Checklist Guide for the Buyer / Tenant Side

Address (street number, name, city, and zip code) MLS # or New Home

All applicable documents* must be uploaded to Paperless Pipeline in a pdf format. *This Is Not

an All‐Inclusive List; ANY Documents Signed By ANY Party Should Be Uploaded To Paperless Pipeline
Buyer & Tenant Tax Report from MLS (Realist report through MLS)
Buyer & Tenant MLS full agent report ‐ Active and Pending Statuses
Buyer & Tenant Provide ALL Contacts of file (e.g., buyer, seller, agents, title, lender, inspector, home
warranty, etc.)
Buyer & Tenant Provide substantive Notes / Emails to the file throughout the term of
the relationship
Buyer Completed Timing Deadlines Worksheet (Paperless Pipeline)
Buyer & Tenant Completed Checklist for the Buyer ‐ Tenant Side (this document)
Buyer & Tenant IABS (TAR‐2501) (Information About Brokerage Services)
Buyer General Information and Notice to a Buyer (TAR‐1506)
Buyer & Tenant Buyer/Tenant Representation Agreement (TAR‐1501) (Amendment, if
applicable)
Tenant Broker Notice to Buyer/Tenant (HAR‐410)
Buyer & Tenant Contract (TAR‐1601) (Amendment, if applicable) fully executed, including
executed date
Buyer URE‐Required Movement Mortgage Advertising Agreement form (Paperless
Pipeline)
Buyer & Tenant URE‐Required Buyer / Tenant Disclosure and Acknowledgement form
(Paperless Pipeline)
Buyer Third‐Party Financing Condition Addendum (TAR‐1901)
Buyer Seller’s Disclosure Notice (TAR‐1406)
Buyer Addendum for Property Subject to Mandatory Membership (TAR‐1922)
Buyer Water District Notice (HAR‐400, MUD and LID)
Buyer & Tenant Lead‐Based Paint Disclosure (TAR‐1906/2008) (must be provided/executed by
Seller/Landlord first)
Tenant Application for Rental (TAR‐2003) (each 18 year old or older must complete one)
Tenant Pet Agreement (TAR‐2004)
Tenant Agreement Between Brokers (TAR‐2002) (send our W‐9 from Paperless Pipeline)
Buyer & Tenant Referral Agreement (Paperless Pipeline)
Buyer & Tenant MLS full agent report ‐ SOLD/LEASED Status to be uploaded after closing
Buyer Closing Disclosure or HUD‐1 signed by all parties to be uploaded after closing
Source of Client: United Lead* Personal Ref’l Previous Client Sign Open House Advertisement
*United Lead Source:_ □ Relocation (50%) or □ Office Lead (40%) or □ Broker’s Lead (30%) or □ Other:
Income: Sales Price: $_________________ Comm Rate: _____% or $____________(flat fee rate)
+Bonus: $_________ Expenses: Residential Commercial Is This a Team Closing? No Yes: Your Team’s
Split Rate: ______% of gross commission
I’m on the Buyer’s Side: [$_________ trans. fee or gross comm. X % (lead rate)], minus $45 E&O
I’m on the Tenant’s Side: [10% (min $75) or gross comm. X % (lead rate)], minus $45 E&O I’m
giving: Client Rebate $______________ Autism Speaks $______________ Referral Fee $
My Net Comm: $_________________ I prefer: CDA to Title Company Direct Deposit from URE
after closing
8210 Oakleaf Meadow Court, ROSHARON, TX 77583 New Home
X

239,585.00 4
4951,000 20.00
8,023.40