RPI 521-1 Transaction Coordination Sheet (Buyer's Agent) PDF

TRANSACTION COORDINATION SHEET (BUYER'S AGENT) Prospective Purchase Through Close of Escrow (COE) NOTE: This form is used by a buyer's agent and their transaction coordinator when managing employment by a buyer and diligent...

TRANSACTION COORDINATION SHEET (BUYER'S AGENT) Prospective Purchase Through Close of Escrow (COE) NOTE: This form is used by a buyer's agent and their transaction coordinator when managing employment by a buyer and diligently locating and acquiring property, to review a checklist of activities for consideration, identify those tasks completed and note those remaining to be performed. DATE: , 20. Prepared by. FACTS: Property address Buyer's agent CalBRE # Purchase price $ , Broker fee (for office) $ , or % Transaction Coordinator: Property data: □ Seller occupied, □ Tenant, □ Vacant, Name □ SFR, □ Condo, □ Two-to-four units, Address □ HOA, □ Property is in foreclosure, Phone NOD recorded , 20 , Cell □ short sale, □ estate sale, court approval required. Email Buyer's name Mailing address Deadlines for due diligence confirmation, Phone , Cell , performance, or cancellation. Email Deadline Date Activity Cleared Seller's name Seller's agent , Office Address Phone , Cell Email Date purchase agreement accepted , 20 Date scheduled for close of escrow , 20 Escrow company , Officer Address Phone Email Outside Reports/Docs Internal Reports/Docs Itemized Purchase and Closing Activities: Check Items Date Date Date Needed Ordered/ Date Sent PRE-OFFER Property Analysis: Received Returned Requested MLS printout on suitable property – Listing #: Flyer listing amenities of suitable property Comparable Market Analysis for Setting Values [RPI Form 318] Hazard Insurance Conditions [RPI Form 261] Condition of Property Disclosure (TDS) [RPI Form 304] Home Inspector's Report – from Seller Lead-Based Paint Disclosure [RPI Form 313] Residential Earthquake Hazards Report [RPI Form 315] Property Expense Report [RPI Form 306] Seller's Neighborhood Security Disclosure [RPI Form 321] - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - PAGE 1 OF 3 — FORM 521-1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - PAGE 2 OF 3 — FORM 521-1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Outside Reports/Docs Internal Reports/Docs Itemized Purchase and Closing Activities: Check Items Date Date Date PRE-OFFER Property Analysis: Needed Ordered/ Date Sent Received Returned (continued) Requested Property Profile from title company Natural Hazard Disclosure Statement [RPI Form 314] HOA documents and CC&Rs [RPI Form 135] Structural Pest Control Report Local Occupancy Report/Certificate Notice of Mello-Roos Assessment [RPI Form 137] PROPERTY ACQUISITION DOCUMENTS: Purchase Agreement [RPI Form 150] Counteroffer [RPI Form 180] Agency Law Disclosure [RPI Form 305] Broker Fee Addendum (if not in Purchase Agreement) [RPI Form 273] Contingency addendum for Buyer's Deposit Check Copy of Buyer's Deposit Check Disclosures not in Purchase Agreement: □ water heater anchor, □ smoke detectors, □ industrial use area, □ military ordnance, □ airport influence area, □ rent control area, □ sex offender registry, □ supplement tax bills, □ confirmation of broker's agency, □ Buyer Receipt of Hazard Booklet(s) [RPI Form 316] Adjustable Rate Mortgage (ARM) Disclosure [RPI Form 320-1] Buyer's Occupancy Exemption (if Non-Residential Alien Seller) Authorization to Prepare Sales Escrow Instructions [RPI Form 136] Escrow Instructions [RPI Form 401] Statement of Information — For General Index Search [RPI Form 401-4] Preliminary Title Report Structural Pest Control Clearance Property Inspection – Request for Repairs [RPI Form 269] Final Walk-Through Inspection [RPI Form 270] - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - PAGE 2 OF 3 — FORM 521-1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - PAGE 3 OF 3 — FORM 521-1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Outside Reports/Docs Internal Reports/Docs Itemized Purchase and Closing Activities: Check Items Date Date Date PROPERTY ACQUISITION: Needed Ordered/ Date Sent Received Returned (continued) Requested Authorization to Open Home Warranty Order [RPI Order Form 134] Closing Disclosure [RPI Form 402] Transmittal Stack Sheet on Sale to Broker [RPI Form 523-1] SPECIAL HANDLING CHECKLIST: Instructions: Check the box to indicate the referenced form is to be incorporated into the underlying transaction. Then transfer the checked form into a blank row provided in the coordination sheet. □ Right to Enter and Exhibit Unit to Buyers [RPI From 116] □ Compensation Disclosure in a Real Estate Transaction [RPI Form 119] □ Identification of Prospective Buyers – On Expiration of Listing [RPI Form 122] □ Equity Purchase Agreement [RPI Form 156] □ Lease-Option – Contract for Deed [RPI Form 163] □ Offer for Lease-Option [RPI Form 164] □ Offer for Land Sales Contract [RPI Form 167] □ Land Sales Contract [RPI Form 168] □ Cancellation of Purchase Agreement – Release and Waiver of Rights [RPI Form 181] □ Notice to Perform and Intent to Cancel [RPI Form 181-1] □ Affiliated Business Arrangement Disclosure Statement [RPI Form 205] □ Authorization to Prepare Appraisal Report [RPI Form 228] □ Personal Property Inventory – Transferred with Real Estate [RPI Form 256] □ Confirmation of Value Addendum – Price Appraisal Contingency [RPI Form 266] □ Interim Occupancy Agreement – Receipt for Rented Security Deposit [RPI Form 271] □ Holdover Occupancy Agreement [RPI Form 272] □ Short Sale Addendum – Loan Discount Approval Contingency [RPI Form 274] □ Leasing and Operating Addendum [RPI Form 275] □ Backup Offer Addendum — Cancellation of Prior Sale Contingency [RPI Form 276] □ Notice of Satisfaction of Backup Contingency – Commencement of Performance [RPI Form 276-1] □ Preliminary Title Report Approval – A Due Diligence Contingency [RPI Form 277] □ Court Confirmation Addendum – A Contingency Provision [RPI Form 278] □ Financial Disclosure Statement – Carryback Note [RPI Form 300] □ Financial Disclosure Statement – Land Sales Contract [RPI Form 300-1] □ Financial Disclosure Statement – For Entering into a Lease-Option Sale [RPI Form 300-2] □ Credit Application – Individual [RPI Form 302] □ Foreclosure Cost Sheet – Net Proceeds on Resale [RPI Form 303] □ Assumption Agreement – Unsecured and Subrogated [RPI Form 431] □ Assumption Agreement – Secured [RPI Form 432] □ Power of Attorney – Uniform Statutory Form [RPI Form 447] □ Trust Deed – Securing Assumption Agreement [RPI Form 451] □ Escrow Instructions to Disclose Broker Fee [RPI Form 524] □ Conflict of Interest Disclosure [RPI Form 527] □ Change of Owner or Property Manager – Addendum to Rental Or Lease Agreement [RPI Form 554] □ Disposition of Deposit on Sale of Tenant-Occupied Premises [RPI Form 586] □ Tenant Estoppel Certificate [RPI Form 598] FORM 521-1 10-17 ©2017 RPI — Realty Publications, Inc., P.O. BOX 5707, RIVERSIDE, CA 92517