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 - CHECKLIST
Form 1000
Date CHASE AGENT
CLIENT NAME
SUBJECT PROPERTY ADDRESS
REQUIRED PAPERWORK Signed Listing Agreement WITH Brokers Signture Signed Sellers Disclosure Signed Lead Paint Disclosure
Built After 1978
Signed Sellers Mold Disclosure Unsigned Buyers Mold Disclosure
[Attach to disclosure package you upload on connectMLS]
Signed Radon Disclosure Signed Keybox Authorization Addendum Unsigned W-9
[ Must also be signed by tenant if occupied]
[This form will need to be signed by selling agent when home sells ]
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 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 josie.chase@mychaseagent.com Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
Additional Data - For Information Only
Notes:
Install Keybox Combo Code Install Sign
Yard Sign
Sentrilock ID Inside Window Sign
No Signs Allowed
{ 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.}
Form 2000
REPRESENT SELLER - CHECKLIST Date CHASE AGENT
CLIENT NAME
SUBJECT PROPERTY ADDRESS
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
Built After 1978
Signed Sellers Mold Disclosure - Buyer and Seller Signed Buyers Mold Disclosure - Buyer Only Signed Radon Disclosure - Buyer and Seller Signed Dual Agency
Not a Dual Agent
W-9 Signed By Other Agent
[ If Chase Real Estate is paying out commission to agent from outside firm - this form is required]
Enter Listing Status Change into connectMLS
[ ie. PEND-CTG-A/I-HS48]
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"]
Enter Listing Status Change into Showings.com Collect Earnest Money - Check #_________________ Amount $_________________ Complete Commission Statement
[ Must be delivered to Chase Real Estate & deposited within 24hrs of Receipt]
Fax Commission Statement to Sellers Attorney
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 josie.chase@mychaseagent.com Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
REQUIRED PAPERWORK PART II - POST CLOSING 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 { 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.}
Form 3000
REPRESENT BUYER - CHECKLIST Date CHASE AGENT
CLIENT NAME
SUBJECT PROPERTY ADDRESS
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
Built After 1978
Signed Sellers Mold Disclosure - Buyer and Seller Signed Buyers Mold Disclosure - Buyer Only Signed Radon Disclosure - Buyer and Seller Signed Dual Agency
Not a Dual Agent
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 $_________________
Check if Listing Office Holds Earnest
Complete Commission Statement 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 josie.chase@mychaseagent.com Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
REQUIRED PAPERWORK PART II - POST CLOSING 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 { 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.}
MISC. - CHECKLIST
Form 4000
Date CHASE AGENT
CLIENT NAME
SUBJECT PROPERTY ADDRESS
REQUIRED PAPERWORK - RELEASE EARNEST MONEY PART A
REQUIRED PAPERWORK - PRICE CHANGE PART A
Mutual Cancellation Agreement Signed Buyer & Seller
Listing Modification Signed By Seller
Have Office Mail Check - Provide Address Below:
Attach Changed MLS Sheet
House Number
Proceed To Part B
Street Name
City
State
Zip
Leave Check In Your Mailbox Proceed To Part B
REQUIRED PAPERWORK - CANCEL LISTING PART A
REQUIRED PAPERWORK - EXTEND LISTING PART A
Listing Modification Signed By Seller
Listing Modification Signed By Seller
Attach Changed MLS Sheet
Attach Changed MLS Sheet
Proceed To Part B
Proceed To Part B
PART B REQUIRED PAPERWORK 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 josie.chase@mychaseagent.com Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase
Form 5000
COMPLETED RENTAL - CHECKLIST Date CHASE AGENT
CLIENT NAME
SUBJECT PROPERTY ADDRESS
REQUIRED PAPERWORK
Property Listed By Outside Agency [ Check here if you represent tenant only - not listing ]
Completed Rental Application Credit Screening Report Signed Residential Lease Landlord & Tenant Signed Lead Paint Disclosure Landlord & Tenant
Built After 1978
Signed Buyers Mold Disclosure - Tenant Only Signed Radon Disclosure - Buyer and Seller Signed Sellers Mold Disclosure Landlord & Tenant Signed Dual Agency
Not a Dual Agent
Signed Sellers Disclosure Landlord & Tenant Disclosure of Tenant's/Lessee's Designated Agent W-9 Signed By Other Agent
[ Chase Real Estate Agent Signs ]
[ If Chase Real Estate is paying out commission to agent from outside firm - this form is required]
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)
Monthly Rental Amount $
Collected Commission Amount $
Overage To Investor $
Investor Address To Mail Check To: Pay Co-Op Agent Name: Commission Due To Chase RE $
Commission Due To Co-Op Agent $ CHASE LISTED PROPERTY ONLY
Remove From Virtual Office Enter Listing Status Change into connectMLS Remove From Chase Rental.com Print Out of RNTD MLS Sheet Send Email To Team of Status Change Enter Listing Status Change into Showings.com 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 josie.chase@mychaseagent.com Mail Paperwork to Chase Real Estate 1315 Macom Dr. Suite 105 Naperville, IL 60564 Attn: Josie Chase