MLS Transaction Checklist PROPERTY ADDRESS Property Type

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					MLS #:_______________________________                      Transaction Checklist
PROPERTY ADDRESS:

Property Type:      _____ Det. Res. SF _____ Att. Res. SF _____ Condo _____ Vacant Res. _____ Commercial

Seller:

                    Ph:                          Cell:                        Fax:

                    Email:

Seller:

                    Ph:                          Cell:                        Fax:

                    Email:

Seller’s Children



Buyer:

                    Ph:                          Cell:                        Fax:

                    Email:

Buyer:

                    Ph:                          Cell:                        Fax:

                    Email:

Buyer’s Children



Coop. Agent:

Coop. Company:

                    Ph:                          Cell:                        Fax:

                    Email:

Escrow Company:                                                               Amount:

                    Ph:                          Cell:                        Fax:

                    Email:

Closing Agent:

Closing Company:

                    Ph:                          Cell:                        Fax:

                    Email:

Mortgage Company:

                    Ph:                          Cell:                        Fax:

                    Email:

                    ERA MORTGAGE: 1.888.308.3498                      LINDA HANCOCK: 747.1620
Home Warranty Co:                                                Paid/Ordered By:                   Policy No:

                                    Seller: _____ YES _____ NO   Buyer: _____ YES _____ NO          Add. Cov: _____ YES _____ NO

Association/Condominium Representative:

                                    Ph:                          Cell:                              Fax:

                                    Email:

Appraiser:                                                       Septic Inspector:

Property Inspector:                                              Well Inspector:

WDO Inspector:                                                   Surveyor:

Buyer’s Insurance Co:


FEES:

Professional Fee:                                                Coop. Fee:

Source of Seller:                                                Source of Buyer:

Referring Company:                                                                                  Fee:

                                    Address:



                                    Ph:                          Cell:                              Fax:

                                    Email:


IMPORTANT DATES SUMMARY:

Listing Date:                                                    Appraisal Deadline:                       Ordered:

Listing Expiration Date:                                         Appraisal Received:

                                                                 Property Inspection Deadline:

Effective Date of Contract:                                               Property:                        Ordered:

Date Deposit Due:                              Amt.:                      Mold:                            Ordered:

Date Deposit Received:                                                    Radon:                           Ordered:

Date Additional Deposit Due:                   Amt.:                      Septic:                          Ordered:

Date Additional Deposit Received:                                         Well:                            Ordered:

Contract Closing Date:                                                    Walk -Through:

Actual Closing Date:                                                      Delivery of Written Notice:

Energy Efficiency Information Brochure:                          WDO Deadline:                             Ordered:

Lead Based Paint Information Pamphlet:                                    Delivery of Written Notice:

Loan Application Deadline:                                       Survey Deadline:                          Ordered:

Actual Loan Application:                                                  Delivery of Written Notice:

         Delivery of Written Notice:                             Title Ins. Deadline:                      Ordered:

Loan Commitment Deadline:                                        Title Insurance Commitment Delivered:

Loan Commitment Received:                                                 Delivery of Written Notice:
SHOWING INSTRUCTIONS:

Lock Box: _____ YES _____ NO                            No:
Location:                                               Entered in GE Security: _____ YES _____ NO

Must Contact:                  Vacant:                  Leave Message:                 Security Alarm:                 Pets:

Other Instructions:




LISTING:
Presentation Preparation
_____ Property Inspection                      _____ Prepare Floor Plan & Calculate Square         _____ Salability Rating
_____ Measure, Gather Data & Take Photos              Footage                                      _____ Provide Marketing Presentation to
                                               _____ Prepare CMA                                          Seller


Necessary Listing Forms – Executed & Obtained
_____ ERSLA – Transaction Broker               _____ Notice to Association                        _____ Mortgage Loan Information
_____ Lead Base Paint Disclosure (Pre-1978)    _____ Mold Disclosure                              _____ Home Warranty – Seller
_____ Seller Disclosure & Latent Defects       _____ ERA Commitment to Service                    _____ Outgoing Referral Form
       Statement                               _____ Closing Costs Estimate                       _____ ERA Mortgage Application


Obtain From Seller
_____ Keys                                     _____ Previous Appraisal to Verify Sq.Ft.           _____ Condominium Contact Info
_____ Previous Title Ins. Commitment           _____ Open Building Permits                                _____ Application_____ Budget
_____ Prior Survey                             _____ Insulation Disclosure (If New)                       _____ Documents_____ Q/A Sheet
_____ Prior Elevation Certificate              _____ Association Contact Info                             _____ Financial Statement
_____ Termite Bond                                    _____ Dues                                   _____ Ongoing Maintenance Schedule


Processing – Teammate
 _____ Verify Accuracy & Execution of All       _____ Submit At Least 9 Photos to MLS              _____ Provide Special Advertising Request
        Docs                                    _____ Order “For Sale” Sign                                to Marketing@Panamacityera.Com
 _____ Submit Seller Warranty Application to    _____ Review & Modify ERA.Com Info                 _____ Send “Thank You” Card to Seller
        Admin                                   _____ Deliver Property Brochure                    _____ Ask For Referrals
 _____ Install Lock Box                         _____ Email MLS Info & Brochure to Seller          _____ Provide COMPLETED File to Admin
 _____ Submit Information to MLS                _____ Add Seller as MLS Prospect


Processing – Administration Team
 _____ Verify Accuracy & Execution of All       _____ Add MLS Info to Office Listing Books         _____ Prepare Advertising
        Docs                                    _____ Add Info to Back Office System               _____ Prepare Sales Meeting Presentation If
 _____ Provide To Broker for Review &           _____ Order “For Sale” Sign                                Qualified
        Approval                                _____ Review ERA.Com Info                          _____ Send “Thank You” Letter to Seller,
 _____ Submit Seller Warranty Application       _____ Prepare Property Brochure                    _____ Together With “Select Services” Info
 _____ Submit Outgoing Referral to Cartus       _____ Request Mortgage Info                        _____ Provide COMPLETED File to Broker
 _____ Review MLS Info & Photos                 _____ Request Association/Condo Info


Processing – Broker
_____ Review File & Execute Of All Docs        _____ Send “Thank You” Card to Seller
CONTRACT TO CLOSING:
Prepare, Review & Execute All Forms
_____ Agency                                          _____ Documents_____ Q/A Sheet          _____ Waiver Of Inspections
_____ FAR Contract                                    _____ Financial Statement               _____ Things To Know
_____ Energy Efficiency Brochure               _____ Closing Costs Estimate                   _____ Home Warranty
_____ Lead Base Paint Pamphlet (Pre-1978)      _____ Seller Disclosure & Latent Defects       _____ ERA Mortgage
_____ Association Disclosure                          Statement                               _____ Collect & Receipt Escrow Deposit
_____ Condo Disclosure                         _____ Mold Disclosure                          _____ Loan Pre-Approval Letter
       _____ Application_____ Budget           _____ Property Inspection Disclosure


Transaction To Closing Processing
_____ Ensure All Documents Are Legible          _____ Assure Loan Application Is                _____ If Selling Agent, Deliver Any Notices
_____ Deliver Escrow Deposit To Admin                  Submitted By Buyer                       _____ Follow-Up On Title Insurance
_____ Complete Transaction Voucher &            _____ Review Loan Pre-Approval Letter           _____ Remind Buyer To Obtain Property
       Fee Calculation                          _____ Assure Appraisal Scheduled                       Insurance
_____ Deliver Copies To Seller’s & Buyer’s      _____ Follow-Up On Appraisal                    _____ Assure Buyer Has Obtained
       Agent                                    _____ If Selling Agent, Deliver Any Notices            Insurance
_____ Deliver Escrow Letter To Listing          _____ Assure Inspections Scheduled              _____ Assure All Contingencies Are
       Agent                                           _____ Property _____ Mold                       Complied With
_____ Deliver Condo Docs                               _____ Radon _____ Septic                 _____ Assist Seller With Any Repairs
       ____________ Date Receipt Signed                _____ Well _____ Other                   _____ Remind Seller To Schedule Utilities
_____ Change MLS Status                                _____ WDO _____ Survey                          Disconnect
_____ Assure Title Insurance Commitment         _____ Follow-Up On Inspections                  _____ Provide Closing Co. Reimbursement
       Ordered                                         _____ Property _____ Mold                       Invoices
_____ Listing Agent Deliver Previous                   _____ Radon _____ Septic                 _____ Schedule Closing Date And Time
       Commitment                                      _____ Well _____ Other                   _____ Review HUD-1 & Closing Docs
_____ Deliver Title Insurance Commitment               _____ WDO _____ Survey                   _____ Assure That Any Closing Mail Out Is
_____ If Selling Agent, Deliver Any Notices     _____ Review Inspections                               Completed


Closing
_____ Complete Walk-Through Inspection         _____ Remind Buyer Of Amount Due &             _____ Enter Closed Sale In MLS
_____ Prepare Closing Package For Buyer               Certified Check                         _____ Deliver Completed File To Admin
       _____ Thank You                         _____ Get Executed Copies Of Closing Docs      _____ Send Thank You Notes To All Involved
       _____ Keys                                     _____ HUD-1 _____ Home Warranty                _____ Seller _____ Buyer
       _____ Garage Door Openers                      _____ Authorization To Sign HUD                _____ Coop Agent
       _____ Home Warranty                            _____ Survey _____ WDO                  _____ Enter All Pertinent Data & Dates In
       _____ Termite Bond                             _____ Inspection Waiver                        Database
       _____ Mechanical Warranties             _____ Get Commission, Warranty &               _____ Follow-Up With Seller & Buyer After
       _____ Utilities Reminder                       Reimbursement Checks                           Closing
_____ Remind Seller & Buyer To Bring Drivers   _____ Get Birthday & Anniversary Dates         _____ Ask for Referrals
       Licenses                                _____ Remove Lock Box


Administration
_____ Review File                              _____ Process Home Warranty                    _____ Process Agent’s Commission Checks
_____ Change MLS Status Review Closed          _____ Deposit Checks                           _____ Add Info to Back Office System
       Info                                    _____ Process Any Referral Fees                _____ Remove “For Sale” Sign


Broker
_____ Review Closed File                       _____ Send Thank You Notes To All Involved     _____ Send Thank You Notes To All Involved
_____ Deliver Agent’s Commission Check               _____Seller _____Buyer                         _____Coop Agent _____ERA Agent

				
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