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 -MUST HAVE HOA INFO -OR- Property Exemption
Compensation Agreement
Earnest Check or Copy of Check
Bank- Loan Pre-Qualification Letter -OR- Proof of Funds Letter
Disbursement Form (SilverPointe Form)- For Agent and inter-office use only
Purchase & Sale Agree Timeline Checklist (TAR RF708)- For Agent use only
Include if applicable:
Lead Based Paint Disclosure
Sub-surface Sewage Disclosure & Permit
FHA/VA Addendum
Personal Interest Disclosure
Back-up Offer Contingency Addendum
Temporary Occupancy Agreement
Bill of Sale for Personal Property
Do:
Get Binding Agreement Date & Final Contract
Update Client’s Contact Information in your contact database
Obtain Other Agent’s Contact Information
Add all deadlines to your Calendar
Change Status- MLS
Copy/Send everything to Judy Mangrum
- Contract / Disclosure Statement/ Confirmation of Agency Status
- Earnest Money Check or Copy
- Lead Paint, Disclosures, Wire Fraud, Disclaimer
- Buyers Rep Agreement- Designated
- Compensation Agreement & Disbursement Form (SilverPointe)
- MLS Change of Status Form
Copy/Send everything to Tennessee Title or Title company of choice
Send client email congratulations, copy of contract & copies of all documents through out the process
Buyer: Set up Inspection Appointment (other inspections-septic,pool,termite)
Buyers: Homeowners Insurance Quote
Get HOA CCRs & Utilities
Sellers: Get Title Policy-reissue credit
Almost Close:
Notification Form required at 14 days after Binding Agreement Date
Inspection Release
Check on Appraisal
Set Closing Time & send to client
Order Warranty
Send Utilities Contact information and a Connection Reminder
Set up Final Walk thru Appointment
Closing Gift?
Close:
Update your websites/social media with Sold status: Personal Website, Zillow, CRM, Social Media
Remove from any websites or ads
Turn off Realtracs Autonotify
Change Client address CRM & Contacts List, on phone
Calendar reminder to follow up with client in the future
Mail thank you letter/note to other agent
Final Settlement Statement in the file
Send ZILLOW or GOOGLE request to client for feedback