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SortFormSortForm #Forms TitleTransaction TypeTopical UseYear-Month Revised
sort-ipb00Income Property Brokerage (IPB) Suite of FormsInvestment Property Worksheets/FormsAnnual Property Operating Data Sheet (APOD); Commercial property; Financial information; Income property; Investment; Investment property forms; Rent roll;2016-09
sort-listing102102Seller's Listing Agreement – Exclusive Right to Sell, Exchange or OptionListing Forms and Marketing PackageLand listing; Listings; Seller, prospective; Seller's listing agreement; Probate Listing Agreement; PL; Residential Listing Agreement - Exclusive; RLA; Seller Instruction to Exclude Listing from the Multiple Listing Service; SEL; 2015-07
sort-listing102-1102-1Seller's Listing Agreement – Exclusive Right to Sell, Exchange or Option – With Shortsale ContingencyListing Forms and Marketing PackageListings; Seller, prospective; Seller's listing agreement; Shortsale; Listings;
sort-listing103103Buyer's Listing Agreement – Exclusive Right to Buy, Exchange or OptionListing Forms and Marketing PackageBuyer, prospective; Listings; Buyer Representation Agreement Exclusive (Right to Represent); BRE; 2016-05
sort-listing103-1103-1Buyer's Listing Agreement – Specific Property AcquisitionListing Forms and Marketing PackageAuction; Buyer, prospective; Listings; 2015-12
sort-listing104104Loan Broker Listing Agreement – Exclusive Right to BorrowListing Forms and Marketing PackageBorrower listing; Listings; Mortgage loan brokerage, administrative;
sort-listing105105Fee Sharing Agreement – Buyer's Broker CompensationListing Forms and Marketing PackageCooperating broker; Fee splitting; Finder's fee; Referral fee; Cooperating Broker Compensation Agreement and Escrow Instructions; CBC; Referral Fee Agreement; RFA;
sort-listing107107Marketing Package Cost Sheet – Due Diligence ChecklistListing Forms and Marketing PackageAdvance costs; Listings;2016-04
sort-listing108108Work AuthorizationListing Forms and Marketing PackageListings;2016-05
sort-listing109109Consent for Use of Electronic Documents and Digital Signatures (California Civil Code §1633.5) Listing Forms and Marketing PackageConsent; Uniform Electronic Transactions Act (UETA); Electronic Signatures in Global and National Commerce Act (E-SIGN);2016-01
sort-listing110110Exclusive Authorization to Lease PropertyListing Forms and Marketing PackageAuthorization to lease/manage property; Landlord, property manager/resident manager; Leasing agent; Listings; Property manager/management; Lease Listing Agreement (Exclusive Authorization to Lease or Rent); LL;
sort-listing111111Exclusive Authorization to Locate SpaceListing Forms and Marketing PackageAuthorization to locate space; Leasing agent; Listings; Property manager/management; Tenant, retainer; Lease Listing Agreement (Exclusive Authorization to Lease or Rent); LL;
sort-listing112112Trust Deed Listing – Exclusive Right to Sell a NoteListing Forms and Marketing PackageListings; Mortgage loan brokerage, administrative; Mortgage loan brokerage, trust deed sales/hypothecation; 2016-02
sort-listing113113Schedule of Leasing Agent's FeeListing Forms and Marketing PackageAuthorization to lease/manage property; Authorization to locate space; Broker fee; Commercial lease; Commission agreements; Fee splitting; Industrial lease; Lease agreements; Leasing agent; Listings; Office lease; Option to renew/extend lease; Property manager/management; Rental agreements; Lease/Rental Commission Agreement; LCA;
sort-listing114114Broker Referral Fee AgreementListing Forms and Marketing PackageBroker fee; Commission agreements; Cooperating broker; Fee splitting; Leasing agent; Referral fee; Cooperating Broker Compensation Agreement and Escrow Instructions; CBC; Referral Fee Agreement; RFA;2016-09
sort-listing115115Finder's Fee AgreementListing Forms and Marketing PackageFee splitting; Finder's fee; Referral fee;2016-09
sort-listing116116Right to Enter and Exhibit Unit to Buyers – For Residential and Nonresidential RentalsListing Forms and Marketing PackageEntry by landlord; Forcible entry; Investment property forms; Landlord notices to tenants; Seller, income property; Notice of Sale and Entry; NSE;
sort-listing116-1116-1Notice to Occupant of Entry and Completion of Showing – For Residential and Commercial RentalsListing Forms and Marketing PackageEntry by landlord; Forcible entry; Investment property forms; Landlord notices to tenants; Seller, income property; 2016-05
sort-listing117117Notice and Consent to Dual Agency (Calif. Civil Code §2079.21; Calif. Business and Professions Code §10176(d))Listing Forms and Marketing PackageAgency disclosures; Confirmation of agency relationships with parties; Disclosures, agency; Disclosures, by brokers;
sort-listing119119Compensation Disclosure in a Real Estate Transaction (Calif. Bus and P C §10176(g), CalBRE Reg. 2904Listing Forms and Marketing PackageBroker fee; Conflicts of broker; Disclosures, by brokers; Fee splitting; Landlord, property manager/resident manager; Leasing agent; Listings; Mortgage loan brokerage, disclosures to borrower; Property manager/management; Purchase agreements, disclosures;
sort-listing119-1119-1Disclosure of Mortgage Loan Broker Fees; By a Sales Transaction Broker (Calif. Bus & P C §§10176(g), 10177.6; CalBRE Reg. 2903, 2904)Listing Forms and Marketing PackageBroker fee; Conflicts of broker; Disclosures, by brokers; Fee splitting; Leasing agent; Mortgage loan brokerage, disclosures to borrower;
sort-listing120120Modification of Listing AgreementListing Forms and Marketing PackageListings; Modification agreement; Modification of Terms: Authorization and Right to Sell, Acquire or Rent; MT;
sort-listing121121Release and Cancellation of Employment AgreementListing Forms and Marketing PackageCancellation; Settlement agreement; Listings; Termination of Buyer Agency; TBA;2016-05
sort-listing122122Identification of Prospective Buyers/Tenants – On Expiration of ListingListing Forms and Marketing PackageIdentification of prospective buyers; Identification of prospective tenants; Listings; Safety clause, perfection of;
sort-listing123123Identification of Qualifying PropertiesListing Forms and Marketing PackageIdentification of qualifying properties; Listings; Safety clause, perfection of; 2016-05
sort-listing123-1123-1Demand for Payment of a Fee — Fee Earned on an Expired ListingListing Forms and Marketing PackageIdentification of qualifying properties; Identification of prospective buyers; Identification of prospective tenants; Listings; Safety clause, perfection of; Demand for fee; 2015-07
sort-listing124124Authorization to Release Confidential InformationListing Forms and Marketing PackageAuthorization; Shortsale;2016-05
sort-listing130130Authorization to Inspect and Prepare a Home Inspection Report (Calif. Bus & P C §8516)Listing Forms and Marketing PackageAuthorization; Buyer's property inspection; Property inspection;
sort-listing131131Authorization to Prepare Natural Hazard Disclosure (Calif. Civil Code §1103.4)Listing Forms and Marketing PackageAuthorization; Natural hazards;2016-05
sort-listing132132Authorization to Structural Pest Control Operator (Calif. Bus and P C §8516)Listing Forms and Marketing PackageAuthorization; Structural pest control;2016-05
sort-listing133133Authorization to Provide Services – General ServicesListing Forms and Marketing PackageAuthorization;2016-05
sort-listing134134Authorization to Open Home Warranty OrderListing Forms and Marketing PackageAuthorization; Home warranty;
sort-listing135135Request for Homeowner Association Documents (Calif. Civil Code §1368.2)Listing Forms and Marketing PackageAuthorization; Common interest developments (CID); Homeowners' association (HOA); Homeowner Association Information Request; HOA;
sort-listing136136Authorization to Prepare Sales Escrow Instructions – For SFR or CID Unit Take SheetListing Forms and Marketing PackageAuthorization; Escrow;2016-05
sort-listing137137Request for Notice of Mello-Roos Assessment (California Civil Code §1102.6b)Listing Forms and Marketing PackageAuthorization; Improvement bonds;2016-05
sort-listing140140Seller's Pre-Listing Interview of an AgentListing Forms and Marketing PackageSeller, prospective;
sort-purchase150150Purchase Agreement (One-to-Four Residential Units – Conventional and Carryback Financing)Sale and Purchase AgreementsLoans; Purchase agreements – real estate; Termite disclosure; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; California Residential Purchase Agreement and Joint Escrow Instructions; RPA-CA; SES; TAL; Water Heater and Smoke Detector Statement of Compliance; WHSD; Wood Destroying Pest Inspection and Allocation of Cost Addendum; WPA;2015-12
sort-purchase150-1150-1Purchase Agreement (One-to-Four Residential Units – With Short Sale Contingency)Sale and Purchase AgreementsPurchase agreements – real estate; Shortsale; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;2015-12
sort-purchase150-2150-2Purchase Agreement (One-to-Four Residential Units – Cash to New or Existing Loans)Sale and Purchase AgreementsPurchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase150-3150-3Addendum – Purchase AgreementSale and Purchase AgreementsAddenda; Purchase agreements, addenda; Addendum; ADM; Purchase Agreement Addendum; PAA; 2016-06
sort-purchase151151Purchase Agreement (Separate Buyer's Agent Fees – One-to-Four Units)Sale and Purchase AgreementsPurchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase152152Purchase Agreement (FHA Loans – One-to-Four Units)Sale and Purchase AgreementsFederal Housing Administration (FHA), loan; Loans; Purchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase153153Purchase Agreement (VA Loans – One-to-Four Units)Sale and Purchase AgreementsLoans; Purchase agreements – real estate; Veterans Administration (VA), loan; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase154154Purchase Agreement (Income Property other than One-to-Four Residential Units – Down Payment Note Provision)Sale and Purchase AgreementsCreation of wealth “formula”; Purchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase155155Purchase Agreement (Short Form – One-to-Four Residential Units)Sale and Purchase AgreementsIncome property; Purchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; WHSD; WPA;
sort-purchase155-1155-1Carryback ARM AddendumSale and Purchase AgreementsAdjustable rate mortgage (ARM); Carryback; Purchase agreements, addenda; Seller financing;
sort-purchase155-2155-2Equity Sharing AddendumSale and Purchase AgreementsAppreciation participation; Purchase agreements, addenda; Seller financing;
sort-purchase156156Equity Purchase AgreementSale and Purchase AgreementsEquity purchase; Foreclosure offer; Notice of default; Purchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; Notice of Default Purchase Agreement (attached to DPL and HENC); NOD-PA; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase156-1156-1Equity Purchase Agreement – With Short Sale ContingencySale and Purchase AgreementsPurchase agreements – real estate; Sale Contingency; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; Notice of Default Purchase Agreement (attached to DPL and HENC); NOD-PA; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase157157Purchase Agreement (Principal to Principal – One-to-Four Residential Units)Sale and Purchase AgreementsBroker-as-principal; Purchase agreements – real estate; HENC; HID; NFT; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase158158Purchase Agreement – Land Acquisition TransactionSale and Purchase AgreementsLand and lots (unimproved); Purchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; Vacant Land Purchase Agreement and Joint Escrow Instructions; VLPA; WPA;
sort-purchase158-1158-1Purchase Agreement – Farm and RanchSale and Purchase AgreementsFarm purchase agreement; Investment property forms; Land and lots (unimproved); Purchase agreements – real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD;
sort-purchase158-2158-2Farm and Ranch Purchase Agreement Addendum – One-to-Four Unit Residential DwellingSale and Purchase AgreementsFarm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; WPA;
sort-purchase158-3158-3Farm and Ranch Purchase Agreement Addendum – Seller's Environmental Conditions StatementSale and Purchase AgreementsFarm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda;
sort-purchase158-4158-4Farm and Ranch Purchase Agreement Addendum – Seller FinancingSale and Purchase AgreementsCarryback; Farm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda;
sort-purchase158-5158-5Farm and Ranch Purchase Agreement Addendum – General UseSale and Purchase AgreementsFarm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; Buyer's property inspection; Disclosures, property; Hazards, environmental; Property inspection;
sort-purchase159159Purchase Agreement – Commercial Income PropertySale and Purchase AgreementsCommercial Property; Income property; Investment property forms; Purchase agreements – real estate; Seller, income property; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; REO; REOL; Residential Income Property Purchase Agreement and Joint Escrow Instructions; RIPA; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase159-2159-2Purchase Agreement – Commercial Income Property – Principal to PrincipalSale and Purchase AgreementsCommercial Property; Income property; Investment property forms; Purchase agreements – real estate; Seller, income property; RPA-CA; SES; TAL; WHSD; WPA;
sort-purchase160160Offer to Grant an Option – And Option Money ReceiptSale and Purchase AgreementsOption to buy/purchase; Purchase agreements – real estate; Option to buy/purchase; Option Agreement; OP;
sort-purchase161161Standard Option to Purchase – Irrevocable Right-to-BuySale and Purchase AgreementsInvestment property forms; Lease agreements; Option to buy/purchase; Purchase agreements – real estate; Option Agreement; OP;
sort-purchase161-1161-1Option to Purchase with Extensions – Irrevocable Right-to-BuySale and Purchase AgreementsInvestment property forms; Option to buy/purchase; Purchase agreements – real estate; Option Agreement; OP;
sort-purchase161-2161-2Assignment of Option to BuySale and Purchase AgreementsAssignment of option to buy; Option to buy/purchase; Option Agreement; OP;
sort-purchase162162Right of First Refusal — To Acquire Additional PropertySale and Purchase AgreementsInvestment property forms; Purchase agreements – real estate; Right of first refusal;
sort-purchase162-1162-1Sale Subject to Right of First Refusal – Contingency AddendumSale and Purchase AgreementsPurchase agreements, addenda; Right of first refusal;
sort-purchase162-2162-2Notice of Decision to Sell Real Estate – For Right of First RefusalSale and Purchase AgreementsRight of first refusal;
sort-purchase163163Lease-Option – Contract for DeedSale and Purchase AgreementsContract for sale; Lease option;
sort-purchase164164Offer for Lease-OptionSale and Purchase AgreementsLease option;
sort-purchase167167Offer for Land Sales ContractSale and Purchase AgreementsLease option;
sort-purchase168168Land Sales Contract – All-Inclusive with Power of SaleSale and Purchase AgreementsContract for sale; Lease option;
sort-purchase170170Preliminary Proposal – Mini-FormSale and Purchase AgreementsMarketing devices; Proposal;
sort-purchase171171Exchange Agreement – Other than One-to-Four Residential UnitsSale and Purchase AgreementsExchange, §1031; Exchange agreement; Investment property forms; Trades; Buyer’s Intent to Exchange Supplement; BES; Seller’s Intent to Exchange Supplement; SES;
sort-purchase171-1171-1Addendum – Exchange AgreementSale and Purchase AgreementsAddenda; Addendum; ADM;2016-06
sort-purchase172-2172-2Supplemental Escrow Instructions – §1031 Reinvestment in Lieu of a Cash-out SaleSale and Purchase AgreementsEscrow; Exchange, §1031; Seller’s Intent to Exchange Supplement; SES; 2016-05
sort-purchase172-3172-3Instruction to Trustee to Fund Acquisition (Cash Only)Sale and Purchase AgreementsExchange, §1031; Trust funds; 2016-05
sort-purchase172-4172-4Declaration of Trust for §1031 Proceeds – Cash-Out SaleSale and Purchase AgreementsAccommodator agreement; Exchange, §1031; Facilitator; Intermediary; Trust, §1031 Exchange; Buyer’s Intent to Exchange Supplement; BES;2016-05
sort-purchase173-2173-2Supplemental Escrow Instructions – §1031 Reinvestment In Lieu of a Cash-out Sale – Part Cash, Part PaperSale and Purchase AgreementsEscrow; Exchange, §1031;
sort-purchase173-3173-3Instruction to Trustee to Fund Acquisition – Cash and PaperSale and Purchase AgreementsExchange, §1031; Trust funds; 2016-05
sort-purchase173-4173-4Declaration of Trust For §1031 Proceeds – Installment SaleSale and Purchase AgreementsAccommodator agreement; Exchange, §1031; Facilitator; Intermediary; Trust, §1031 Exchange;
sort-purchase174174§1031 Property Identification Statement – For Delayed §1031 TransactionsSale and Purchase AgreementsExchange, §1031; Identification of qualifying properties; 2016-05
sort-purchase180180CounterofferSale and Purchase AgreementsCounteroffer; Performance of contract; Purchase agreements – real estate;2016-05
sort-purchase180-1180-1Addendum – CounterofferSale and Purchase AgreementsAddenda; Addendum; ADM; Counteroffer2016-06
sort-purchase181181Cancellation of Agreement – Release and Waiver of Rights with Distribution of Funds in EscrowSale and Purchase AgreementsCancellation; Default; Demand to close escrow; Escrow; Performance of contract; Purchase agreements – real estate; Settlement agreement; Cancellation of Contract, Release of Deposit and Joint Escrow Instructions; CC; 2016-05
sort-purchase181-1181-1Notice to Perform and Intent to CancelSale and Purchase AgreementsCancellation; Default; Notices; Performance of contract; Notice to Buyer to Perform; NBP; Notice to Seller to Perform; NSP; Receipt and Delivery of Notices to Perform; RDN;
sort-purchase182182Waiver of ContingencySale and Purchase AgreementsContingencies; Purchase agreements – real estate; Buyer’s Inspection Waiver; BIW; removal of contingency;
sort-purchase182-1182-1Sale of Other Property - Waiver Provision —Addendum to Purchase AgreementSale and Purchase AgreementsContingencies; Purchase agreements – real estate; Sale of other property;
sort-purchase183183Notice of Cancellation – Due to Contingency or ConditionSale and Purchase AgreementsCancellation; Contingencies; Purchase agreements – real estate;
sort-purchase184184Rejection of OfferSale and Purchase AgreementsPurchase agreements – real estate; Rejection; Counteroffer;
sort-purchase185185Letter of Intent – Prospective Buyer's Proposal for Due Diligence InvestigationsSale and Purchase AgreementsIncome property; Investment property forms; Letter of intent; Purchase agreements – real estate;
sort-purchase186186Letter of Intent – Short FormSale and Purchase AgreementsIncome property; Investment property forms; Letter of intent; Purchase agreements – real estate;
sort-loanbroker200200Residential Appraisal Report – Detached Single Family Unit or PUD (Fannie Mae Form 1004 Reformatted)Loan BrokerageAppraisal; Comparative market analysis; Mortgage loan brokerage, appraisal;
sort-loanbroker200-1200-1Comparative Market Analysis for Setting ValuesLoan BrokerageAppraisal; Investment property forms; Mortgage loan brokerage, appraisal,
sort-loanbroker201201Stack Sheet – Loan Origination and TransmittalLoan BrokerageMortgage loan brokerage, administrative;
sort-loanbroker201-1201-1Conversation Log Sheet – Top of StackLoan BrokerageMortgage loan brokerage, administrative;
sort-loanbroker202202Uniform Residential Loan Application (FNMA 1003)Loan BrokerageCredit application; Mortgage loan brokerage, application process;
sort-loanbroker202-1202-1Acknowledgement of Changing ConditionsLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker202-2202-2Loan Purpose Statement – For Reg. Z AnalysisLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker202-3202-3Owner-Occupancy RiderLoan BrokerageMortgage loan brokerage, application process; Owner occupant; rider; use of property; primary residence2015-08
sort-loanbroker203203Fair Lending — The Housing Finanical Discrimination Act of 1977 (CalBRE 867)Loan BrokerageMortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker203-1203-1Fair Lending Notice (CalBRE 867-A)Loan BrokerageMortgage loan brokerage, disclosures to borrower; 2015-08
sort-loanbroker204204Mortgage Loan Disclosure Statement (Traditional) (CalBRE 882)Loan BrokerageMortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker204-1204-1Mortgage Loan Disclosure Statement (CalBRE 883)Loan BrokerageConflicts of broker; Good faith estimates; Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker204-2204-2Mortgage Loan Disclosure Statement/Good Faith Estimate Nontraditional Mortgage Product (CalBRE 885)Loan BrokerageGood faith estimates; Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker204-3204-3Required Providers of Settlement Services – Addendum to Good Faith Estimate (GFE)Loan BrokerageGood faith estimates;
sort-loanbroker204-4204-4Proceeds from Refinance – Annual Percentage Rate of Net ProceedsLoan BrokerageRefinance;
sort-loanbroker204-5204-5Loan EstimateLoan BrokerageBuyer; Disclosures, by brokers; Good faith estimate; GFE; Purchase agreements, disclosures; CFPB; Consumer Financial Protection Bureau; 2015-12
sort-loanbroker204-6204-6California Mortgage Loan Disclosure StatementLoan BrokerageMortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; 2016-07
sort-loanbroker205205Affiliated Business Arrangement Disclosure Statement – Loan Broker (Regulation X (RESPA); 24 CFR §3500.51)Loan BrokerageAffiliated business arrangements; Conflicts of broker; Controlled business; Disclosures, by brokers; Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker205-1205-1Broker-Controlled Funding Statement — (Calif. Bus & P C §10241(j))Loan BrokerageConflicts of broker; Disclosures, by brokers; Mortgage loan brokerage, administrative;
sort-loanbroker205-2205-2Notice of Use of Broker-Controlled FundsLoan BrokerageDisclosures, by brokers; Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker206206Notice to Applicant of Right to Receive Copy of Appraisal ReportLoan BrokerageAppraisal; Mortgage loan brokerage, application process; 2016-07
sort-loanbroker207207Authorization to Prepare Appraisal Report (Calif. Bus & P C §11321)Loan BrokerageAppraisal; Mortgage loan brokerage, administrative; Mortgage loan brokerage, appraisal;
sort-loanbroker207-1207-1Property Conditions and Amenities – For Comparable Analysis – Refi/Equity LoanLoan BrokerageAppraisal; Financial statement; Mortgage loan brokerage, appraisal; Mortgage loan brokerage, application process;
sort-loanbroker207-3207-3Comparative Market Analysis to Set Rent – Single Family ResidenceLoan BrokerageAppraisal; Mortgage loan brokerage, application process; Mortgage loan brokerage, appraisal;
sort-loanbroker208208Advance Fee and Anti-Steering DisclosureLoan BrokerageMortgage loan brokerage; Steering; Advance Fee;2016-07
sort-loanbroker209209Items Needed to Complete Loan Application – Borrower's Initial AdvisoryLoan BrokerageMortgage loan brokerage, application process
sort-loanbroker209-1209-1Request on Borrower for DocumentsLoan BrokerageMortgage loan brokerage, application process
sort-loanbroker209-2209-2Profit and Loss Statement — Borrower's Financial Statement (FNMA 1020)Loan BrokerageCredit application; Financial statement; Mortgage loan brokerage, application process;
sort-loanbroker209-3209-3Balance Sheet Financial Statement – Assets, Liabilities and Net WorthLoan BrokerageCredit application;
sort-loanbroker210210Request for Verification of Employment – Present EmployerLoan BrokerageCredit application; Mortgage loan brokerage, application process;
sort-loanbroker210-1210-1Request for Verification of Employment – Prior EmployerLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker211211Request for Verification of DepositLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker212212Request for Verification of RentLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker212-1212-1Request for Verification of MortgageLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker213213Request for Verification of AccountLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker214214Request for Verification of Homeowner's InsuranceLoan BrokerageMortgage loan brokerage, application process;
sort-loanbroker215215Request for Copy of Tax Return (IRS 4506)Loan BrokerageFinancial statement; Mortgage loan brokerage, application process;
sort-loanbroker215-1215-1Request for Transcript of Tax Return (IRS 4506-T)Loan BrokerageFinancial statement; Mortgage loan brokerage, application process;
sort-loanbroker216216Authorization for Lender Verification of InformationLoan BrokerageMortgage loan brokerage, disclosures to borrower; 2016-07
sort-loanbroker216-1216-1Fair Credit Reporting Act DisclosureLoan BrokerageMortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; 2016-07
sort-loanbroker216-2216-2Equal Credit Opportunity Act DisclosureLoan BrokerageMortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; 2016-07
sort-loanbroker217217Credit Score Disclosure Exception Notice – Risk-Based Pricing Disclosure — 12 Code of Federal Regulations §1022.74(d)(1)Loan BrokerageMortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; Risk2016-06
sort-loanbroker217-1217-1Notice to Home Loan Applicant – Credit Score Usage (Calif. Civil Code §1785.20.2)Loan BrokerageMortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; 2016-06
sort-loanbroker217-2217-2Derogatory Credit Explanation LetterLoan BrokerageCredit application; Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; 2016-06
sort-loanbroker219219Denial of Credit (Calif. Civil Code §1785.20; 12 Code of Federal Regulation §202.90 15 USC §1681m)Loan BrokerageCredit application; Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker222222Notice of Right to Rescind – Borrower's Right to CancelLoan BrokerageMortgage loan brokerage, disclosures to borrower;
sort-loanbroker223223Supplemental Truth-in-Lending Section 32 Disclosure – Additional Disclosures for Reg. Z Section 32 LoansLoan BrokerageMortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower;
sort-loanbroker223-1223-1Points and Fees Worksheet – For Section 32 Mortgage TestLoan BrokerageMortgage loan brokerage, administrative;
sort-loanbroker223-2223-2Consumer Caution and Home Ownership Counseling Notice (Finance Code §4973(k)(L)Loan BrokerageMortgage loan brokerage, disclosures to borrower;
sort-loanbroker229-1229-1Cash Flow Analysis – Self-Employed or Investor (FNMA 1084)Loan BrokerageMortgage loan brokerage, administrative;
sort-loanbroker229-1229-1(INS) Cash Flow Analysis with Instructions – Self-Employed or Investor (FNMA 1084)Loan BrokerageMortgage loan brokerage, administrative
sort-loanbroker229-2229-2Comparative Income Analysis – Annual Trend CalculationLoan BrokerageMortgage loan brokerage, administrative;
sort-loanbroker230230Credit Analysis Worksheet – LTV and Income Ratios (HUD-92900-WS)Loan BrokerageMortgage loan brokerage, administrative; Mortgage loan brokerage, application process;
sort-loanbroker232232Authorization to Prepare Loan Escrow InstructionsLoan BrokerageEscrow; Mortgage loan brokerage, administrative;
sort-loanbroker233233Loan Transmittal Summary – Preliminary Submission to LenderLoan BrokerageMortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to lender(s);
sort-loanbroker235-1235-1Lender/Purchaser Disclosure Statement – Loan Origination (CalBRE 851A)Loan BrokerageHypothecation; Mortgage loan brokerage, disclosures to lender(s); Mortgage Loan Disclosure Statement (Borrower); MS;
sort-loanbroker235-2235-2Lender/Purchaser Disclosure Statement – Sale of Existing Note (CalBRE 851B)Loan BrokerageMortgage loan brokerage, trust deed sales/hypothecation;
sort-loanbroker235-3235-3Lender/Purchaser Disclosure Statement – Collateral Loan (CalBRE 851C)Loan BrokerageMortgage loan brokerage, disclosures to lender(s); Syndication - trust deed loans;
sort-loanbroker237237Loan Servicing AgreementLoan BrokerageAssignment of trust deed; Collection agreement; Mortgage loan brokerage, loan servicing; Notes; Syndication - trust deed loans;
sort-loanbroker238238Notice of Transfer of Loan ServicingLoan BrokerageCollection agreement; Mortgage loan brokerage, loan servicing;
sort-loanbroker238-1238-1Notice of Transfer of Servicing – RESPA LoansLoan BrokerageCollection agreement; Lender, real estate secured; Mortgage loan brokerage, loan servicing;
sort-loanbroker238-2238-2RESPA Servicing Disclosure StatementLoan BrokerageMortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; 2016-07
sort-loanbroker241241Purchase Agreement for Note and Trust DeedLoan BrokerageAssignment of trust deed; Mortgage loan brokerage, trust deed sales/hypothecation; Notes; Trust deed, assignment of;
sort-loanbroker242242Agreement to HypothecateLoan BrokerageAssignment of trust deed; Hypothecation; Land and lots (unimproved); Mortgage loan brokerage, trust deed sales/hypothecation; Trust deed, assignment of;
sort-addenda250250Addendum – General UseAddendum ProvisionsAddenda; Purchase agreements, addenda; Addendum; ADM; Purchase Agreement Addendum; PAA;
sort-addenda251251Signature Page AddendumAddendum ProvisionsPurchase agreements – real estate; Signature; Additional Signature Addendum; ASA;
sort-addenda252252Verification of Capacity to Represent AddendumAddendum ProvisionsAuthorization, Signature, Estate, Trust, Power of attorney, Entity, Representative Capacity Signature Disclosure, RCSD,2016-05
sort-addenda256256Personal Property Inventory – Transferred with Real EstateAddendum ProvisionsInvestment property forms; Marketing package; Personal property; Purchase agreements, addenda;
sort-addenda257257Confidentiality Agreement AddendumAddendum ProvisionsConfidentiality Agreement; Investment property forms; nondisclosure agreement; Purchase agreements, addenda;
sort-addenda260260Roofing Inspection Contingency — Due Diligence AddendumAddendum ProvisionsProperty inspection; Purchase agreements, addenda;
sort-addenda261261Hazard Insurance ConditionsAddendum ProvisionsInsurance; Purchase agreements, addenda;
sort-addenda266266Confirmation of Value Addendum – Price Appraisal ContingencyAddendum ProvisionsAppraisal; Investment property forms; Purchase agreements, addenda;
sort-addenda269269Property Inspection – Buyer's Request for RepairsAddendum ProvisionsBuyer's property inspection; Property inspection; Repairs, by seller; Request for Repair; RR;
sort-addenda270270Final Walk-Through Inspection – Final Condition-of-Property ConfirmationAddendum ProvisionsBuyer's property inspection; Property inspection; Repairs, by seller;
sort-addenda271271Interim Occupancy Agreement – Receipt for Rent and Security DepositAddendum ProvisionsBuyer; Lease agreements; Occupancy; Possession; Purchase agreements, addenda; Rental agreements; Residential lease; IOA; Residential Lease After Sale (Seller in Possession After Close of Escrow); RLAS;
sort-addenda272272Holdover Occupancy AgreementAddendum ProvisionsHoldover by seller; Lease agreements; Occupancy; Possession; Purchase agreements, addenda; Rental agreements; Residential lease; Seller, prospective;
sort-addenda273273Broker Fee AddendumAddendum ProvisionsBroker fee; Commission agreements; Disclosures, by brokers; Listings; Purchase agreements, addenda; Commission Agreement; CA;
sort-addenda274274Short Sale Addendum – Loan Discount ApprovalAddendum ProvisionsPurchase agreements, addenda; Sale Contingency; 2015-12
sort-addenda275275Leasing and Operating Addendum — Title Subject to Tenant OccupanciesAddendum ProvisionsPurchase agreements, addenda;
sort-addenda276276Backup Offer Addendum – Cancellation of Prior Sale ContingencyAddendum ProvisionsBackup offer; Purchase agreements, addenda;
sort-addenda276-1276-1Notice of Elimination of Backup Contingency – Commencement of PerformanceAddendum ProvisionsBackup offer;
sort-addenda277277Preliminary Title Report Addendum – A Due Diligence ContingencyAddendum ProvisionsInvestment property forms; Preliminary title report; Purchase agreements, addenda;
sort-addenda278278Court Confirmation Addendum to Purchase Agreement – A Contingency ProvisionAddendum ProvisionsPurchase agreements, addenda; Probate Advisory (attached to PPA and PL); PAK; PAL; Probate Purchase Agreement and Joint Escrow Instructions; PPA;
sort-addenda279279Due Diligence Contingencies AddendumAddendum ProvisionsInvestment property forms; Purchase agreements, addenda; Verification of Property Condition; VP
sort-addenda280280Partial Release AddendumAddendum ProvisionsInvestment property forms; Land and lots (unimproved); Partial release of lots; Purchase agreements, addenda; Subdivisions; Trust deed;
sort-addenda281281Agreement to SubordinateAddendum ProvisionsInvestment property forms; Land and lots (unimproved); Purchase agreements – real estate; Purchase agreements, addenda; Subordination; Trust deed;
sort-disclosures300300Financial Disclosure Statement – For Entering into a Seller Carryback NoteTransaction Disclosure SheetsCarryback; Disclosures, financial; Financing disclosures; Purchase agreements, disclosures; Seller financing;
sort-disclosures300-1300-1Financial Disclosure Statement – For Entering into a Land Sales ContractTransaction Disclosure SheetsDisclosures, financial; Financing disclosures; Land sales contract; Seller financing;
sort-disclosures300-2300-2Financial Disclosure Statement – For Entering into a Lease-Option SaleTransaction Disclosure SheetsDisclosures, financial; Financing disclosures; Lease option; Seller financing;
sort-disclosures301301Federal Residency Declarations – Foreign Investment in Real Property Tax Act (FIRPTA) – Internal Revenue Code §1445Transaction Disclosure SheetsBuyer; Disclosures, by brokers; Purchase agreements, disclosures; Residency declarations, tax withholding; Tax, withholding declaration; Withholding; Buyer’s Affidavit (FIRPTA Compliance); AB; Seller’s Affidavit of Nonforeign Status and/or California Withholding Exemption; AS;
sort-disclosures302302Credit Application – IndividualTransaction Disclosure SheetsCarryback; Credit application; Disclosures, financial; Disclosures, on rentals; Financial statement; Financing disclosures; Purchase agreements, disclosures; Seller financing; Application to Rent/Screening Fee; LRA;
sort-disclosures303303Foreclosure Cost Sheet – Cost and Net Proceeds on Foreclosure and ResaleTransaction Disclosure SheetsCarryback; Disclosures, by brokers; Financing disclosures; Listings; Purchase agreements, disclosures; Seller financing;
sort-disclosures304304Condition of Property Disclosure – Transfer Disclosure Statement (TDS)Transaction Disclosure SheetsAgency disclosures; Condition of property; Disclosures, property; Garage door disclosure, automatic; Marketing package; Ordnance disclosure; Purchase agreements, disclosures; Spa cover disclosure; Transfer disclosures; Water heater disclosure; Agent Visual Inspection Disclosure; AVID; REO Advisory; REO; REOL; Trust Advisory (Listing); TAL; Real Estate Transfer Disclosure Statement; TDS; Verification of Property Condition; VP; Water Heater and Smoke Detector Statement of Compliance; WHSD;2015-08
sort-disclosures304-2304-2Transfer Fee Disclosure Statement — On the Sale of One-to-Four Residential UnitsTransaction Disclosure SheetsMarketing package; Purchase agreements, disclosures; Transfer disclosures;
sort-disclosures305305Agency Law Disclosure – Disclosure Regarding Real Estate Agency RelationshipsTransaction Disclosure SheetsAgency disclosures; Disclosures, agency; Disclosures, by brokers; Purchase agreements, disclosures; Disclosure Regarding Real Estate Agency Relationships; AD;2015-07
sort-disclosures306306Property Expense ProfileTransaction Disclosure SheetsDisclosures, property; Marketing package; Purchase agreements, disclosures;
sort-disclosures307307Ordinance Compliance – Local Option DisclosureTransaction Disclosure SheetsCity ordinance compliance - Occupancy/Retrofitting; Condition of property; Disclosures, property; Purchase agreements, disclosures; Transfer disclosures;
sort-disclosures308308Unique Factors and Conditions Affecting PropertyTransaction Disclosure SheetsNotices; Notice Addendum (Airport, Farmland, San Francisco Bay or Mining Operations); SSD; 2016-08
sort-disclosures309309Homeowners' Association (HOA) AddendumTransaction Disclosure SheetsHomeowners' association (HOA); Purchase agreements, addenda;
sort-disclosures310310Good Faith Estimate of Seller's Net Sales Proceeds – On Sale of PropertyTransaction Disclosure SheetsDisclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; Seller, prospective; Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; 2015-12
sort-disclosures311311Good Faith Estimate of Buyer's Acquisition Costs – On Acquisition of PropertyTransaction Disclosure SheetsBuyer; Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; 2015-12
sort-disclosures312312Mortgage Shopping WorksheetTransaction Disclosure SheetsGood faith estimate; Mortgage comparison; loan brokerage;
sort-disclosures313313Lead-Based Paint Disclosure – On Sale of Real EstateTransaction Disclosure SheetsDisclosures, property; Lead-based paint; Marketing package; Purchase agreements, disclosures; Lead-Based Paint And Lead-Based Paint Hazards Disclosure Acknowledgment and Addendum for Pre-1978 Housing Sales, Leases, or Rentals; FLD;
sort-disclosures314314Natural Hazard Disclosure StatementTransaction Disclosure SheetsDisclosures, property; Earthquake hazards disclosure; Flood plain disclosure; Marketing package; Natural hazards; Ordnance disclosure; Purchase agreements, disclosures; NHD;
sort-disclosures315315Residential Earthquake Hazards ReportTransaction Disclosure SheetsDisclosures, property; Earthquake hazards disclosure; Marketing package; Natural hazards; Purchase agreements, disclosures; Seismic activity;
sort-disclosures315-1315-1Commercial Property Earthquake Disclosure ReportTransaction Disclosure SheetsCommercial property; Seismic activity;
sort-disclosures316316Buyer Receipt of Hazards Booklet(s)Transaction Disclosure SheetsDisclosures, property; Earthquake hazards disclosure; Environmental hazards, buyer's receipt of; Hazards, environmental; Natural hazards; Purchase agreements, disclosures; Receipt for Reports; RFA;
sort-disclosures316-1316-1Residential Environmental Hazards Disclosure Booklet for BuyersTransaction Disclosure SheetsSeismic activity; Receipt for Reports; RFA;
sort-disclosures316-2316-2Commercial Property Owner's Guide to Earthquake SafetyTransaction Disclosure SheetsCommercial property; Seismic activity; Receipt for Reports; RFA; Radon Gas and Mold Notice and Release Agreement; RGM;
sort-disclosures317317Notice of Your Supplemental Property Tax Bill – Addendum (Calif. Civil Code §1102.6c)Transaction Disclosure SheetsPurchase agreements, disclosures; Supplemental tax bill, notice of;
sort-disclosures318318Comparative Market Analysis for Setting Values — AddendumTransaction Disclosure SheetsAppraisal; Comparative market analysis; Investment property forms;
sort-disclosures318-1318-1Comparative Market Analysis to Set Rent – Single Family Residence (Calif. Civil Code §1102.6c)Transaction Disclosure SheetsComparative market analysis; Investment property forms; Listings;
sort-disclosures319319Disclosure of Sexual Predator Database — AddendumTransaction Disclosure SheetsPurchase agreements, disclosures;
sort-disclosures320320Borrower's Mortgage Worksheet – For Fixed-Rate Mortgages (FRMs)Transaction Disclosure SheetsDisclosures, financial; Financing disclosures; Loans; Mortgage loan brokerage, disclosures to borrower; Purchase agreements, disclosures;
sort-disclosures320-1320-1Adjustable Rate Mortgage (ARM) Disclosure WorksheetTransaction Disclosure SheetsAdjustable rate mortgage (ARM); Disclosures, financial;2016-04
sort-disclosures320-2320-2Open House Agent Interview SheetTransaction Disclosure SheetsBuyer; Open House; Survey;
sort-disclosures320-3320-3Agent Survey Sheet for Nonresidential Property — Tenant or Buyer-OccupantTransaction Disclosure SheetsBuyer; Commercial property; Survey;
sort-disclosures320-4320-4Buy-Versus-Rent After-Tax Analysis Transaction Disclosure SheetsComparative analysis; ownership costs; rental costs; marketing package;2015-10
sort-disclosures321321Seller's Neighborhood Security Disclosure — AddendumTransaction Disclosure SheetsCriminal activity; Disclosures, property; Investment property forms; Marketing package; Purchase agreements, disclosures; 2016-09
sort-disclosures322322Solar Shade Control Notice (Calif. Public Resources Code §25982.1)Transaction Disclosure SheetsNotices; Solar shade control;
sort-disclosures323323Notice of Intent to Alter Shared Boundary Fence (Calif. Civil Code §841(b)(2))Transaction Disclosure SheetsNotices;
sort-disclosures324324Service and Maintenance Providers – Contractor DisclosureTransaction Disclosure SheetsDisclosures, property; Investment property forms; Marketing package; Purchase agreements, disclosures; Service contracts;
sort-disclosures339339Tracking the Loan Origination Process — AddendumTransaction Disclosure SheetsPurchase agreements, disclosures;
sort-inv350350Client Profile – Confidential Personal Data SheetInvestment Property Worksheets/FormsClient profile; Investment property forms; Syndication - real estate; Syndication - trust deed loans;
sort-inv351351Individual Tax Analysis (INTAX)Investment Property Worksheets/FormsClient profile; Income property; Investment property forms;
sort-inv352352Annual Property Operating Data Sheet (APOD)Investment Property Worksheets/FormsIncome property; Investment property forms; Marketing package; Operating expenses; Purchase agreements, disclosures;
sort-inv352-1352-1Rental Income Rent RollInvestment Property Worksheets/FormsIncome property; Investment property forms; Marketing package; Purchase agreements, disclosures; Rent rolls;
sort-inv353353Comparative Analysis Projection (CAP)Investment Property Worksheets/FormsInvestment property forms;
sort-inv354354§1031 Profit and Basis Recap SheetInvestment Property Worksheets/FormsExchange, §1031; Investment property forms; 2016-05
sort-inv355355§1031 Basis Allocation Worksheet – Replacement Property Depreciation Analysis (Supplement to §1031 Recapitulation Worksheet Form #354)Investment Property Worksheets/FormsExchange, §1031; Investment property forms;
sort-inv365365Estimated Profit on Resale – Property Acquired for Immediate DispositionInvestment Property Worksheets/FormsInvestment property forms;
sort-inv370370Supplemental Assignment Instructions – Assignment of Purchase Rights to LLCInvestment Property Worksheets/FormsInvestment property forms; Syndication - real estate;
sort-inv371371Investment Circular – LLCInvestment Property Worksheets/FormsInvestment circular; Investment property forms; Investment circular;
sort-inv371-1371-1Investment Circular – LLC; EditableInvestment Property Worksheets/FormsInvestment circular;
sort-inv372372Operating Agreement – LLCInvestment Property Worksheets/FormsInvestment property forms; Limited liability company (LLC); Syndication - real estate; Syndication - trust deed loans;
sort-inv372-1372-1Operating Agreement; Editable – LLCInvestment Property Worksheets/FormsLimited liability company (LLC); Syndication - real estate; Syndication - trust deed loans;
sort-inv372-2372-2LLC Operating Agreement – Equity Purchase TransactionInvestment Property Worksheets/FormsLimited liability company (LLC); Syndication - real estate;
sort-inv372-3372-3LLC Operating Agreement – Self-Directed IRAInvestment Property Worksheets/FormsInvestment property forms; Limited liability company (LLC); Syndication - real estate;
sort-inv372-4372-4LLC Operating Agreement – Self-Directed IRA; EditableInvestment Property Worksheets/FormsInvestment property forms; Limited liability company (LLC); Syndication - real estate;
sort-inv372-5372-5LLC Operating Agreement — Single MemberInvestment Property Worksheets/FormsInvestment property forms; Limited liability company (LLC); Syndication - real estate;
sort-inv373373Subscription and Agreement to InvestInvestment Property Worksheets/FormsLimited liability company (LLC); Syndication - real estate;
sort-inv373-1373-1Subscription and Agreement to Invest; EditableInvestment Property Worksheets/FormsLimited liability company (LLC); Syndication - real estate;
sort-inv374374Amendment to Operating Agreement – Of Limited Liability CompanyInvestment Property Worksheets/FormsLimited liability company (LLC); Syndication - real estate;2016-05
sort-inv375375Assignment of Interest – In Limited Liability CompanyInvestment Property Worksheets/FormsInvestment property forms; Limited liability company (LLC); Syndication - real estate;2016-05
sort-inv376376Buyer's Syndication Addendum — Equity Financing ContingencyInvestment Property Worksheets/FormsInvestment property forms; Purchase agreements, addenda; Syndication - real estate;
sort-inv378378Protective Refund Claim – For LLC Gross Receipts TaxInvestment Property Worksheets/FormsLimited liability company (LLC); Syndication - real estate;
sort-escrow401401Escrow Instructions – Buyer and Seller InstructionsSale and Loan Escrow FormsEscrow; Option to buy/purchase; Purchase agreements – real estate; Tax, withholding declaration; Withholding; Common Interest Subdivision Supplemental Escrow Instructions; NCEI;
sort-escrow401-1401-1Title Insurance Advisory Notice — (Calif. Civil Code §1057.6)Sale and Loan Escrow FormsEscrow; Title Insurance;
sort-escrow401-2401-2Assignment of Purchase Rights – Supplemental Escrow InstructionsSale and Loan Escrow FormsAssignment; Escrow;
sort-escrow401-3401-3Loan Escrow Instructions — Borrower and Lender InstructionsSale and Loan Escrow FormsEscrow;
sort-escrow401-4401-4Statement of Information – For General Index SearchSale and Loan Escrow FormsEscrow; Statement of Information;
sort-purchase401-5401-5Cancellation of Escrow – Distribution of Funds in EscrowSale and Loan Escrow FormsCancellation of Contract; Disburssement of Funds; CC;2015-09
sort-purchase401-6401-6Itemization of Money Losses — Seller's Demand on a Buyer's Breach Sale and Loan Escrow FormsCancellation of Contract; Disburssement of Funds; CC;2016-05
sort-escrow401-7401-7Addendum – Escrow InstructionsSale and Loan Escrow FormsAddenda; Addendum; ADM; Escrow2016-06
sort-escrow402402Closing DisclosureSale and Loan Escrow FormsClosing Statement; Department of Housing and Ubran Dwevelopment (HUD); HUD; Settlement Statement; Closing Statement; HUD-1 Settlement Statement; CFPB; Consumer Financial Protection Bureau;2015-12
sort-escrow402-1402-1Loan Escrow Settlement Statement — RESPA — Refinance or Equity Loan (HUD-1A)Sale and Loan Escrow FormsEscrow; Department of Housing and Ubran Dwevelopment (HUD); HUD; Settlement Statement;
sort-escrow403403Sales Escrow Worksheet – For Use on Seller-Occupied SFR PropertiesSale and Loan Escrow FormsEscrow;
sort-escrow404404Grant DeedSale and Loan Escrow FormsDeeds;2016-05
sort-escrow405405Quitclaim DeedSale and Loan Escrow FormsDeeds;2016-05
sort-escrow406406Deed-in-Lieu of ForeclosureSale and Loan Escrow FormsCancellation; Deeds; Land sales contract; Lease option;
sort-escrow407407Acknowledgment By Notary Public – Notary Consumer DisclosureSale and Loan Escrow FormsAcknowledgement; Notary;
sort-escrow408408Bill of SaleSale and Loan Escrow FormsBill of sale;
sort-escrow409409Release of Recorded InstrumentSale and Loan Escrow FormsJudgments; Release of lien;2016-05
sort-escrow410410Further Encumbrance ConsentSale and Loan Escrow FormsCarryback; Due-on-consent; Financing disclosures; Loans; Mortgage loan brokerage, administrative; Seller financing; 2016-05
sort-purchase411411Simple Revocable Transfer on Death (TOD) Deed — (California Probate Code §5642)Sale and Loan Escrow FormsTransfer on Death (TOD); inherit;2016-05
sort-purchase411-1411-1Revocation of Revocable Transfer on Death (TOD) Deed — (California Probate Code §5600)Sale and Loan Escrow FormsTransfer on Death (TOD); inherit;2016-05
sort-escrow412412Request for Notice of Default and Notice of Delinquency – By Junior Trust Deed BeneficiarySale and Loan Escrow FormsMortgage loan brokerage, administrative; 2016-05
sort-escrow412-1412-1Request for Notice of Default – By Junior Trust Deed BeneficiarySale and Loan Escrow FormsMortgage loan brokerage, administrative;
sort-escrow412-2412-2Request for Notice of Delinquency – By Junior Trust Deed BeneficiarySale and Loan Escrow FormsMortgage loan brokerage, administrative;
sort-escrow414414Trustor's Offset StatementSale and Loan Escrow FormsDisclosures, financial; Loans; Mortgage loan brokerage, trust deed sales/hypothecation; Offset statements;
sort-escrow415415Beneficiary StatementSale and Loan Escrow FormsAssumption agreements; Beneficiary statement; Disclosures, financial; Lender, real estate secured; Loans;
sort-escrow418-1418-1Late Payment Provisions – Addendum to Promissory NoteSale and Loan Escrow FormsNotes;
sort-escrow418-2418-2Prepayment of Principal Provisions – Penalties and DiscountsSale and Loan Escrow FormsNotes;
sort-escrow418-3418-3Final/Balloon Due Date ProvisionsSale and Loan Escrow FormsBalloon Payment; Notes;2016-05
sort-escrow418-4418-4Right of First Refusal to Buy NoteSale and Loan Escrow FormsNotes; Right of first refusal;2016-05
sort-escrow418-5418-5Note Enforcement ProvisionsSale and Loan Escrow FormsNotes;2016-05
sort-escrow419419Notice of Balloon Payment DueSale and Loan Escrow FormsBalloon Payment;
sort-escrow420420Note Secured by Deed of Trust – Installment – Interest IncludedSale and Loan Escrow FormsNotes;
sort-escrow421421All-Inclusive Promissory Note Secured by Deed of Trust — Installment — Interest IncludedSale and Loan Escrow FormsAll-Inclusive trust deed (AITD) and note; Notes; Trust deed, All-Inclusive (AITD);
sort-escrow422422Note Secured by Deed of Trust – Installment Note – Interest ExtraSale and Loan Escrow FormsNotes;
sort-escrow423423Note Secured by Deed of Trust – Straight NoteSale and Loan Escrow FormsNotes;2016-05
sort-escrow424424Promissory Note – UnsecuredSale and Loan Escrow FormsDeposit note; Notes; Promissory note;
sort-escrow425425Modification of the Promissory NoteSale and Loan Escrow FormsModification agreement; Notes; Notes, modification of;
sort-escrow426426Agreement to Modify a Promissory NoteSale and Loan Escrow FormsModification agreement; Notes; Notes, modification of;
sort-escrow430430Shared Appreciation Note – Installment – Contingent Interest ExtraSale and Loan Escrow FormsNotes;
sort-escrow431431Assumption Agreement – Unsecured and SubrogatedSale and Loan Escrow FormsAssumption agreements; Loans;
sort-escrow432432Assumption Agreement – SecuredSale and Loan Escrow FormsAssumption agreements; Loans;
sort-escrow433433Adjustable Rate Note Secured by Deed of TrustSale and Loan Escrow FormsAdjustable rate mortgage (ARM); Notes;
sort-escrow435435Assignment and Assumption of Service Contracts – On Transfer of PropertySale and Loan Escrow FormsAssumption agreements; Investment property forms; Service contracts;
sort-escrow436436Security Agreement – For Note Secured by Personal PropertySale and Loan Escrow FormsHypothecation; Mortgage loan brokerage, trust deed sales/hypothecation; Personal property; Security agreements;
sort-escrow436-1436-1UCC-1 Financing StatementSale and Loan Escrow FormsFinancial statement;2016-04
sort-escrow436-2436-2UCC-1 Financing Statement AddendumSale and Loan Escrow FormsFinancial statement;
sort-escrow436-3436-3Information Request (UCC-11)Sale and Loan Escrow FormsFinancial statement;
sort-escrow437437Security Pledge and Assignment Agreement – Collateral AssignmentSale and Loan Escrow FormsHypothecation; Mortgage loan brokerage, trust deed sales/hypothecation; Personal property; Security agreements;
sort-escrow438438Collateral Note and Security Agreement – Installments, Interest IncludedSale and Loan Escrow FormsHypothecation; Mortgage loan brokerage, trust deed sales/hypothecation; Notes; Security agreements;
sort-escrow439439Guarantee Agreement – For Promissory NoteSale and Loan Escrow FormsGuarantee; Mortgage loan brokerage, trust deed sales/hypothecation;
sort-escrow440440Memorandum of Purchase OptionSale and Loan Escrow FormsOption to buy/purchase;
sort-escrow442442All-Inclusive Trust Deed Addendum – Equity PayoffSale and Loan Escrow FormsAll-Inclusive trust deed (AITD) and note; Trust deed, All-Inclusive (AITD);
sort-escrow443443All-Inclusive Trust Deed Addendum – Full PayoffSale and Loan Escrow FormsAll-Inclusive trust deed (AITD) and note; Trust deed, All-Inclusive (AITD); 2016-05
sort-escrow445445Assignment of Deed of Trust – With Request for Notice of Default and Notice of DelinquencySale and Loan Escrow FormsAssignment of trust deed; Mortgage loan brokerage, trust deed sales/hypothecation; Trust deed, assignment of;
sort-escrow446446Collateral Assignment of Deed of Trust – With Request for Notice of Default and Notice of DelinquencySale and Loan Escrow FormsAssignment of trust deed; Hypothecation; Security agreements; Trust deed; Trust deed, assignment of;
sort-escrow447447Power of Attorney – Uniform Statutory Form – California Probate Code §4401Sale and Loan Escrow FormsInvestment property forms; Power of attorney;
sort-escrow450450Deed of Trust and Assignment of Rents – Securing a Promissory NoteSale and Loan Escrow FormsAssignment of rents as security; Trust deed; Trust deed, All-Inclusive (AITD); 2016-05
sort-escrow451451Deed of Trust and Assignment of Rents – Securing an Obligation Other than a Promissory NoteSale and Loan Escrow FormsAssignment of rents as security; Trust deed;
sort-escrow455455Impounds Addendum – Taxes and InsuranceSale and Loan Escrow FormsImpounds; Trust deed;
sort-escrow456456Demand on Owner to Pay Rent to Lender – Under Assignment of RentsSale and Loan Escrow FormsAssignment of rents as security;
sort-escrow457457Demand on Tenant to Pay Rent to Party Other than Landlord (Calif. Civil Code §2938)Sale and Loan Escrow FormsAssignment of rents as security;
sort-escrow458458Notice of Cancellation – Of Demand on Tenant to Pay Rent to Party Other than LandlordSale and Loan Escrow FormsAssignment of rents as security; Cancellation;
sort-escrow460460Affidavit of Death of Joint TenantSale and Loan Escrow FormsDeath; Investment property forms; Joint tenants, death of; Right of survivorship; 2016-05
sort-escrow461461Affidavit for Surviving Spouse (Calif. Probate Code §13540)Sale and Loan Escrow FormsCommunity property, death of a spouse; Death; Right of survivorship;
sort-escrow463463Declaration of Revocable Living TrustSale and Loan Escrow FormsLiving trust; Revocable inter-vivos trust; Trust, living; 2016-05
sort-escrow465465Declaration of HomesteadSale and Loan Escrow FormsHomestead;2015-07
sort-escrow470470Substitution of TrusteeSale and Loan Escrow FormsTrustee, on trust deed;
sort-escrow471471Notice of Default – With Substitution of Trustee (California Civil Code §2924c)Sale and Loan Escrow FormsForeclosure notices; Trustee's sale;
sort-escrow471-1471-1Notice of Default – Summary of Key Information (English)Sale and Loan Escrow FormsForeclosure notices, summary; Trustee's sale;
sort-escrow471-2471-2Notice of Default – Summary of Key Information (Chinese)Sale and Loan Escrow FormsForeclosure notices, summary translation; Trustee's sale;
sort-escrow471-3471-3Notice of Default – Summary of Key Information (Korean)Sale and Loan Escrow FormsForeclosure notices, summary translation; Trustee's sale;
sort-escrow471-4471-4Notice of Default – Summary of Key Information (Spanish)Sale and Loan Escrow FormsForeclosure notices, summary translation; Trustee's sale;
sort-escrow471-5471-5Notice of Default – Summary of Key Information (Tagalog)Sale and Loan Escrow FormsForeclosure notices, summary translation; Trustee's sale;
sort-escrow471-6471-6Notice of Default – Summary of Key Information (Vietnamese)Sale and Loan Escrow FormsForeclosure notices, summary translation; Trustee's sale;
sort-escrow472472Substitution of Trustee and ReconveyanceSale and Loan Escrow FormsRelease of lien; Trustee, on trust deed;
sort-escrow474474Notice of Trustee's SaleSale and Loan Escrow FormsTrustee's sale;
sort-escrow474-1474-1Notice of Sale (Calif. Civil Code §2924.8)Sale and Loan Escrow FormsNotices; Trustee's sale;
sort-escrow474-2474-2Notice of Trustee's Sale – Summary of Key Information (English)Sale and Loan Escrow FormsNotice of Trustee's sale, summary; Trustee's sale;
sort-escrow474-3474-3Notice of Trustee's Sale – Summary of Key Information (Chinese)Sale and Loan Escrow FormsNotice of Trustee's sale, summary translation; Trustee's sale;
sort-escrow474-4474-4Notice of Trustee's Sale – Summary of Key Information (Korean) Sale and Loan Escrow FormsNotice of Trustee's sale, summary translation; Trustee's sale;
sort-escrow474-5474-5Notice of Trustee's Sale – Summary of Key Information (Spanish)Sale and Loan Escrow FormsNotice of Trustee's sale, summary translation; Trustee's sale;
sort-escrow474-6474-6Notice of Trustee's Sale – Summary of Key Information (Tagalog)Sale and Loan Escrow FormsNotice of Trustee's sale, summary translation; Trustee's sale;
sort-escrow474-7474-7Notice of Trustee's Sale – Summary of Key Information (Vietnamese)Sale and Loan Escrow FormsNotice of Trustee's sale, summary translation; Trustee's sale;
sort-escrow474-8474-8Notice of Postponement of Trustee's Sale (Calif. Civil Code §2924(a)(2)(5))Sale and Loan Escrow FormsNotice of Trustee's sale, summary translation; Trustee's sale;
sort-escrow475475Trustee's Deed Upon SaleSale and Loan Escrow FormsDeeds; Trustee's sale;
sort-escrow478478Proof of Service – For Service of Notice of DefaultSale and Loan Escrow FormsTrustee's sale;
sort-escrow479479Notice of Surplus Funds From Trustee's SaleSale and Loan Escrow FormsTrustee's sale;
sort-oms500500Agent Interview SheetOffice Management and Supervision FormsAgent employment; Brokerage office administration; Office manager/management;
sort-oms501501Agent Identification and Contact InformationOffice Management and Supervision FormsOffice manager/management; Contact information;
sort-oms502502Agent Itinerary and ScheduleOffice Management and Supervision FormsOffice manager/management; Itinerary;
sort-oms504504Agent's Income Data SheetOffice Management and Supervision FormsAgent employment; Brokerage office administration; Office manager/management; Goal setting;
sort-oms505505Broker-Agent Employee AgreementOffice Management and Supervision FormsAgent employment; Brokerage office administration; Independent Contractor Agreement; ICA; Broker/Assistant-Licensee/Assistants Three-Party Agreement; TPA;2015-09
sort-oms506506Independent Contractor Employment Agreement — For Sales Agents and Broker AssociatesOffice Management and Supervision FormsAgent employment; Brokerage office administration; Fee splitting; Independent contractor; Independent Contractor Agreement; ICA; Broker/Assistant-Licensee/Assistants Three-Party Agreement; TPA;2015-09
sort-oms507507Assistant Employment Agreement — Unlicensed Administrative AssistantOffice Management and Supervision FormsBrokerage office administration; Broker/Assistant-Licensee/Assistants Three-Party Agreement; Personal Assistant Contract; PAC; TPA;2015-09
sort-oms508508Office Agents' Licensing RecordOffice Management and Supervision FormsAgent employment; Brokerage office administration;
sort-oms509509Salesperson Change Application (CalBRE 214)Office Management and Supervision FormsAgent employment; Brokerage office administration;
sort-oms510510Office Manager Employment AgreementOffice Management and Supervision FormsBrokerage office administration; Office manager/management;2015-09
sort-oms511511Designated Officer Employment AgreementOffice Management and Supervision FormsBrokerage office administration; Office manager/management;
sort-oms519519Affiliated Business Arrangement Disclosure Statement – Residential Broker (Regulation X (RESPA); 24 CFR §3500.51)Office Management and Supervision FormsConflicts of broker; Controlled business; Disclosures, by brokers; Regulation X (RESPA); (24 CFR §3500.51);
sort-oms520520File Activity SheetOffice Management and Supervision FormsBrokerage office administration; Listings; Office manager/management;
sort-oms521521Transaction Coordination Sheet (Seller's Agent) – Property Listing Through Expiration or COEOffice Management and Supervision FormsBrokerage office administration; Listings; Transaction Checklist; TC;
sort-oms521-1521-1Transaction Coordination Sheet (Buyer's Agent) – Prospective Purchase Through COEOffice Management and Supervision FormsBrokerage office administration; Transaction Checklist; TC;
sort-oms521-2521-2Transmittal and Request Memo – Transaction CoordinatorOffice Management and Supervision FormsBrokerage office administration; Listings; Transmittal letter;
sort-oms522522Listing Information Report – For Broker's Administrative UseOffice Management and Supervision FormsBrokerage office administration; Listings;2015-09
sort-oms522-1522-1Expired Listing Report – Or By CancellationOffice Management and Supervision FormsListings;
sort-oms523523Property Sold Report – Administrative and Fee InformationOffice Management and Supervision FormsBrokerage office administration;2015-11
sort-oms523-1523-1Transmittal and Stack Sheet on Sale – For Administrative File ReviewOffice Management and Supervision FormsBrokerage office administration; Transmittal letter; Transaction Cover Sheet; TCS;
sort-oms524524Disbursement of Brokerage Fees – Broker Instructions to EscrowOffice Management and Supervision FormsBroker fee; Brokerage office administration; Cooperating broker; Escrow; Finder's fee; Listings; Cooperating Broker Compensation Agreement and Escrow Instructions; CBC
sort-oms525525Confirmation MemorandumOffice Management and Supervision FormsBrokerage office administration; Estoppel; Transmittal letter;
sort-oms526526Settlement Agreement – With Release and WaiverOffice Management and Supervision FormsBrokerage office administration; Cancellation; Settlement agreement;
sort-oms527527Conflict of Interest Disclosure — Kinship, Position or Undue InfluenceOffice Management and Supervision FormsConflicts of broker; Disclosures, by brokers;
sort-oms535535Interest-Bearing Trust Account AgreementOffice Management and Supervision FormsBrokerage office administration; Trust funds;
sort-oms536536Record of All Trust Funds Received – Not Placed in Broker's Trust Account (Sale of Existing Note) (CalBRE 4524)Office Management and Supervision FormsBrokerage office administration; Trust funds; Trust Funds Received and Released (Not Placed in Trust Bank Account); TF;
sort-oms542542Threshold Notification (CalBRE 853)Office Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans;
sort-oms543543Trust Fund Non-Accountability Report (CalBRE 854)Office Management and Supervision FormsBrokerage office administration; Trust funds;
sort-oms544544Trust Fund Status Report (CalBRE 855)Office Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-oms544-1544-1Trust Fund Bank Account Reconciliation (CalBRE 856)Office Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-oms545545Multi-Lender Transaction Notice (CalBRE 860)Office Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-oms546546Trust Account Report Multi-Lender Transactions (CalBRE 852)Office Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-oms547547Mortgage Loan/Trust Deed Annual Report (CalBRE 881)Office Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-oms548548Sample Trust Account Review (TAR) Report – Sample OneOffice Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-oms548-1548-1Sample Trust Account Review (TAR) Report – Sample TwoOffice Management and Supervision FormsBrokerage office administration; Syndication - trust deed loans; Trust funds;
sort-ltpm550550Residential Lease AgreementLandlord and Tenant FormsLease agreements; Occupancy; Residential lease; LR; Lease/Rental Mold and Ventilation Addendum; LRM;2016-02
sort-ltpm550-1550-1Addendum – Lease/Rental AgreementLandlord and Tenant FormsAddenda; Addendum; ADM;2016-06
sort-ltpm551551Residential Rental Agreement – Month-to-MonthLandlord and Tenant FormsOccupancy; Rental agreements; Month-to-month; LR; Lease/Rental Mold and Ventilation Addendum; LRM;2016-02
sort-ltpm552552Commercial Lease Agreement – Gross – Single TenantLandlord and Tenant FormsCommercial lease; Lease agreements; Occupancy; Commercial lease; CL;
sort-ltpm552-1552-1Commercial Lease Agreement – Gross – Multi-TenantLandlord and Tenant FormsCommercial lease; Lease agreements; Occupancy; CL;
sort-ltpm552-2552-2Commercial Lease Agreement – Net – Single TenantLandlord and Tenant FormsCommercial lease; Lease agreements; Occupancy; CL;
sort-ltpm552-3552-3Commercial Lease Agreement – Net – Multi-TenantLandlord and Tenant FormsCommercial lease; Lease agreements; Occupancy; CL;
sort-ltpm552-4552-4Commercial Lease Agreement – Percentage LeaseLandlord and Tenant FormsCommercial lease; Lease agreements; Occupancy; CL;2015-06
sort-ltpm552-5552-5Commercial Rental Agreement – Month-to-Month TenancyLandlord and Tenant FormsOccupancy; Rental agreements; Month-to-month; CL;
sort-ltpm552-6552-6Commercial Lease Agreement Addendum – Maintenance ModificationLandlord and Tenant FormsAddenda; Commercial lease addenda; Maintenance;2016-05
sort-ltpm552-7552-7Commercial Lease Agreement Addendum – Alienation of LeaseholdLandlord and Tenant FormsAddenda; Commercial lease addenda;
sort-ltpm552-8552-8Commercial Lease Agreement Addendum – Lender Subordination and Attornment ProvisionsLandlord and Tenant FormsAddenda; Commercial lease addenda; Subordination;
sort-ltpm553553Application to RentLandlord and Tenant FormsApplication to rent; Commercial listings; Lease agreements; Rental agreements; Rental application; Screening fee; Tenant;
sort-ltpm553-1553-1Guarantee Agreement – For Rental or Lease AgreementLandlord and Tenant FormsGuarantee; Lease agreements; Rental agreements; Rental application;
sort-ltpm553-2553-2Denial of Credit Due to Derogatory Credit Report (Calif. Civil Code §1785.20; 12 Code of Federal Regulations §202.9; 15 USC §1681m)Landlord and Tenant FormsCredit report; Denial of credit; Rental application;
sort-ltpm554554Change of Owner or Property Manager – Addendum to Rental or Lease AgreementLandlord and Tenant FormsDisclosures, on rentals; Income property; Landlord notices to tenants; Landlord, property manager/resident manager; Lease agreements; Ownership, change of; Property manager/management; Rental agreements; Seller, income property; Transfer disclosures;
sort-ltpm555555Tenant Lease WorksheetLandlord and Tenant FormsLandlord, general; Lease agreements; Tenant; Tenant, retainer;
sort-ltpm556556Offer to LeaseLandlord and Tenant FormsCommercial listings; Commission agreements; Lease agreements; Tenant;
sort-ltpm557557Lead-Based Paint Disclosure – For Renting or Leasing Residential PropertyLandlord and Tenant FormsDisclosures, on rentals; Lead-based paint; Lease agreements; Rental agreements;
sort-ltpm558558Partial Payment Agreement – CommercialLandlord and Tenant FormsLandlord, general; Lease, partial payment of rent; Modification agreement; Partial payment of rent; Rent, partial payment;
sort-ltpm559559Partial Payment Agreement – ResidentialLandlord and Tenant FormsLandlord, general; Lease, partial payment of rent; Modification agreement; Partial payment of rent; Rent, partial payment;
sort-ltpm560560Condition of Premises AddendumLandlord and Tenant FormsDisclosures, on rentals; Landlord, general; Move-in and move-out inspection; Premises; Move In/Move Out Inspection; MIMO; 2016-09
sort-ltpm561561Condition of Furnishings Addendum and InventoryLandlord and Tenant FormsDisclosures, on rentals; Furnishing; Landlord, general; Move-in and move-out inspection;
sort-ltpm562562Tenant's Property Expense ProfileLandlord and Tenant FormsDisclosures, on rentals; Landlord, general; Operating expenses;
sort-ltpm563563Pet AddendumLandlord and Tenant FormsLease agreements; Pets;
sort-ltpm563-1563-1Non-Smoking AddendumLandlord and Tenant FormsSmoking;
sort-ltpm564564Waterbed AddendumLandlord and Tenant FormsLease agreements; Waterbed;
sort-ltpm565565Option to Renew/Extend LeaseLandlord and Tenant FormsLease agreements; Option to renew/extend lease;2016-02
sort-ltpm566566Exercise of Option to Renew/Extend LeaseLandlord and Tenant FormsLease agreements; Option to renew/extend lease;2016-02
sort-ltpm567567Notice of Intent to Enter DwellingLandlord and Tenant FormsEntry by landlord; Forcible entry; Landlord notices to tenants; Repairs, by landlord; Notice of Entry; NOE;2016-04
sort-ltpm567-1567-1Notice of Right to Request a Joint Pre-Expiration Inspection/ Request for Joint Pre-Expiration InspectionLandlord and Tenant FormsInspection, pre-termination of occupancy; Landlord notices to tenants; Landlord, security deposit; Pre-move-out inspection; Property inspection; Security deposit; Tenant, notices by residential; Notice of Right to Inspection Prior to Termination of Tenancy; NRI;
sort-ltpm567-2567-248-Hour Notice of Intent to Enter Dwelling – Pre-Termination InspectionLandlord and Tenant FormsEntry by landlord; Forcible entry; Inspection, pre-termination of occupancy; Landlord notices to tenants; Landlord, security deposit; Pre-move-out inspection; Property inspection; Security deposit; Fourty eight;2016-09
sort-ltpm567-3567-3Statement of Deficiencies on Joint Pre-Expiration InspectionLandlord and Tenant FormsInspection, pre-termination of occupancy; Landlord notices to tenants; Landlord, security deposit; Pre-move-out inspection; Property inspection; Repairs, by tenant; Security deposit; Pre-Move Out Inspection
Statement; PMOI;
sort-ltpm568568Notice of Charges Due – Other than Monthly Rent PaymentLandlord and Tenant FormsCommon area maintenance (CAMs); Landlord notices to tenants; Rent, notices by landlord; 2016-09
sort-ltpm56956930-Day Notice to Vacate – For Use by Residential LandlordLandlord and Tenant FormsLandlord notices to tenants; Notice of Termination of Tenancy; NTT; Thirty;
sort-ltpm569-1569-160-Day Notice to Vacate – For Use by Residential LandlordLandlord and Tenant FormsLandlord notices to tenants; Notice of Termination of Tenancy; NTT; sixty;
sort-ltpm57057030-Day Notice of Change in Rental TermsLandlord and Tenant FormsLandlord notices to tenants; Rent, notices by landlord; thirty;
sort-ltpm57157130-Day Notice to Vacate – From Commercial LandlordLandlord and Tenant FormsLandlord notices to tenants; Notice of Termination of Tenancy; NTT; thirty;
sort-ltpm57257230-Day Notice to Vacate – From TenantLandlord and Tenant FormsLandlord notices to tenants; Tenant; Tenant, notices by residential; Notice of Termination of Tenancy; NTT; thirty;
sort-ltpm57357390-Day Notice to Quit Due to Foreclosure – To Holdover Residential TenantLandlord and Tenant FormsForeclosure notices; Holdover on foreclosure; Landlord notices to tenants; Notice of Termination of Tenancy; NTT; Ninety;
sort-ltpm573-1573-1Cover Letter for Notice to Quit Due to Foreclosure – To Holdover Residential Tenant Vacating in Less Than 90 DaysLandlord and Tenant FormsCover letter; Foreclosure notices; Holdover on foreclosure; Landlord notices to tenants; Notice of Termination of Tenancy; NTT;
sort-ltpm57457460-Day Notice of Change in Rental TermsLandlord and Tenant FormsLandlord notices to tenants; Rent, notices by landlord; Sixty;
sort-ltpm575575Three-Day Notice to Pay Rent or Quit – With Rent-Related FeesLandlord and Tenant FormsLandlord notices to tenants; Rent, notices by landlord; Notice to Pay Rent or Quit; PRQ; 3 Day Notice; 2016-02
sort-ltpm575-1575-1Three-Day Notice to Pay Rent or Quit – Without Related FeesLandlord and Tenant FormsLandlord notices to tenants; Notice to Pay Rent or Quit; PRQ; 3 Day Notice;2016-02
sort-ltpm576576Three-Day Notice to Perform or QuitLandlord and Tenant FormsLandlord notices to tenants; Notice to Perform Covenant (Cure) or Quit; PCQ; 3 Day Notice;
sort-ltpm577577Three-Day Notice to Quit – Residential and CommercialLandlord and Tenant FormsLandlord notices to tenants; 3 Day Notice;
sort-ltpm578578Three-Day Notice to Quit Due to Foreclosure – To Holdover Owner or Commercial TenantLandlord and Tenant FormsForeclosure notices; Holdover on foreclosure; Landlord notices to tenants; 3 Day Notice;
sort-ltpm579579Right of First Refusal to Buy – AddendumLandlord and Tenant FormsLease agreements; Right of first refusal;
sort-ltpm579-1579-1Right of First Refusal to Lease Space — Lease AddendumLandlord and Tenant FormsLease agreements; Right of first refusal;
sort-ltpm579-2579-2Notice of Decision to Sell Property or Lease Additional Space – For Right of First RefusalLandlord and Tenant FormsLease agreements; Right of first refusal;
sort-ltpm580580Proof of Service – For Service of Notice to Real Estate TenantsLandlord and Tenant FormsLandlord notices to tenants; Rent, notices by landlord;
sort-ltpm581581Notice of Belief of Abandonment – Residential or Commercial PropertyLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm582582Notice to Landlord to Surrender Personal Property – For Use by Residential Tenants OnlyLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm582-1582-1Costs Payable to Reclaim Personal PropertyLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm583583Notice of Right to Reclaim Personal Property – To Commercial Tenant After Termination of TenancyLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm583-1583-1Notice of Right to Reclaim Personal Property – To Others with an Interest in Property Left by Commercial TenantLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm584584Notice of Right to Reclaim Personal Property – To Residential Tenant After Termination of TenancyLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm584-1584-1Notice of Right to Reclaim Personal Property – To Others with an Interest in Property Left by Residential TenantLandlord and Tenant FormsAbandonment; Landlord notices to tenants; Personal property; Possession;
sort-ltpm585585Security Deposit Disposition – On Vacating Residential PremisesLandlord and Tenant FormsLandlord, general; Landlord, security deposit; Security deposit;
sort-ltpm586586Disposition of Deposit on Sale of Tenant-Occupied PremisesLandlord and Tenant FormsIncome property; Landlord, general; Landlord, property manager/resident manager; Landlord, security deposit; Ownership, change of; Security deposit; Seller, income property; Transfer disclosures;
sort-ltpm587587Termination of Lease and Surrender AgreementLandlord and Tenant FormsCancellation; Performance of contract;
sort-ltpm588588Notice of Temporary DisplacementLandlord and Tenant FormsDisplacement; repairs; move-out;2016-02
sort-ltpm590590Property Management AgreementLandlord and Tenant FormsIncome property; Landlord, property manager/resident manager; Property manager/management; PMA; 2015-11
sort-ltpm590-1590-1Request for Verification of Insurance – Property ManagementLandlord and Tenant FormsLandlord, property manager/resident manager;
sort-ltpm590-2590-2Termination of Property Management AgreementLandlord and Tenant FormsProperty manager/management;
sort-ltpm591591Resident Manager AgreementLandlord and Tenant FormsIncome property; Landlord, property manager/resident manager; Occupancy; Resident manager, income property;
sort-ltpm592592Vacation Rental Management AgreementLandlord and Tenant FormsVacation rentals; PMA; Exclusive Authorization for Vacation Rental; VRL;
sort-ltpm593593Guest Occupancy Agreement – For Transient Occupancy PropertiesLandlord and Tenant FormsVacation rentals; Vacation Rental Agreement; VRA;2016-09
sort-ltpm594594Confirmation of Reservation – Transient OccupenciesLandlord and Tenant FormsVacation rentals;2016-09
sort-ltpm595595Assignment of Lease – By Landlord/LessorLandlord and Tenant FormsAssignment of lease; Lease agreements;2016-02
sort-ltpm596596Assignment of Lease – By Tenant/LesseeLandlord and Tenant FormsAssignment of lease; Lease agreements; Tenant;2016-02
sort-ltpm597597Notice of Nonresponsibility – From Landlord (Calif. Civil Code §8444)Landlord and Tenant FormsLandlord notices to tenants; Notices; NNR;
sort-ltpm598598Tenant Estoppel CertificateLandlord and Tenant FormsCondition of property; Estoppel; Income property; Investment property forms; Lease agreements; Tenant estoppel; TEC;

89 Comments

  1. MEH said:

    Hello. We want to start consulting. Do you have any forms or know of any other real estate site that has a consulting agreement specifically related to consulting work ?

  2. kapika said:

    which form would i use for:
    1. cash offer only purchase agreement,
    2. assignment of contract

    • ft Editorial Staffft Editorial Staff said:

      Kapika,

      Thank you for your inquiry! For a cash-only offer, use the short form purchase agreement (RPI Form 155). For the assignment of contract, use the Assignment of Purchase Rights form (RPI Form 401-2).

      Regards,
      ft Editorial

  3. Simermeet said:

    Hello,
    I have a couple of questions, and any help will be greatly appreciated.
    1. I do not see any form similar to the CAR’s seller’s property questionaire (SPQ) I understand that it is an optional form. Is it required, necessary, or good to have?
    2. If cannot find anywhere on the dre’s site, that an insurance claim disclosure is required. Is it required?
    3. In your form library, I can’t find where would a seller disclose if there was a death in the last 3 years.

    Also, is there a link or a list of required seller and agent disclosures for a listing?

    Thanks!

    • ft Editorial Staffft Editorial Staff said:

      Simermeet,

      Thank you for your inquiry! The Unique Factors and Conditions Affecting Property disclosure (Form 308) can be used to disclose any insurance claims or deaths on the property, which are material facts that need to be disclosed as they affect the property’s value.

      The Seller’s Property Questionnaire is not required. We do not publish an alternative to it as a matter of policy. As an independent publisher, we only produce forms that either best suit the needs of the real estate industry, or are required by law.

      Regards,
      ft Editorial

      • simermeet said:

        Thanks!
        One other question.. I do not see a seller’s property tax disclosure. I did come across form 317, but it seems like that form if for a buyer’s agent. Is there any form that covers property tax, and special tax disclosure?

  4. Derrick C. Autry said:

    on land deal, am I right in understanding, you use 167 to make the offer but 168 is used when there is an agreement to buy so it’s the actual contract. making it a two step process?

      • ft Editorial Staffft Editorial Staff said:

        Derrick,

        Thank you for your inquiry! The Purchase Agreement for Land Acquisition (RPI Form 158) is used for the purchase of vacant land. The Land Sales Contract (RPI Form 168) is an agreement infrequently used by a carryback seller in a sale of real property to retain title to the property until all or an agreed part of the purchase price has been paid.

        Regards,
        ft Editorial

  5. Derrick C. Autry said:

    never mind the irs code 1445 question, I see you combined it with the citizen/foreign status declaration. so since the agreement ask for an inspection and that is what you use to cover the buyers inspection elections and advisory, then that only leaves the five or six seller forms that I just can’t match up. If you can help with that I really appreciate it. And of course I so appreciate your company giving us an option other than car.

  6. Derrick C. Autry said:

    I sent a message last week but just want to make my question more plain. Went back over forms and my list and now after many hours trying to match up my list normally use with car to yours, here’s what I see.
    1- Question? I have to use the escrow instructions with purchase contract? Car mixes the two together. With your I can just escrow their instructions since they don’t need the contract?

    2- on the seller side, you don’t have lock box/key safe addendum. I’ve been reading contract and don’t see anything on that?

    3- on seller side, no
    A- market conditions advisory
    B-seller’s advisory
    C-seller’s questionair (other than 304)
    D- State wide buyers & sellers advisory
    E- supplementary statutory & contractual disclosure
    F- carbon monoxide disclosure

    On buyers side, no-
    A- buyers inspection election & inspection advisory are both covered in purchase agreement #11 b. ?(that’s a question)
    B-buyer’s affidavit (irs code 1445 to establish exemption with holding a portion of sales price (on property sales price not exceeding $300,000)

  7. Bar said:

    Are these forms acceptable? Why many MLS only brokerages require the use of CAR forms? What if I don’t want to be part of AOR why its not possible to use these forms instead ? I’m a licensed RE agent in Ca

    • ft Editorial Staffft Editorial Staff said:

      Bar,

      Thank you for your inquiry! Many brokers erroneously believe they must use forms published by their trade union. However, the California Bureau of Real Estate (CalBRE) clearly states that agents, to fulfill their fiduciary duty to the sellers they represent, must present all offers received regardless of the form on which the offer is written. [See the CalBRE Fall 2013 Real Estate Bulletin]

      Regards,
      ft Editorial

  8. Larry Cathey said:

    I note that form 402.1 is for refinance or equity loan disclosures HUD-1. What form works for a purchase. I am doing a sales with a short sale. The shortsale lender wants a copy of the initial HUD-1

    • ft Editorial Staffft Editorial Staff said:

      Larry,

      Thank you for your inquiry! The initial HUD-1 was recently replaced with the Closing Disclosure following the implementation of TRID. [See RPI Form 402]

      To use this form, click on the PDF image of the Closing Disclosure. This redirects you to the CFPB’s website, where you can download the official form.

      Regards,
      ft Editorial

  9. Thai said:

    I want to disclose in escrow that I will give my buyer a rebate. Which form do I use? Thanks. TTran

    • ft Editorial Staffft Editorial Staff said:

      Thai,

      Thank you for your inquiry! We do not publish a form specifically for buyer rebates. However, you can use the Escrow Instructions Addendum (RPI Form 401-7) to indicate the disclosure to be made in escrow.

      Regards,
      ft Editorial

      • Thai said:

        Thanks for a quick response. I’d like to follow with some more questions.
        Form 401-7 requires signatures from buyer and seller. I’m helping my buyer to purchase a new-construction house. So seller in this case is the builder so the buyer and builder need to sign the form, correct? where do I sign? Do I need to attach Form 251 which requires builder’s, my buyer’s and my signatures?

        • ft Editorial Staffft Editorial Staff said:

          Thai,

          Thank you for your follow-up questions. The buyer and seller in a transaction do need to sign an Escrow Instructions Addendum. However, we are not familiar with your specific circumstances, so we are not able to advise your next steps or the particular forms you need. Please consult your broker or a legal adviser to clarify how to proceed.

          Regards,
          ft Editorial

  10. Elaine M said:

    I am a licensed Sales Agent not currently with a broker. What form would I use to obtain a referral fee?

    • ft Editorial Staffft Editorial Staff said:

      Elaine,

      Thank you for your inquiry! Only a broker can receive a referral fee. The nearest alternative is to use a Finder’s Fee Agreement, although an agent still needs to be employed at a brokerage to do so. [See RPI Form 115]

      Regards,
      ft Editorial

  11. mike said:

    I may have missed the form, but do you have a compliance disclosure form for smoke detectors, carbon monoxide, and water heaters?

    • ft Editorial Staffft Editorial Staff said:

      Mike,

      Thank you for your inquiry! Compliance disclosures for smoke detectors, carbon monoxide sensors, and water heaters are included in the Transfer Disclosure Statement. [See RPI Form 304 §§b, d]

      Regards,
      ft Editorial

  12. JY said:

    What are the must have forms for landlord to use to lease property?

    • ft Editorial Staffft Editorial Staff said:

      JY,

      Thank you for your inquiry! The necessary forms vary depending on the type of the lease. Typically, a landlord will need either a Residential Lease Agreement (RPI Form 550) or a Commercial Lease Agreement (RPI Form 552). Browse the Forms Download page and search “lease” to view the many forms related to leasing property, and let us know if you have more specific questions.

      Regards,
      ft Editorial

  13. Peggy said:

    Do you have a list of first tuesday forms Required by law to be used by seller and agent for the sale of a residential home. I would like to use yours vs. the CAR forms

  14. Kev California said:

    Down loaded forms and it put an Icon on my desktop, worked fine,, thx I like to read the overview of all the forms that are available.

    • ft Editorial Staffft Editorial Staff said:

      SKK,

      Thank you for your inquiry! For lease-to-own scenarios, please see the Lease Option Contract for Deed [RPI Form 163].

      Regards,
      ft Editorial

  15. JSJ said:

    Is the seller required to fill out and disclose the “Sellers Neighborhood Security Disclosure” addendum to the buyer?

    • ft Editorial Staffft Editorial Staff said:

      JSJ,

      Thank you for your inquiry! The Seller’s Neighborhood Security Disclosure addendum (RPI Form 321) is not mandated. However, sellers do need to disclose any criminal activity in the neighborhood or other adverse material facts of which they are aware. These disclosures may also be made on the Transfer Disclosure Statement. [See RPI Form 304]

      Regards,
      ft Editorial

  16. Rico said:

    Buying property cash, what purchase document do I need for the seller to sign so I can start process with tittle company?

    Thank you

    • ft Editorial Staffft Editorial Staff said:

      Rico,

      Thank you for your inquiry! Please see RPI Form 155 for a purchase agreement to buy property with cash, in a transaction facilitated by a real estate agent. If the transaction is not facilitated by an agent, see RPI Form 157.

      Regards,
      ft Editorial

    • ft Editorial Staffft Editorial Staff said:

      John,

      Thank you for your inquiry! We currently do not have any forms pertaining to the sale of partnership interests.

      Regards,
      ft Editorial

      • John said:

        understood but your prompt response is appreciated and shows why your company is such a great resource!!! thanks again

  17. TJH said:

    Thanks, FT Editorial Staff Members..
    Keep up the good work.

    Best Of Regards,

    TJH

  18. jon davis said:

    i have a neighbor who wants to give his disabled daughter $475,000 on a house in orange would he have do a full appraisal on it or is there a better form to use

    • ft Editorial Staffft Editorial Staff said:

      Jon,

      Thank you for your inquiry! We are unsure specifically what you are asking, but an appraisal is only necessary if the home is bought with purchase-assist financing. If the home is purchased with cash, no appraisal is required.

      Regards,
      ft Editorial

  19. Sharon said:

    I am looking for an agreement form between a building repair contractor and the Buyer, Seller for work to be completed on a home. This form would release the Seller of any liability legal or medical and assure the property be repaired to a condition acceptable to the lender.

    • ft Editorial Staffft Editorial Staff said:

      Sharon,

      Thank you for your inquiry! We do not publish a form specifically including the terms you mentioned. However, the Authorization to Provide Services [RPI Form 133] may be used to hire a contractor to perform building repairs, although the form does not include a hold harmless provision.

      Regards,
      ft Editorial

  20. Terry Reinstra said:

    I am looking for a form for 30 Day Notice To Perform Or Quit for a commercial tenant. I only find the 3 Day Notice To Perform Or Quit. Did I miss something or is there no form for 30 days?

    • ft Editorial Staffft Editorial Staff said:

      Terry,

      Thank you for your inquiry! We do not publish a 30 Day Notice to Perform or Quit, only the Three-Day Notice to Perform or Quit [RPI Form 576]. Please see also the 30-Day Notice to Vacate for use by a commercial landlord [RPI Form 571-1] to see if it may suit your needs.

      Regards,
      ft Editorial

  21. Steven said:

    I am looking for a Loan Broker Fee Agreement that is Non-Exclusive. I only see an Exclusive Agreement in your library…does one exist? If not I would ask you to consider adding one.

    Thank you,
    smw

    • ft Editorial Staffft Editorial Staff said:

      Steven,

      Thank you for your inquiry! We do not publish non-exclusive listings. We advocate the use of an exclusive listing to best protect your fee. [See RPI Form 104]

      This exclusive listing form is used by an agent when entering into the employment of a buyer or an owner of a property as their sole agent for a fixed period of time, to arrange a mortgage to be secured by the property.

      Regards,
      ft Editorial

  22. Ulla Scott said:

    Please tell me which form is needed to change vesting in property from Joint Tenancy to Tenants-in-Common.

    • ft Editorial Staffft Editorial Staff said:

      Ulla,

      Thank you for your inquiry! To change vesting from joint tenancy to tenancy in common, you will need to re-grant the vesting using a grant deed. [See RPI Form 404]

      Regards,
      ft Editorial

  23. Eric said:

    I was reviewing the forms for real estate they look very educational for transaction. Equally important, thanks for sharing them with me to study as a new agent working on a real estate license.

  24. Marilyn Sunnergren said:

    Does 304-2 refer to the Transfer Tax imposed by a California county of $1.10 per thousand or something else? If that is the only transfer tax applicaable does this form need to be included with the Purchase Agreement?

    • ft Editorial Staffft Editorial Staff said:

      Marilyn,

      Thank you for your inquiry! Form 304-2 is used to disclose the nature and amount of a transfer fee other than the fees listed in section 3 of the form which includes government transfer fees. Thus, if the only transfer fee in your transaction is the $1.10 per thousand county imposed transfer fee/tax, you do not need to attach this form to the purchase agreement.

      Regards,
      ft Editorial Staff

  25. peggy Beauregard said:

    The search engine doesn’t search. I put in Application of which there are many. I wish to find the proper one rather than scroll thru 500. Thanks.

    • ft Editorial Staffft Editorial Staff said:

      Peggy,

      Thank you for your inquiry! first tuesday publishes many forms which pertain to the application process, whether in regards to mortgage brokerage or landlord/tenant conduct. If a search yields too many results, please try specifying your search term(s). For instance, “Application to Rent” or “Credit Application.”

      Regards,
      ft Editorial Staff

  26. Lynn said:

    Do you have a hold harmless or other type form? I referred someone to a preforeclosure or auction property, and they will buy it on their own. I want to document that I have no knowledge of anything about the property. They want to pay me a fee. Your finder fee agreement does not fit this. Do you have any other form I can tailor? Is there a consulting form or any other form you can refer me to with brief non responsibility language?

    • ft Editorial Staffft Editorial Staff said:

      Lynn,

      first tuesday does not publish a standalone indemnity or hold harmless agreement.

      Though it does not contain non-responsibility language, please see first tuesday Form 114, Broker Referral Fee Agreement.

      Regards,
      ft Editorial Staff

      • Lynn said:

        Thank you for your prompt reply. I just read Form 114, where is the non-responsibility language you refer to? Perhaps you meant a different form?

        • Lynn said:

          Rephrase: Is there an addendum or another form you could refer me to that would suit this particular situation when I am telling the client about the property? I would normally disclose everything, but in this unique opportunity there is nothing available to disclose as the property is locked shut and nothing will be known until after it is sold. I want it to be clear to the buyer this is an independent sale, with their own due diligence. If you could refer me to a brief paragraph that would be helpful, and then it could be tailored to fit in addition to form 114.

        • ft Editorial Staffft Editorial Staff said:

          Dear Lynn,

          first tuesday does not publish a form or addendum with the content you are seeking.

          However, you may consider using Form 250, Addendum – General Use to specify additional terms not found in an existing form.

          Regards,
          ft Editorial Staff

    • ft Editorial Staffft Editorial Staff said:

      Please see first tuesday Form 150, Purchase Agreement (One-to-Four Residential Units – Conventional and Carryback
      Financing).

  27. MM said:

    By the way: Form 579-2 can’t be found via the alphabet.pdf or topical.pdf

  28. lilian said:

    after the certificate of completion is done pls advise where i can get my form re251 and after filled in the form where do i send my cert of completion to

  29. Robert Buchanan said:

    Back out of retirement. I have forms on CD dated version 4.2 dated 01-2009 and 11-2010
    Is there a update i should be using.

    Bob Buchanan

    • ft Editorial Staffft Editorial Staff said:

      Dear Robert,

      All first tuesday Forms have been updated since version 4.2, and we’ve added 50+ new forms to our continually growing library.
      Download the latest version of the full program (4.3.32) under the “Download all forms” tab above at no cost.

  30. Nancy Mitchell said:

    I agree with First Tuesday, that their forms are fine, but not everyone agrees. I had a similar experience when a seasoned real estate agent refused to accept an offer on a 1st Tuesday form. She had to ask her boyfriend who was a broker, and he agreed with me, which caused further resentment on her part. End result, she sent me the CAR forms which I used.

    I would have a couple of requests, one would be forms for purchase and listing of mobile homes in a park.
    Second would be to remove some of the large black heading on the 1st Tuesday forms as they consume a lot of ink.

    Otherwise, the forms are good, simple and easy to use.

    Nancy Mitchell, Broker

    • ft Editorial Staffft Editorial Staff said:

      Thank you for your feedback, Nancy! We don’t currently publish forms specifically for the purchase or listing of a mobile home, but will research your inquiry to determine whether we’ll be able to offer these forms in a future update.

      Further, we are currently in the process of updating the aesthetics and functionality of many of our forms. As part of this, we are removing the black header and footer boxes, saving your ink and giving the forms a more open, spacious presentation. All updated forms are uploaded to the “View and download new and updated forms” page as they become available.

    • ft Editorial Staffft Editorial Staff said:

      Dear Donald,

      We publish multiple forms relating to a homeowners’ association (HOA), such as a Request for Homeowner Association Documents (Calif. Civil Code §1368.2). [See first tuesday Form 135]

      If you cannot locate a form for a particular purpose, please review our Topical Index of forms or email the first tuesday Editorial Staff at editorial@firsttuesday.us and we’ll be happy to assist you.

  31. jason schwager said:

    Jason Chu’s experience is what I expect from the SF BoR (SFAR). The truth is real estate is severely clique conscious business. You’re in “our” club or out. The clique mentality is girded by area war-lords otherwise known as realty boards who many times place their organizations agenda far above that of the agents they purport to support.

    One suggestion, if the war-lords were genuinely interested in supporting the agents who pay them every month with their “dues”, is they would periodically review contracts and forms from all legitimate sources as to their separate strengths/weaknesses, rather than merely the forms they profit from selling to their members.

    That said, the SFAR forms, largely, are better than CARs in my opinion. CAR forms have a pronounced lack of flexibility for modifying language. One example is CAR’s RPA just above the seller’s signature block on (what has been page-8, now with CARs new Nov-2014 form will be page-10). CAR enforces any modification of terms (Subject to attached Counter Offer….) to be just that, a Counter Offer, when in fact quite often due to verbal negotiations, the buyer’s agent modifies their offer before ratification by seller, with an Addendum. Their corporate-think leaves zero room for Addenda.

    • jason schwager said:

      I should have added, that the First Tuesday forms are refreshing to find. I intend to become much more acquainted with them. Thanks for creating them.

    • Brenda H said:

      Jason, I could not agree with you more. My own 20 year experience with the “war lords” has shifted my business operations to another level. MLS only options are great, and though needing to be a member of a local AOR is bitter sweet, it is not completly without it’s small merits. Although, in order to “be a “Realtor”, which I have been in the past, I find that the unsupported fees and linking association dues are really not necessary to pratice real estate. I have been using First Tuesday services and forms for decades and as long as they are in Real Estate Law compliance, I’m in.

  32. Mike Kell said:

    I heard that if someone in Californiais in foreclosure you need to have them sign a 5 day right of rescission form do you have this form?

    • Arturo Shivers said:

      Mike, you referring to the NODPA – Notice of Default Purchase Agreement. That is only required when an investor is negotiating for the purchase of an owner occupied property when a NOD has been recorded.

  33. ft Editorial Staffft Editorial Staff said:

    Thank you for your inquiry!

    Many brokers erroneously believe they are legally compelled to use forms published by their trade union. However, the Bureau of Real Estate (CalBRE) clearly states and enforces the policy that seller’s agents, under their fiduciary duty owed to the sellers they represent, must present all offers received regardless of the form on which the offer is written.

    Thus, a broker may use any form they choose. Other brokers, associations, and the MLS may not and do not require a broker to use a particular form.

    But what is a buyer’s agent to do when faced with the stubborn reticence of a seller’s agent who is a trade union devotee?

    It’s highly unlikely the typical non-REO seller is going to favor one form over the other. Thus, the request to use a specific form is easily traceable as a decision of the broker or agent, a blatant CalBRE violation. Rather than comply with an unethical request from a seller’s agent, file a complaint with CalBRE. Penalties for failure of fiduciary duty range from fines to license revocations, subject to CalBRE’s investigation.

    For additional reading, see the following first tuesday articles:

    • Eric D. Brown said:

      I would also like to suggest that you remind the Listing Agent who is refusing to present your offer since you wrote them on “other forms” that not only are they opening themselves up to reprimand by the BRE, but they certainly are opening themselves up to a potential Lawsuit by their Client (as well as possibly by your client) especially if your offer ends up being “better” – their ignoring the Fiduciary Responsibility for their client will certainly end up harming them. Additional note – be sure to get their refusal in writing!

      But, before you sue them, contact their Managing Broker – I would bet a dollar to a donut that their Managing Broker will accept your forms! If that individual who is refusing these forms is a Broker, then they are certainly an idiot, who has no business being in the Real Estate Business!

      I would also like to point out that here in the San Francisco Bay Area, where I have worked, I have used all 3 “common” sets of forms, the SFAR forms, the PRDS forms as well as the more common CAR forms when I was active back in the mid-2000’s.

      Today (Dec 2014) I now have discovered these First Tuesday Forms – and as an experienced Broker who has no desire to join NAR and CAR anymore, I really LOVE these FT Forms!

      I just can’t believe that they are FREE!!! Especially for the high level of quality they are.

      One of my favorite “features” I’m noticing about the FT forms, is that they “package” them.

      That is what I used to do when I managed a very large Coldwell Banker office on the Peninsula. I packaged the forms together for Agents taking a Listing, or working with a Buyer, etc. All the forms were together with a cover – just like what FT is doing here!

      Oh, and by the way, since all the FT forms are Adobe Acrobat forms, you can get yourself a FREE Adobe Acrobat Cloud account and save your filled-out form online and provide a private link to it for your client, or just for backup safety. You don’t need CAR’s expensive online Zipforms as they try to make you believe – you can get the same online cloud feature for free via Adobe’s website.

      That said, I hope that FT is working on a truly online version of their forms, so that we never wonder if we are using the “latest” form, and also so that we don’t have to access a separate cloud service, like the one Adobe is offering. I would be willing to pay a reasonable subscription for that!

      Ok, I’ll step off my soapbox – have a GREAT day!
      ~ Eric

      • ft Editorial Staffft Editorial Staff said:

        Eric,
        Thank you for your feedback as it enables us to refine our offerings! We are currently working on improved online integration of our forms. Stay tuned to the first tuesday journal in 2015 for the new and improved interface.

      • PB said:

        Dear Eric: Your comment could be taken as a reply to my event last April – the market in a part of Carlsbad was especially hot and I represented a buyer who wanted a particular house that had sold before even hitting the MLS. The property was a corporate relocation, and the buyer alerted me to the house hitting the MLS and I prepared an offer on the First Tuesday form, the buyer signed it, and we delivered it to the broker in Carlsbad who was the listing agent. The broker responded that the SELLER (again, a corporate relo) wanted the offer on an MLS form, and the broker sent me the form an an email attachment. From that point on all negotiations were done by email. The seller and seller’s broker really drove the deal – but if it was true that the seller required an offer to be on an MLS then I felt that I had little choice, and if I objected I risked the seller putting it back on the market and getting the buyer unhappy.

  34. Blaise Dickerson, Real Estate Broker said:

    I am interested in your Forms Data Base. Have you experienced any push back from real estate boards, multiple listing services and/or real estate offices/agents who sometimes insist that all transaction documents; (example: Purchase offers, Counters, Disclosures, etc.) be made on Board/MLS forms?

    • jason chu said:

      i have received pushback regarding first tuesday forms…
      on two fronts:

      1) agents who don’t like to read contracts and are just plain “used to a certain form”
      2) San Francisco board of realtors has a bunch of supplemental forms that are related to local ordinances
      and codes , disclosures, etc related to San Francisco tenant law, environmental law, etc.

      you can use 1st tuesday and I still do but you need to cover your rear with those supplementals

      and sometimes…. a agent who is just dumb enough not to read will just tell me to put it on the SF BoR form or the CAR form.

      • Eric D. Brown said:

        @ Jason – when I first entered the SF market and was faced with using their disclosures etc, I just simply asked the Listing Agent to send them over to me. I never had an issue with a SF Agent not sending them to me, especially if they have already accepted my client’s offer.

        Also, if that SF Agent is demanding that you use “his/her SF forms” then tell him/her to send you a set of SF forms, and you will be more than happy to ask your client if they want to fill them out and sign them.

        In my opinion, it is ALWAYS BEST to be POLITE, and it is NEVER a good idea to get into a battle with another Agent. Too many Agents let their egos get ahead of what is really best for their Client and their Client’s interest. In legal terms, the Lawyers like to call it your Fiduciary Responsibility. I like to call it common respect within our Profession. :-)

        • TJH said:

          Which form would I use on a vacant land tenancy, commercial/residential?

        • ft Editorial Staffft Editorial Staff said:

          TJH,

          Thank you for your inquiry! A commercial lease agreement is best suited for a vacant land tenancy. [See RPI Form 552 and 552-2]

          Regards,
          ft Editorial

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