Tarbell, Realtors

Tarbell, Realtors File Check List: Standard Sale Property Address 12 P RCSD Supporting Documents - If applicable 13 D REO-Probate Property Tax Assess ...
12 downloads 548 Views 136KB Size
Download PDF
Love PNG Images
Tarbell, Realtors File Check List: Standard Sale Property Address Listing Agent Selling Agent

Office Office

Listing Documentation 1 2 3 4 5 6 7 8 9 10 11 12

LP

13 14 15 16 17 18 19 20 21

L

1 2 3 4 5 6 7 8

LP

9 10 11

D

L L L L L L L L L L L

L L L L L L L L

Property Profile (Required) Agency Disclosure (AD) (12/14) (Required) Affiliated Business Arrangement (6026FM) (01/14) (Required) Listing Agreement (RLA) (12/15) (RLAA) (11/13) & (SA) (12/15) (Required) Probate Listing Addendum (PLA) (12/15) - If applicable Exclustion from Internet ( SELI) or MLS (SELM) (07/13) - If applicable Trust Advisory Listing (TAL) (04/11) If applicable Representative Capacity Signature Disclosusre - Seller (RCSD-S) (06/16) - If applicable RCSD Supporting Documents - If applicable E-Doc Acceptance/Digital Signature Waiver (6507FM) (07/14) (Required) Listing Agreement Amendment (6116FM) (12/07) - If applicable Possible Reresentation for More than 1 Buyer/Seller (PRBS) (11/14) (Required) Keysafe/Lockbox Authorization (KLA) (04/13) If property is Tenant occupied - If applicable Sellers Estimated Net Proceeds - Listing (Required) MLS Printout (Active) Approved by Seller (Required) MLS Printout (Back-up/Contingent) - If applicable MLS Printout (Copies of All Changes) - If applicable Previous Agent MLS Printout (History) - If applicable Copies of Property Flyers (Approved by Seller) (Required) Marketing Plan (At time of listing) (Required) Disclosures/ Documents pending signatures - If applicable

Sales Documentation P P P P P P P

P L

Property Profile (Required) Buyer Rep Agrmnt (BRNN) (11/12), (BRE) (04/13), (BRNE) (04/13) & (BIA-B) (11/14) Agency Disclosure (AD) (12/14) Buyer & Seller (Required) Possible Reresentation More than 1 Buyer/Seller (PRBS) (11/14) (Required) Affiliated Business Arrangement Disclosure (6026FM) (01/14) Buyer (Required) Affiliated Business Arrangement Disclosure (6026FM) (01/14) Seller (Required) Purchase Agreement (RPA-CA) (12/15), (NODPA) (11/14) & (BIA-A) (11/14) (Required) Agency Confirmation (In Contract) or Form (AC) (04/08) (Required) Trust Advisory (TA) (11/14) - If applicable Representative Capacity Signature Disclosure (RCSD-S) (06/16) - If applicable Representative Capacity Signature Disclosure (RCSD-B) (06/16) - If applicable

Revised Date 12/2016

Page 1 of 4

Tarbell, Realtors File Check List: Standard Sale Property Address

12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49

P D D P P P P P P P P P P P P L L P P P P P P P P P P P P P P P D D D D D D

RCSD Supporting Documents - If applicable REO-Probate Property Tax Assess Release (6235FM) (04/10) - If applicable Probate Advisory (PA) (04/11) - If applicable E-Doc Acceptance/Digital Signature Waiver and Release (6507FM) (08/15) (Required) Notice of Default Purchase Agreement Rel (6236FM) (05/08) - If applicable-See Manager SELLER License to Remain (SIP) (12/16) - If applicable Back-Up Offer (BUO) (11/14) - If applicable Tenant in Possession (TIP) (11/12) - If applicable As-Is Sale of Property Release (6300FM) (12/06) - If applicable Statewide Buyer-Seller Advisory (SBSA) (01/16) (Required) Contingency for Sale of Buyer Property (COP) (06/16) - If applicable Sellers Purchase of Replacement Property (SPRP) (06/16) - If applicable OSB Addm/Contract/Addm/Supplement (ADM) (12/15) - If applicable (HID) (04/08) (Required for all FHA Transactions @time of offer) FHA/VA Amendatory Clause (FVAC) (11/12) Required for all FHA/VA Transactions Buyers Estimated Closing Cost @ Offer/Acceptance (Required for Tarbell Buyers) Sellers Estimated Net Proceed @ Time of Offer/Acceptance Required for Tarbell Sellers) Seller Counter Offer (SCO) (11/14) - If applicable Buyer Counter Offer (BCO) (11/14) - If applicable Seller Multiple Counter Offer (SMCO) (12/15) - If applicable Copy of Trust Log Entries at Time of Release - If applicable Copy of Deposit Check (Both Sides) Required for Tarbell Buyer) Wire Fraud Advisory (WFA) (06/16) (Required) MLS Printout @ time of offer (Required for Tarbell Buyers) Copy of Property Flyers (Required for Tarbell Buyers) Copy of Sale Report (Required) Tarbell Insurance Quote (Required for Tarbell Buyers) Supplemental Escrow Instructions/Sale Escrow Instructions (Required) Escrow Commission Authorization (Required) Escrow Opening Info Cover Sheet (6204FM) (08/15) (Required for Tarbell Listings) Escrow Admendments - If applicable Escrow Receipt for Buyer's Deposit (Required) Escrow Holder Acknowledgement (Page 10) or 1st page of Escrow Instructions(Required) Transfer Disclosure Statement (TDS) (04/14) (Required) Agent Visual Inspection Disclosure (AVID) (11/13) Listing (Required for Tarbell listings) Agent Visual Inspection Disclosure (AVID) (11/13) Selling (Required for Tarbell Sales) Seller Propery Questionnaire (SPQ) (12/16) (Required) Exempt Seller Disclosure (ESD) (12/16) If applicable

Revised Date 12/2016

Page 2 of 4

Tarbell, Realtors File Check List: Standard Sale Property Address

50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86

D D D D D D D D D D D D D D D D D D D D D D D D D D D D D D D D P P L P P

Water Heater/Smoke Detector Statement (WHSD) (11/10) - Not needed If TDS in file Water-Conserving and Monoxide Detector (WCMD) (12/16) Lead-based Paint Disclosure (FLD) (11/10) (required for Pre 1978 Buildings) Receipt for Combined Environmental Booklet (Required) Earthquake Page (Required for Pre1960 Buildings) Natural Hazard Disclosure Report Only (Required) Natural Hazard Disclosure - Signature Pages (Required) Mello-Roos Tax and 1915 Bond Act Assessment Notice (Required) Notice of Supplemental Prop Tax Bill (SPT) (10/05) or (in NHD or SBSA) (Required) Professional Home Inspection Report or (BIW) (04/08) (Required) Request for Repairs (RR) (12/15) If applicable Seller Response and Buyers Reply (RRRR) (12/15) - If applicable FHA or VA Notice @ Addendum (FVA) (04/10) Required for all VA/FHA Transactions Wood Pest Report or BIW (Required) Wood Pest Clearance - If applicable Preliminary Title Report (Required) Seller Affidavit Non-Foreign Status/Cal Res (AS) (04/12) One per Seller (Required) Escrow Acknowledgement or (QS) (04/09) - If applicable Buyers Affidavit (AB) (02/91) - If applicable Home Warranty Acknowledgment or Waiver (6102FM) (06/15) (Required) Local or Area Disclosures ( See Tarbell Forms Library) If applicable House Key Disclosure & Release (6256FM) (9/10) (Required If Tarbell Buyer) Parking Storage Disclosure (PSD) (11/12 )- If applicable Itemized Escrow Amendment for HOA Docs/Info - If applicable Contingency Removal(s) (CR) (06/16) (Required) Notice to Buyer to Perform (NBP) (11/14) - If applicable Notice to Seller to Perform (NSP) (06/16) - If applicable Demand to Close Escrow (DCE) (10/05) - If applicable Extension of Time (ETA) (04/06) - If applicable As-Is Property Sale Release w/Credit (6301FM) (05/13) - If applicable See Manager Other Applicable Releases (See Manager) - If applicable Cooperating Broker Compensation Agreement (CBC) (04/09) - If applicable Receipt for Increased Deposit (RID) (11/13) - If applicable Buyer's Final Walk-Through (VP) (04/07) or Waiver (6162FM) (12/06) (Required) Cancellation of of Contract/Release of Deposit. (CC) (11/14) - If applicable Communication Log - All faxes,e-mails and correspondence (Required for Tarbell Listings) Communication Log - All faxes,e-mails and correspondence (Required for Tarbell Sales)

File Check List: Standard Sale

Revised Date 12/2016

Page 3 of 4

Tarbell, Realtors Property Address

87

P

89 90 91 92

P P P P

MLS Printout (Pending or Backup) (Required for Tarbell Listings) Closing Statement from Escrow - Tarbell Seller Closing Statement from Escrow - Tarbell Buyer DFT, Rejected Offers, Etc. Any Paperwork not on Checklist Above

Revised Date 12/2016

Page 4 of 4