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Deal Input Form

Contact Information

First Name *

Last Name *

Phone *

Email *

Organization/Brokerage *

Relationship to the Transaction? *

Is there another agent involved? *

Contact Info of Other Agent (Name, Phone, Email)

Parties and Property

Buyer Name(s)/Entity to be listed as Beneficiary *

Seller Name(s) on Title *

Subject Property FULL Address *

Subject Property County *

Subject Property Parcel ID/APN # *

Deal Summary

Buyer Down Payment ($) *

Earnest Money Deposit Held at Title *

Sale Price (Mutually Agreed Value) *

Deal Structure *

Is the seller's existing loan current? *

Existing loan resinstatement $ (or "N/A") *

What party is paying to reinstate the existing loan at closing? *

Liens and Secondary Loans *

Buyer Loan Balloon Period (Years) *

Buyer Loan Amortization Period (Years) *

Buyer Loan Rate (%) *

Buyer Loan Amount ($) or 2nd Loan Amount

Is there an HOA/COA? If so, list MONTHLY HOA amount or "N/A" if none *

Is the HOA current? If delinquent, what is the total arrears $ *

What party is paying to bring the HOA current at closing? *

Inspection Period *

Closing Date *

Closing Costs

Which party is paying misc. closing costs of approximately $1,600? *

Which party is paying for the Trust title policy? *

Which party is paying the consultation fee (1% of MAV or $3,500 whichever is greater) *

Which party is paying for the Trust documents (approximately $2,100) *

List all Commissions/Transaction Fees/Assignment Fees? *

Describe who pays Commissions/Transaction Fees/Assignment Fees listed above *

Supporting Files (Upload)

Upload Recent Mortgage Statement (if applicable)

Upload Additional Loan/Lien Statement (if applicable)

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