Agent Timeline and Upload Links (Listing or Dual)
(Use this Timeline if you are a Dual Agent as well)
Follow this simple timeline to operate in compliance.
If at anytime you have questions don't hesitate to call your Broker/Manager
Congratulations!
It is a good idea to set up a weekly update system during the property marketing phase to keep your client engaged in the process and manage their expectations.
It is crucial to set your listing up for success at the beginning of the process
Upload the forms in the section below within 3 days of ratification of the Listing Contract
Once uploaded you will receive an email confirmation, you will need to keep track of your progress.
It is a good idea to keep a copy of the entire checklist and mark off each pertinent upload.
| File Description | File Code or Number | Where to Get | What to Do |
|---|---|---|---|
| Residential Listing Agreement (Package) | RLA-AD-PRBS-SA-WFA-CCPA | Zipform CAR | When Fully Ratified Upload Below |
| Property Title Profile | Property Profile | From MLS | No Signature Needed Upload Below |
| MLS Active Printout | MLS Agent PDF | From MLS | No Signature Needed Upload Below |
| Corona Virus Addendum (ONLY DURING PANDEMICS) | PEAD-S | Zipform CAR | When Fully Ratified Upload Below |
| Short Sale Information Advisory (IF APPLICABLE) | SSIA | Zipform CAR | When Fully Ratified Upload Below |
| Home Owners Association Information (IF APPLICABLE) | HOA Contact | From Seller | No Signature Needed Upload Below |
Property Not Selling?
If you have been on the market over 30 days with no offers and limited showings, it is a good idea to make some adjustments.
Now That You Have an Accepted Offer
Upload the forms in the section below within 3 days of ratification of the Purchase Contract.
Once uploaded you will receive an email confirmation, you will need to keep track of your progress.
It is a good idea to keep a copy of the entire checklist and mark off each pertinent upload.
| File Description | File Code or Number | Where to Get | What to Do |
|---|---|---|---|
| Purchase Agreement Package | RPA-AD-PRBS-BIA-WFA-CCPA | Zipform CAR | When Fully Ratified Upload Below |
| Counter Offers | CO | Zipform CAR | When Fully Ratified Upload Below |
| Corona Virus Addendum (ONLY DURING PANDEMICS) | PEAD-V | Zipform CAR | When Fully Ratified Upload Below |
| Loan Approval or Proof of Funds | Letter or Statement | From Buyer | No Signature Needed Upload Below |
| Earnest Money Deposit Receipt | EMD | From Escrow | No Signature Needed Upload Below |
| Preliminary Title Report | Prelim | From Escrow/Title | No Signature Needed Upload Below |
Prepare the Sellers Disclosure Package
Your sellers disclosure package must be ratified and sent to the buyers agent within 7 days.
Upload fully ratified documents in the section below at least 7 days before closing in order to receive your commission check directly from escrow.
Once uploaded you will receive an email confirmation, you will need to keep track of your progress.
It is a good idea to keep a copy of the entire checklist and mark off each pertinent upload.
| File Description | File Code or Number | Where to Get | What to Do |
|---|---|---|---|
| Multiple Forms Combined in Single PDF | Full Package in Single PDF | Zipform CAR | When Fully Ratified Upload Below |
| California Required Disclosure Booklets | 6 Part Disclosure Booklets | Zipform CAR | Send to Buyer no upload needed |
| Buyers Affidavit | AB | Zipform CAR | When Fully Ratified Upload Below |
| Affiliated Business Disclosure | ABD | From Broker | When Fully Ratified Upload Below |
| Seller’s Affidavit of Non-Foreign Status | AS (1 for each seller on title) | Zipform CAR | When Fully Ratified Upload Below |
| Agent Visual Inspection Disclosure | AVID | Zipform CAR | When Fully Ratified Upload Below |
| Buyer Homeowner Association Advisory | BHAA | Zipform CAR | When Fully Ratified Upload Below |
| Buyer’s Inspection Election Advisory | BIE | Zipform CAR | When Fully Ratified Upload Below |
| Buyer’s Inspection Waiver | BIW | Zipform CAR | When Fully Ratified Upload Below |
| Carbon Monoxide Detector Notice (use WCMD) | WCMD | Zipform CAR | When Fully Ratified Upload Below |
| Megan’s Law Database Disclosure | DBD | Zipform CAR | When Fully Ratified Upload Below |
| Fair Housing and Discrimination Advisory | FHDA | Zipform CAR | When Fully Ratified Upload Below |
| Fire Hardening and Defensible Space Advisory | FHDS | Zipform CAR | When Fully Ratified Upload Below |
| Pre-1978 Lead-based paint disclosure | FLD | Zipform CAR | When Fully Ratified Upload Below |
| For Your Protection: Get a Home Inspection | HID | Zipform CAR | When Fully Ratified Upload Below |
| HOA Information Request | HOA-IR | Zipform CAR | When Fully Ratified Upload Below |
| Homeowners Guide Signature Page | Signature Page | Zipform CAR | When Fully Ratified Upload Below |
| California Required Disclosure Lead Booklet | Lead Booklet | Zipform CAR | Send to Buyer no upload needed |
| Market Conditions Advisory | MCA | Zipform CAR | When Fully Ratified Upload Below |
| Natural Hazard Disclosure Report | NHD | From Escrow | Send to Buyer no upload needed |
| NHD Signature Page | Signature Page | From Escrow | When Fully Ratified Upload Below |
| Corona Virus Addendum (ONLY DURING PANDEMICS) | PEAD | Zipform CAR | When Fully Ratified Upload Below |
| Qualified Substitute (in Lieu of form AS) | QS | Zipform CAR | When Fully Ratified Upload Below |
| REO Advisory (if Applicable) | REO | Zipform CAR | When Fully Ratified Upload Below |
| Residential Earthquake Risk Disclosure Statement | Disclosure Page in Report 5 | Zipform CAR | When Fully Ratified Upload Below |
| Statewide Buyer Seller Advisory | SBSA | Zipform CAR | When Fully Ratified Upload Below |
| Square Foot and Lot Size Advisory | SFLS | Zipform CAR | When Fully Ratified Upload Below |
| Seller Property Questionnaire | SPQ | Zipform CAR | When Fully Ratified Upload Below |
| Notice of your Supplemental Property Tax Bill | SPT | Zipform CAR | When Fully Ratified Upload Below |
| Short Sale Information Advisory (if applicable) | SSIA | Zipform CAR | When Fully Ratified Upload Below |
| Transfer Disclosure Statement | TDS | Zipform CAR | When Fully Ratified Upload Below |
| Termite Report | Termite Report | From Pest Company | No Signature Needed Upload Below |
| Termite Clearance | Termite Clearance | From Pest Company | No Signature Needed Upload Below |
| PRE-1994 Water conserving fixtures compliance | WCMD | Zipform CAR | When Fully Ratified Upload Below |
| Water Heater, Smoke Detector Statement | WHSD | Zipform CAR | When Fully Ratified Upload Below |
| Addition Forms, and Local Addendum (s) | Other | Other | Upload Below |
| Any Additional Forms not listed | Other | Other | Upload Below |
Inspection and Repair Phase
Once the buyers inspections and due diligence is complete, it is time to address any buyer repair requests and negotiate credits or repairs. It is usually in everyones best interest to negotiate a repair credit, consult your broker for strategies in handling repair and credit negotiations.
During this phase complete and upload the fully ratified documents from the section below.
Once uploaded you will receive an email confirmation, you will need to keep track of your progress.
It is a good idea to keep a copy of the entire checklist and mark off each pertinent upload.
| File Description | File Code or Number | Where to Get | What to Do |
|---|---|---|---|
| Home Inspection Report | Report | From Buyer (Agent) | No Signature Needed Upload Below |
| Request for Repair | RR | Zipform CAR | When Fully Ratified Upload Below |
| Response to Request for Repair | RRRR | Zipform CAR | When Fully Ratified Upload Below |
| Contingency Removal | CR | Zipform CAR | When Fully Ratified Upload Below |
Closing Phase
The countdown is on!
Beginning 10 days before closing, complete and upload the fully ratified documents from the section below.
Upload all documents as soon as they are complete.
Failure to upload all required documents may result in delaying your commission.
Once uploaded you will receive an email confirmation, you will need to keep track of your progress.
It is a good idea to keep a copy of the entire checklist and mark off each pertinent upload.
| File Description | File Code or Number | Where to Get | What to Do |
|---|---|---|---|
| Home Warranty Order | Home Warranty Order | From Escrow | No Signature Needed Upload Below |
| Commission Instructions | CI | From Escrow | When Fully Ratified Upload Below |
| Any Addendums or Amendments | As Required | Varies | When Fully Ratified Upload Below |
| FHA Amendatory Clause | FHAAC | From Escrow | When Fully Ratified Upload Below |
| Escrow Instructions | Any and all documents from escrow | From Escrow | When Fully Ratified Upload Below |
| Commission Disbursement Authorization | CDA | From Broker | Send to Escrow and Upload Below |
| Verification of Property Condition (Final Walk Thru) | VP | Zipform CAR | When Fully Ratified Upload Below |
| MLS Closed Printout | MLS Closed Printout | From MLS | No Signature Needed Upload Below |
| Escrow Closing Statement | Escrow Closing Statement | From Escrow | No Signature Needed Upload Below |
Congratulations!
Time to get Paid!
