buyer consultation and under agreement transaction checklist

BUYER CONSULTATION AND UNDER AGREEMENT TRANSACTION CHECKLIST PLEASE FULLY COMPLETE FILE COVER

Address:

Town: CONSULTATION DOCUMENTS

___ From Offer to Closing ___ What We Owe Our Clients ___ MA Mandatory Licensee Consumer Relationship Disclosure* ___ Buyer Acknowledgement Receipt of Property Transfer ___ Notification Certification (Lead Paint - if applicable) ___ Home Inspection Facts for Consumers ___ Home Inspection Acknowledgement* ___ Service Provider Disclaimer ___ Exclusive Buyer Agency Agreement with Consent to Designated and Dual Agency ** ___ Confidentiality Agreement (if applicable)

INITIAL PROCESSING REQUIRED UAG CONTRACT DOCS ______ Date Folder Received ______ MA Relationship Disclosure Form ______ Notice of Dual Agency (if applicable) ______ Notice of Designated Agency (if applicable) ______ Contract to Purchase (Fully executed) ______ Copy of MLS Listing Sheet Full report, NO Gallery

______ 1st Deposit Check (if applicable) ______ 2nd Deposit Check (if applicable) ______ Draft P&S Needed

___ Financial Privacy Consent Form

ONGOING TRANSACTION DOCUMENTS: ___ What Happens Between Now and Closing ___ Purchase and Sale Agreement – fully executed

For Admin Use Only: Front Cover Copied: ______ Inside Cover Copied: ______

___ Seller’s Statement of Property Condition – fully executed (if applicable) ___ Fully Executed Property Transfer Notification Certification (if applicable) ___ Receipt of Condo Docs Signed (if applicable) ___ Recorded Deed ___ Title V Addendum (if applicable)

* Required in order to waive your E&O insurance deductible ** To be completed by the J Barrett selling agent

___ UAG Transaction Form Sent / Bill Request Form ___ Sign Ordered Down (if applicable) ___ Enter SOLD in MLS (if applicable) Revised 12.9.15