Transactions > New Checklist
Transactions > New Checklist
Copy/Paste Once from MLS
Would you like to copy/paste once from the MLS?
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Under Contract Checklist
Client
Referral Fee OWED
Type
Select the type of referral fee applicable.
Percentage %
Dollar $
None
As Percentage
Indicate the referral fee percentage (ex: 40 for 40%).
Transaction
Property
Street Address
Must match Purchase Contract. Example: "123 Main Street." Do not include city, state, zip here. *Pro Tip: Copy/paste the full address here and it will automatically split it up.
City
State
Use abbreviated state name. Ex: CO for Colorado.
Zip Code
MLS Number
If the property is a new build, please type "New Build" as your answer below.
Full Address
CDA Preparation
Sales Price
Commission Based On
Select how the commission is calculated.
Sales Price
Base Price
Dollar Amount
Commission Percentage
The commission amount for your side of the transaction.
Are you charging additional fees to client?
Select YES if charging additional fees to your client per your ERTB/ERTS.
Yes
No
CDA Preview
Sales Price:
$0
x Commission:
0%
= Total Wire:
$0
Total Wire Confirmation
Confirm that you currently anticipate the amount below will be wired from Title to Compass upon closing. This should include all commission and fees charged to the client. This is subject to change per any amends made throughout the transaction.
Yes, confirming $0
Commission Notes
Please add any additional commission notes that will help Be One prepare your commission calculation.
Agent Contacts
Be One Agents
Other Contacts
Title Closer
Do you have the Title's contact information?
Yes
No
Company
Name
Email
Phone
Financing
Select how the client is financing the purchase.
Cash
Loan
Transaction Coordinator
Select which TC service you are using.
Compass TC
Third Party TC
TCing myself
Dates
Under Contract Date
Close Date
Checklist
Unique Scenario
Please advise if this is a unique scenario.
Select
Inspection Scheduled
Yes
N/A
Updated Contract Deadlines
Updated per counterproposal and amendments as necessary.
Yes
N/A
Gmail Contract emailed to Lender
Contract, counter, and any other important docs emailed to lender.
Yes
N/A
Gmail Contract emailed to Title
Contract, counter, and any other important docs emailed to title.
Yes
N/A
Introduced Client to TC
Introduced client to Transaction Coordinator or gave them a heads up that a Transaction Coordinator will reach out.
Yes
N/A
Paused All Home Searches
For example if you have any searches setup (Compass Collections, REcolorado, etc.), pause them from sending to your client.
Yes
N/A
UCC Email Notification
This is only for the initial UCC email and should include the following contacts (opt-out as necessary):
  • Transaction Coordinator
  • Title Closer
  • Loan Officer
Include Additional Business Contacts
Such as title agent assistant, loan processor, etc. Do NOT include your client.
Yes
No
Additional Details (Notes)
Please include any additional information you'd like included in the initial UCC email notification.
SAVE FOR LATER
Issues? Click the "Save for Later" button and email to mike.krueger@compass.com.
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