Seller Homework
Client Profile Please help us get to know you a little better, while providing your most up-to-date contact information.
Contact Information Name(s): ______________________________ Address: _________________________________________ City: _________________________________ State: ________________ Zip Code: __________________ Home Phone: _____________ Preferred Email: _________________________________________________ Work Phone: _____________Who?: ______________ Work Phone:____________ Who?: ______________ Cell Phone: ______________ Who?: ______________ Cell Phone: _____________ Who?: ______________ Other Phone: _____________ Preferred Method of Contact: _______________________________________ _______________________________________________________________________________________
Personal Information Birthday: _____/_____ Who?: __________________ Birthday: _____/_____ Who?: ___________________ Month
Day
Month
Wedding Anniversary: _____/_____/_____ Month
Day
Day
Children: _______________________________________
Year
Out of the following four options, how would your spouse or best friend describe you? 1. Straight-to-the-point Seller #1: ____________________ Answer: __________ 2. Social/outgoing 3. Steady/dependable Seller #2: ____________________ Answer: __________ 4. Cautious/perfectly accurate A few of your favorite things...Hobbies: ____________________ Local Restaurants: _____________________
Preferred Closing Attorney and Firm: ___________________________ Phone: ________________________ Have you had a…Pre-Home Inspection: _____ Pre-CL100: _____ Pre-Appraisal: _____ Do you have any special requests or needs?: _____________________________________________________ How did you hear about Collins Group Realty? (i.e. referral, past client, advertisement, mailing, internet, etc) _______________________________________________________________________________________ If a referral, whom may we thank for your business?: ______________________________________________
Cost of Operations Realtors and prospective buyers frequently request specific information relating to the cost of maintaining a property. Please take a few moments to review this form and complete to the best of your ability. Keep in mind that not all of the categories will apply to your property (for example: the owner of a single family residence will not need to enter information regarding regime insurance or fees as this usually only applies to villas). Property Address: _______________________________________________________________________________________ Insurance provided by: _________________ Total Annual Insurance Premium Flood Insurance Premium Wind & Hail Premium
Insurance Agent Name & Phone Number: ________________________ $ __________________ $ __________________ $ __________________
Property Owner’s Association Dues Regime Insurance Regime Fee
$ __________________ $ __________________ $ __________________
Property Taxes Electric (monthly average) Gas/Propane Water/Sewer (monthly average) Landscaping (if applicable) Pool Service/Upkeep (if applicable) Pest Control (monthly or annually)
$ __________________ (4% or 6% ratio) $ __________________ $ __________________ Propane Provider ______________________ $ __________________ Water Softener: ___ Owned ___ Leased $ __________________ $ __________________ $ __________________
Regime Management Co ________________
Do you have a floor plan available? ______ Yes ______ No Do you have a land survey/as-built? ______ Yes ______ No Do you have an elevation certificate? ______ Yes ______ No Do you have a termite bond? ______ Yes ______ No If yes, is the termite bond transferable? Who is the service provider and when was the warranty put in place? _______________________________________________________________________________________________ _______________________________________________________________________________________________ Are there any current, upcoming, or unpaid assessments on your property or in your plantation? ______ Yes ______ No If yes, name the reason for the assessment, the total amount, and date(s) due… _______________________________________________________________________________________________ _______________________________________________________________________________________________ Are there any golf or other club memberships included in the sale of the property? ______ Yes _____ No If yes, please give a detailed description of the membership including the value of the membership… _______________________________________________________________________________________________ _______________________________________________________________________________________________ If your property is being sold furnished, are there any items that are not included in the sale? Please list them… _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________
Property Features You know your home better than anyone! Please share with us the special features of your property that you would like mentioned in the marketing materials. Some examples would include types of flooring, fireplace, Jacuzzi tub, etc. Entry/Foyer: _____________________________________________________________________________________ _______________________________________________________________________________________________ Living Room: ____________________________________________________________________________________ _______________________________________________________________________________________________ Dining Room: ___________________________________________________________________________________ _______________________________________________________________________________________________ Kitchen: ________________________________________________________________________________________ _______________________________________________________________________________________________ Family Room: ___________________________________________________________________________________ _______________________________________________________________________________________________ Den/Study/Office: ________________________________________________________________________________ _______________________________________________________________________________________________ Carolina Room: __________________________________________________________________________________ _______________________________________________________________________________________________ Master Bedroom: _________________________________________________________________________________ _______________________________________________________________________________________________ Master Bathroom: ________________________________________________________________________________ _______________________________________________________________________________________________ Guest Bedrooms: _________________________________________________________________________________ _______________________________________________________________________________________________ Guest Bathrooms: ________________________________________________________________________________ _______________________________________________________________________________________________ Bonus Room: ____________________________________________________________________________________ _______________________________________________________________________________________________ Laundry/Utility Room/Garage: ______________________________________________________________________ _______________________________________________________________________________________________ Exterior Features: _________________________________________________________________________________ _______________________________________________________________________________________________ Recent Renovations/Additions/Improvements: __________________________________________________________ _______________________________________________________________________________________________
Tips on Completing the Residential Property Disclosure The following Residential Property Condition Disclosure Statement is required by the state of South Carolina. This form represents a statement of the condition of the property to the best of your knowledge. You may need to reference other parties (such as past contractors, home inspectors, regime manager, etc) in order to obtain appropriate information to complete certain questions. If the condition of your property changes between now and the time you close, YOU must amend the original disclosure statement accordingly as the homeowner is the only party legally able to revise this information. Upon completion, be sure to initial and date the bottom of pages 1, 2 and 3 and sign and date the Owner(s) Acknowledgement section of page 4.
It is advisable to hire a home inspector or other qualified professional in order to make certain determinations on the type of plumbing, siding, etc.
Item # 7 - If your property is connected to sewer, the Community System is the appropriate option as there is no city/county-run sewer system in our area. The Public Service Districts are considered Community Systems.
Item #10 - Please note that termite bonds are no longer issued. You may have a termite warranty on your property, and we suggest that you consult with your termite control company to properly answer these questions.
Item #18 - If your property is located within a planned-unit development, plantation, gated community, etc., the property is likely subject to restrictions to property use, resulting in a YES answer. The explanation below should reference any existing covenants, restrictions, architectural guidelines, etc.
Item #20 - You may need to consult with your regime manager (for villas, condominiums and some townhomes) to determine if any special assessments have been proposed and/or if any lawsuits are pending.
Item #22 - The answer should be YES, given that all of Beaufort County is in a federally-designated flood plain. This can also serve as your explanation.
Item #23 - Consider any propane tanks, water softener equipment, etc. that may be leased instead of owned. Also, if you have placed your property on a long or short (vacation) term rental program, you should reference any existing rental agreements, etc.
Item #24 - Please note that it is now law that property owners are not responsible for any unpaid bills for utilities secured by the tenant who has a lease on the property.