Required Docs for Closed Transactions

Below are the documents that are required for closed transactions.


Resale Buyer

  • Contract + Addenda
  • Sellers Disclosure Notice
  • Info About Brokerage Services
  • Wire Fraud Notice
  • Amendments
  • Signed Settlement Statement

Resale Seller

**The only time there isn't an SDN is if it's an estate sale or a foreclosure**

  • Listing Agreement
  • Contract + Addenda
  • Sellers Disclosure Notice
  • Info About Brokerage Services
  • Wire Fraud Services
  • Amendments
  • Signed Settlement Statement

New Construction Buyer

  • Contract + Addenda
  • Info About Brokerage Services
  • Wire Fraud Notice
  • Signed Settlement Statement

Leases

  • Lease Agreement

Referrals

  • No documents needed, but can add whatever they want

Other Docs

  • Intermediary Relationship Notice - if cooperating agent is also a BP Agent
  • Single Agent Acting as Intermediary? Please reference Company Guide write up on this.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.