Contract Checklist – Silverpointe Properties

Contract Checklist

Contract Checklist

01/19/2021
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Comments Closed

Contract Checklist

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

Need:
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)

Do:
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

Close:
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

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