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BACK OFFICE – Submit Docs!

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“Thanks for submitting signed documents and important files ASAP and always no later than 24 hours from acceptance!”

Brad Nix

CEO

YOU MUST CLICK SUBMIT AT THE BOTTOM OF THE FORM.

DO NOT CLOSE THE PAGE UNTIL YOU CONFIRM ‘SUCCESS‘.

If you do not receive a confirmation email after submitting this form, then we did not receive your document(s).

"*" indicates required fields

Agent Email*

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What are you submitting?*

Select multiple options to submit everything at once.

What are you submitting?

Listings

New Listing

Prep Photos

MLS Input

Disclosures / Docs

Open House Plan

Combo Opportunity

Re-Listing

Listing Amendment/Price Adjustment

Pendings

Pending / Under Contract

Amendment

Earnest Money

Financing Approval Letter

Compensation Agreement / ITCA

Reports / Receipts / Pics

Notices

Termination & Release (T&R)

Closings & Other

Closing Docs

Bill of Sale

Referral Agreement

EM Release Request

Buyer Agreement

Property Address*

Street Address City State ZIP Code

Notes / Special Requests

A place for you to communicate with P&P Back Office team.

Listing Amendment / Price Adjustment

Amendment / Documentation*

Attach Listing Amendment or Price Adjustment Documentation. You must get approval to adjust the price of a listing in writing. We accept a Listing Amendment OR a screen capture of an email / text.

Max. file size: 50 MB.

New Price

Request support for the following...*

Send ShowingTime Notification to all previous showings

Publish a new social media marketing post

Photo updates

None of the above

Re-Listing

Relisting*

Do we need to launch new in MLS?

Yes

Launch Date*

New Listing Agreement / Amendment to Listing Agreement*

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Updated Disclosures

SPDS + CAD + LBP | Only if the year has changed or if some facts about the property have changed.

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Listing Setup

🛑 Your Service Team will create a listing to edit in Ocusell

STOP! Have you added this transaction as a Pre-Listing Deal in FUB?*

Yes

No, but I will do it right after this submission.

Listing Agreement*

Required to be submitted ASAP.

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Deed*

Warranty Deed, not security deed

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Seller Checklist*

*Required for all new listings.

Drop files here or

Max. file size: 50 MB.

Lockbox #*

Pre-select a Lockbox to assign to the listing.

This field is hidden when viewing the form

Disclosures

SPDS + CAD + LBP, if 1978 or older

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Seller Lead Source*

What is the source of the lead?

Team Generated

Agent SOI

Team Generated Source Seller*

Agent SOI*

We research all Agent SOI for conflicting claims. Please give a brief explanation of why you are claiming this Agent SOI and if you are using the Family Discount. Examples: "My sister-in-law." OR "We are in PTA together." *Be extra careful to ensure the claimed SOI is not related to a lead in our database that may have a referral due to an outside broker/Zillow/etc...

MLS Input

Required to launch a new listing!

FMLS Input Sheet

Complete the Input Sheet while at the Listing Appointment! This allows you to double-confirm details with the seller or visual inspection. *Only Listing Specialists have the option of self-entry, just let us know who is to enter.

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Prep Photos

You can share your Prep Photos in one of two ways:
1. Attach Pics here
2. Share a link to Google Drive folder

Prep Photos Attached

Drop files here or

Accepted file types: pdf, jpg, jpeg, gif, png, heic, Max. file size: 50 MB.

Prep Photos Link

Link to a folder on Drive or Dropbox. ⬆️ Remember to change your sharing permissions on the shared folder.

Order Photos/Media Package

Order Media Package*

Schedule Now

Schedule Later

Why later?*

Ideally we schedule photos to be captured 7 days before launch, but we need a Minimum 48 Hours!
What is causing the delay to schedule the media package? It helps us to know what we are waiting to happen, so we properly support the agent and/or seller.

Photo Date Request*

What day do you want to schedule photos, floor plan, video, etc...?

When time of day works for the Seller?*

Morning (before lunch)

Afternoon (after lunch)

Anytime

Photographer Access*

How will the photographer get into the home?

Meet Someone At Property

Lockbox

Square Footage*

Approximately how many square feet of heated living space?

Premier Property*

Is the list price $750,000+?

Yes

Special Permission Request (see notes)

Keywords to describe the property*

Keywords have proven to make the biggest impact on readability and click-ability. Help us by selecting Up To 5 Keywords.

Additional Features*

Any special details that will entice a buyer to tour the property?

Target Buyer*

Who is most likely to buy this listing?

First-Time Buyer

Move-Up Buyer

Premier Buyer

Community Amenity Package

Do we need to take photos of the community amenities?

Yes

Special Permission Request (see notes)

Amenities Location

Please include Amenities address or leave directions for the photographer to follow.

Special Instructions

Special notes to the photographer. *Gate Code?

Open House

Review Open House Policy prior to scheduling.

Why are you hosting an Open House?*

Grand Opening

Price Reduction (5%+)

Updated Staging / Condition

Other

Open House Date*

Start Time*

End Time*

Who is the Open House Host(s)?*

Did you check out the Open House flag & directional signs?*

Yes

No, but will at least 24 hours prior

Did you print 3 Registration Forms?*

Pro Tip: pre-fill 2 or 3 example names to set the expectation for everyone to complete form.

Yes

No, but will at least 24 hours prior

Buyer Agreement

🏡 Use the buyer's CURRENT ADDRESS as the property address above!

Client Name*

First Last

Client Email*

Buyer Agreement

BBA, Touring Agreement, Limited BBA, etc... any and all go here!

Accepted file types: pdf, Max. file size: 50 MB.

Binding Date*

Expiration Date*

Own vs Rent*

Do they own or rent their current home?

Own

Rent

Do they need to sell in order to buy?*

Yes

Flexible

Buyer Lead Source*

What is the source of the lead?

Team Generated

Agent SOI

Team Generated Source BBA*

If Zillow Flex or Tomo, add the #referral tag in Boomtown & update the Description Box to state: **ZILLOW FLEX OR TOMO**

Agent SOI*

Pending

🛑 Make sure All Parties Signed/Initialed and you completed the Binding Agreement Date prior to uploading!

❌ DO NOT SUBMIT A NON-BINDING AGREEMENT.

STOP! Have you added this transaction as a Pending Deal in FUB?*

Yes

No, but I will do it right after this submission.

Who do we represent as a client?*

Buyer

Seller

What is the P&P compensation amount in the signed BBA?*

What is the P&P compensation amount in the binding agreement?*

Is there a difference between BBA & Seller Commission/Concessions in binding agreement?*

No, proceed to closing

Yes, Buyer will pay the difference at closing

Yes, Buyer will get rebate/additional closing costs covered

Yes, but I have Management Approval to accept less commission

Other

Lead Source Pending*

What is the source of the lead?

Team Generated

Agent SOI

Team Generated Source Pending*

If Zillow Flex or Tomo, add the #referral tag in Boomtown & update the Description Box to state: **ZILLOW FLEX** OR **TOMO**

Agent SOI*

Congrats! Is this contract a Primary or Backup?*

Primary

Backup

Is Path & Post holding Earnest Money?*

Yes

Home Warranty?*

Is there a Home Warranty negotiated as part of the transaction?

Yes, we order

Yes, but co-op agent will order

Who is paying for the Home Warranty?

Buyer

Seller

Other

Home Warranty - Plan Info*

Since we will be ordering the home warranty, please provide the plan type, # of years and any add-ons.

Attorney*

Who is the closing attorney?

Financing Method*

Lender*

Approval Letter / Proof of Funds*

Did you include a copy of the Lender Approval Letter for a mortgage or Proof of Funds for a cash purchase?

Yes, in the uploaded files below

No, I will submit to Back Office separately

Current List Price:*

What was the list price at the time you made the offer?

Purchase & Sale Agreement

Purchase & Sale plus All Exhibits as a single PDF. If a counter offer, place binding Counter Offer on top.

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB.

Buyer Brokerage Agreement (BBA)

When representing Buyers!

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB.

FMLS Agent Full

When representing Buyers!

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB.

Termination & Release

Make sure All Parties Signed/Initialed Part 1 plus Part 2 and you completed the Binding Agreement Date prior to uploading the form!

Termination & Release (T&R)

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB.

Amendment

Amendments should be numbered in the order they become fully binding. Make sure All Parties Signed/Initialed and you completed the Binding Agreement Date prior to uploading the form!

Amendment

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Compensation Agreement / ITCA

Commission Instructions

Compensation Agreement / ITCA

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Reports / Receipts / Pics

Inspection Reports, Receipts, Supporting Photos, or any contract terms requiring proof. (ie; Termite / Septic Clearance / Work Receipts)

Reports / Receipts / Pics

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB.

Referral

Make sure All Parties Signed/Initialed and you completed the Binding Agreement Date prior to uploading the form!

Lead Name*

First Last

Receiving Broker Name*

Brokerage Name, not the agent's name

Referral Area*

City/Area State

Date Signed*

Referral Agreement*

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Closing

Where is the commission payment?*

Check is in Money Box

Check is in the Mail

Wire from Attorney

P&P Sent Excess EM Check to Attny

Agent Personal Transaction

Closing Statement*

Closing Statement ONLY. The check is a separate upload. *Leave documents in money box at the office after submitting to Back Office

Accepted file types: pdf, Max. file size: 25 MB.

Commission Check

Commission Check ONLY. The closing statement is a separate upload.

Accepted file types: pdf, Max. file size: 25 MB.

Reflect

Take a moment and Reflect on what went well and what we can improve on next time to make a better client experience.

Showings*

How many showings did this client/property get?

Offers*

How many offers did you make/review for this client?

Current List Price*

Final Sale Price*

Negotiated Price Amount

Seller Concessions*

Total closing costs, allowances, or other expenses paid by Seller.

Is this one of your better Client Success Stories?*

Is this one worth documenting and remembering to use as a Case Study to help demonstrate your value to future client opportunities?

Yes

What was the Most Valuable service/benefit we provided to the client?*

Did was save them Time? Money? or help deliver Certainty? Convenience?

Is this client a candidate for a Video Testimonial or Phone Interview?*

Video &/or Phone

Video Candidate

Phone Only

Neither

Pathfinder Checkpoint*

Is this someone who you would like to activate long term follow up to earn repeat/referrals?

Yes

Why Not?*

Dirty RUG

No Follow Up

Why No Follow Up?*

Please explain why we should not follow up with this Past Client. Also, please add the appropriate tag to the contact profile: 'DIRTY RUG' or 'No Follow Up' (or both).

Industry Peer Review

Take a moment and rate the co-op agent.

Co-Op Agent*
Who represented the other side?
First Last

Co-Op Agent Email*

Co-Op Agent Cell*

Rate your experience working with the Co-op Agent*
ExcellentPretty goodNeutralNot so greatTerrible

Why did you give that rating?

Earnest Money

Earnest Money Amount*

EM: Is Path & Post holding Earnest Money?*

Yes

No

Earnest Money Held Elsewhere

Upload proof of Earnest Money when held elsewhere.

Earnest Money Proof / Confirmation
You should use this option to upload Exhibits / Notices related to Closing Attorney acting as Holder

Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 50 MB.

P&P Holds Earnest Money

Must complete this form when we hold the EM and please do it prior to requesting payment from the Client.

This field is hidden when viewing the form

Is there a Transaction related to this Earnest Money?*
Collecting Earnest Money early in the process of working with a buyer will create a deeper commitment while also better positioning the buyer's offer to compete and win.

Not yet. Hold the money for future contract.

Yes, and binding agreement has been submitted to Back Office.

Yes, but I'm waiting to get a copy of the binding agreement.

This field is hidden when viewing the form

Who is holding the Earnest Money?*

Path & Post

Co-Broker

Attorney

Builder

Other

Payer Name*
Who is paying the Earnest Money?
First Last

This field is hidden when viewing the form

Binding Date
MM slash DD slash YYYY

🛑 This is a large amount of EM. - Is Earnest Money more than P&P Total Commission?*

Yes

No

I don't know. I will ask for support in my #zhelp channel.

Payment Method*

Earnnest App (ACH)

Paper Check

Retained from Previous Contract

Send Earnnest Request Email Template
Path & Post prefers agents and clients to use EARNNEST to deposit Earnest Money! Please use the email template 'Buyer: Earnnest Request EM'.
Accepted file types: pdf, Max. file size: 50 MB.

Photo of Check / Proof of EM*
Path & Post prefers agents and clients to use EARNNEST to deposit Earnest Money!

If client absolutely must pay with a personal check, Earnest Money checks should be made payable to Path & Post.

If check must be mailed, send via US Postal Service (USPS). Do not use FEDX/UPS.
Accepted file types: pdf, Max. file size: 50 MB.

Deposit*

Immediately

Hold

Deposit On This Date
MM slash DD slash YYYY

Hold Reason*

Where is the Paper Check?*

Expected Dropoff Date*
When should we look for the Paper Check to be dropped off?
MM slash DD slash YYYY

Previous Contract Address*
Street # and Street Name is fine. Ex: 123 Main Street

EM Notes
Expected EM drop off date, special instructions for processing, etc...

Bill of Sale

Personal Property

Bill of Sale
Accepted file types: pdf, Max. file size: 50 MB.

EM Release (no contract)

If Path & Post is holding earnest money without a related binding agreement, then use the Earnest Money Release Form to disburse earnest money.

EM Release Form
EM Release Form

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Approval Letter / Proof Funds

Approval Letters & Proof of Funds can be submitted separately from Pending Agreement, when needed.

Approval Letter / Proof Funds
Attach multiple files as needed

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Disclosures, Plats, & Other

Property Disclosures, CAD, LBP, Plat, etc...

Disclosure(s) & More
Attach multiple files as needed such as SPDS, CAD, LBP, Plat, CMA, etc...

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Notices

Upload Notices such as 'Notice to Unilaterally Extend Closing', 'Notice to Withdraw Offer', etc...

Notice

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

Additional Photos

Upload any supplemental photos for properties or transactions here.

Upload Photos

Drop files here or

Accepted file types: pdf, jpg, gif, png, jpeg, heic, Max. file size: 50 MB.

Comments
This field is for validation purposes and should be left unchanged.