CHASING PAPER
SERENE TEAM
NEW ESCROW, BUY SIDE
WHO
THE DEAL
VENDORS
THE CLOCK

WHO'S THIS FOR

Pick your name and everything already on file fills itself in.
Your name
Whose escrow is this
Kyle
Howard
PERSON OF INTEREST
Pick your name above.
Let me do the typing
Is this your listing too?
Yes
No
Whose lead is this?
Team lead
My own
Is a referral attached to it?
No
Yes
Source
HomeLight
VU
Another agent
Other
ON FILE
ANOTHER AGENT — THE RAD AND THE RFA COME WITH THIS ONE
Referring agent
Their brokerage
Fee
Paid out of
Off the top
My side
RAD and RFA
Don't have them yet, I'll send them over
Any other important details I should know?

THE DEAL

Top to bottom, the purchase contract in the order you would fill it out.
The property
Address
MLS #
Off market
APN
fills from address
County
fills from address
Is there an HOA?
Yes
No
Single family
Condo
Townhouse
2 to 4 units
Manufactured
Land
Other
How this one came together
How did it come to you? Pick everything that applies.
On market, standard
Multiple offers
Presale
Coming soon
Pocket listing
Straight to the listing agent
Probate or trust sale
REO or short sale
New construction
How many offers was it up against?
Only ours
2 to 3
4 to 9
10 or more
No idea
What got it accepted? Pick everything that applies.
Price
All cash
Fast close
Escalation clause
Waived contingencies
Larger deposit
Seller rent back
Took it as is
Relationship with the listing agent
Anything else about how this one was won
Your client
Full legal name, exactly as it goes on title
Email
Cell
Second buyer?
Yes
No
Buying in a trust or entity?
Yes
No
SECOND BUYER
Full legal name
Email
Cell
TRUST OR ENTITY — THIS IS WHO ACTUALLY SIGNS
Entity name, as filed
Type
Trust
LLC
Corp
POA
Other
Authorized signer
Title, if there is one
Signer email
Operating agreement, trust certificate or POA
When is your client reachable? Tap all that apply
Mornings
Afternoons
Evenings
Any time
The money
Purchase price
Initial deposit
3%
Other
Paying how?
Financed
All cash
Other
FINANCED
Lender
Loan officer
LO email
LO cell
Loan type
Conventional
FHA
VA
Jumbo
Other
Pre-approval and POF
Already attached up front, nothing more needed. Not attached yet.
I'll attach at the end
ALL CASH — PROOF OF FUNDS INSTEAD OF A LENDER
Proof of funds
Appraisal contingency
Waived
Keeping it
The other side
Listing agent
Their email
Their cell
Their brokerage

VENDORS

Inspections, who is doing them, and when they need to be on the calendar.
Who is booking the inspections?
You
Admin team
Which ones are you ordering?
General
Sewer
Termite
Roof
Chimney
Pool and spa
Foundation
Mold
Soil or geo
Survey
Other
WHO YOU ARE USING
When do they need to be booked?
Date window
Time of day
Morning
Afternoon
Either
Who will be there
How do they get in?

THE CLOCK

Last one. Dates, your money, and the paper.
Dates
Acceptance
Escrow period
days
or a date
Deposit due
days
Contingencies
Inspection
days
Waived
Appraisal
days
Waived
Loan
days
Waived
Contingent on selling something else?
Yes
No
Your money
Commission agreed upon
Commission per BRBC
Who is paying it
Seller pays
Buyer covers the gap
Drop mine to match
Who pays the TC fee?
Buyer
You
VA LOAN — THE BUYER CANNOT PAY THE TC FEE, SO THIS FLIPS TO YOU OR THE SELLER
Anything else signed
STILL MISSING —

ON IT

The file is open. Everything below is what came through.