Real Estate Client Information Sheet
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Are you looking for a professional Real Estate Client Information Sheet? If you've been feeling stuck or lack motivation, download this template now!
Do you have an idea of what you want to draft, but you cannot find the exact words yet to write it down or lack the inspiration how to make it? If you've been feeling stuck, this Real Estate Client Information Sheet template can help you find inspiration and motivation. This Real Estate Client Information Sheet covers the most important topics that you are looking for and will help you to structure and communicate in a professional manner with those involved.
(Work/home): Beeper/cellular telephone no.: Email: Other party s attorney Address: Telephone no.: Fax no.: Beeper/cellular telephone no.: Email: Client contacts (person(s) whom client already has contacted) Purpose/result of contact: Status of negotiations: Current status of property Leased: Occupied by seller: Vacant: Contract closing information Date: Place: Closing agent: Contact person: Address: Telephone no.: Fax no.: Beeper/cellular telephone no.: Email: Contract Deadlines Financing: Inspection period: Title/survey period: Financing arrangements Financing deadline: Type of financing (institutional lender/assumption/seller financing/etc.): Name of lender: Loan no.: Address of lender: Telephone no.: Page 2 of 6 Fax no.: Email: Date loan commitment issued: Expiration date of loan commitment: Terms of loan: Amount: Points: Discount: Origination: Rate: Fixed or Adjustable: Realtors Selling agent: Address: Telephone no.: Fax no.: Beeper/cellular telephone no.: Email: Listing agent or cooperating Realtor: Address: Telephone no.: Fax no.: Beeper/cellular telephone no.: Email: Listing contract: Type (open/exclusive/etc.): Expiration date: Title information Prior policy information (if available): Abstract information (if available): Date title work ordered and from what company: Address: Telephone no.: Fax no.: Beeper/cellular telephone no.: Email: Order no: Promise date for title work: Date title work received: Policies to be issued: Owner s amount: Lender s amount: Page 3 of 6 Lender endorsements required: Pre-Closing title search completed: Date covered (from/to): Name of person searching: Post-closing title search (gap period): Date ordered: Date covered (from/to): Name of person searching: Survey Information Prior survey available: Date of update: New survey ordered: Survey no.: Promise date for survey: Date survey received: Surveyor: Address: Telephone no.: Fax no.: Beeper/cellular telephone no.: Email: Fee for survey: Date survey provided to title insurer: El
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