subject_line
PRE-CLOSING FORM (SALES AND LEASES)
ALL REQUIRED ITEMS MUST BE COMPLETED. IF A QUESTION DOES NOT APPLY PLEASE ENTER
"N/A"
OR
"NONE"
, BUT
DO NOT LEAVE BLANK
. THE SYSTEM WILL NOT ACCEPT YOUR FORM.
KEY INFORMATION
What is this Pre-Closing For?
*
A Sales Transaction
A New Lease Transaction
A Lease Renewal
SELLER/LANDLORD INFORMATION:
Associate Name:
*
Property Address (Including Unit No. - Mandatory):
*
Your Client's Full Name As It Appears on the Contract/Lease:
*
Lead Source:
*
Returning Client
Friend or Relative
Referral from Client
Sourced by Agent
Owner Agent
Facebook
Instagram
LinkedIn
TikTok
Open House
Yard Sign
Zillow
Trulila
Agent Personal Website
Shelton and Stewart Website
Cold Calling
Networking
Company Assigned Seller Lead
Company Assigned Landlord Lead
Company Assigned Buyer Lead
Company Assigned Tenant Lead
Relocation Company
Referral from Another RE Company/Agent
Company Email Blast
Agent Email Blast
Postcard or Brochure
Expired Listing Call
Door Knocking
CLOSING INFORMATION
Move In Date:
*
Closing Date:
*
Final Sale/Rent Price:
*
Final Commision Listing Side:
*
Final Commision Selling Side:
*
What's Your Split For This Transaction (Ex. 70/30):
*
Is a Commision Letter Required?:
*
COMMISSION DISTRIBUTION INSTRUCTIONS
Are You The Listing Agent:
*
Yes
No
ARE YOU SHARING COMMISSION?
*
🛈
Yes
No
If yes, please describe the distribution for each person:
*
🛈
ESCROW INFORMATION AND DISBURSEMENT
IS THE ESCROW WITH OUR OFFICE?
*
Yes
No
Enter Total We Have in Escrow:
*
Enter Your Commission Amount:
*
Enter The Co-Operating Broker Commission Amount:
*
Enter The Amount of Balance to Landlord:
*
Overage:
$
0.00
Calculate
INFORMATION FOR TRANSFER OF OVERAGE
Name of Company Receiving Overage:
*
Overage Transfer Method:
*
If Wire Transfer Required Please Email Instructions to Our Office or Paste Instructions:
0/500 characters
INFORMATION FOR INVOICING *** Complete ONLY IF you are the Listing Agent and 1st month in Escrow is not enough to pay your commission and the tenant's agent's commission.
Do you need an Invoice for the Landlord?
Yes
No
Invoice Amount:
*
Landlor's Email Address:
*
REFERRALS AND CREDITS
Do We Need To Pay A Referral or Credit From Your Commission:
*
Yes
No
Referral Amount
($ Amount Only)
:
*
Name of Company or Person Receiving Referral:
*
REFERRAL PAYMENT DELIVERY METHOD
If Referral Payment Is
To Be Sent By Wire
, Please Provide Instructions By Email or Paste in the Box:
0/500 characters
If Referral Payment Is
To Be Mailed
, Please Provide Mailing Address:
0/500 characters
If The Referral Check
Will Be Picked Up
,
Please Write The
Name Of The Person Picking Up
The Check:
RENEWAL INFORMATION
Will You Be Paid a Commission on This Lease Renewal?
*
Yes
No
When Would You Like to Be Reminded About this Renewal?
*
+
Note:
We can remind you about a Lease Renewal Date even if no renewal will be paid. It's always a good practice to reach out to your existing tenants at least 2 months before the Lease expires. They may not wish to renew and you may need to locate a new property for them.
MLS CHANGE OF STATUS
Do you want to Change the Status to Closed/Rented?
*
Yes
No
When Do You Want the Status Changed?
*
+
MLS#:
*
Property Type:
*
Business
Commercial
Condo
Rent
Single
Furniture Info. (Select One):
*
Furnished
Partially Furnished
Unfurnished
Terms (Select One):
*
Cash Sale
Assumable Mortgage
Conventional Finacing
Lease (Com & Bus Only)
Other
PPM (Purchase Money Mortgage)
SFIN
VA Financing
Other Agent's Name:
*
Other Agent's Company:
*
Other Agent's License #:
*
Intended Use (Select One):
*
Primary Residence
Investment
Secondary Residence
Unknown/Witheld
Seller Contribution:
*
Yes
No
Seller Contribution Amount
if none type 0.00):
*
Buyer Country of Origin
(if Unknown Type Other):
*
Buyer's State
(if Unknown Type Other):
*
Buyer's Zip Code
(if Unknown Type Other):
*
Sign Removal:
*
Yes
No
Not Yet
No Sign On Property
IS THERE ANYTHING ELSE WE SHOULD KNOW ABOUT THIS CLOSING?
*
CONFIRMATION AND FORM SUBMISSION
Enter Your Email Address:
*
Shelton and Stewart Realtors, LLC | 7311 SW 59 Court| South Miami | FL | 33143
ph 305.666.0669 | f 305.666.6674 | www.sheltonandstewart.com