CHASING PAPER
CHASING PAPER
LISTING LAUNCH
WHO
THE PROPERTY
THE SELLER
PRICE
VENDORS
ADMIN

WHOSE LISTING

Who you are and who signs for your broker. Everything after this is about the file.
Pick your name
Not listed? Sign up once and you will be here next time.
You
Your name
DRE
Email
Cell
Your brokerage
Brokerage
Brokerage DRE
Broker of record
Who signs for your broker
Their email
Where broker paperwork goes
Does your broker review before anything goes out for signature?
Yes
No
Not sure
Another agent on this file
Agent 2
DRE
Email
Cell
Agent 3
DRE
Email
Cell
Agent 4
DRE
Email
Cell
Agent 5
DRE
Email
Cell
+ ADD ANOTHER AGENT
Send the signed listing agreement

THE PROPERTY

What it is, who is in it, and what comes attached to it.
Property address
What kind of property is it?
Single family
Condo
Townhome
PUD
Manufactured
Land
Each one pulls a different disclosure set, so this is not a formality.
The basics
Year built
Beds
Baths
Square feet
APN
Anything built before 1978 carries the federal lead based paint disclosure, which is why the year matters more than it looks.
Water and sewer
City water
Well
Do not know yet
Sewer
Septic
Do not know yet
Septic means an inspection and its own disclosure, and both answers feed the SPQ.
Who is in it right now?
Owner occupied
Tenant occupied
Vacant
THE TENANCY
Tenant name
Rent
Security deposit
Lease ends
Are they staying?
Staying, it sells tenant occupied
Leaving before close
Not decided
Tenants get 24 hours written notice for every showing, so this shapes how the property can be shown from day one.
WHILE IT SITS EMPTY
Are the utilities on?
On
Off
Some of them
Where the shutoffs are
Is it two to four units?
Yes
No
THE UNITS
How many
Bed and bath per unit
Occupancy
Rents
Total expenses
Net operating income
Is it under an HOA?
Yes
No
THE ASSOCIATION
HOA name
Contact name and phone
Email
Dues
Is it FHA or VA approved?
FHA
VA
Both
Neither
Do not know yet
Is there a second association on top of it?
No
Yes
THE MASTER ASSOCIATION
Name
Contact
Dues
Does it have solar?
Yes, leased
Yes, owned
No
THE SOLAR
Company
Account or contract number
Is there a loan on this property?
Yes
No, it is owned free and clear
Do not know yet
HOW IT PAYS OFF
Will it pay off normally at closing?
Yes, normally
No, it comes up short
No, it is in default
Do not know yet
THE LENDER
Lender
Loan number
Approximate payoff
Anything already in motion

THE SELLER

Who is signing, how title is held, and what they are doing next.
The sellers
Seller 1
Email
Phone
Seller 2
Email
Phone
Seller 3
Email
Phone
Seller 4
Email
Phone
Seller 5
Email
Phone
+ ADD ANOTHER SELLER
How is title held?
Individuals
A trust
An entity
Estate, probate or conservatorship
This decides who signs and what has to come with the signature, so it is worth getting right up front.
THE TRUST
Full name of the trust
Trustee signing
Their email
Their phone
Is the original trustee still the one signing?
Yes
No, a successor trustee is signing
Do not know yet
A successor trustee needs the certification of trust plus whatever the title company asks for to prove the handoff. Better to start that now than the week we go into escrow.
THE ENTITY AND WHO SIGNS FOR IT
Entity name
Authorized signer
Their title
Their email
Their phone
THE ESTATE
Executor, administrator or conservator
Their email
Their phone
Attorney handling it
Court case number
Full authority under the Independent Administration of Estates Act?
Full authority
Limited, court confirmation needed
Do not know yet
Limited authority means a court confirmation and overbid, which changes the timeline and the forms completely.
Is the seller buying something else as part of this?
Yes
No
Thinking about it
THE REPLACEMENT
What stage are they at
This is what puts the replacement property contingency in the listing rather than discovering it on the first offer.

PRICE AND TERMS

The numbers and the dates. None of this is on the old form and all of it is on the listing agreement.
WHY IT IS ASKED TWICE
It is on the RLA you already dropped in. Typing it here means the MLS sheet, the calendar and the file all start from the same number on the same day, instead of waiting on someone opening the PDF.
The price
List price
Anything shaping it
The term
Listing starts
Listing expires
The expiration is what gets watched, so an extension never sneaks up on anyone.
Commission
Total on the RLA
Offered to the buyer side
Buyer side compensation no longer lives in the MLS, so if it is not written down here it is not written down anywhere.
Is there anything already agreed that changes the commission?
No
Yes
THE ARRANGEMENT
What was agreed
Has this property been listed before?
Not that I know of
Yes
LAST TIME AROUND
When
At what price
How it ended
With whom

VENDORS

Who you are using, and who is paying attention to what.
Escrow
Company
Officer
Email
Phone
Title
Company
Rep
Email
Phone
NHD
Is the seller doing pre-inspections?
Yes
No
Still deciding
WHICH ONES
General
Sewer
Termite
Roof
Chimney
Pool and spa
Foundation
Mold
Soil or geo
Survey
Other

DISCLOSURES AND ADMIN

What will come out in disclosures, and the last few things for the file.
Anything already known that will come out in disclosures?
Nothing yet
Yes, some of this applies
BETTER NOW THAN IN ESCROW
Work done without permits
Insurance claims or repairs
Reports that already exist
Anything else that has to be disclosed
None of this changes whether the listing goes up. It changes whether it comes out on our terms or the buyer's.
Can we send the disclosures straight to the seller?
Yes
No, come to me first
Is a city presale inspection required?
Yes
No
Not sure yet
THE CITY PRESALE
City and report
Inspection date
Has it been ordered?
Yes
Not yet
Cities run their own queue and some take weeks, so this is the one that quietly moves a listing date.
Is a referral attached to this listing?
Yes
No
THE REFERRAL
Source
Who to pay
Their email
Anything else we should know?
Notes

ON IT

Here is what is happening while you close this tab.
STATUS
Starting...
WHAT HAPPENS NEXT
The property folder gets built and shared to your email.
Everything you just answered lands in a doc inside it.
Pilar is notified, and you get a copy.
If you have not already, email the signed RLA to [email protected].