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PROCESS A TRANSACTION

Congratulations on your sale !

INTRODUCTION

 

Please read the following items VERY CAREFULLY. It will keep both of us from losing our licenses and being sued in a court of law !

Included on this How To Process A Transaction page is all the

information you need to completely process your transaction.

It is extremely important that you follow ALL the instructions

properly to have a smooth transaction and avoid being sued by clients

and losing your license. Being an agent for a real estate transaction

is a serious undertaking that needs to be conducted with the utmost

professionalism and thoroughness to every detail.

If you do not feel comfortable processing your transaction yourself and/or, if you prefer to spend your time acquiring your next sale, then using our in-house professional Transaction Coordinator is highly

recommended. 90% of agents use a TC. The fee for CURB’s in-house Transaction Coordinator to process your entire transaction is $995 for the VIP Contract to Close Service or $395 for the Standard TC Service

To have your own personal Transaction Coordinator handle your paperwork, please contact: transaction@CURB.estate or 888-279-4230 x 2 

Talk about one-stop-shop, CURB has our own in-house escow company, Better Escrow, for you and your buyers and sellers to utilize. 

 

When representing a seller (or even buyer), we will open escrow for you with Better Escrow. Keeping your transaction under one roof and one phone call is priceless. There is NO additional fee for our Escrow service. Fred, CURB's escrow officer, will be processing your escrows.

 

Plus, when you are using our in-house Transaction Coordinator service they will even set up all

your escrows for you. ..One less thing for you to deal with.  Literally one call and one person does it all for you. 

 

* CURB bonus; when you use Better Escrow you get paid directly into your bank account the same day your transaction closes !  BetterEscrowService@gmail.com or 818-641-4016

HOT TOPICS 

Important Items To Processing a Transaction

AGENCY DISCLOSURES

BEFORE engaging in ANY aspect of a transaction with a buyer or seller you must get an Agency Disclosure signed by your clients. This is the very first item that needs to be signed and dated before anything else.

DEPOSIT CHECKS

NEVER NEVER NEVER (..did I say never ?) receive a deposit check from a buyer.
In order to get a buyer's deposit into escrow after an offer is signed and accepted, simply give the buyer the phone number and email address to the Escrow Officer handling their transaction. The Escrow Officer will let your buyer know how to get their deposit into escrow properly.

PRELIMINARY TITLE REPORTS

Agents must read Preliminary Title Reports.
Contact your Escrow / Title officer right away if you notice anything outstanding in the report. Your Escrow Officer will then take the necessary steps to rectify the issues.

TDS (Transfer Disclosure Statement)
In the agents portion of the TDS, make sure you note EVERY issue you see with the property during your own preliminary visual inspection, as well as your final visual inspection with the buyer the day before escrow closes. Even a brand new house has issues, so make sure you note all outstanding items.  If no items are noted it will bite you later! Taking photos of issues is a fanny saver.

EMAILS

Keep ALL emails on every transaction in your email server, and/or your transaction file for 3 years.
Get EVERYTHING in writing or email. ..If it’s not in writing, you ain’t got doodly-squat.

LEGAL ISSUES

If you have any concerns regarding the legal or ethical nature of your transaction, please call CURB Realty to discuss the issue before you take action. If you are a CAR member you also have access to contact an attorney for free: legalhotline@car.org or 213-739-8282

HOW TO START A NEW TRANSACTION 


If you are utilizing CURB’s amazing in-house Transaction Coordinator service:

* Do not open an escrow, your personal CURB TC will do this for you.

1) As soon as you have a signed accepted offer send a Sales Sheet to: transaction@CURB.estate

Sales Sheets MUST be submitted to our TC within 24 hours of obtaining a signed purchase contract. If a Sales Sheet is not received within 24 hours, an additional fee of $300 will be charged on that particular transaction - NO EXCEPTIONS.

2) Log into your zipForm TMS account: https://www.zipformplus.com (When you joined CURB an email was sent to you from zipForms that allows you to setup your personal login information) If you have problems logging in please call zipForms: 888-318-2660

3) Click on the + New icon to start your new transaction.

4) Choose the type of transaction you want to start: (Choose New Listing if you are representing the seller for the property, or choose New Purchase or Offer if you are representing the buyer.)

5) In the Name field, put the street number and street name of the property, eg; 3128 Wildflower.

Choose the Property Type. Add any helpful Comments. Choose correct template regarding if you are representing the buyer or seller in Select Template.

6) The Transaction/Property Summary is the following page. Fill out as much information as possible regarding the property. The more information you have filled out the better, as this will help you considerably when you need to access important information regarding the property in order to close on time.

7) The next icon over to the right of the blue house icon is Parties, which is represented by the people icon. Click on the Parties icon and fill out all the appropriate information for all the required fields.

8) The icon to the right of Parties is Documents. The Purchase Contract (RPA - Residential Purchase Agreement) is located there.

9) Also upload any existing forms you have in Documents such as;

Purchase Contract, Purchase Contract, Deposit Notification, Preliminary Title Report, Inspections, Copy of MLS listing, Property HOA / CCR’s, *Local Disclosures, etc..

*Local Disclosures

Notice there is a Local Regional Disclosures item under the Disclosures category on the Checklist. Additional required local disclosures are not in the zipForms library.
Please call your local real estate board or MLS to get the list of the required local disclosures for the area where the property you are selling is located. This is mandatory. You can be held legally liable by your buyers & sellers for not including all the necessary forms for your local area. 
If you are using a Transaction Coordinator you are still required to do this.

How to upload existing forms you have (such as Local Disclosures) into your transaction:

In the current open page simply drop any form you wish to upload from your desktop anywhere over the list of forms. The list of forms will illuminate blue.  In the pop-up window that appears you can re-name the file and add a description for the file if you like. 

9) After you have uploaded any existing documents for your transaction to the Documents list, scroll up to the top of the page and click on the Notes icon. It is the icon to the right of the Checklist icon. This is where you need to add all the notes of information related to the transaction. VERY important if the transaction ever goes to court!! Saving your notes here will make the difference in you winning or losing a lawsuit with a buyer or seller. “If it’s not in writing, you ain’t got squat.

* On the Documents page on the far right of the gray bar is a blue box titled ALL FORMS. This is the library where you and your TC obtain additional CAR forms for your transaction that are not in the CURB® Checklist.

* When filling out forms make sure to use your own address, telephone number and email where required.

* If scanning paper documents, please scan all documents at: 300 dpi. This is the best resolution to maintain clarity and avoid having too large of a file.

When the above information is complete please send an email to: transaction@CURB.estate to let us know your new transaction has been posted and ready to begin. (Please make sure to include your zipForms username and password so our TC can upload the rest of your transaction forms into your account)

After we receive your email your personal Transaction Coordinator will then contact you back and begin processing your transaction right away and work with you acquiring the rest of the required forms and signatures.

* When contacting your TC please let us know which Transaction Coordination service you would like; Basic or VIP.  More info on our TC services: CURB Transaction Coordination Services

If you are processing your transaction yourself:

* Do not open an escrow, your personal CURB TC will do this for you.

1) As soon as you have a signed accepted offer send a Sales Sheet to: transaction@CURB.estate

Sales Sheets MUST be submitted to our TC within 24 hours of obtaining a signed purchase contract. If a Sales Sheet is not received within 24 hours, an additional fee of $300 will be charged on that particular transaction - NO EXCEPTIONS.

2) Log into your zipForm TMS account: https://www.zipformplus.com to start your new transaction.(When you joined CURB an email was sent to you from zipForms that allows you to setup your personal login information)

If you have problems logging in please call zipForms: 888-318-2660

3) Local Disclosures

Notice there is a Local Regional Disclosures item under the Disclosures category on the Checklist. Additional required local disclosures are not in the zipForms library.
Please call your local real estate board or MLS to get the list of the required local disclosures for the area where the property you are selling is located. This is mandatory. You can be held legally liable by your buyers & sellers for not including all the necessary forms for your local area.

If you are using a Transaction Coordinator the agent is still required to do this

                                                                                                                                       

4) The last icon to the right of the Checklist icon is Notes. This is where you need to add all the notes of information related to the transaction. VERY important if the transaction ever goes to court!! Saving your notes here will make the difference in you winning or losing a lawsuit with a buyer or seller. “If it’s not in writing, you ain’t got squat.

* When filling out forms make sure to use your own address, telephone number and email where required.

* If scanning paper documents, please scan all documents at: 300 dpi. This is the best resolution to maintain clarity and avoid having too large of a file.

* Make sure ALL the required forms have been signed by ALL parties before requesting approval for a completed transaction.

* The completed transaction must be submitted for review at least 5 days prior to close of escrow in order for you to get paid on time. If everything is in order, your transaction will be approved in 48 hours.

 

Congratulations and enjoy your success ! 

zipForm Tutorial Videos

 

zipForm Tutorials 1

zipForm Tutorials 2