Copy
Lead Paint, Disclosures, Wire Fraud
Buyers Rep Agreement- Designated
Compensation Agreement Disbursement Form (SilverPointe)
MLS Change of Status Form
Copy everything for TN Title
Send client email congratulations & timeline sheet with copy of contract
Buyer: Set up Inspection Appointment (other inspections-septic,pool,termite)
Buyers: Homeowners Insurance Quote!
Get HOA CCRs & Utilities

Sellers: Get Title Policy-reissue credit
Notify Marketing (if applicable) of Pending status for advertisements

Almost Close:
Notification Form required at 14 days
Check on Appraisal
Set Closing Time & send to client
Order Warranty
Send Utilities Connection Reminder
Set up Walk thru Appointment
Closing Gift for Buyers

Update all websites with Sold status: Personal Website, Zillow, CRM
Remove from any websites or ads
Turn off Realtracs Autonotify
Change Client address CRM & Contacts List, on phone
Add commission/closed to Excel Spreadsheet, CRM etc
Add to SOLD sheet for Presentations
Calendar reminder to follow up
1 month,3,6,12 months & annually
Mail thank you letter to other agent
Final Settlement Statement in the file
Finalize Closing List and file
Send ZILLOW or GOOGLE request to client for feedback

Copyright © 2019 Silverpointe Properties.
Disclaimer: All information deemed reliable but not guaranteed. All properties are subject to prior sale, change or withdrawal. Neither listing broker(s) or information provider(s) shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless. Listing(s) information is provided for consumers personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. The data relating to real estate for sale on this website comes in part from the Internet Data Exchange program of MTRMLS, Inc. Real estate listings held by brokerage firms other than SilverPointe® Properties may be marked with the Internet Data Exchange logo and detailed information about those properties will include the name of the listing broker(s) when required by the MLS. All rights reserved. --