Checklist for Agreement of Sale Folders Blue Folder

Sales Associate: ANN MCGUIRE cell (215) 622-5070 annrealtor@ymail.com License RS321134

Federal and State Required ☐ Agreement of Sale ☐ Mortgage Pre-approval ☐ Escrow Check ☐ Copy of Check in AOS ☐ Buyer’s Closing Costs ☐ Buyers Financial Information ☐ Cooperating Broker Compensation Letter ☐ Deposit Money Notice ☐ Seller’s Property Disclosure Statement ☐ Appraisal Contingency ☐ Consumer Notice ☐ Buyer Agency Contract ☐ Addendum to Disclosure Notice to Buyers ☐ Time Is of The Essence ☐ MLS Sheet & Comps Provided ☐ Mortgage Acknowledgement Form ☐ For Your Protection Get a Home Inspection ☐ Affiliated Business Disclosure Agreement ☐ Conveyancing ☐ Domestic Relations ☐ Buyer Services Guarantee ☐ Home Protection Plan ☐ Mold Disclosure ☐ Lead Disclosure ☐ Commission Disbursement Form ☐ Completed Transaction Folder

If Applicable ☐ Other Home Sale Contingency ☐ Lead Paint Addendum (pre-1978) ☐ Short Sale Disclosure Addendum ☐ FHA / VA Forms ☐ Attorney Review Addendum ☐ FSBO Broker Fee Agreement ☐ W-9 ☐ Multiple Offer Escalation Clause T293 ☐ Referral Form ☐ Dual Agency Addendum ☐ Other Addendums

Inspection Date

Reply Due By

Commitment

Appraisal Date

Closing Date

Price

Assist

Short Sale or REO

Mail Check

Conveyancing File

AOS to Mortgage

Termite Cert Signed

2nd Deposit

HomeOwner’s Ins.

FHA / VA Forms

Addendums Emailed

Repair Pix & Receipts

Condo Docs

Home Warranty

Closing Confirmations

Walkthrough & HUD Gift Basket Karen Daprile

2152851868 buckswelcomegroup@gmail.com

Marketing

Buyer Marketing

Execution Date of Contract: Seller’s Reply By:

Purchase Price:Deposit Amount / Date:Seller’s Assist:Inspections General & Termite Date: Inspection Reply Due by:Appraisal Date (keep me informed): Mortgage Commitment Date:

Settlement Date & Time: Settlement Location:

APPLY FOR MORTGAGEBank Name: Contact: Phone: Email:

INSPECTIONSCompany: Name: Phone: Email:

Get List of Inspectors Here: http://www.newhoperealtor.com/partners/

Bring separate checks for each company, one for General, one for Termite, and any additional inspectors

APPRAISAL

HOMEOWNER’S INSURANCE Call 1 Month Before ClosingAgent Name: Email me the paperworkPhone: ________________________ Email:

CLOSING (Handles all Closing Paperwork & Title)Cross Keys Abstract & Assurance, Jessica Zoll(215) 322-6633 ext 2213Jessica@crosskeysteam.comhttp://www.crosskeysabstract.com/

WALK THROUGH

DAY OF CLOSING CERTIFIED CHECK payable to: Cross Keys Abstract & Assurance

Time is of the essence… a buyer’s timeline

Ask for a General Inspection and a Termite Inspection (banks require termite inspections)

We’ll walk through the property the day before Closing to make sure all items on the Inspections were done. IfConveyancing gives me the HUD sheet ahead of time, we will go over the figures during this time so that you knowhow much you need to bring in as a Certified Check from the bank to the Closing.

It is important that you be present for the home inspection, as the inspector will go over certain things in the home with you. You will receive a complete written report of your home inspection via email.

Call Mortgage Lender and Schedule Appraiser AFTER satisfactory reply from Seller regarding the Inspection,Please let me know the day and time so I know when to expect the Appraisal Report.

Check that your Home Insurance has started on this day.

Bring: Certified Funds - Bank Check, Personal Checkbook (for small amounts), IDs, social security card,passport, birth certificate, military ID, check closing documents to see which two ID's you need

This can be paid at settlement. Give me and your mortgage lender, your insurance agent’s information and a copyof the insurance binder and bill. Make sure that your insurance agent also has your mortgage company’sinformation. Ask for home/auto discount. Insurance must begin on the same date of settlement.

Schedule Movers: after home inspection

Call Utility Companies: 1 week prior to settlement. (PECO, gas, oil, cable, phone, water, etc) PECO: 1-800-494-4000, press #3, #2 for start stop Verizon: 888.317.4666 Let Verizon know I'm your agent, you get GIFT cardMunicipal Information can be found here: http://www.buckscounty.org/government/municipalities/

All 365 Days of the Year Count in the Agreement. Closing date can be moved up, but not later, or it nullifies contract.

Buyer’s Are Supposed to do their own Due Diligence Call insurance broker- find out if there was a fire, flood, anything about property, check if it's in flood zoneCheck Megan's Law Website for Child Predators http://www.pameganslaw.state.pa.us/

Get my Buyer's Guide showing you all the steps on buying a home here:http://www.newhoperealtor.com/buyers-guide/

Learn about the Closing Process and What the Hud-1 Is by going here:www.NewHopeRealtor.com click under topics on Buyer's tab

Buyers shouldn’t contact anymore than 3 mortgage companies to get preapproved or a loan. More than 3 will negatively affect their credit score.Buyers shouldn’t go online and fill out forms because they will be sent out to many companies at once and will have a huge negative impact on their scores.

NOTES:***Please do not make any unnecessary charges, open up any new charge cards, or make anystrange/large deposits (which are out of ordinary) into your bank accounts unless instructed to do so by lender. Thelender may pull your credit again the day prior to or the morning of settlement as well as request recent bankstatements.

Change Address: with post office and friends, credit cards, cell phones, car payments, life & health insurance,bank, employer, mortgages, subscriptions, etc.

Association docs: If purchasing in a homeowners/condo association the documents to be delivered to you uponreceipt (usually within 2 weeks). You will have 5 days to review the docs and association rules & regulations.