This required section requests personal information, including the name and address of the person, "Seller", planning to sell a home. Press [Ctrl+F1] for more information.
This optional section enables the Seller to compare information regarding different real estate agents, including the sales commission. Press [Ctrl+F1] for more information.
This optional section provides a checklist for preparing a residence for sale. Press [Ctrl+F1] for more information.
This optional section lists the settlement costs of both the Seller and the Buyer. Press [Ctrl+F1] for more information.
This optional section provides a chart to monitor the progress of the Real Estate Agent and the Lender. Press [Ctrl+F1] for more information.
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Home Sale Worksheet
HOMSAL
The Home Sale Worksheet assists with the preparation and sale of a personal residence by providing checklists for preparing the home for sale, choosing a real estate agent, tracking closing costs, and monitoring the progress of the sale of the home.
! Personal Information Section (1 of 5)
HOME SALE WORKSHEET
!. PERSONAL INFORMATION
!, ! !
! Work Phone: ! Extension: !
! Home Phone: ! Extension: !
Social Security Number: !
Enter the name of the Seller. Use the P.I. Manager to select and paste a record.
Enter an X to include the name of another seller. For example, a spouse.
Enter the name of the other seller or use the P.I. Manager to select and paste a record.
Enter the Seller's street address or edit the information as desired.
Enter the Seller's extended street address or edit the information as desired.
Enter the Seller's city or edit the information as desired.
Enter the Seller's state/province or edit the information as desired.
Enter the Seller's zip/postal code or edit the information as desired.
Enter an X to include the Seller's country, if outside the United States.
Enter the country or edit the information as desired.
Enter an X to include the Seller's work phone number.
Enter the Seller's work phone number or edit the information as desired.
Enter the extension of the Seller's work phone number.
Enter an X to include the Seller's home phone number.
Enter the Seller's home phone number or edit the information as desired.
Enter the extension of the Seller's home phone number.
Enter the Seller's social security number or edit the information as desired.
! Optional Real Estate Agents Section (2 of 5)
!. REAL ESTATE AGENTS
Name: !
! Company: !
Address:
!, ! !
! Country: !
! Work Phone: ! Extension: !
! Home Phone: ! Extension: !
Suggested Sales Price: $!
Commission: !%
Term of Listing Agreement: !
COMMENTS:
! Member of Multiple Listing Service: !
! Advertises in Local Media: !
! Plans Open House(s): !
! Plans Private Showings: !
! Reviews Buyers Financial Condition: !
! ! !
! ! !
! ! !
! Name: !
! Company: !
Address:
!, ! !
! Country: !
! Work Phone: ! Extension: !
! Home Phone: ! Extension: !
Suggested Sales Price: $!
Commission: !%
Term of Listing Agreement: !
COMMENTS:
! Member of Multiple Listing Service: !
! Advertises in Local Media: !
! Plans Open House(s): !
! Plans Private Showings: !
! Reviews Buyers Financial Condition: !
! ! !
! ! !
! ! !
! Name: !
! Company: !
Address:
!, ! !
! Country: !
! Work Phone: ! Extension: !
! Home Phone: ! Extension: !
Suggested Sales Price: $!
Commission: !%
Term of Listing Agreement: !
COMMENTS:
! Member of Multiple Listing Service: !
! Advertises in Local Media: !
! Plans Open House(s): !
! Plans Private Showings: !
! Reviews Buyers Financial Condition: !
! ! !
! ! !
! ! !
Enter an X to include a section which enables the Seller to compare information regarding different real estate agents, including the sales commission. Press [Ctrl+F1] for more information.
Enter the name of the Real Estate Agent or use the P.I. Manager to select and paste a record.
Enter an X to include the name of the Agent's company or edit the information as desired.
Enter the name of the Agent's company or edit the information as desired.
Enter the Agent's business address or edit the information as desired.
Enter the Agent's extended business address or edit the information as desired.
Enter the Agent's city or edit the information as desired.
Enter the Agent's state/province or edit the information as desired.
Enter the Agent's zip/postal code or edit the information as desired.
Enter an X to include the Agent's country, if outside the United States.
Enter the country or edit the information as desired.
Enter an X to include the Agent's work phone number.
Enter the Agent's work phone number or edit the information as desired.
Enter the extension of the Agent's work phone number.
Enter an X to include the Agent's home phone number.
Enter the Agent's home phone number or edit the information as desired.
Enter the extension of the Agent's home phone number.
Enter the amount of the suggested sales price of the residence. For example, "120,000". This price is the Agent's recommended asking price, but not necessarily the amount for which the residence will actually sell.
Enter the percentage of the selling price that the Agent will charge as a commission for selling the residence. Press [Ctrl+F1] for more information.
Enter the number of months or days that the listing agreement between the Seller and agent will be in effect. For example, "6 months" or "180 days". Press [Ctrl+F1] for more information.
Enter an X if the Real Estate Agent is a member of a multiple listing service. Press [Ctrl+F1] for more information.
Enter additional information regarding the listing service. For example, the name of the service.
Enter an X if the Agent expects to advertise the residence in a local newspaper or other media.
Enter additional information regarding local advertising. For example, the name of the local newspaper.
Enter an X if the agent will conduct an "open house" of the residence for prospective buyers to view the residence. Press [Ctrl+F1] for more information.
Enter additional information regarding open houses planned by the Agent.
Enter an X if the Agent will conduct private showings of the residence for prospective buyers who want a more detailed inspection of the residence. It would be unusual for an agent not to offer this service.
Enter additional information regarding private showings conducted by the Agent.
Enter an X if the Agent will review the prospective buyer's financial condition and credit history to determine whether the Buyer has sufficient financial resources and ability to purchase the residence.
Enter additional information regarding the review of financial condition and credit history by the agent.
Enter an X to include another item or category of information.
Describe the additional item or category of information.
Enter additional information or a comment.
Enter an X to include information regarding a different real estate agent.
Enter an X to include additional information regarding possible real estate agents.
Enter additional information regarding possible real estate agents.
! Optional Home Preparation Section (3 of 5)
!. PREPARATION OF HOME - CHECKLIST
!. INTERIOR PRIORITY COST
! Painting of Walls ! $!
! Fireplace Cleaning ! $!
! Carpet Cleaning ! $!
! Window Cleaning ! $!
! Curtain/Drapery
Cleaning ! $!
! Closet Cleaning ! $!
! Bathroom Cleaning ! $!
! Rooms Dusted/
Vacuumed ! $!
! Appliance Cleaning ! $!
! Kitchen Cabinet
Cleaning ! $!
! Operation of Stove ! $!
! Operation of Oven ! $!
! Operation of Garbage
Disposal ! $!
! Operation of Light
Switches ! $!
! Repair Faucets ! $!
! Repair Door Knobs ! $!
! Repair Doors ! $!
! Replace Lightbulbs ! $!
! Replace Doormats ! $!
! Empty Trashcan ! $!
! Remove Pets/Odor ! $!
!. EXTERIOR
! Lawn Mowed/
Watered ! $!
! Shrubs Trimmed/
Watered ! $!
! Flowers Trimmed/
Watered ! $!
! Animal Deposits
Removed ! $!
! Trees Trimmed ! $!
! Driveway Repaired/
Cleared ! $!
! Sidewalks Repaired/
Cleared ! $!
! Garage Cleaning ! $!
! Painting of Walls ! $!
! Chimney Cleaning ! $!
! Windows Repaired ! $!
! Mailbox Repaired/
Replaced ! $!
!. MISCELLANEOUS
! Neighborhood
Information (Names,
children, ages) ! $!
! Removal of Extra
Furniture ! $!
! Removal of Posters,
etc. ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
Enter an X to include a checklist for the Seller's use in preparing the residence for sale. This section enables the Seller to estimate preparation costs and set priorities. Press [Ctrl+F1] for more information.
Enter an X if the walls should be painted.
Prioritize by description or number the importance of this activity in preparing the residence for sale. For example, "top priority" or "10".
Enter the approximate cost of this activity (for example, "$50.00").
Enter an X if the fireplace should be cleaned.
Enter an X if the carpet should be cleaned.
Enter an X if the windows should be cleaned.
Enter an X if the curtains/draperies should be cleaned.
Enter an X if the closets should be cleaned.
Enter an X if the bathroom(s) should be cleaned.
Enter an X if the residence should be dusted and vacuumed.
Enter an X if the appliances should be cleaned or repaired.
Enter an X if the cabinets should be cleaned.
Enter an X if the stove should be checked to confirm its proper operation.
Enter an X if the oven should be checked to confirm its proper operation.
Enter an X if the garbage disposal should be checked to confirm its proper operation.
Enter an X if the light switches should be checked to confirm their proper operation.
Enter an X if any faucets should be repaired.
Enter an X if any door knobs should be repaired.
Enter an X if any doors should be repaired.
Enter an X if any lightbulbs should be replaced.
Enter an X if any doormats should be replaced.
Enter an X if the trash cans should be emptied.
Enter an X if pets and pet odors should be removed.
Enter an X if the lawn should be mowed or watered.
Enter an X if any shrubs should be trimmed.
Enter an X if any flowers should be watered prior to showing a residence.
Enter an X if any animal deposits should be removed.
Enter an X if any tree branches should be trimmed.
Enter an X if the driveway should be repaired.
Enter an X if the sidewalks should be repaired.
Enter an X if the garage should be cleaned.
Enter an X if the outside walls should be painted.
Enter an X if the chimney should be cleaned.
Enter an X if any windows should be repaired.
Enter an X if the mailbox should be repaired or replaced.
Enter an X if "neighborhood" information should be provided. For example, the names of neighbors, or the number of children and their ages.
Enter an X if any extra furniture should be removed.
Enter an X if any posters or paintings should be removed or placed out of sight.
Enter an X to list another task that should be completed.
Enter a brief description of the task.
! Optional Closing Costs Worksheet Section (4 of 5)
!. CLOSING COSTS WORKSHEET
SALE/PURCHASE PRICE: $!
SALES COSTS: SELLER BUYER
! Real Estate Commission: $! $!
LOAN COSTS:
! Loan Origination: $! $!
! Loan Discount (Points): $! $!
! Appraisal: $! $!
! Credit Report: $! $!
! Lender's Inspection: $! $!
! Mortgage Insurance
Application: $! $!
! Assumption: $! $!
! !: $! $!
! !: $! $!
! !: $! $!
! !: $! $!
! !: $! $!
TITLE CHARGES:
! Settlement/Closing: $! $!
! Abstract/Title Search: $! $!
! Title Examination: $! $!
! Title Insurance: $! $!
! Document Preparation: $! $!
! Notary Fees: $! $!
! Attorney Fees: $! $!
! Survey: $! $!
INSURANCE:
! Property Insurance:
! month(s) at
$! per month= $! $!
! Mortgage Life Insurance:
! month(s) at
$! per month= $! $!
TAXES:
! Local Property:
! day(s) at
$! per day = $! $!
! County Property:
! day(s) at
$! per day = $! $!
! Special Assessments: $! $!
! !: $! $!
! !: $! $!
RECORDING CHARGES:
! Deed: $! $!
! Mortgage: $! $!
! Mortgage Release: $! $!
! Transfer Taxes: $! $!
! !: $! $!
MISCELLANEOUS CHARGES:
! Pest Inspection: $! $!
! !: $! $!
! !: $! $!
! !: $! $!
! !: $! $!
! !: $! $!
TOTAL SETTLEMENT COSTS: $! $!
Enter an X to include a section that lists the settlement costs for the Seller and the Buyer. Press [Ctrl+F1] for more information.
Enter the amount of the purchase price (for example, "80,000").
Enter an X to include the amount of the Real Estate Agent's commission. This cost is usually the responsibility of the Seller.
Enter the amount of the Real Estate Agent's commission for which the Seller will be responsible.
Enter the amount of the Real Estate Agent's commission, if any, for which the Buyer will be responsible.
Enter an X to include the amount of the loan origination fee. A loan origination fee is a fee charged by a lender to process a buyer's loan application.
Enter the amount of the loan origination fee, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of the loan origination fee for which the Buyer will be responsible.
Enter an X to include the amount of the loan discount, if any. A loan discount, more commonly known as "points", is additional interest that must be paid at the time that the loan is made. A loan discount of 1% on a loan of $100,000 means one "point" of interest or $1,000.
Enter the amount of loan discount ("points"), if any, for which the Seller will be responsible. The cost is usually the responsibility of the Buyer, but sometimes the Seller agrees to pay all or some of the "points" as part of the transaction.
Enter the amount of loan discount, if any, for which the Buyer will be responsible.
Enter an X to include the amount of the appraisal fee. An appraisal fee is a fee charged by the Lender to obtain an appraisal of the value of the property (residence) that will be financed by the loan.
Enter the amount of appraisal fee, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of appraisal fee for which the Buyer will be responsible.
Enter an X to include the amount of the credit report fee. A credit report fee is the fee charged by the Lender to obtain a report from a credit bureau regarding the Buyer's credit history.
Enter the amount of the credit report fee, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of the credit report fee for which the Buyer will be responsible.
Enter an X to include the amount of the Lender's inspection fee. A lender's inspection fee is a fee that is sometimes charged (in addition to the appraisal fee) for an inspection of the property (residence) by the Lender.
Enter the amount of the Lender's inspection fee, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of the Lender's inspection fee, if any, for which the Buyer will be responsible.
Enter an X to include the amount of the mortgage insurance application fee. Mortgage insurance is insurance that is sometimes required by lenders to insure that the mortgage has been filed properly and can be enforced by the Lender against the property if the Buyer defaults on loan payments.
Enter the amount of the mortgage insurance application fee, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of the mortgage insurance application fee for which the Buyer will be responsible.
Enter an X to include the amount of the assumption fee. An assumption fee is a fee that a lender charges in order to process "assumption" documents that allow the Buyer to assume the Seller's current loan on the property (residence).
Enter the amount of assumption fee, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of assumption fee for which the Buyer will be responsible.
Enter an X to include information regarding another fee.
Enter a brief description of another type of fee.
Enter the amount of the fee for which the Seller will be responsible, if any.
Enter the amount of the fee for which the Buyer will be responsible, if any.
Enter an X to include the amount of settlement/closing title charges. Such charges are fees that a title company might charge to close the transaction.
Enter the amount of settlement/closing charges, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of settlement/closing charges, if any, for which the Buyer will be responsible.
Enter an X to include the amount of abstract/title search charges. Such fees are the costs of determining the current state of the Seller's title to the property. The search is usually performed by an attorney or abstract company.
Enter the amount of abstract/title search charges for which the Seller will be responsible. This cost is usually the responsibility of the Seller.
Enter the amount of abstract/title search charges, if any, for which the Buyer will be responsible.
Enter an X to include the amount of the title examination charge. Usually, an attorney is retained (by the Lender or the title insurance company) to examine the records produced by the title search. The attorney provides an opinion as to whether the Seller has good title to the property.
Enter the amount of the title examination charge, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of the title examination charge for which the Buyer will be responsible.
Enter an X to include the amount of the title insurance premium. Title insurance is often required by lenders to protect against possible defects in the title to the property (residence) that might not be discovered until later.
Enter the amount of the title insurance premium, if any, for which the Seller will be responsible. This cost is usually the responsibility of the Buyer.
Enter the amount of the title insurance premium for which the Buyer will be responsible.
Enter an X to include the amount of the document preparation charge. Such charges represent the cost of preparing the deed, mortgage or other documents. The cost of preparing the deed is usually the Seller's cost, and the cost of preparing the mortgage is the Buyer's cost.
Enter the amount of the document preparation charge for which the Seller will be responsible.
Enter the amount of the document preparation charge, if any, for which the Buyer will be responsible. Such costs may be included as part of other fees paid by the Buyer to the Lender.
Enter an X to include the amount of notary fees. Notary fees may be charged by a notary in connection with the signing of the mortgage and other documents.
Enter the amount of the notary fees, if any, for which the Seller will be responsible.
Enter the amount of the notary fees, if any, for which the Buyer will be responsible.
Enter an X to include the amount of attorney fees. Attorney fees may be charged in connection with document preparation, examination of title, or other matters. Attorney fees may be included as part of other charges.
Enter the amount of the attorney fees, if any, for which the Seller will be responsible.
Enter the amount of the attorney fees, if any, for which the Buyer will be responsible.
Enter an X to include the amount charged for a survey. A lender may require that the property (residence) be surveyed to show, for example, that the residence is located completely with the boundary lines of the property.
Enter the amount of the survey cost, if any, for which the Seller will be responsible.
Enter the amount of the survey cost, if any, for which the Buyer will be responsible.
Enter an X to include the amount of property insurance premiums. Such insurance provides protection against the loss of the property due to fire or other casualty. The Lender may require that the Buyer pay property insurance monthly as part of the mortgage payments.
Enter the number of months, for which the Lender will collect property insurance premiums in advance. The Lender will continue to collect a monthly amount for property insurance, and will then make the premium payments to the insurance company as the premium payments become due.
Enter the monthly amount of property insurance premiums that the Lender will collect.
Enter the amount of property insurance, if any, for which the Seller will be responsible. It would be very unusual for the Seller to be responsible for this expense.
Enter the amount of property insurance for which the Buyer will be responsible.
Enter an X to include the amount of mortgage life insurance. Mortgage life insurance is insurance that pays off the mortgage if the Buyer dies before the mortgage is paid in full. A lender may require this insurance, depending on the amount of the loan.
Enter the number of months of mortgage life insurance that will be required.
Enter the monthly amount of mortgage life insurance.
Enter the amount of mortgage life insurance, if any, for which the Seller will be responsible. It would be very unusual for the Seller to be responsible for this expense.
Enter the amount of mortgage life insurance for which the Buyer will be responsible, if any.
Enter an X to include a credit for local property taxes. It is unlikely that property taxes will be paid current for a period that coincides with the date of the closing. Therefore, a credit will have to be given by either the Seller or Buyer to compensate the other party.
Enter the number of days from the ending date of the period through which local property taxes have been paid to the date of the closing.
Enter the daily rate of local property taxes.
Enter the amount of local property taxes, if any, for which the Seller will be responsible.
Enter the amount of local property taxes, if any, for which the Buyer will be responsible.
Enter an X to include the amount of county property taxes. It is unlikely that property taxes will be paid current for a period that coincides with the date of the closing. Therefore, a credit will have to be given by either the Seller or Buyer to compensate the other party.
Enter the number of days from the ending date of the period through which county property taxes have been paid to the date of the closing.
Enter the daily rate of county property taxes.
Enter the amount of county property taxes, if any, for which the Seller will be responsible.
Enter the amount of county property taxes, if any, for which the Buyer will be responsible.
Enter an X to include the amount of any property taxes that have been assessed as special assessments. Sometimes sidewalk, sewer improvements, street improvements, or other related costs are assessed by the local government to the adjoining property owners.
Enter the amount of special assessments for which the Seller will be responsible. Special assessments are usually the responsibility of the Seller, but may be allocated to the Buyer as part of the agreement between the Seller and Buyer.
Enter the amount of special assessments, if any, for which the Buyer will be responsible.
Enter an X to include the amount of another type of tax.
Enter a brief description of the type of tax.
Enter the amount of tax, if any, for which the Seller will be responsible.
Enter the amount of tax, if any, for which the Buyer will be responsible.
Enter an X to include cost of recording (filing) the deed with the local governmental authority (e.g., the register of deeds or the county recorder). The cost of filing is usually the Buyer's cost.
Enter the amount of the recording cost, if any, for which the Seller will be responsible.
Enter the amount of the recording cost, if any, for which the Buyer will be responsible.
Enter an X to include the cost of recording (filing) a mortgage with the local governmental authority (e.g., the register of deeds or the county recorder). The cost of filing is usually the Buyer's cost.
Enter an X to include the cost of recording (filing) a mortgage release with the local governmental authority (e.g., the register of deeds or the county recorder). The cost of filing a release of a mortgage that the Seller may have had on the property is the Seller's cost.
Enter an X to include the amount of transfer tax, if any, that may be charged by a government in connection with the transfer of the residence.
Enter the amount of transfer tax, if any, for which the Seller will be responsible.
Enter the amount of transfer tax, if any, for which the Buyer will be responsible.
Enter an X to include other recording charges. For example, in some jurisdictions, a mortgage tax is charged, based on the amount of the mortgage.
Enter a brief description of the other recording charge.
Enter the amount of the recording charge, if any, for which the Seller will be responsible.
Enter the amount of the recording charge, if any, for which the Buyer will be responsible.
Enter an X to include the amount charged for a pest inspection.
Enter the amount of the pest inspection cost, if any, for which the Seller will be responsible.
Enter the amount of the pest inspection cost, if any, for which the Buyer will be responsible.
Enter an X to include the amount of another type of miscellaneous charge.
Enter a brief description of the charge.
Enter the amount of the charge, if any, for which the Seller will be responsible.
Enter the amount of the charge, if any, for which the Buyer will be responsible.
The program calculates the total amount of the Seller's charges, based on previous entries. If desired, this information may be modified only by returning to the previous fields in this section.
The program calculates the total amount of the Buyer's charges, based on previous entries. If desired, this information may be modified only by returning to the previous fields in this section.
! Optional Progress Chart Section (5 of 5)
!. PROGRESS CHART
SCHEDULED DATE DATE COMPLETED
! REAL ESTATE AGENT
! Buyer's Offer to
Seller ! !
! Acceptance from
Seller ! !
! Counter Offer
from Seller ! !
! Acceptance from
Buyer ! !
! Final Acceptance
by Buyer & Seller ! !
! Earnest Money
Deposited ! !
! Release of
Contingencies ! !
! Closing Date ! !
! ! ! !
! ! ! !
! ! ! !
! LENDER
! Interest Rate/
Points Locked ! !
! Credit Report
Received ! !
! Loan Sent to
Underwriting ! !
! Appraisal of
Property ! !
! Survey of
Property ! !
! Loan Approval ! !
! Title Examination ! !
! Title Insurance ! !
! Property
Insurance ! !
! ! ! !
! ! ! !
! ! ! !
Enter an X to include a section that provides a chart to monitor the progress of the Real Estate Agent and the Lender regarding their respective duties. Press [Ctrl+F1] for more information.
Enter an X to include a section in the chart regarding the progress made by the Real Estate Agent.
Enter an X if the Real Estate Agent has made an offer to the Seller regarding the purchase price of a residence.
Using the format MM/DD/YYYY, enter the date that the Real Estate Agent is scheduled to make an offer to the Seller.
Using the format MM/DD/YYYY, enter the actual date that the Real Estate Agent made an offer to the Seller.
Enter an X if the Real Estate Agent has received an acceptance of the offer from the Seller.
Using the format MM/DD/YYYY, enter the date by which the Real Estate Agent expects to receive an acceptance of the offer from the Seller.
Using the format MM/DD/YYYY, enter the actual date that the Real Estate Agent received an acceptance of the offer from the Seller. Leave this field blank, if the Seller makes a counter offer instead of accepting the Buyer's offer.
Enter an X if the Seller, instead of accepting the Buyer's offer, has made a counter offer to the Buyer.
If a counter offer is expected, use the format MM/DD/YYYY to enter the date by which the counter offer is expected.
Using the format MM/DD/YYYY, enter the actual date that the Real Estate Agent received the Seller's counter offer.
Enter an X to include the Buyer's acceptance of the Seller's counter offer.
Using the format MM/DD/YYYY, enter the date by which the Buyer must provide a response to the Seller's counter offer.
Using the format MM/DD/YYYY, enter the actual date that the Buyer provides the Real Estate Agent with an acceptance of the Seller's counter offer.
Enter an X to indicate final acceptance by both the Buyer and the Seller regarding the purchase price of the residence.
Using the format MM/DD/YYYY, enter the date by which the Real Estate Agent is expected to receive final acceptance by the Buyer and the Seller.
Using the format MM/DD/YYYY, enter the actual date that the Real Estate Agent has received final acceptance from the Buyer and the Seller.
Enter an X to include information regarding "earnest money". Earnest money is money deposited by the Buyer with the Seller (or the Seller's agent) as a show of the Buyer's intent to complete the transaction. Press [Ctrl+F1] for more information.
Using the format MM/DD/YYYY, enter the date by which the earnest money is to be deposited.
Using the format MM/DD/YYYY, enter the actual date that the earnest money is deposited.
Enter an X if there are contingencies that must be satisfied before the transaction can be closed. For example, the Buyer's offer may be contingent on an inspection of the heating system or whether the Buyer is able to obtain financing. Press [Ctrl+F1] for more information.
Using the format MM/DD/YYYY, enter the date by which the contingencies must be satisfied.
Using the format MM/DD/YYYY, enter the actual date by which the contingencies are satisfied.
Enter an X to include information regarding the expected closing date of the transaction. The closing date is the date that the Buyer will buy the residence.
Using the format MM/DD/YYYY, enter the expected date of closing.
Using the format MM/DD/YYYY, enter the actual date of closing.
Enter an X to include any other responsibility of the Real Estate Agent.
Enter a description of another responsibility of the Real Estate Agent.
Using the format MM/DD/YYYY, enter the date by which the responsibility must be completed.
Using the format MM/DD/YYYY, enter the actual date that the responsibility was completed.
Enter an X to include a section in the chart regarding the progress made by the Lender.
Enter an X to include information as to a date by which the Lender will guaranty ("lock in") the terms regarding an interest rate and "points". "Points" means additional interest that must be paid at the time that the loan is made. One "point" on a loan of $100,000 means 1 percent or $1,000.
Using the format MM/DD/YYYY, enter the date by which the Lender is expected to lock in the interest rate and points.
Using the format MM/DD/YYYY, enter the actual date that the Lender has locked in the interest rate and points.
Enter an X to include information regarding a credit report that may be required by the Lender.
Using the format MM/DD/YYYY, enter the date by which the Lender is expected to receive a credit report.
Using the format MM/DD/YYYY, enter the actual date that the Lender has received the credit report.
Enter an X to include information regarding an underwriter. An underwriter is an organization that may be providing the loan funds to the Lender.
Using the format MM/DD/YYYY, enter the date by which the Lender is expected to send the loan information to the underwriter.
Using the format MM/DD/YYYY, enter the actual date that the Lender has sent the loan information to the underwriter.
Enter an X to include information regarding an appraisal of the property.
Using the format MM/DD/YYYY, enter the date by which the property is to be appraised.
Using the format MM/DD/YYYY, enter the actual date that the property has been appraised.
Enter an X to include information regarding a survey of the property.
Using the format MM/DD/YYYY, enter the date by which the property is to be surveyed.
Using the format MM/DD/YYYY, enter the actual date that the property has been surveyed.
Enter an X to include information regarding loan approval.
Using the format MM/DD/YYYY, enter the date by which loan approval is expected.
Using the format MM/DD/YYYY, enter the actual date that the loan has been approved by the Lender.
Enter an X to include information regarding an examination as to the Seller's title to the property. This requirement may be a part of the title insurance process.
Using the format MM/DD/YYYY, enter the date by which the title to the property will be examined.
Using the format MM/DD/YYYY, enter the actual date that the title has been examined.
Enter an X to include information regarding title insurance.
Using the format MM/DD/YYYY, enter the date by which the title insurance application must be completed.
Using the format MM/DD/YYYY, enter the actual date that the title insurance application has been completed.
Enter an X to include information regarding property insurance.
Using the format MM/DD/YYYY, enter the date of by which property insurance must be obtained.
Using the format MM/DD/YYYY, enter the actual date that property insurance has been obtained.
Enter an X to include any other responsibility of the Lender.
Enter a brief description of another responsibility of the Lender.
Using the format MM/DD/YYYY, enter the date by which the Lender is expected to complete the responsibility.
Using the format MM/DD/YYYY, enter the actual date that the Lender has completed the responsibility.
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