Congratulations on Entering into Contract!
Please submit the information below so we can best support you in coordinating this transaction through a successful closing.

Transaction Coordination Fees
Seller Transaction: $495
Dual-Side Transaction: $795

SECTION 1: Your Information (Agent to be notified of transaction details)

Select Seller or Both Buyer & Seller — Dual-Side Transaction *

Select “Both Buyer & Seller” if you are representing both parties in the same transaction.

Seller-Side Transaction Information
Complete the Seller information below first.
If this is a Dual-Side transaction, the Buyer Client Information section will appear later in this form.

First Name *

Agent submitting the form

Last Name *

Agent Submitting this form

Phone *

Agent Submitting this form

Email *

Section 2: Property Information

Property Address *

Property Type *

Select option

Section 3: Contract Details

Contract State *

Select option

Contract Fully Executed Date *

Scheduled Closing Date *

Closing Date Status

Select option

Any reason to be informed that the closing date may change?

Purchase Price *

$

Deposit Amount *

$

Deposit Status

Select option

Deposit Due Date *

Closing Cost Credit *

$

Mortgage Commitment Date

Inspections Contingency? *

YES

NO

Select Yes if the executed contract includes an inspection contingency; select No if inspections were waived or no inspection contingency applies.

Inspection Deadline

Section 4: Escrow & Title

Seller Attorney Selected? *

Selected

Not Yet Selected — Seller Will Advise

Needs Recommendation / Follow-Up

Seller Closing Attorney Selection

Glenn Andreoni

Cara Conaty

Tomassi Law

Other

IF OTHER, Please enter: Client Selected Attorney office:

please include contact person including name/email/phone

Section 5: Seller Info

Seller 1 First Name *

Seller 1 Last Name *

seller 1 Email *

seller 1 Phone *

seller 2 First Name

seller 2 Last Name

seller 2 Email

seller 2 Phone

Does Seller receive text? *

Yes

No

Is it ok for us to contact the Seller directly? *

Yes

No

Section 5.5: Buyer Client Information — Dual Transactions Only
Complete this section only if you selected Both Buyer & Seller — Dual-Side Transaction above.

Buyer 1 First Name

Buyer 1 Last Name

Buyer 1 Email

Buyer 1 Phone

Buyer 2 First Name

Buyer 2 Last Name

Buyer 2 Email

Buyer 2 Phone

Buyer Receives Text?

YES

NO

Permission to Contact Buyer Directly?

YES

NO

Section 6: Cooperating Agent

Is there a separate agent representing the buyer? *

Yes

No

Cooperating Agent First Name

Cooperating Agent Last Name

Cooperating Agent Email

Cooperating Agent Phone

Cooperating Agent Brokerage

Section 7: Lender Contact

Financing Type

Cash

Financing

common.other_option

Lending Company Name

Loan Officer First Name

Loan Officer Last Name

Loan Officer Email

Loan Officer Phone

Section 8: File Upload(s) : please upload as PDF - thank you for naming your files -

Fully Executed Contract *

Executed Property Disclosures

Pre-Approval / Proof of Funds

Mandatory Relationship Disclosure

Additional Transaction Documents

Documents Submitted *

Purchase & Sales

Executed Property Disclosures

Executed Lead Disclosure

Agency/Relationship Disclosure

Pre-Approval / Proof of Funds

Other

Additional Documents Pending? *

Yes

No

Pending Document Details

Section 9: Special Instructions

Transaction Special Instructions

Client / Party Considerations

Final Confirmation

Final Confirmation! *

All Required Information has been submitted on this form!

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