TRANSACTION CHECKLISTS
Form 1000 - New Listing Checklist Use for properties you are listing the home. Form 2000 - Represent Seller Checklist Use for homes you have listed and accepted contract. Form 3000 - Represent Buyer Checklist Use when you are working with buyer and are not the listing agent. Form 4000 - Misc. Checklist (Return Earnest Money/Cancel/Extend/Price Change) Use for multiple transaction adjustments. Form 5000 - Completed Rental Checklist Use when renting real estate. You may use this form when you represent tenant, landlord or both.
NEW LISTING - CHECKLISTDate
CHASE AGENT CLIENT NAME SUBJECT PROPERTY ADDRESS
Form 1000
REQUIRED PAPERWORK
Signed Listing Agreement WITH Brokers Signture
Signed Sellers Disclosure
Signed Lead Paint Disclosure
Signed Sellers Mold Disclosure
Unsigned Buyers Mold Disclosure [Attach to disclosure package you upload on connectMLS]
Signed Radon Disclosure
Built After 1978
Signed Keybox Authorization Addendum [ Must also be signed by tenant if occupied]
Enter Listing into connectMLS - New MLS#________________________________________
Upload Photos in connect MLS [ Must upload within 7 days of listing]
Enter Participants on connectMLS "Manage My Listings & Transactions" (Participants Tab)
Upload Listing Agreement on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Upload Disclosures on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Public)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Enter Listing Data and Seller Information into Showings.com
Install Keybox
Use This Checklist as Cover Sheet and Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) 24Hrs From Listing
Fax Paperwork to Josie Chase Fax# 630-701-1032
Email Paperwork to Josie Chase [email protected]
Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
Additional Data - For Information Only
Combo Code Sentrilock ID
Install Sign Yard Sign Inside Window Sign
Notes:
{ Foreclosure sales and purchase transactions. All disclosures are required. If seller will not provide any or all disclosures, modify disclosure to read as follows "Seller does not provide this disclosure" Buyer must sign and make part of listing/contract package.}
No Signs Allowed
Unsigned W-9 [This form will need to be signed by selling agent when home sells ]
REPRESENT SELLER - CHECKLISTDate
CHASE AGENT CLIENT NAME SUBJECT PROPERTY ADDRESS
Form 2000
REQUIRED PAPERWORK PART I - Pre-Closing
Signed Sales Contract - Buyer and Seller
Signed Sellers Disclosure - Buyer and Seller
Signed Lead Paint Disclosure - Buyer and Seller
Signed Sellers Mold Disclosure - Buyer and Seller
Signed Buyers Mold Disclosure - Buyer Only
Signed Radon Disclosure - Buyer and Seller
Built After 1978
Signed Dual Agency
Enter Listing Status Change into connectMLS
Enter Listing Status Change into Showings.com
Enter Participants on connectMLS "Manage My Listings & Transactions" (Participants Tab)
Upload Signed Sales Contract on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Upload Signed Disclosures on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Collect Earnest Money - Check #_________________ Amount $_________________
Use This Checklist as Cover Sheet & Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) 24Hrs From Acceptance
Fax Paperwork to Josie Chase Fax# 630-701-1032
Email Paperwork to Josie Chase [email protected]
Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
REQUIRED PAPERWORK PART II - POST CLOSING
{ Foreclosure sales and purchase transactions. All disclosures are required. If seller will not provide any or all disclosures, modify disclosure to read as follows "Seller does not provide this disclosure" Buyer must sign and make part of listing/contract package.}
Not a Dual Agent
[ ie. PEND-CTG-A/I-HS48]
[ Must be delivered to Chase Real Estate & deposited within 24hrs of Receipt]
Complete Commission Statement Fax Commission Statement to Sellers Attorney
Print Out of Closed MLS Sheet Attached Copy of Respa / HUD-1 / Settlement Statement Check From Closing
Use This Checklist as Cover Sheet and Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) 24Hrs From Closing
W-9 Signed By Other Agent [ If Chase Real Estate is paying out commission to agent from outside firm - this form is required]
REPRESENT BUYER - CHECKLISTDate
CHASE AGENT CLIENT NAME SUBJECT PROPERTY ADDRESS
Form 3000
REQUIRED PAPERWORK PART I - Pre-Closing
Signed Sales Contract - Buyer and Seller
Signed Sellers Disclosure - Buyer and Seller
Signed Lead Paint Disclosure - Buyer and Seller
Signed Sellers Mold Disclosure - Buyer and Seller
Signed Buyers Mold Disclosure - Buyer Only
Signed Radon Disclosure - Buyer and Seller
Built After 1978
Signed Dual Agency
Signed Buyers Representation Disclosure
Enter Participants on connectMLS "Manage My Listings & Transactions" (Participants Tab)
Upload Signed Sales Contract on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Upload Signed Disclosures on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Collect Earnest Money - Check #_________________ Amount $_________________
Use This Checklist as Cover Sheet & Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) 24Hrs From Acceptance
Fax Paperwork to Josie Chase Fax# 630-701-1032
Email Paperwork to Josie Chase [email protected]
Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
REQUIRED PAPERWORK PART II - POST CLOSING
{ Foreclosure sales and purchase transactions. All disclosures are required. If seller will not provide any or all disclosures, modify disclosure to read as follows "Seller does not provide this disclosure" Buyer must sign and make part of listing/contract package.}
Not a Dual Agent
Complete Commission Statement
Print Out of Closed MLS Sheet Attached Copy of Respa / HUD-1 / Settlement Statement Check From Closing
Use This Checklist as Cover Sheet and Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) Within 24Hrs Closing
Check if Listing Office Holds Earnest
MISC. - CHECKLISTDate
CHASE AGENT CLIENT NAME SUBJECT PROPERTY ADDRESS
Form 4000
REQUIRED PAPERWORK - RELEASE EARNEST MONEY PART A
Upload Signed Form on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Upload Signed Form on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Document Type: Transaction)[ Make sure to check box "Send email to transaction participants that are being granted access"]
Use This Checklist as Cover Sheet & Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) 24Hrs From Change
Fax Paperwork to Josie Chase Fax# 630-701-1032
Email Paperwork to Josie Chase [email protected]
Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
REQUIRED PAPERWORK - PRICE CHANGE PART A
Mutual Cancellation Agreement Signed Buyer & Seller Listing Modification Signed By Seller
Attach Changed MLS Sheet
Proceed To Part B
Proceed To Part B
REQUIRED PAPERWORK - CANCEL LISTING PART A REQUIRED PAPERWORK - EXTEND LISTING PART A
PART B REQUIRED PAPERWORK
House Number Street Name
City State Zip
Listing Modification Signed By Seller
Proceed To Part B
Listing Modification Signed By Seller
Attach Changed MLS Sheet Attach Changed MLS Sheet
Proceed To Part B
Have Office Mail Check - Provide Address Below:
Leave Check In Your Mailbox
COMPLETED RENTAL - CHECKLISTDate
CHASE AGENT CLIENT NAME SUBJECT PROPERTY ADDRESS
Form 5000
REQUIRED PAPERWORK
Completed Rental Application
Credit Screening Report
Signed Residential Lease Landlord & Tenant
Signed Lead Paint Disclosure Landlord & Tenant
Signed Buyers Mold Disclosure - Tenant Only
Signed Radon Disclosure - Buyer and Seller
Built After 1978
Signed Dual Agency
Enter Listing Status Change into connectMLS
Enter Listing Status Change into Showings.com
Enter Participants on connectMLS "Manage My Listings & Transactions" (Participants Tab)
Upload Signed Complete Package on connectMLS "Manage My Listings & Transactions" (Documents Tab) (Doc. Type: Transaction)
Use This Checklist as Cover Sheet & Turn all Paperwork Into Office (Options: Hand Deliver-Mail-Fax-Email) 24Hrs From Possesion
Fax Paperwork to Josie Chase Fax# 630-701-1032
Email Paperwork to Josie Chase [email protected]
Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
Not a Dual Agent
Commission Due To Chase RE $
W-9 Signed By Other Agent [ If Chase Real Estate is paying out commission to agent from outside firm - this form is required]
Signed Sellers Mold Disclosure Landlord & Tenant
Monthly Rental Amount $ Collected Commission Amount $ Overage To Investor $
Investor Address To Mail Check To:
Pay Co-Op Agent Name: Commission Due To Co-Op Agent $
Print Out of RNTD MLS Sheet
Remove From Virtual Office
Remove From Chase Rental.com
Send Email To Team of Status Change
CHASE LISTED PROPERTY ONLY
Disclosure of Tenant's/Lessee's Designated Agent [ Chase Real Estate Agent Signs ]
Property Listed By Outside Agency[ Check here if you represent tenant only - not listing ]
Signed Sellers Disclosure Landlord & Tenant
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