New Transaction

This form should only be completed once you have a fully executed contract and addenda loaded into your transaction management system.

Please make sure this form is submitted within 24 hours of the effective date.

Please note: any forms submitted after 2.30pm may be started the following business day!

Middle Name

Address Line 1

City

State

ZIP Code

Your Name

Client Type

Effective Date

Closing Date

Property Type

Client Full Name

Client Primary Email

Client Primary Phone

Additional Client Full Name

Additional Client Email

Additional Client Phone

Lender Company

Loan Officer Name

Loan Officer Email

Loan Officer Phone and Extension

Cooperating Agent Full Name

Cooperating Agent Brokerage

Cooperating Agent Email

Cooperating Agent Phone

Cooperating Assistant or TC Name

Cooperating Assistant or TC Email

Cooperating Assistant or TC Phone

Occupant Status

Lockbox Type

Combo Code

Listing Commission

Selling Commission

Current Survey?

Is There an HOA?

Referral Fee Due?

If Yes - Referring Company

Referring Agent Name

By inputting the inspection details, this means all inspections have been discussed and agreed upon with the client and you are ready for me to get these ordered. If you or the client would like a specific inspector, please put their name below in the “inspector choice” box. If there is not a preference, please leave this blank and I will reach out to the buyer with your preferred vendors. If you do not fill out the inspection information, I will reach out to the buyer to see what inspections they would like to schedule.

Referral Percentage

Team Commission Split

Home Inspection

Home Inspector Choice

Wind Mitigation

Wind Mit Inspector Choice

4 Point Inspection

4 Point Inspector Choice

WDO Inspection

WDO Inspector Choice

Septic Inspection

Septic Inspector Choice

Any Additional Inspections/Notes

Additional Info

*If you are a Levin Rinke Realty Agent, do not forget to add me to the loop as a Team Member!

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New Transaction

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Nina Berrios