Offer Submission Checklist
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Offer Preparation & Review
Tasks related to drafting and reviewing the offer document itself.
Offered Purchase Price
Earnest Money Deposit Amount
Financing Type (if applicable)
Proposed Closing Date
Special Conditions/Requests
Preferred Method of Communication
Buyer's Full Name
Buyer's Address
Financial Documentation
Gathering and preparing all necessary financial documents to support the offer.
Earnest Money Deposit Amount
Proof of Funds (Bank Statement)
Down Payment Amount
Loan Type (if applicable)
Loan Pre-Approval Amount
Pre-Approval Letter
Property Information & Disclosures
Ensuring complete and accurate property details and required disclosures are included.
Property Address
Parcel Number (APN)
Lot Size (Square Feet)
Property Survey (if available)
Known Property Defects (Check all that apply)
Additional Property Disclosures (if 'Other' is selected above, provide details)
Date of Last Property Tax Assessment
Contingencies & Addenda
Carefully crafting and including appropriate contingencies and addenda.
Financing Contingency?
Loan Approval Deadline (Days)
Inspection Deadline
Inspection Details/Scope
Sale of Buyer's Property Contingency?
Sale of Buyer's Property Deadline
Addenda to Include (Select all that apply)
Special Addenda Instructions (if any)
Legal Review & Compliance
Ensuring the offer complies with all applicable laws and regulations, and potentially obtaining legal review.
Attorney Review Required?
Summary of Attorney Review Notes (if applicable)
Compliance with Fair Housing Act?
Date of Legal Review Completion
Copy of Legal Review Documentation (if applicable)
Description of any required disclosures based on local regulations
Final Submission & Delivery
Preparing the offer for submission and ensuring proper delivery to the seller's agent/owner.
Seller's Agent Name
Seller's Agent Phone Number
Seller's Agent Email Address
Delivery Method
Offer Document (PDF)
Date of Submission
Time of Submission
Confirmation Tracking Number (if applicable)
Buyer's Signature - Confirmation of Submission
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