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Real Estate Transaction Worksheet Template

This document appears to be a transaction worksheet for an associate at a real estate company called "Goldmine". It collects key information about a real estate transaction including the source of business, property type, addresses of the property and those involved, loan and title details. It also includes a calculation column to determine commissions, bonuses and fees to be paid or received.

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theaxman
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© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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84 views2 pages

Real Estate Transaction Worksheet Template

This document appears to be a transaction worksheet for an associate at a real estate company called "Goldmine". It collects key information about a real estate transaction including the source of business, property type, addresses of the property and those involved, loan and title details. It also includes a calculation column to determine commissions, bonuses and fees to be paid or received.

Uploaded by

theaxman
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

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Associate Name:

Goldmine
Transaction Worksheet
Source of Business

LIST

BUY

Sales Contract Lease Referral Fee MLS Area______

Corporate Referral Ad Sign Phone Duty Open House Farming Area Internet Lead New Home Acct. Personal Ref. Previous Client
Property Type

Contract Date: __ Closing Date:___________ List Price: _____________ Sales Price: __


0.00% Commission Rate:___________ Bonuses: ___________________

Resale / Individually Owned New Home Commercial Lease Farm & Ranch

REO Sale HUD/VA Sale Lot Other

PROPERTY Property Address: City, State, Zip: Subdivision: SELLER


Sellers Name: _________________________________________________
First Name (s) Last Name (s)

MLS #:

Sellers New Address: _________________________________________________________________________ Seller Contact info: (Phone or E-mail):______________________________________________________________________

BUYER
Buyers Name: _________________
First Name (s) Last Name (s) Buyer Contact info: (Phone or E-mail):_______________________________________________________________________

Company Name: Address: Phone:

CO-BROKER (Agent on the other side) Agent Name: City, State, Zip: Fax: Email: LOAN INFORMATION Mortgage Company: Type of Loan: Cash FHA VA Conventional Fax: Concessions: Please note any seller concessions

TITLE COMPANY Title Company: Address: City, State, Zip: Phone: Escrow Officer:

FOR USE IN CREATION OF

Disbursement Authorization (DA)


This is an information sheet ONLY. The computer will generate the actual Disbursement Authorization with this data. Copies of the DA will be faxed to the title company & given to the associate. ******THIS IS NOT THE ACTUAL DA******

CALCULATION COLUMN Listing Lease Sales Price Commission = (+) Bonuses or transaction fees (-) Concessions = (-) Referral Fee ***(if any) = Sub-total A Total from above x Commission Split (75%) Minus E & O Insurance $75 Agents Net Commission Less 50.00 fee if capped = = = less = $ $ $ 0 $ = $ $ $ Sale (Buyer) Referral Listing Lease

SAMPLE Sale (Buyer) Referral $100,000.00

0.00

X (3%) = $3,000.00 + 2000 bonus - $295 survey X25% to Lending Tree =$726.25 $3528.75 X 75% = $2,646.56 - $75.00 $2571.56 -$50.00 $2521.56

0.00
$ 75.00

75.00
($50.00)

TOTAL CHECK

50.00
(*** from above)

REFERRAL FEE DETAIL

To be used only when paying a referral feeNOT when you are the recipient.

Please provide all information below. This is necessary for 1099 purposes. We WILL need a copy of the recipient W-9. Recipients will be taxed on any amounts received.

Broker / Company Name / Agent: Address: City, State, Zip: Tax ID or Social Security #:

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