Trainings

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1. CONTRACT SCORECARDS

1. BUYER CONTRACTS

360 00 POSSIBLE

ACTIVITY

GRASP

ACTION

SCORE

POINTS

COMMITMENT / ACTION / STAGE

Must

Yes

Turn in the following documents within 2 business days of acquiring the clients signatures/initials.

10 ________

NA

Must

Yes

1 Exclusive Buyer-Broker Agreement & Agency Disclosures

10 ________

NA

Must

Yes

2 Buyers Due Diligence Checklist

10 ________

NA

Must

Yes

3 For Your Protection" Get a Home Inspection

10 ________

NA

Must

Yes

4 (N) Limited Agency Consent Agreement

10 ________

NA

Must

Yes

5 * Deposit of Earnest Money with Title Insurance (2 Business Days)

10 ________

NA

Must

Yes

Turn in the following documents 3-5 business days before closing.

10 ________

NA

Must

Yes

6 THIS FORM - Buyer Folder Checklist

10 ________

NA

Must

Yes

7 Photo Copy of MLS Listing Page

10 ________

NA

Must

Yes

8 Earnest Money Delivery Form

10 ________

NA

Must

Yes

9 Earnest Money Sent Directly to HUD

10 ________

NA

Must

Yes

10 Completed REPC, all pages, all initials, all signature - all addendum in order. (Forms/Documents bearing ALL buyer/seller agent signatures/initials)

10 ________

NA

Must

Yes

10.1 All Addendums in Order

10 ________

NA

Must

Yes

10.2 (N) Deposit of Earnest Money with Title Ins. Company Addendum

10 ________

NA

Must

Yes

10.3 (N) FHA - VA Loan Addendum

10 ________

NA

Must

Yes

11 Commitment for Title Insurance Issued by, and Number

10 ________

NA

Must

Yes

12 Seller Property Condition Disclosure (Signed by the Buyer & Seller)

10 ________

NA

Must

Yes

13 (N) Disclosure & Acknowledgment Regarding Lead-Based Paint and/or Lead- Based Paint Hazards (If built prior to 1978) Year Built.

10 ________

NA

Must

Yes

13.1 (LBP) Protect Your Family Pamphlet (Initialed Front Page)

10 ________

NA

Must

Yes

14 (N) HUD Table Funded

10 ________

NA

Must

Yes

15 Property Inspection Report dated: (Yes/No)

10 ________

NA

Must

Yes

16 (N) Referral Agreement (If Applicable)

10 ________

NA

Must

Yes

17 Transaction Document Receipt

10 ________

NA

Must

Yes

18 Title Company Wiring Instructions (Chase Bank)

10 ________

NA

Must

Yes

19 $199 Regulatory Compliance & Administrative Fee - 2nd Com.

10 ________

NA

Must

Yes

Turn in the documents within 1 business day from closing.

10 ________

NA

Must

Yes

20 (N) Title Company WIring Instruction Form (Wire Confirmation)

10 ________

NA

Must

Yes

21 Seller - Closing Disclosure

10 ________

NA

Must

Yes

22 Signed Seller - Settlement Statement (HUD)

10 ________

NA

Must

Yes

23 Buyer = Closing Disclosure

10 ________

NA

Must

Yes

24 Signed Buyer - Settlement Statement (HUD)

10 ________

NA

Must

Yes

25 All accepted rejected and canceled offers from this client (This means any documents your client has signed while you were representing them).

10 ________

NA

Must

Yes

26 THIS FORM - Completed, Printed, Signed, Add Submitted

10 ________

NA

Must

Yes

Payroll Numbers

10 ________

NA

Must

Yes

Buyer Transaction Compliance

10 ________

NA

BUYER CONTRACT DOCUMENTS

Name of Example

2. SELLER CONTRACTS

0 00 POSSIBLE

ACTIVITY

GRASP

OBJECTIVE

SCORE

POINTS

COMMITMENT / ACTION / STAGE

Must

Yes

Turn in the following documents within 2 business days of acquiring the clients signatures/initials.

10 ________

NA

Must

Yes

1 Exclusive Buyer-Broker Agreement & Agency Disclosures

10 ________

NA

Must

Yes

2 Buyers Due Diligence Checklist

10 ________

NA

Must

Yes

3 For Your Protection" Get a Home Inspection

10 ________

NA

Must

Yes

4 (N) Limited Agency Consent Agreement

10 ________

NA

Must

Yes

5 * Deposit of Earnest Money with Title Insurance (2 Business Days)

10 ________

NA

Must

Yes

Turn in the following documents 3-5 business days before closing.

10 ________

NA

Must

Yes

6 THIS FORM - Buyer Folder Checklist

10 ________

NA

Must

Yes

7 Photo Copy of MLS Listing Page

10 ________

NA

Must

Yes

8 Earnest Money Delivery Form

10 ________

NA

Must

Yes

9 Earnest Money Sent Directly to HUD

10 ________

NA

Must

Yes

10 Completed REPC, all pages, all initials, all signature - all addendums in order. (Forms/Documents bearing ALL buyer/seller agent signatures/initials)

10 ________

NA

Must

Yes

10.1 All Addendums in Order

10 ________

NA

Must

Yes

10.2 (N) Deposit of Earnest Money with Title Ins. Company Addendum

10 ________

NA

Must

Yes

10.3 (N) FHA - VA Loan Addendum

10 ________

NA

Must

Yes

11 Commitment for Title Insurance Issued by, and Number

10 ________

NA

Must

Yes

12 Seller Property Condition Disclosure (Signed by the Buyer & Seller)

10 ________

NA

Must

Yes

13 (N) Disclosure & Acknowledgment Regarding Lead-Based Paint and/or Lead- Based Paint Hazards (If built prior to 1978) Year Built

10 ________

NA

Must

Yes

13.1 (LBP) Protect Your Family Pamphlet (Agent Initialed Front Page)

10 ________

NA

Must

Yes

14 (N) HUD Table Funded

10 ________

NA

Must

Yes

15 Property Inspection Report

10 ________

NA

Must

Yes

16 (N) Referral Agreement (If Applicable)

10 ________

NA

Must

Yes

17 Transaction Document Receipt

10 ________

NA

Must

Yes

18 Title Company Wiring Instructions (Chase Bank)

10 ________

NA

Must

Yes

19 $199 Regulatory Compliance & Administrative Fee - 2nd Com.

10 ________

NA

Must

Yes

Turn in the documents within 1 business day from closing.

10 ________

NA

Must

Yes

20 (N) Title Company WIring Instruction Form (Wire Confirmation)

10 ________

NA

Must

Yes

21 Seller - Closing Disclosure

10 ________

NA

Must

Yes

22 Signed Seller - Settlement Statement (HUD)

10 ________

NA

Must

Yes

23 Buyer = Closing Disclosure

10 ________

NA

Must

Yes

24 Signed Buyer - Settlement Statement (HUD)

10 ________

NA

Must

Yes

25 All accepted rejected and canceled offers from this client (This means any documents your client has signed while you were representing them).