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| Sort | FormSort | Form # | Forms Title | Form Description | Transaction Type | Topical Use | Year-Month Revised |
|---|---|---|---|---|---|---|---|
| sort-ipb | 0 | 0 | Income Property Brokerage (IPB) Suite of Forms | This suite of forms is used by an agent when preparing a marketing package for an income property they listed for sale, to gather information about the producing property for investor review regarding the property location, zoning, improvements, financing terms, income tax aspects, service providers, rent and expense data. | Investment Property Worksheets/Forms | Annual Property Operating Data Sheet (APOD); Commercial property; Financial information; Income property; Investment; Investment property forms; Rent roll; | 2016-09 |
| sort-listing | 102 | 102 | Seller Representation Agreement – Exclusive Right to Sell, Exchange or Option | This form is used by a seller broker when entering into the employment of an owner of a property as their exclusive agent for a fixed period of time, to market the property for sale, locate a buyer and sell the property. | Listing Forms and Marketing Package | Land 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; | 2024-11 |
| sort-listing | 103.1 | 103.1 | Buyer-Broker Representation Agreement – Exclusive Right to Represent Individuals to Acquire an Interest in Property | This form is used by a buyer broker to be employed by individuals as their sole agent, to render services necessary to acquire property. | Listing Forms and Marketing Package | Buyer, prospective; Buyer Listing Agreement; Exclusive Buyer Representation (Right to Represent) | 2024-11 |
| sort-listing | 103.1A | 103.1A | Renewal of Buyer-Broker Representation Agreement – For Individuals Seeking an Interest in Property | This form is used by a buyer broker when presently retained under a Buyer Representation Agreement by individuals seeking to acquire an interest in property, to renew the period of representation. | Listing Forms and Marketing Package | Buyer Representation Renewal | 2024-11 |
| sort-listing | 103.2 | 103.2 | Buyer-Broker Representation Agreement – Exclusive Right to Represent Entities to Acquire an Interest in Property | This form is used by a buyer broker when employed by an entity as its sole agent, to render services necessary to acquire property. | Listing Forms and Marketing Package | Buyer, prospective; Buyer Listing Agreement; Exclusive Buyer Representation (Right to Represent) | 2024-11 |
| sort-listing | 103.2A | 103.2A | Modification of Buyer-Broker Representation Agreement – For Entities Seeking an Interest in Property | This form is used by a buyer broker when presently retained under a Buyer Representation Agreement by entities seeking to acquire an interest in a property, to extend the period of representation. | Listing Forms and Marketing Package | Buyer Representation Renewal | 2024-11 |
| sort-listing | 104 | 104 | Mortgage Broker Representation — Exclusive Right to Borrow | This form is used by a broker when a buyer or an owner of a property agrees to employ the broker as their sole agent for a fixed period of time to authorize the broker to arrange a mortgage. | Listing Forms and Marketing Package | Borrower representation; Listings; Mortgage loan brokerage, administrative; | 2024-11 |
| sort-listing | 107 | 107 | Marketing Package Cost Sheet — Due Diligence Checklist | This form is used by a seller's agent as an addendum when entering into the employment of an owner who lists a property for sale, to disclose the itemized costs the owner can expect to incur during the marketing and sale of the property as anticipated by the employment agreement. | Listing Forms and Marketing Package | Advance costs; Listings; | 2016-04 |
| sort-listing | 108 | 108 | Work Authorization | This form is used by an agent when authorized by a seller, buyer or landlord as their agent, to contract for repairs, maintenance or improvements to their property. | Listing Forms and Marketing Package | Listings; | 2016-05 |
| sort-listing | 109 | 109 | Consent for Use of Electronic Documents and Digital Signatures (California Civil Code §1633.5) | This form is used by an agent when authorized by a seller, buyer, landlord or tenant as their agent, to obtain the written consent from the client to receive and transmit electronic transaction documents. | Listing Forms and Marketing Package | Consent; Uniform Electronic Transactions Act (UETA); Electronic Signatures in Global and National Commerce Act (E-SIGN); | 2016-01 |
| sort-listing | 110 | 110 | Exclusive Authorization to Lease Property | This form is used by a leasing agent when entering into the employment of an owner of a commercial property as their sole agent retained for a fixed period of time, to solicit prospective tenants and negotiate a lease of the property. | Listing Forms and Marketing Package | Authorization 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; | 2017-06 |
| sort-listing | 111 | 111 | Exclusive Authorization to Locate Space | This form is used by a leasing agent when entering into the employment of a prospective tenant as their sole agent for a fixed period of time, to locate a property for their occupancy and negotiate the terms and conditions of a lease agreement. | Listing Forms and Marketing Package | Authorization to locate space; Leasing agent; Listings; Property manager/management; Tenant, retainer; Lease Listing Agreement (Exclusive Authorization to Lease or Rent); LL; | 2017-06 |
| sort-listing | 112 | 112 | Trust Deed Listing — Exclusive Right to Sell a Note | This form is used by an agent when entering into the employment of the holder of a trust deed note to act as their sole agent for a fixed period of time, to locate a trust deed investor and arrange a sale and assignment of the note and trust deed. | Listing Forms and Marketing Package | Listings; Mortgage loan brokerage, administrative; Mortgage loan brokerage, trust deed sales/hypothecation; | 2016-02 |
| sort-listing | 113 | 113 | Schedule of Leasing Agent's Fee | This form is used by a leasing agent as an addendum when entering into a listing agreement or preparing a letter of intent (LOI), offer to lease or lease agreement, to set their fee due on the lease agreement and on any modification, extension or renewal of the lease agreement or purchase of the premises by the tenant. | Listing Forms and Marketing Package | Authorization 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; | 2017-05 |
| sort-listing | 114 | 114 | Broker Referral Fee Agreement | This form is used by an agent when agreeing to receive a fee to be paid by another broker for the referral of a person who needs the services of the other broker and their agents, to document the identity of the person referred and the terms for payment of the referral fee. | Listing Forms and Marketing Package | Broker 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-listing | 115 | 115 | Finder's Fee Agreement | This form is used by an agent when they employ an unlicensed individual to locate, solicit and refer or identify persons who need the services of the broker, to document the terms of the employment. | Listing Forms and Marketing Package | Fee splitting; Finder's fee; Referral fee; | 2020-04 |
| sort-listing | 116 | 116 | Right to Enter and Exhibit Unit to Buyers — For Residential and Nonresidential Rentals | This form is used by the owner of a rental property when listed for sale and before showing rented units to prospective buyers, to advise the tenants the property is "For Sale" and that during the next 120 days the owner or their agent intend to enter their unit on 24 hours' telephonic notice and show it to prospective buyers. | Listing Forms and Marketing Package | Entry by landlord; Forcible entry; Investment property forms; Landlord notices to tenants; Seller, income property; Notice of Sale and Entry; NSE; | 2017-05 |
| sort-listing | 116-1 | 116-1 | Notice to Occupant of Entry and Completion of Showing — For Residential and Commercial Rentals | This form is used by the owner of a rental property listed for sale when with a prospective buyer they have entered and shown the unit based on the 120-day "For Sale" notice previously served on the tenant to advise the tenant the entry occurred and has been completed. | Listing Forms and Marketing Package | Entry by landlord; Forcible entry; Investment property forms; Landlord notices to tenants; Seller, income property; | 2016-05 |
| sort-listing | 117 | 117 | Notice and Consent to Dual Agency (Calif. Civil Code §2079.21; Calif. Business and Professions Code §10176(d)) | This form is used by an agent when a dual agency arises on entering into negotiations for a sale, lease or mortgage of property between opposing parties who are principals, relatives or entities of the agent, to disclose their dual agency status and document the consent of the principals they represent. | Listing Forms and Marketing Package | Agency disclosures; Confirmation of agency relationships with parties; Disclosures, agency; Disclosures, by brokers; | |
| sort-listing | 119 | 119 | Compensation Disclosure in a Real Estate Transaction (Calif. Bus and P C §10176(g), CalBRE Reg. 2904 | This form is used by an agent when negotiating a sale, lease or mortgage of property and otherwise undisclosed compensation arising out of the transaction will be received by the agent, to disclose to their client the form, amount and source of the additional compensation. | Listing Forms and Marketing Package | Broker 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; | 2017-01 |
| sort-listing | 119-1 | 119-1 | Disclosure of Mortgage Loan Originator Fees; By a Sales Transaction Broker (Calif. Bus & P C §§10176(g), 10177.6; DRE Reg. 2903, 2904) | This form is used by a broker when earning a fee as a transaction agent in a sale of property and expecting a further fee for services as a mortgage loan originator, to disclose to all parties the source and amount of the mortgage-related fee. | Listing Forms and Marketing Package | Broker fee; Conflicts of broker; Disclosures, by brokers; Fee splitting; Leasing agent; Mortgage loan brokerage, disclosures to borrower; | 2024-11 |
| sort-listing | 120 | 120 | Modification of Listing Agreement | This form is used by an agent when the terms of an existing listing agreement with a buyer, seller, landlord, tenant, borrower or lender are modified, to document the agreed-to modification of the employment. | Listing Forms and Marketing Package | Listings; Modification agreement; Modification of Terms: Authorization and Right to Sell, Acquire or Rent; MT; | |
| sort-listing | 121 | 121 | Release and Cancellation of Employment Agreement | This form is used by an agent when employed by a client under an existing listing agreement that has been terminated by mutual agreement, to document the agreed-to termination of the employment, cancel the listing agreement and liquidate any claims that may have arisen due to the employment. | Listing Forms and Marketing Package | Cancellation; Settlement agreement; Listings; Termination of Buyer Agency; TBA; | 2017-01 |
| sort-listing | 122 | 122 | Identification of Prospective Buyers/Tenants — On Expiration of Listing | This form is used by an owner's agent when their employment has expired under a listing agreement for the sale or lease of a property containing a safety clause calling for the payment of a fee on a purchase or lease of the property within one year after expiration by a prospect the broker negotiated with during the listing period, to identify these prospective buyers or tenants of the property to the owner. | Listing Forms and Marketing Package | Identification of prospective buyers; Identification of prospective tenants; Listings; Safety clause, perfection of; | 2016-11 |
| sort-listing | 123 | 123 | Identification of Qualifying Properties | This form is used by a buyer's or tenant's agent when their employment has expired under a listing agreement to buy or lease property containing a safety clause calling for the payment of a fee on the client's purchase or lease within one year after expiration of a property presented to the buyer or tenant during the listing period, to identify prospective properties the broker brought to the attention of the client. | Listing Forms and Marketing Package | Identification of qualifying properties; Listings; Safety clause, perfection of; | 2016-05 |
| sort-listing | 123-1 | 123-1 | Demand for Payment of a Fee — Fee Earned on an Expired Listing | This form is used by an agent when, within one year after termination of a listing agreement, the client enters into negotiations which later result in a closed transaction with a registered person or property, to initiate collection of an earned fee. | Listing Forms and Marketing Package | Identification of qualifying properties; Identification of prospective buyers; Identification of prospective tenants; Listings; Safety clause, perfection of; Demand for fee; | 2015-07 |
| sort-listing | 124 | 124 | Authorization to Release Confidential Information | This form is used by an agent when negotiating a short sale payoff or loan modification to obtain written consent from an owner authorizing their lender to release information and discuss with the agent any aspect related to the owner's mortgage. | Listing Forms and Marketing Package | Authorization; Shortsale; | 2016-05 |
| sort-listing | 130 | 130 | Authorization to Inspect and Prepare a Home Inspection Report (Calif. Bus & P C §8516) | This form is used by a seller's or buyer's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a home inspector to prepare a home inspection report for disclosing property conditions to a buyer. | Listing Forms and Marketing Package | Authorization; Buyer's property inspection; Property inspection; | 2017-01 |
| sort-listing | 131 | 131 | Authorization to Prepare Natural Hazard Disclosure (Calif. Civil Code §1103.4) | This form is used by a seller's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a Natural Hazard Disclosure (NHD) provider to prepare an NHD report for disclosing property conditions to a buyer. | Listing Forms and Marketing Package | Authorization; Natural hazards; | 2016-05 |
| sort-listing | 132 | 132 | Authorization to Structural Pest Control Operator (Calif. Bus and P C §8516) | This form is used by a seller's or buyer's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a Structural Pest Control operator to prepare a Structural Pest Control Report for disclosing property conditions to a buyer. | Listing Forms and Marketing Package | Authorization; Structural pest control; | 2016-05 |
| sort-listing | 133 | 133 | Authorization to Provide Services — General Services | This form is used by a seller's or buyer's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a service provider to perform maintenance, repairs, or other services on the property. | Listing Forms and Marketing Package | Authorization; | 2016-05 |
| sort-listing | 134 | 134 | Authorization to Open Home Warranty Order | This form is used by a buyer's agent when the buyer is under contract to purchase a property, to request the issuance of a home warranty insurance policy. | Listing Forms and Marketing Package | Authorization; Home warranty; | 2016-11 |
| sort-listing | 135 | 135 | Request for Homeowner Association Documents (Calif. Civil Code §1368.2) | This form is used by a seller's agent when preparing a listing/marketing package or performing a due diligence investigation on a unit in a common interest development (CID), to obtain homeowners' association (HOA) documents for disclosing the condition of the property and CID to a buyer. | Listing Forms and Marketing Package | Authorization; Common interest developments (CID); Homeowners' association (HOA); Homeowner Association Information Request; HOA; | 2017-01 |
| sort-listing | 136 | 136 | Authorization to Prepare Sales Escrow Instructions — For SFR or CID Unit Take Sheet | This form is used by a seller's or buyer's agent when a buyer and seller have entered into purchase agreement, to authorize escrow to prepare escrow instructions. | Listing Forms and Marketing Package | Authorization; Escrow; | 2016-05 |
| sort-listing | 137 | 137 | Request for Notice of Mello-Roos Assessment (California Civil Code §1102.6b) | This form is used by a seller's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to request information from the Improvement District Office about Mello-Roos assessments encumbering the seller's property for disclosing the terms of the bonded indebtedness to a buyer assuming the debt. | Listing Forms and Marketing Package | Authorization; Improvement bonds; | 2017-05 |
| sort-listing | 138 | 138 | Authorization to Post Directional Sign on Private Property | This form is used by a seller broker to obtain the consent and authorization to post a directional sign on private property other than the subject property. | Listing Forms and Marketing Package | Authorization; Directional Sign; | 2024-12 |
| sort-listing | 140 | 140 | Seller's Pre-Listing Interview of an Agent | This form is used by a seller when employing an agent under a listing agreement as a checklist of questions to ask during an interview of an agent, to determine the agent's credentials, diligence and the marketing activities they will perform if employed. | Listing Forms and Marketing Package | Seller, prospective; | |
| sort-purchase | 150 | 150 | Purchase Agreement — For One-to-Four Residential Units — With Buyer Broker Fee Provision | This form is used by a buyer broker when preparing an offer for their buyer to purchase one-to-four unit residential property. | Sale and Purchase Agreements | Loans; 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; | 2024-11 |
| sort-purchase | 150-1 | 150-1 | Purchase Agreement (One-to-Four Residential Units — With Short Sale Contingency) | This form is used by a buyer's agent when the buyer will purchase a negative equity, one-to-four unit residential property, to prepare an offer with a short sale contingency provision paying all cash, or a cash down payment to a new conventional mortgage. | Sale and Purchase Agreements | Purchase agreements — real estate; Shortsale; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA; | 2024-04 |
| sort-purchase | 150-2 | 150-2 | Purchase Agreement (One-to-Four Residential Units — Cash to New or Existing Loans) | This form is used by a buyer's agent when the buyer will conventionally purchase a one-to-four unit residential property, to prepare an offer with a cash down payment to an existing mortgage or a new conventional mortgage | Sale and Purchase Agreements | Purchase agreements — real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; TAL; WHSD; WPA; | 2024-04 |
| sort-purchase | 150-3 | 150-3 | Purchase Agreement (Principal to Principal — One-to-Four Residential Units) | This form is used by a buyer acting as a principal without an agent when the buyer will submit a purchase offer directly to a seller acting as a principal without an agent for a one-to-four unit residential property, to prepare an offer containing no provisions for broker representation or fees. | Sale and Purchase Agreements | Broker-as-principal; Purchase agreements — real estate; HENC; HID; NFT; RPA-CA; SES; TAL; WHSD; WPA; | 2024-04 |
| sort-purchase | 150-4 | 150-4 | Addendum — Purchase Agreement | This form is used by a buyer's agent when preparing an offer and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the purchase agreement as an addendum. | Sale and Purchase Agreements | Addenda; Purchase agreements, addenda; Addendum; ADM; Purchase Agreement Addendum; PAA; | 2019-01 |
| sort-purchase | 151 | 151 | Purchase Agreement — For Other than One-to-Four Residential Units — With Buyer Broker Fee Provision | This form is used by a buyer broker when preparing an offer for their buyer to purchase other than one-to-four unit residential property. | Sale and Purchase Agreements | Commercial 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; | 2024-11 |
| sort-purchase | 152 | 152 | Purchase Agreement (FHA Loans — One-to-Four Units) | This form is used by a buyer's agent when the buyer using Federal Housing Administration (FHA)-insured mortgage funds will purchase a one-to-four unit residential property, to prepare an offer with a cash down payment to a new FHA-insured mortgage. | Sale and Purchase Agreements | Federal 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; | 2024-04 |
| sort-purchase | 153 | 153 | Purchase Agreement (VA Loans — One-to-Four Units) | This form is used by a buyer's agent when the buyer using Veterans Affairs (VA)-insured mortgage funds will purchase a one-to-four unit residential property, to prepare an offer with a cash down payment to a new VA-insured mortgage. | Sale and Purchase Agreements | Loans; 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; | 2024-04 |
| sort-purchase | 154 | 154 | Purchase Agreement (Short Form — One-to-Four Residential Units) | This form is used by a buyer's agent when the buyer will purchase a one-to-four unit residential property, to prepare an offer for all cash or cash to new or existing financing arrangements to be stated in an addendum. | Sale and Purchase Agreements | Income property; Purchase agreements — real estate; Confirmation of Real Estate Agency Relationships; AC; HENC; HID; NCEI; NFT; REO; REOL; RPA-CA; SES; WHSD; WPA; | 2024-04 |
| sort-purchase | 155 | 155 | Purchase Agreement (One-to-Four Unit Income Property) | This form is used by a buyer's agent when a buyer seeks to acquire a one-to-four residential unit income property, to prepare an offer to purchase the property. | Sale and Purchase Agreements | Creation 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; | 2024-04 |
| sort-purchase | 155-1 | 155-1 | Carryback ARM Addendum | This form is used by a buyer's or seller's agent when the buyer will use seller financing with an adjustable interest rate for the purchase of property excluding a buyer-to-occupy one-to-four unit residential property, to prepare an addendum to a purchase agreement or a counteroffer with a seller carryback note providing for an adjustable interest rate. | Sale and Purchase Agreements | Adjustable rate mortgage (ARM); Carryback; Purchase agreements, addenda; Seller financing; | 2017-09 |
| sort-purchase | 155-2 | 155-2 | Equity Sharing Addendum | This form is used by a buyer's agent when the buyer will be syndicating the purchase of property, to prepare an addendum to a purchase agreement stating the closing is contingent on the buyer locating investors to fund the down payment. | Sale and Purchase Agreements | Appreciation participation; Purchase agreements, addenda; Seller financing; | |
| sort-purchase | 156 | 156 | Equity Purchase Agreement | This form is used by a buyer's agent when an absentee-owner/investor will purchase an owner-occupied one-to-four unit residential property in foreclosure, to prepare an offer containing all the terms, conditions and disclosures required of an equity purchase transaction. | Sale and Purchase Agreements | Equity 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; | 2024-04 |
| sort-purchase | 156-1 | 156-1 | Equity Purchase Agreement — With Short Sale Contingency | This form is used by a buyer's agent when an absentee-owner/investor will purchase a negative equity, owner-occupied one-to-four unit residential property in foreclosure, to prepare an offer containing a short sale contingency provision and all the terms, conditions and disclosures required of an equity purchase transaction. | Sale and Purchase Agreements | Purchase 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; | 2024-04 |
| sort-purchase | 157 | 157 | Purchase Agreement — Land Acquisition Transaction | This form is used by a buyer's agent, or a seller's agent as the counteroffer, when preparing an offer to purchase an unimproved parcel of land. | Sale and Purchase Agreements | 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; Vacant Land Purchase Agreement and Joint Escrow Instructions; VLPA; WPA; | 2019-01 |
| sort-purchase | 158 | 158 | Purchase Agreement — Farm and Ranch | This form is used by a buyer's agent, or a seller's agent as the counteroffer, when a buyer will purchase a farm or ranch property, to prepare an offer to purchase the property. | Sale and Purchase Agreements | Farm 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-purchase | 158-1 | 158-1 | Farm and Ranch Purchase Agreement Addendum — One-to-Four Unit Residential Dwelling | This form is used by a buyer's agent when a buyer will purchase a farm or ranch which includes a one-to-four unit residential dwelling, to prepare an addendum to the purchase agreement offer containing all the disclosures for the sale of a dwelling. | Sale and Purchase Agreements | Farm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; WPA; | 2024-04 |
| sort-purchase | 158-2 | 158-2 | Farm and Ranch Purchase Agreement Addendum — Seller's Environmental Conditions Statement | This form is used by a buyer's agent when the buyer will purchase a farm or ranch property, to prepare an addendum to the purchase agreement offer contingent on seller disclosures of environmental conditions existing on the property. | Sale and Purchase Agreements | Farm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; | |
| sort-purchase | 158-3 | 158-3 | Farm and Ranch Purchase Agreement Addendum — Seller Financing | This form is used by a buyer's agent when the buyer will use seller carryback financing to purchase a farm or ranch property, to prepare an addendum to the purchase agreement offer setting forth the terms for payment of the carryback note. | Sale and Purchase Agreements | Carryback; Farm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; | |
| sort-purchase | 158-4 | 158-4 | Farm and Ranch Purchase Agreement Addendum – General Use | This form is used by a buyer's agent when the buyer will use seller carryback financing to purchase a farm or ranch property, to prepare an addendum to add provisions to the purchase agreement. | Sale and Purchase Agreements | Farm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; Buyer's property inspection; Disclosures, property; Hazards, environmental; Property inspection; | |
| sort-purchase | 159-1 | 159-1 | Purchase Agreement — Income Property Other than One-to-Four Residential Units — Down Payment Note Provision | This form is used by a buyer's agent when preparing an offer to purchase an income property other than one-to-four residential units, with a provision stating the down payment is to be a note secured by a trust deed on other property owned by the buyer. | Sale and Purchase Agreements | Commercial Property; Income property; Investment property forms; Purchase agreements — real estate; Seller, income property; RPA-CA; SES; TAL; WHSD; WPA; | 2019-01 |
| sort-purchase | 160 | 160 | Offer to Grant an Option — And Option Money Receipt | This form is used by a seller's agent when the seller rejects a contingency laden offer to buy property, to prepare a counteroffer granting the buyer an option to purchase the property. | Sale and Purchase Agreements | Option to buy/purchase; Purchase agreements — real estate; Option to buy/purchase; Option Agreement; OP; | 2017-09 |
| sort-purchase | 161 | 161 | Standard Option to Purchase — Irrevocable Right-to-Buy | This form is used by a leasing or sales agent when offers to rent or buy a property include a purchase option exercisable without extensions, to prepare an option as an irrevocable offer to sell with a price and terms for payment exercisable during a single period as an attachment to a lease agreement or an offer to grant an option. | Sale and Purchase Agreements | Investment property forms; Lease agreements; Option to buy/purchase; Purchase agreements — real estate; Option Agreement; OP; | 2019-01 |
| sort-purchase | 161-1 | 161-1 | Option to Purchase with Extensions — Irrevocable Right-to-Buy | This form is used by a buyer's agent when the buyer's offer is for acquiring a purchase option exercisable with extensions, to prepare an option as an irrevocable offer to sell with a price and terms for payment exercisable during an initial period or extensions for attachment to an offer to grant an option. | Sale and Purchase Agreements | Investment property forms; Option to buy/purchase; Purchase agreements — real estate; Option Agreement; OP; | 2017-02 |
| sort-purchase | 161-2 | 161-2 | Assignment of Option to Buy | This form is used by a tenant's or buyer's agent or an escrow officer when the holder of an option to purchase property has sold the option rights, to transfer the ownership of the option to the person acquiring the purchase rights. | Sale and Purchase Agreements | Assignment of option to buy; Option to buy/purchase; Option Agreement; OP; | 2017-02 |
| sort-purchase | 162 | 162 | Right of First Refusal — To Acquire Additional Property | This form is used by a buyer's agent when negotiating the purchase of one property and concurrently acquiring the right to buy another property if the owner decides to sell it, to prepare the grant of the right of first refusal as an addendum to a purchase agreement. | Sale and Purchase Agreements | Investment property forms; Purchase agreements — real estate; Right of first refusal; | 2017-02 |
| sort-purchase | 162-1 | 162-1 | Sale Subject to Right of First Refusal — Contingency Addendum | This form is used by an agent when negotiating the sale of a property on which another person holds a right of first refusal to purchase the property, to prepare a contingency provision for waiver of the first refusal right as an addendum for an offer to buy or counteroffer. | Sale and Purchase Agreements | Purchase agreements, addenda; Right of first refusal; | 2017-09 |
| sort-purchase | 162-2 | 162-2 | Notice of Decision to Sell Real Estate — For Right of First Refusal | This form is used by a seller's broker when entering into a listing to sell property on which another person holds a right of first refusal to purchase it, to prepare the notice to the holder of the right of first refusal of the seller's decision to sell and the holder's first refusal right to buy the property. | Sale and Purchase Agreements | Right of first refusal; | |
| sort-purchase | 163 | 163 | Lease-Option — Contract for Deed | This form is used by an agent when a buyer is acquiring equitable ownership of property under a lease-option sale arrangement, to prepare the lease-option sales agreement stating the price with terms of payment structured as option money, rent and final payment as conditions for the seller to convey title. | Sale and Purchase Agreements | Contract for sale; Lease option; | |
| sort-purchase | 164 | 164 | Offer for Lease-Option | This form is used by a buyer's agent when the buyer is negotiating to acquire equitable ownership of property under a lease-option sale arrangement, to prepare an offer to enter into a lease-option purchase agreement. | Sale and Purchase Agreements | Lease option; | 2017-01 |
| sort-purchase | 167 | 167 | Offer for Land Sales Contract | This form is used by a buyer's agent when property is held out for sale under a land sales contract, to submit an offer to enter into a land sales contract for the conveyance of title to the buyer on the buyer's full performance of the land sales contract. | Sale and Purchase Agreements | Lease option; | 2024-04 |
| sort-purchase | 168 | 168 | Land Sales Contract — All-Inclusive with Power of Sale | This form is used by an agent when a buyer is acquiring equitable ownership of property under a land sales contract, to prepare a land sales contract stating the price with terms of payment and the conditions for the seller to convey title. | Sale and Purchase Agreements | Contract for sale; Lease option; | 2024-04 |
| sort-purchase | 170 | 170 | Preliminary Proposal — Mini-Form | This form is used by an agent when attending a property marketing session, to submit to another agent a proposal for an exchange of properties they have listed or otherwise control. | Sale and Purchase Agreements | Marketing devices; Proposal; | 2017-07 |
| sort-purchase | 171 | 171 | Exchange Agreement — Other than One-to-Four Residential Units | This form is used by an agent when negotiating to exchange properties other than one-to-four unit residential property, to prepare an offer to exchange the ownership of properties. | Sale and Purchase Agreements | Exchange, §1031; Exchange agreement; Investment property forms; Trades; Buyer's Intent to Exchange Supplement; BES; Seller's Intent to Exchange Supplement; SES; | 2019-01 |
| sort-purchase | 171-1 | 171-1 | Addendum — Exchange Agreement | This form is used by an agent when preparing an exchange agreement and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the exchange agreement as an addendum. | Sale and Purchase Agreements | Addenda; Addendum; ADM; | 2016-06 |
| sort-purchase | 172-2 | 172-2 | Supplemental Escrow Instructions — §1031 Reinvestment in Lieu of a Cash-out Sale | This form is used by a seller's agent or escrow officer when handling the seller's cash sale of property in a delayed §1031 reinvestment plan, to authorize escrow to disburse the cash sales proceeds to a trustee for funding the seller's future acquisition of replacement property. | Sale and Purchase Agreements | Escrow; Exchange, §1031; Seller's Intent to Exchange Supplement; SES; | 2017-02 |
| sort-purchase | 172-3 | 172-3 | Instruction to Trustee to Fund Acquisition (Cash Only) | This form is used by a seller's agent when a §1031 trustee holds proceeds from the seller's cash sale of property in a delayed §1031 reinvestment plan, to instruct the trustee to forward funds to a purchase escrow for acquisition of replacement property. | Sale and Purchase Agreements | Exchange, §1031; Trust funds; | 2017-02 |
| sort-purchase | 172-4 | 172-4 | Declaration of Trust for §1031 Proceeds — Cash-Out Sale | This form is used by a seller's agent when closing escrow on the cash sale of property in the seller's §1031 reinvestment plan and the escrow for the seller's acquisition of the replacement property cannot be closed concurrently, to set up a trust to hold the net sales proceeds until needed to fund acquisition of replacement property. | Sale and Purchase Agreements | Accommodator agreement; Exchange, §1031; Facilitator; Intermediary; Trust, §1031 Exchange; Buyer's Intent to Exchange Supplement; BES; | 2016-05 |
| sort-purchase | 173-2 | 173-2 | Supplemental Escrow Instructions — §1031 Reinvestment In Lieu of a Cash-out Sale — Part Cash, Part Paper | This form is used by a seller's agent or escrow officer when handling the seller's carryback sale of property in a delayed §1031 reinvestment plan, to authorize escrow to disburse net sales proceeds consisting of cash and a carryback trust deed note payable to a trustee for funding the seller's future acquisition of replacement property. | Sale and Purchase Agreements | Escrow; Exchange, §1031; | |
| sort-purchase | 173-3 | 173-3 | Instruction to Trustee to Fund Acquisition — Cash and Paper | This form is used by a seller's agent when a §1031 trustee holds proceeds from the seller's carryback sale of property in a delayed §1031 reinvestment plan, to instruct the trustee to forward cash and the trust deed note to a purchase escrow for acquisition of replacement property. | Sale and Purchase Agreements | Exchange, §1031; Trust funds; | 2017-02 |
| sort-purchase | 173-4 | 173-4 | Declaration of Trust For §1031 Proceeds — Installment Sale | This form is used by a seller's agent when closing escrow on the seller's carryback sale of property in a §1031 reinvestment plan and the escrow for the seller's acquisition of the replacement property cannot be closed concurrently, to set up a trust to hold the net sales proceeds until needed to fund acquisition of the replacement property. | Sale and Purchase Agreements | Accommodator agreement; Exchange, §1031; Facilitator; Intermediary; Trust, §1031 Exchange; | |
| sort-purchase | 174 | 174 | §1031 Property Identification Statement — For Delayed §1031 Transactions | This form is used by a seller's agent when a seller in a delayed §1031 reinvestment plan locates suitable replacement property(ies) within 45 days after closing a sale of property, to prepare the notice needed to identify suitable replacement property(ies) to be acquired within 180 days of closing the sale. | Sale and Purchase Agreements | Exchange, §1031; Identification of qualifying properties; | 2016-05 |
| sort-purchase | 180 | 180 | Counteroffer | This form is used by an agent when an offer or counteroffer for the purchase or lease of property is received and rejected by the client, to prepare a counteroffer on modified terms. | Sale and Purchase Agreements | Counteroffer; Performance of contract; Purchase agreements — real estate; | 2016-05 |
| sort-purchase | 180-1 | 180-1 | Addendum — Counteroffer | This form is used by an agent when preparing a counteroffer and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the counteroffer as an addendum. | Sale and Purchase Agreements | Addenda; Addendum; ADM; Counteroffer | 2016-06 |
| sort-purchase | 181 | 181 | Cancellation of Agreement — Release and Waiver of Rights with Distribution of Funds in Escrow | This form is used by an agent when cancelling escrow, to release the buyer, seller, and their agents from all claims and obligations arising out of the cancelled purchase or exchange agreement. | Sale and Purchase Agreements | Cancellation; 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-purchase | 181-1 | 181-1 | Notice to Perform and Intent to Cancel | This form is used by the agent of the party seeking performance under a purchase agreement when the other party has failed to perform, to notify the other party the agreement will be cancelled if they fail to perform by a specified date. | Sale and Purchase Agreements | Cancellation; 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; | 2016-11 |
| sort-purchase | 182 | 182 | Waiver of Contingency | This form is used by an agent when a sale of property is subject to a contingency, to prepare for the signature of the buyer or seller to waive the contingency. | Sale and Purchase Agreements | Contingencies; Purchase agreements — real estate; Buyer's Inspection Waiver; BIW; removal of contingency; | 2017-09 |
| sort-purchase | 182-1 | 182-1 | Sale of Other Property - Waiver Provision —Addendum to Purchase Agreement | This form is used by a seller's agent when countering a purchase offer containing a sale-of-other-property contingency by eliminating the contingency on acceptance of a backup offer, to set forth in an addendum the seller's right to cancel if the seller accepts another offer and the buyer does not waive the contingency. | Sale and Purchase Agreements | Contingencies; Purchase agreements — real estate; Sale of other property; | 2017-09 |
| sort-purchase | 183 | 183 | Notice of Cancellation — Due to Contingency or Condition | This form is used by a transaction agent when a sale is the subject of a contingency provision that has not been satisfied and the transaction is to be cancelled, to prepare a notice for their client to sign cancelling the transaction. | Sale and Purchase Agreements | Cancellation; Contingencies; Purchase agreements — real estate; | 2016-11 |
| sort-purchase | 184 | 184 | Rejection of Offer | This form is used by an agent when an offer has been submitted to their client and a counteroffer will not be forthcoming, to prepare a written rejection of the offer stating no counteroffer will be submitted. | Sale and Purchase Agreements | Purchase agreements — real estate; Rejection; Counteroffer; | 2016-11 |
| sort-purchase | 185 | 185 | Letter of Intent — Prospective Buyer's Proposal for Due Diligence Investigations | This form is used by a buyer's agent when commencing negotiations for purchasing a property before conducting an investigation into the suitability of the property, to prepare a proposal calling for the seller to provide information the buyer needs to perform a due diligence investigation. | Sale and Purchase Agreements | Income property; Investment property forms; Letter of intent; Purchase agreements — real estate; | 2019-01 |
| sort-purchase | 186 | 186 | Letter of Intent — Short Form | This form is used by a buyer's agent, before making an offer to purchase a property, to set forth the basic terms and conditions of a proposed purchase for the owner's consideration. | Sale and Purchase Agreements | Income property; Investment property forms; Letter of intent; Purchase agreements — real estate; | 2019-01 |
| sort-loanbroker | 200 | 200 | Residential Appraisal Report — Detached Single Family Unit or PUD (Fannie Mae Form 1004 Reformatted) | This form is used by an appraiser when preparing an appraisal for a detached single family residence or planned unit development, to provide the mortgage lender with an opinion of fair market value of the property. | Loan Brokerage | Appraisal; Comparative market analysis; Mortgage loan brokerage, appraisal; | |
| sort-loanbroker | 200-1 | 200-1 | Comparative Market Analysis for Setting Values | This form is used by an agent when listing a property or on locating a property, to work up a price opinion on the property's value based on the sales price of other similar properties sold within the past few months. | Loan Brokerage | Appraisal; Investment property forms; Mortgage loan brokerage, appraisal, | |
| sort-loanbroker | 201 | 201 | Stack Sheet — Loan Origination and Transmittal | This form is used by a loan broker or lender when originating a mortgage as a checklist of items, to gather documentation to be considered in the origination of the mortgage. | Loan Brokerage | Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 201-1 | 201-1 | Conversation Log Sheet — Top of Stack | This form is used by a loan broker when setting up a file on receipt of a mortgage application, to chronologically document conversations and contacts with various parties during their processing of the application. | Loan Brokerage | Mortgage loan brokerage, administrative; | 2017-02 |
| sort-loanbroker | 202 | 202 | Uniform Residential Loan Application (FNMA 1003) | This form is used by a loan broker or lender when a buyer or owner needs a mortgage secured by a one-to-four unit residential property, to be filled out with the applicant to provide information for the loan broker to process a mortgage. | Loan Brokerage | Credit application; Mortgage loan brokerage, application process; URLA; | 2021-03 |
| sort-loanbroker | 202-1 | 202-1 | Acknowledgement of Changing Conditions | This form is used by a loan broker when arranging a mortgage, to disclose to the borrower that closing conditions for the mortgage may change and affect the lender's funding. | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 202-2 | 202-2 | Loan Purpose Statement — For Reg. Z Analysis | This form is used by a loan broker when arranging a mortgage secured by one-to-four unit residential property, to determine whether the use of loan funds is for a consumer purpose or a business, investment or agricultural purpose. | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 202-3 | 202-3 | Owner-Occupancy Rider | This form is used by a transaction agent, loan broker or lender when a lender or carryback seller originates a purchase-assist mortgage conditioned on owner-occupant status, to establish in an addendum to a trust deed the buyer's use of the property as their primary residence on acquisition. | Loan Brokerage | Mortgage loan brokerage, application process; Owner occupant; rider; use of property; primary residence | 2015-08 |
| sort-loanbroker | 203 | 203 | Fair Lending — The Housing Finanical Discrimination Act of 1977 (CalBRE 867) | This form is used by a mortgage loan originator (MLO) when arranging a consumer mortgage, to notify the borrower of prohibitions against discriminatory lending. | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower; | 2017-09 |
| sort-loanbroker | 203-1 | 203-1 | Fair Lending Notice (CalBRE 867-A) | This form is used by a loan broker when arranging a consumer mortgage secured by a one-to-four unit residential property, to notify the borrower of prohibitions against discriminatory lending. | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2015-08 |
| sort-loanbroker | 204 | 204 | Mortgage Loan Disclosure Statement (Traditional) (CalBRE 882) | This form is used by a mortgage loan originator (MLO) when arranging a consumer mortgage, to disclose an estimate of all settlement charges the borrower will be required to pay. | Loan Brokerage | Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | |
| sort-loanbroker | 204-1 | 204-1 | Mortgage Loan Disclosure Statement (CalBRE 883) | This form is used by a loan broker in conjunction with the Mortgage Loan Disclosure Statement (RPI Form 204) when arranging a consumer mortgage secured by a one-to-four unit residential property, to disclose to the borrower that the mortgage offered does not allow the borrower to defer payment of principal and interest. | Loan Brokerage | Conflicts of broker; Good faith estimates; Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower; | 2017-09 |
| sort-loanbroker | 204-2 | 204-2 | Mortgage Loan Disclosure Statement/Good Faith Estimate Nontraditional Mortgage Product (CalBRE 885) | This form is used by a loan broker when arranging a nontraditional consumer mortgage secured by one-to-four unit residential property, to disclose to the borrower that the mortgage offered allows the borrower to defer principal and interest payments. | Loan Brokerage | Good faith estimates; Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2017-07 |
| sort-loanbroker | 204-3 | 204-3 | Required Providers of Settlement Services — Addendum to Loan Estimate | This form is used by a loan broker as an addendum to the Loan Estimate when arranging a consumer mortgage secured by one-to-four residential property, to notify the borrower of specific providers required by the loan broker to perform settlement services. | Loan Brokerage | Good faith estimates; | 2017-09 |
| sort-loanbroker | 204-4 | 204-4 | Proceeds from Refinance — Annual Percentage Rate of Net Proceeds | This form is used by a loan broker when arranging a mortgage to refinance an existing mortgage, to disclose to the borrower the annual percentage rate of the costs incurred to generate the net proceeds. | Loan Brokerage | Refinance; | |
| sort-loanbroker | 204-5 | 204-5 | Loan Estimate | This form is used by a loan broker when arranging a mortgage, to disclose all estimated settlement charges the borrower will incur on closing. | Loan Brokerage | Buyer; Disclosures, by brokers; Good faith estimate; GFE; Purchase agreements, disclosures; CFPB; Consumer Financial Protection Bureau; | 2015-12 |
| sort-loanbroker | 204-6 | 204-6 | California Mortgage Loan Disclosure Statement | This form is used by a loan broker when preparing a Loan Estimate for making or arranging a consumer mortgage, to inform the borrower the loan estimate does not constitute a mortgage commitment and the borrower may check the status of the loan broker's license. [See RPI Form 204-5] | Loan Brokerage | Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2016-07 |
| sort-loanbroker | 205 | 205 | Affiliated Business Arrangement Disclosure Statement — Loan Broker (Regulation X (RESPA); 24 CFR §3500.51) | This form is used by a mortgage loan originator (MLO) when referring the borrower to affiliated settlement service providers while arranging a consumer mortgage, to disclose to the borrower that the MLO shares in the provider's earnings. | Loan Brokerage | Affiliated business arrangements; Conflicts of broker; Controlled business; Disclosures, by brokers; Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower; | 2016-11 |
| sort-loanbroker | 205-1 | 205-1 | Broker-Controlled Funding Statement — (Calif. Bus & P C §10241(j)) | This form is used by a loan broker when arranging a mortgage, to disclose to the borrower that broker-controlled funds not previously disclosed will be used to fund the loan. | Loan Brokerage | Conflicts of broker; Disclosures, by brokers; Mortgage loan brokerage, administrative; | 2017-09 |
| sort-loanbroker | 205-2 | 205-2 | Notice of Use of Broker-Controlled Funds | This form is used by a loan broker when arranging a mortgage, to disclose to the borrower that broker-controlled funds will fund the loan on closing. | Loan Brokerage | Disclosures, by brokers; Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower; | |
| sort-loanbroker | 206 | 206 | Notice to Applicant of Right to Receive Copy of Appraisal Report | This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower within three business days after receipt of the borrower's mortgage application of their right to receive a copy of all written appraisals developed in connection with the mortgage application. [12 Code of Federal Regulations §1002.14(a)(2)] | Loan Brokerage | Appraisal; Mortgage loan brokerage, application process; | 2016-07 |
| sort-loanbroker | 207 | 207 | Authorization to Prepare Appraisal Report (Calif. Bus & P C §11321) | This form is used by a loan broker or lender when processing a mortgage application, to authorize an appraiser to prepare an appraisal report for a specific property. | Loan Brokerage | Appraisal; Mortgage loan brokerage, administrative; Mortgage loan brokerage, appraisal; | 2017-09 |
| sort-loanbroker | 207-1 | 207-1 | Property Conditions and Amenities — For Comparable Analysis — Refi/Equity Loan | This form is used by a loan broker when assisting a borrower to apply for a refinance or equity mortgage, to disclose to the lender underwriting the loan all property conditions and amenities contributing to the value of the property. | Loan Brokerage | Appraisal; Financial statement; Mortgage loan brokerage, appraisal; Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 207-3 | 207-3 | Comparative Market Analysis to Set Rent — Single Family Residence | This form is used by an owner and their agent, when comparing local rental property, to set the rent for a single family residence. | Loan Brokerage | Appraisal; Mortgage loan brokerage, application process; Mortgage loan brokerage, appraisal; | |
| sort-loanbroker | 208 | 208 | Advance Fee and Anti-Steering Disclosure | This form is used by a loan broker or lender when arranging a consumer mortgage, to notify the borrower the loan broker or lender may collect no fees prior to borrower's receipt of the Loan Estimate other than for obtaining the borrower's credit history, and to provide the borrower with mortgage options from multiple lenders. [12 Code of Federal Regulations §§1026.36(e); 226.19(a)(1)(ii)] | Loan Brokerage | Mortgage loan brokerage; Steering; Advance Fee; | 2016-07 |
| sort-loanbroker | 209 | 209 | Items Needed to Complete Loan Application — Borrower's Initial Advisory | This form is used by a loan broker or lender when arranging a mortgage, to provide the borrower with a checklist of documents required to further process the loan application. | Loan Brokerage | Mortgage loan brokerage, application process | |
| sort-loanbroker | 209-1 | 209-1 | Request on Borrower for Documents | This form is used by a loan broker when processing a mortgage application, to request the borrower submit documents not yet submitted. | Loan Brokerage | Mortgage loan brokerage, application process | |
| sort-loanbroker | 209-2 | 209-2 | Profit and Loss Statement — Borrower's Financial Statement (FNMA 1020) | This form is used by a loan broker when processing a mortgage application to be prepared by the borrower for the loan broker, to determine the borrower's sources and amounts of income, personal expenses and net income and set the borrower's debt-to-income (DTI) ratios. | Loan Brokerage | Credit application; Financial statement; Mortgage loan brokerage, application process; | |
| sort-loanbroker | 209-3 | 209-3 | Balance Sheet Financial Statement — Assets, Liabilities and Net Worth | This form is used by a loan broker when processing a mortgage application, to be prepared by the borrower for the loan broker to determine the borrower's net worth. | Loan Brokerage | Credit application; | 2017-07 |
| sort-loanbroker | 210 | 210 | Request for Verification of Employment — Present Employer | This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the borrower's current employment and income. | Loan Brokerage | Credit application; Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 210-1 | 210-1 | Request for Verification of Employment — Prior Employer | This form is used by a loan broker or seller's agent when processing a mortgage application or an extension of credit by a carryback seller, to verify the borrower's previous employment and past income. | Loan Brokerage | Mortgage loan brokerage, application process; | |
| sort-loanbroker | 211 | 211 | Request for Verification of Deposit | This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the borrower's recent activity and balances of their bank accounts. | Loan Brokerage | Mortgage loan brokerage, application process; | |
| sort-loanbroker | 212 | 212 | Request for Verification of Rent | This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the borrower's payment history and conduct as a tenant. | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 212-1 | 212-1 | Request for Verification of Mortgage | This form is used by a loan broker or seller's agent when processing a mortgage application or an extension of credit by a carryback seller, to verify the payment history and terms of the borrower's existing mortgage. | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 213 | 213 | Request for Verification of Account | This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the payment history and terms of the borrower's existing credit account. | Loan Brokerage | Mortgage loan brokerage, application process; | |
| sort-loanbroker | 214 | 214 | Request for Verification of Homeowner's Insurance | This form is used by a loan broker or lender when processing a mortgage application, to verify information regarding the borrower's existing homeowner's insurance policy. | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 215 | 215 | Request for Copy of Tax Return (IRS 4506) | This form is used by a loan broker or lender when processing a mortgage application, to request a copy of the borrower's income tax return from the Internal Revenue Service (IRS) for a fee, in lieu of a transcript for no charge. | Loan Brokerage | Financial statement; Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 215-1 | 215-1 | Request for Transcript of Tax Return (IRS 4506-T) | This form is used by a loan broker when processing a mortgage application, to request a transcript of the borrower's income tax return from the Internal Revenue Service (IRS) for no charge, in lieu of a copy of their tax return for a fee. | Loan Brokerage | Financial statement; Mortgage loan brokerage, application process; | |
| sort-loanbroker | 216 | 216 | Authorization for Lender Verification of Information | This form is used by a loan broker or lender when arranging or making a consumer mortgage, to authorize them to order a consumer credit report and verify information contained in the borrower's mortgage application. | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2016-07 |
| sort-loanbroker | 216-1 | 216-1 | Fair Credit Reporting Act Disclosure | This form is used by a loan broker or lender when arranging a consumer mortgage, to notify the borrower an investigation will be made into their credit history in connection with the mortgage application. [12 Code of Federal Regulations §1022 et. seq.] | Loan Brokerage | Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2016-07 |
| sort-loanbroker | 216-2 | 216-2 | Equal Credit Opportunity Act Disclosure | This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower of federal prohibitions against discriminatory lending practices. [12 Code of Federal Regulations §1002 et. seq.] | Loan Brokerage | Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2016-07 |
| sort-loanbroker | 217 | 217 | Credit Score Disclosure Exception Notice — Risk-Based Pricing Disclosure — 12 Code of Federal Regulations §1022.74(d)(1) | This form is used by a mortgage loan originator (MLO) after receiving an applicant's credit report and prior to closing, to disclose to the applicant their credit scores and the Credit Bureaus which provided them, and inform the applicant the lender uses information in a consumer credit report to set the terms of a consumer mortgage. | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; Risk | 2016-06 |
| sort-loanbroker | 217-1 | 217-1 | Notice to Home Loan Applicant — Credit Score Usage (Calif. Civil Code §1785.20.2) | This form is used by a mortgage loan originator (MLO) when processing a consumer mortgage application, to notify the borrower of the lender's obligation to disclose to the borrower their credit scores and the Credit Bureaus used to obtain them. | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2016-06 |
| sort-loanbroker | 217-2 | 217-2 | Derogatory Credit Explanation Letter | This form is used by a borrower, on their agent's recommendation, when the borrower receives a negative credit score usage notice in response to their application for a mortgage on one-to-four unit residential property, to provide the lender with an explanation of derogatory items on the borrower's credit report. | Loan Brokerage | Credit application; Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2016-06 |
| sort-loanbroker | 219 | 219 | Denial of Credit (Calif. Civil Code §1785.20; 12 Code of Federal Regulation §202.90 15 USC §1681m) | This form is used by a loan broker or lender when processing a mortgage application, to inform the borrower of adverse action taken on their application. | Loan Brokerage | Credit application; Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2017-01 |
| sort-loanbroker | 222 | 222 | Notice of Right to Rescind — Borrower's Right to Cancel | This form is used by a mortgage loan originator (MLO), when processing an equity mortgage or refinance on the borrower's principal residence, to notify the borrower of their right to cancel the transaction within three business days. | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2017-09 |
| sort-loanbroker | 223 | 223 | Supplemental Truth-in-Lending Section 32 Disclosure — Additional Disclosures for Reg. Z Section 32 Loans | This form is used by a mortgage loan originator (MLO) when processing an application for a consumer mortgage secured by the borrower's principle residence and the interest rate or points and fees exceed Regulation Z Section 32 threshold amounts, to provide a Reg Z Section 32 notice disclosing the total loan amount and Applicable Percentage Rate (APR) to the borrower. | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to borrower; | 2017-09 |
| sort-loanbroker | 223-1 | 223-1 | Points and Fees Worksheet — For Section 32 Mortgage Test | This form is used by a loan broker when processing an equity mortgage or refinance on the borrower's principal residence, to calculate whether the yield and fees exceed Regulation Z Section 32 thresholds. | Loan Brokerage | Mortgage loan brokerage, administrative; | 2017-09 |
| sort-loanbroker | 223-2 | 223-2 | Consumer Caution and Home Ownership Counseling Notice (Finance Code §4973(k)(L) | This form is used by a loan broker when processing a Regulation Z Section 32 loan, to notify the borrower of loan-related risks and obligations. | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2017-09 |
| sort-loanbroker | 229-1 | 229-1 | Cash Flow Analysis — Self-Employed or Investor (FNMA 1084) | This form is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of the self-employed borrower's income and business expenses as creditworthy. | Loan Brokerage | Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 229-1 | 229-1 | (INS) Cash Flow Analysis with Instructions — Self-Employed or Investor (FNMA 1084) | This form with instructions is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of a self-employed borrower's income and business expenses as creditworthy. | Loan Brokerage | Mortgage loan brokerage, administrative | |
| sort-loanbroker | 229-2 | 229-2 | Comparative Income Analysis — Annual Trend Calculation | This form is used by a loan broker when processing a mortgage application, to determine the year-over-year trends of the borrower's business income. | Loan Brokerage | Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 230 | 230 | Credit Analysis Worksheet — LTV and Income Ratios (HUD-92900-WS) | This form is used by a loan broker or lender when processing a mortgage application to calculate the borrower's debt-to-income (DTI) ratios and the loan-to-value (LTV) ratio for the financing. | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; | |
| sort-loanbroker | 232 | 232 | Authorization to Prepare Loan Escrow Instructions | This form is used by a loan broker or lender when opening a mortgage origination escrow, to authorize the escrow officer to prepare instructions. | Loan Brokerage | Escrow; Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 233 | 233 | Loan Transmittal Summary — Preliminary Submission to Lender | This form is used by a loan broker when a mortgage application from a borrower has been fully processed and the mortgage package is complete, to solicit or submit to a lender for funding the mortgage as a summary of information regarding the borrower and the property to be financed. | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, disclosures to lender(s); | |
| sort-loanbroker | 235-1 | 235-1 | Lender/Purchaser Disclosure Statement — Loan Origination (CalBRE 851A) | This form is used by a loan broker when they have completed processing a borrower's mortgage application, to disclose to the lender or purchaser of the mortgage information regarding its terms and servicing arrangements. | Loan Brokerage | Hypothecation; Mortgage loan brokerage, disclosures to lender(s); Mortgage Loan Disclosure Statement (Borrower); MS; | |
| sort-loanbroker | 235-2 | 235-2 | Lender/Purchaser Disclosure Statement — Sale of Existing Note (CalBRE 851B) | This form is used by a loan broker when arranging the resale of an existing trust deed note, to disclose to the lender purchasing the mortgage information regarding its terms and servicing arrangements. | Loan Brokerage | Mortgage loan brokerage, trust deed sales/hypothecation; | |
| sort-loanbroker | 235-3 | 235-3 | Lender/Purchaser Disclosure Statement — Collateral Loan (CalBRE 851C) | This form is used by a loan broker when processing a collateral assignment of a trust deed note, to disclose to the lender purchasing the mortgage information regarding its terms and servicing arrangements. | Loan Brokerage | Mortgage loan brokerage, disclosures to lender(s); Syndication - trust deed loans; | |
| sort-loanbroker | 237 | 237 | Loan Servicing Agreement | This form is used by a loan broker or lender when entering into an agreement for servicing a mortgage, to document the terms and instructions for servicing the mortgage. | Loan Brokerage | Assignment of trust deed; Collection agreement; Mortgage loan brokerage, loan servicing; Notes; Syndication - trust deed loans; | |
| sort-loanbroker | 238 | 238 | Notice of Transfer of Loan Servicing | This form is used by a loan broker or lender when servicing a business-purpose mortgage, to notify the borrower their loan will be or has been transferred to another loan servicer. | Loan Brokerage | Collection agreement; Mortgage loan brokerage, loan servicing; | |
| sort-loanbroker | 238-1 | 238-1 | Notice of Transfer of Servicing — RESPA Loans | This form is used by a loan broker when servicing a consumer-purpose mortgage regulated by RESPA, to notify the borrower their mortgage will be transferred to another servicer. | Loan Brokerage | Collection agreement; Lender, real estate secured; Mortgage loan brokerage, loan servicing; | |
| sort-loanbroker | 238-2 | 238-2 | RESPA Servicing Disclosure Statement | This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower whether the lender intends to transfer the servicing of the mortgage. [12 Code of Federal Regulations §1024.33(a)] | Loan Brokerage | Mortgage loan brokerage, application process; Mortgage loan brokerage, disclosures to borrower; | 2016-07 |
| sort-loanbroker | 241 | 241 | Purchase Agreement for Note and Trust Deed | This form is used by a loan broker when arranging the purchase by a trust deed investor of an existing trust deed note held out for sale, to prepare an offer stating the price and conditions for purchase of the trust deed note. | Loan Brokerage | Assignment of trust deed; Mortgage loan brokerage, trust deed sales/hypothecation; Notes; Trust deed, assignment of; | 2017-07 |
| sort-loanbroker | 242 | 242 | Agreement to Hypothecate | This form is used by a loan broker when arranging a loan made by a trust deed investor collateralized by an existing trust deed note held by the borrower, to prepare an offer by the investor for the borrower's acceptance stating the terms and conditions for making the collateral loan. | Loan Brokerage | Assignment of trust deed; Hypothecation; Land and lots (unimproved); Mortgage loan brokerage, trust deed sales/hypothecation; Trust deed, assignment of; | 2017-07 |
| sort-addenda | 250 | 250 | Addendum — General Use | This form is used by an agent when preparing an offer or counteroffer and need provisions or modifications not available in a boilerplate addendum, to add as an addendum to the agreement the wording needed. | Addendum Provisions | Addenda; Purchase agreements, addenda; Addendum; ADM; Purchase Agreement Addendum; PAA; | |
| sort-addenda | 251 | 251 | Signature Page Addendum | This form is used by an agent when a document has insufficient space for all necessary parties to sign, to provide an addendum for additional signatures. | Addendum Provisions | Purchase agreements — real estate; Signature; Additional Signature Addendum; ASA; | 2019-05 |
| sort-addenda | 252 | 252 | Verification of Capacity to Represent Addendum | This form is used by an agent when a participant entering into an agreement is an entity, trust, estate or guardianship, or has granted a power of attorney, to verify the identity of the participant in a transaction and authority of the individual signing the agreement intending to bind the participant. | Addendum Provisions | Authorization, Signature, Estate, Trust, Power of attorney, Entity, Representative Capacity Signature Disclosure, RCSD, | 2016-05 |
| sort-addenda | 256 | 256 | Personal Property Inventory — Transferred with Real Estate | This form is used by an agent when preparing a purchase agreement or counteroffer for a transaction including personal property, to provide a list of personal property to be included in the purchase price. | Addendum Provisions | Investment property forms; Marketing package; Personal property; Purchase agreements, addenda; | 2011-03 |
| sort-addenda | 257 | 257 | Confidentiality Agreement Addendum | This form is used by a seller's agent when information about an income property, its tenants and the seller's operations is considered confidential by the seller, to prohibit the buyer and their representatives from releasing the information to others. | Addendum Provisions | Confidentiality Agreement; Investment property forms; nondisclosure agreement; Purchase agreements, addenda; | |
| sort-addenda | 260 | 260 | Roofing Inspection Contingency — Due Diligence Addendum | This form is used by a buyer's agent when preparing a purchase offer, to add as an addendum a contingency provision for buyer approval or cancellation of the transaction based on the condition and future financial requirements for the care of the property's roof. | Addendum Provisions | Property inspection; Purchase agreements, addenda; | |
| sort-addenda | 261 | 261 | Hazard Insurance Conditions | This form is used by a buyer's agent when preparing a purchase offer and performance by the buyer is contingent on their further approval of aspects of hazard insurance, to add as an addendum a boilerplate contingency provision for buyer approval or cancellation of the transaction. | Addendum Provisions | Insurance; Purchase agreements, addenda; | |
| sort-addenda | 266 | 266 | Confirmation of Value Addendum — Price Appraisal Contingency | This form is used by a buyer's agent when preparing a purchase offer and performance by the buyer is contingent on their further approval of the value of the property, to add as an addendum a boilerplate contingency provision for buyer approval or cancellation of the transaction. | Addendum Provisions | Appraisal; Investment property forms; Purchase agreements, addenda; | |
| sort-addenda | 269 | 269 | Property Inspection — Buyer's Request for Repairs | This form is used by a buyer's agent when their buyer after entering into a purchase agreement receives a home inspection report and discovers property defects, to prepare the buyer's request for the seller to correct the defects. | Addendum Provisions | Buyer's property inspection; Property inspection; Repairs, by seller; Request for Repair; RR; | 2016-11 |
| sort-addenda | 270 | 270 | Final Walk-Through Inspection — Final Condition-of-Property Confirmation | This form is used by a buyer's agent when the buyer conducts a final walk-through inspection at the time for closing escrow and observes that requested repairs have not been completed, to make a demand on the seller to complete the repairs. | Addendum Provisions | Buyer's property inspection; Property inspection; Repairs, by seller; | 2017-07 |
| sort-addenda | 271 | 271 | Interim Occupancy Agreement — Receipt for Rent and Security Deposit | This form is used by a buyer's agent when the buyer seeks occupancy of the property before closing escrow, to prepare a rental agreement for buyer occupancy with conditions protecting the seller if the buyer defaults. | Addendum Provisions | Buyer; 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-addenda | 272 | 272 | Holdover Occupancy Agreement | This form is used by a seller's agent when the seller seeks to temporarily remain in possession of the property after the sales escrow closes, to prepare a rental agreement for the seller's continued occupancy with conditions protecting the buyer if the seller defaults. | Addendum Provisions | Holdover by seller; Lease agreements; Occupancy; Possession; Purchase agreements, addenda; Rental agreements; Residential lease; Seller, prospective; | |
| sort-addenda | 273 | 273 | Broker Fee Addendum | This form is used by an agent when negotiating a purchase, lease, exchange or option and the form used for the transaction agreement does not contain a fee provision or the provision is inadequate, to document in an addendum the amount and time for payment of a broker fee. | Addendum Provisions | Broker fee; Commission agreements; Disclosures, by brokers; Listings; Purchase agreements, addenda; Commission Agreement; CA; | |
| sort-addenda | 274 | 274 | Short Sale Addendum — Loan Discount Approval | This form is used by an agent when negotiating the sale of property encumbered with mortgage balances in excess of the purchase price and the purchase agreement form used does not provide for lender approval of a discounted payoff, to prepare as an addendum a boilerplate short payoff further-approval contingency provision. | Addendum Provisions | Purchase agreements, addenda; Sale Contingency; | 2015-12 |
| sort-addenda | 275 | 275 | Leasing and Operating Addendum — Title Subject to Tenant Occupancies | This form is used by a buyer's agent when preparing a purchase agreement offer for a tenant-occupied income producing property, to provide for further-approval of lease agreements and due diligence issues or cancellation of the agreement. | Addendum Provisions | Purchase agreements, addenda; | |
| sort-addenda | 276 | 276 | Backup Offer Addendum — Cancellation of Prior Sale Contingency | This form is used by an agent when negotiating a purchase agreement offer for real estate presently the subject of one or more binding purchase agreements, to condition the buyer's acquisition of the property on the seller's cancellation of pre-existing purchase agreements. | Addendum Provisions | Backup offer; Purchase agreements, addenda; | |
| sort-addenda | 276-1 | 276-1 | Notice of Elimination of Backup Contingency — Commencement of Performance | This form is used by a seller's agent when a property is the subject of two or more binding purchase agreements and the agreement with priority has been cancelled, to notify the buyer on the backup agreement that the backup contingency has been eliminated and they are to perform | Addendum Provisions | Backup offer; | |
| sort-addenda | 277 | 277 | Preliminary Title Report Addendum — A Due Diligence Contingency | This form is used by a buyer's agent when negotiating a purchase agreement, to include a contingency provision giving the buyer the right to further approve title and zoning use restrictions or cancel the agreement. | Addendum Provisions | Investment property forms; Preliminary title report; Purchase agreements, addenda; | |
| sort-addenda | 278 | 278 | Court Confirmation Addendum to Purchase Agreement — A Contingency Provision | This form is used by an agent when negotiating a purchase agreement offer for real estate which requires court approval for conveyance, to condition the buyer's acquisition of the property on court confirmation. | Addendum Provisions | Purchase agreements, addenda; Probate Advisory (attached to PPA and PL); PAK; PAL; Probate Purchase Agreement and Joint Escrow Instructions; PPA; | |
| sort-addenda | 279 | 279 | Due Diligence Contingencies Addendum | This form is used by a buyer's agent when negotiating a purchase agreement offer for real estate, to include a further-approval contingency provision calling for the buyer's approval of their due diligence investigation of the property or cancel the agreement. | Addendum Provisions | Investment property forms; Purchase agreements, addenda; Verification of Property Condition; VP | |
| sort-addenda | 280 | 280 | Partial Release Addendum | This form is used by a buyer's agent or loan broker when negotiating the terms of a note secured by a trust deed on two or more parcels of real estate, to arrange the sequence and amount to be paid for the partial reconveyence of individual parcels. | Addendum Provisions | Investment property forms; Land and lots (unimproved); Partial release of lots; Purchase agreements, addenda; Subdivisions; Trust deed; | |
| sort-addenda | 281 | 281 | Agreement to Subordinate | This form is used by an agent when negotiating terms for the subordination of trust deed debt, to state the conditions under which the trust deed holder will subordinate their trust deed to a future debt and trust deed the owner will record. | Addendum Provisions | Investment property forms; Land and lots (unimproved); Purchase agreements — real estate; Purchase agreements, addenda; Subordination; Trust deed; | 2017-05 |
| sort-disclosures | 300 | 300 | Financial Disclosure Statement — For Entering into a Seller Carryback Note | This form is used by an agent when preparing an offer or counteroffer to buy, sell, exchange or option a one-to-four unit residential property with seller carryback financing on a grant deed conveyance, to prepare an addendum to disclose the terms and conditions of the carryback note and trust deed. | Transaction Disclosure Sheets | Carryback; Disclosures, financial; Financing disclosures; Purchase agreements, disclosures; Seller financing; | 2017-07 |
| sort-disclosures | 300-1 | 300-1 | Financial Disclosure Statement — For Entering into a Land Sales Contract | This disclosure form is used by an agent when preparing an offer or counteroffer to buy, sell, exchange or option a one-to-four unit residential property with the seller extending credit on a land sales contract, to prepare an addendum to disclose the terms and conditions of the land sales contract. | Transaction Disclosure Sheets | Disclosures, financial; Financing disclosures; Land sales contract; Seller financing; | 2017-07 |
| sort-disclosures | 300-2 | 300-2 | Financial Disclosure Statement — For Entering into a Lease-Option Sale | This disclosure form is used by an agent when preparing an offer or counteroffer to buy, sell, exchange or option a one-to-four unit residential property with the seller extending credit on a lease-option sales agreement, to prepare an addendum for disclosing the terms and conditions of the lease-option agreement. | Transaction Disclosure Sheets | Disclosures, financial; Financing disclosures; Lease option; Seller financing; | 2017-12 |
| sort-disclosures | 301 | 301 | Federal Residency Declarations — Foreign Investment in Real Property Tax Act (FIRPTA) — Internal Revenue Code §1445 | This form is used by the seller's agent and escrow when the sale of real estate requires the seller's status for income tax purposes as a citizen, resident alien or neither, to provide information for determining whether the seller is a nonresident alien and escrow withholds 10% of the sale price. | Transaction Disclosure Sheets | Buyer; 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; | 2017-12 |
| sort-disclosures | 302 | 302 | Credit Application — Individual | This form is used by a loan broker or carryback seller and their agent when arranging a mortgage loan or carryback note on a sale and needing a determination of the borrower's/buyer's creditworthiness, to authorize a credit reporting agency to complete a consumer report on the borrower/buyer. | Transaction Disclosure Sheets | Carryback; Credit application; Disclosures, financial; Disclosures, on rentals; Financial statement; Financing disclosures; Purchase agreements, disclosures; Seller financing; Application to Rent/Screening Fee; LRA; | 2017-07 |
| sort-disclosures | 303 | 303 | Foreclosure Cost Sheet — Cost and Net Proceeds on Foreclosure and Resale | This form is used by a seller's agent or mortgage loan broker when the transaction involves a carryback seller or lender secured by a junior trust deed, to advise them of the funding necessary to foreclose and the likely net proceeds of a foreclosure and resale of the encumbered property. | Transaction Disclosure Sheets | Carryback; Disclosures, by brokers; Financing disclosures; Listings; Purchase agreements, disclosures; Seller financing; | 2017-07 |
| sort-disclosures | 304 | 304 | Condition of Property Disclosure — Transfer Disclosure Statement (TDS) | This form is used by the seller and their agent when marketing a one-to-four unit residential property for sale in compliance with mandated disclosures on the physical and environmental condition of the property, to provide prospective buyers as soon as possible on the commencement of negotiations with property information including known or suspected property defects affecting value. | Transaction Disclosure Sheets | Agency 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-disclosures | 304-2 | 304-2 | Transfer Fee Disclosure Statement — On the Sale of One-to-Four Residential Units | This form is used by a seller and the seller's agent when marketing a one-to-four unit residential property for sale in a transaction which requires the payment of a transfer fee on closing, to disclose the nature and amount of the fee. | Transaction Disclosure Sheets | Marketing package; Purchase agreements, disclosures; Transfer disclosures; | |
| sort-disclosures | 305 | 305 | Agency Law Disclosure — Disclosure Regarding Real Estate Agency Relationships | This form is used by agents as an attachment when preparing for client signature any representation agreement, purchase/exchange/option agreement or counteroffer relating to any marketable interest in real estate, to inform consumers about agency relationships with brokers. [Calif. Civil Code §§2079 et seq.] | Transaction Disclosure Sheets | Agency disclosures; Disclosures, agency; Disclosures, by brokers; Purchase agreements, disclosures; Disclosure Regarding Real Estate Agency Relationships; AD; | 2024-09 |
| sort-ltpm | 305-1 | 305-1 | Agency Law Disclosure — Disclosure Regarding Real Estate Agency Relationships | This form is used by agents as an attachment when entering into a lease of residential or commercial property or an exclusive authorization to lease or locate property in which the intended lease period exceeds one year, to comply with agency disclosure law controlling the conduct of real estate licensees when in agency relationships. [Calif. Civil Code §§2079 et seq.] | Landlord and Tenant Forms | Agency disclosures; Disclosures, agency; Disclosures, by brokers; Disclosure Regarding Real Estate Agency Relationships; AD; | 2019-01 |
| sort-disclosures | 306 | 306 | Property Expense Profile | This form is used by an owner and their sales or leasing agent when preparing a marketing package for the sale of a one-to-four unit residential property or the lease of any type property and disclosing the property's operating costs, to prepare a worksheet to be handed to prospective buyers and tenants for their review of the monthly property operating costs and deposits they will likely incur on taking possession of the property. | Transaction Disclosure Sheets | Disclosures, property; Marketing package; Purchase agreements, disclosures; | 2022-02 |
| sort-disclosures | 307 | 307 | Ordinance Compliance — Local Option Disclosure | This form is used by a seller's agent when preparing a marketing package for the sale, lease, exchange or option of a one-to-four unit residential property, to disclose the property's compliance with city or county ordinances in an addendum handed to prospective buyers and tenants. | Transaction Disclosure Sheets | City ordinance compliance - Occupancy/Retrofitting; Condition of property; Disclosures, property; Purchase agreements, disclosures; Transfer disclosures; | 2011-03 |
| sort-disclosures | 308 | 308 | Unique Factors and Conditions Affecting Property | This form is used by a seller agent for inclusion in a marketing package for the sale, exchange, lease or option of a one-to-four unit residential property, or as an addendum to a counteroffer, to disclose the existence of unique factors or conditions which may adversely affect the value or use of the property. | Transaction Disclosure Sheets | Notices; Notice Addendum (Airport, Farmland, San Francisco Bay or Mining Operations); SSD; | 2024-12 |
| sort-disclosures | 309 | 309 | Homeowners' Association (HOA) Addendum | This form is used by a seller broker when preparing a counteroffer to an offer a buyer submitted and the buyer has not received all HOA documents, to provide as an addendum a checklist of HOA items the buyer has received in the marketing package or will receive and review for further approval or cancellation of the transaction. | Transaction Disclosure Sheets | Homeowners' association (HOA); Purchase agreements, addenda; | |
| sort-disclosures | 310 | 310 | Seller’s Net Sales Proceeds – Cost Estimate for Sale of Property | This form is used by a seller's agent when preparing a listing agreement, receiving a purchase offer or writing up a counteroffer and disclosing the financial consequences the seller can anticipate, to prepare a worksheet and review it with the seller estimating the amount of net proceeds the seller is likely to receive on a sale at the stated price. | Transaction Disclosure Sheets | Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; Seller, prospective; Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; | 2024-11 |
| sort-disclosures | 311 | 311 | Buyer’s Acquisition Costs – Cost Estimate for Acquisition of Property | This form is used by a buyer agent when reviewing with their client-buyer the property pricing in a representation agreement, purchase agreement offer or counteroffer, to prepare an estimate of acquisition costs and the source of funds to close the transaction. | Transaction Disclosure Sheets | Buyer; Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; | 2024-12 |
| sort-disclosures | 312 | 312 | Mortgage Shopping Worksheet | This form is used by a transaction agent and their buyer when a mortgage application is submitted to two or more lenders, to compare mortgage rates and origination costs offered by different lenders competing to make the same type of mortgage. | Transaction Disclosure Sheets | Good faith estimate; Mortgage comparison; loan brokerage; | 2017-05 |
| sort-disclosures | 313 | 313 | Lead-Based Paint Disclosure — On Sale of Real Estate | This form is used by an owner's agent when selling or leasing a residential unit built before 1978 and complying with lead-based paint disclosure laws, to notify the buyer or tenant whether lead-based paint or lead-based paint hazards are known to the owner to be present on the property and give the buyer and tenant an opportunity to conduct a risk assessment or inspection of the property. | Transaction Disclosure Sheets | Disclosures, 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; | 2018-04 |
| sort-disclosures | 314 | 314 | Natural Hazard Disclosure Statement | This form is used by a seller, seller's agent and third-party contractor when a report on the natural hazards affecting a property is prepared for inclusion in a property marketing package, to disclose natural hazards of a property to prospective buyers for their review on commencement of negotiations as mandated. | Transaction Disclosure Sheets | Disclosures, property; Earthquake hazards disclosure; Flood plain disclosure; Marketing package; Natural hazards; Ordnance disclosure; Purchase agreements, disclosures; NHD; | 2019-01 |
| sort-disclosures | 315 | 315 | Residential Earthquake Hazards Report | This form is used by a seller or seller's agent when selling a one-to-four unit residential property built before 1960 and preparing a marketing package in compliance with earthquake hazard disclosure mandates, to prepare and hand to prospective buyers for their review, together with a copy of the "Homeowner's Guide to Earthquake Safety," identifying any potential earthquake weaknesses the property may have. | Transaction Disclosure Sheets | Disclosures, property; Earthquake hazards disclosure; Marketing package; Natural hazards; Purchase agreements, disclosures; Seismic activity; | |
| sort-disclosures | 315-1 | 315-1 | Commercial Property Earthquake Disclosure Report | This form is used by a seller or the seller's agent when selling a commercial property and preparing a marketing package in compliance with earthquake hazard disclosure mandates, to prepare and hand to prospective buyers for their review, together with a copy of "The Commercial Property Owner's Guide to Earthquake Safety," identifying any potential earthquake weaknesses the property may have. | Transaction Disclosure Sheets | Commercial property; Seismic activity; | |
| sort-disclosures | 316 | 316 | Buyer Receipt of Hazards Booklet(s) | This form is used by a buyer's agent when preparing a purchase agreement offer in compliance with hazard disclosures, to document the buyer's concurrent receipt of government hazard booklets before an offer is made. | Transaction Disclosure Sheets | Disclosures, property; Earthquake hazards disclosure; Environmental hazards, buyer's receipt of; Hazards, environmental; Natural hazards; Purchase agreements, disclosures; Receipt for Reports; RFA; | |
| sort-disclosures | 316-1 | 316-1 | Hazards Disclosure Booklets | This booklet is available to buyers' agents when preparing a purchase agreement offer for a residential dwelling, to hand to their buyer in compliance with the mandated disclosure of information on environmental hazards. | Transaction Disclosure Sheets | Seismic activity; Receipt for Reports; RFA; | 2019-02 |
| sort-disclosures | 316-2 | 316-2 | Commercial Property Owner's Guide to Earthquake Safety | This booklet is available to buyers' agents when preparing a purchase agreement offer for a commercial property to hand to their buyer in compliance with the mandated disclosure of earthquake safety information. | Transaction Disclosure Sheets | Commercial property; Seismic activity; Receipt for Reports; RFA; Radon Gas and Mold Notice and Release Agreement; RGM; | |
| sort-disclosures | 317 | 317 | Notice of Your Supplemental Property Tax Bill — Addendum (Calif. Civil Code §1102.6c) | This form is used by a buyer's agent when preparing a purchase agreement offer to acquire property that will be reassessed, to disclose to the buyer their responsibility after acquiring a property to pay supplemental property tax bills separately from any mortgage impound account they may have established. | Transaction Disclosure Sheets | Purchase agreements, disclosures; Supplemental tax bill, notice of; | |
| sort-disclosures | 318 | 318 | Comparative Market Analysis for Setting Values — Addendum | This form is used by a property owner, their agent or a buyer's agent when estimating a property's market value based on prices recently paid for comparable properties, to enter on a worksheet their observations on a visual inspection of the comparable properties noting distinguishable features from the owner's property and making dollar adjustments for their greater or lesser value than the property held out for sale. | Transaction Disclosure Sheets | Appraisal; Comparative market analysis; Investment property forms; | |
| sort-disclosures | 318-1 | 318-1 | Comparative Market Analysis to Set Rent — Single Family Residence (Calif. Civil Code §1102.6c) | This form is used by a property owner, their agent or a buyer's agent when estimating a property's gross monthly rental value based on rents currently paid for comparable properties, to enter on a worksheet distinguishable features of the comparable properties from the owner's property and making dollar adjustment for their greater or lesser rental value than the property held out for rent. | Transaction Disclosure Sheets | Comparative market analysis; Investment property forms; Listings; | |
| sort-disclosures | 319 | 319 | Disclosure of Sexual Predator Database — Addendum | This form is used by a buyer's agent when preparing an offer to acquire or lease a residential property on a form which does not contain this disclosure, to disclose to the buyer the existence of the registered sex offender database maintained by the Department of Justice. | Transaction Disclosure Sheets | Purchase agreements, disclosures; | |
| sort-disclosures | 320 | 320 | Borrower's Mortgage Worksheet — For Fixed-Rate Mortgages (FRMs) | This form is used by a buyer, owner or their agent when locating the most advantageous fixed rate mortgage (FRM) financing available for funding the purchase or refinance of a property, to provide a checklist for conducting an interview with mortgage lenders and noting for comparison the terms they offer for an FRM. | Transaction Disclosure Sheets | Disclosures, financial; Financing disclosures; Loans; Mortgage loan brokerage, disclosures to borrower; Purchase agreements, disclosures; | |
| sort-disclosures | 320-1 | 320-1 | Adjustable Rate Mortgage (ARM) Disclosure Worksheet | This form is used by a buyer, owner or their agent when locating the most advantageous adjustable rate mortgage (ARM) financing available for funding the purchase or refinance of a property, to provide a checklist for conducting an interview with mortgage lenders and noting for comparison the terms they offer on an ARM. | Transaction Disclosure Sheets | Adjustable rate mortgage (ARM); Disclosures, financial; | 2016-04 |
| sort-disclosures | 320-2 | 320-2 | Open House Agent Interview Sheet | This form is used by a buyer or a buyer's agent when attending an open house, to provide a checklist for conducting an interview with the seller's agent and gathering information about conditions of the property, its financing, the seller and the surrounding area. | Transaction Disclosure Sheets | Buyer; Open House; Survey; | |
| sort-disclosures | 320-3 | 320-3 | Agent Survey Sheet for Nonresidential Property — Tenant or Buyer-Occupant | This form is used by an agent when representing a prospective buyer or tenant of commercial property, to provide a checklist for gathering preliminary information on the suitability of a property for acquisition or leasing. | Transaction Disclosure Sheets | Buyer; Commercial property; Survey; | |
| sort-disclosures | 320-4 | 320-4 | Buy-Versus-Rent After-Tax Analysis | This form is used by a buyer's agent when counseling a potential homebuyer who currently rents their residence, to present an estimate of the income tax reduction and equity buildup likely to be experienced from homeownership. | Transaction Disclosure Sheets | Comparative analysis; ownership costs; rental costs; marketing package; | 2015-10 |
| sort-disclosures | 321 | 321 | Seller's Neighborhood Security Disclosure — Addendum | This form is used by an owner's agent when preparing a marketing package which includes information addressing security on or about a property they have listed for sale or lease, or on demand from a prospective buyer/tenant or their agent, to prepare a disclosure for delivery to prospective buyers of facts known or readily available about security conditions on or in the area of the property. | Transaction Disclosure Sheets | Criminal activity; Disclosures, property; Investment property forms; Marketing package; Purchase agreements, disclosures; | 2016-09 |
| sort-disclosures | 322 | 322 | Solar Shade Control Notice (Calif. Public Resources Code §25982.1) | This form is used by an owner when installing a solar collector on their property, to notify all potentially affected neighboring property owners that their trees or shrubs may not grow to cast a shadow greater than 10 percent of a solar collector absorption area. | Transaction Disclosure Sheets | Notices; Solar shade control; | |
| sort-disclosures | 323 | 323 | Notice of Intent to Alter Shared Boundary Fence (Calif. Civil Code §841(b)(2)) | This form is used by a property owner when more than one owner is responsible for a boundary fence, to provide affected neighboring property owners a 30-day written notice of the owner's intent to construct, replace or maintain the fence. | Transaction Disclosure Sheets | Notices; | |
| sort-disclosures | 324 | 324 | Service and Maintenance Providers — Contractor Disclosure | This form is used by a seller's agent when preparing a marketing package which will include information about the service and maintenance providers on a property listed for sale, to disclose to prospective buyers on commencement of negotiations the identification of service and maintenance contractors presently used by the seller. | Transaction Disclosure Sheets | Disclosures, property; Investment property forms; Marketing package; Purchase agreements, disclosures; Service contracts; | 2011-03 |
| sort-disclosures | 339 | 339 | Tracking the Loan Origination Process — Addendum | This form is used by a transaction agent when a mortgage applied for by their buyer or owner is being processed by the lender, to employ as a checklist for diligently policing and reporting the progress of mortgage origination activities to the client. | Transaction Disclosure Sheets | Purchase agreements, disclosures; | 2017-05 |
| sort-inv | 350 | 350 | Client Profile — Confidential Personal Data Sheet | This form is used by an agent when collecting information about a prospective real estate investor's personal traits, family obligations, longevity in the community, civic involvement, personal accomplishments and composition of accumulated wealth, to determine the individual's investment needs and how best to achieve them. | Investment Property Worksheets/Forms | Client profile; Investment property forms; Syndication - real estate; Syndication - trust deed loans; | |
| sort-inv | 351 | 351 | Individual Tax Analysis (INTAX) | This form is used by an agent when negotiating a sale or partial §1031 transaction for a client, to prepare an estimate for review and provide advice on any income tax liability generated by the proposed transaction. | Investment Property Worksheets/Forms | Client profile; Income property; Investment property forms; | 2021-04 |
| sort-inv | 352 | 352 | Annual Property Operating Data Sheet (APOD) | This form is used by an agent when preparing a marketing package for an income property they listed for sale or conducting a due diligence investigation of the property for a buyer, to gather rent and expense data for calculating the property's net operating income (NOI) and estimating its annual reportable income or loss. | Investment Property Worksheets/Forms | Income property; Investment property forms; Marketing package; Operating expenses; Purchase agreements, disclosures; | |
| sort-inv | 352-1 | 352-1 | Rental Income Rent Roll | This form is used by an agent when preparing a marketing package for an income property they listed for sale or conducting a due diligence investigation for a buyer, to disclose detailed rent roll information to prospective buyers. | Investment Property Worksheets/Forms | Income property; Investment property forms; Marketing package; Purchase agreements, disclosures; Rent rolls; | |
| sort-inv | 353 | 353 | Comparative Analysis Projection (CAP) | This form is used by an agent when representing a buyer or owner of income property, to illustrate on a spreadsheet the effects of different loan amounts, tax benefits and rate of return over years, or make a spreadsheet comparison between the property for sale and other available properties. | Investment Property Worksheets/Forms | Investment property forms; | |
| sort-inv | 354 | 354 | §1031 Profit and Basis Recap Sheet | This form is used by a seller's agent when analyzing the basis and reportable profit on the sale of a listed property in a proposed §1031 reinvestment plan, to determine on a worksheet the tax consequences of the §1031 transaction for review with the client. | Investment Property Worksheets/Forms | Exchange, §1031; Investment property forms; | 2016-05 |
| sort-inv | 355 | 355 | §1031 Basis Allocation Worksheet — Replacement Property Depreciation Analysis (Supplement to §1031 Recapitulation Worksheet Form #354) | This form is used by an agent when analyzing the allocation of basis on acquisition of multiple properties in a proposed §1031 reinvestment plan, to determine the annual depreciation deduction available on each replacement property acquired and calculate the client's after-tax return. | Investment Property Worksheets/Forms | Exchange, §1031; Investment property forms; | |
| sort-inv | 365 | 365 | Estimated Profit on Resale — Property Acquired for Immediate Disposition | This form is used by an agent, speculator or syndicator when reviewing a property for acquisition and immediate disposition by resale, to estimate all costs and expenses of acquisition, ownership and resale for calculating the anticipated net profit. | Investment Property Worksheets/Forms | Investment property forms; | |
| sort-inv | 370 | 370 | Supplemental Assignment Instructions — Assignment of Purchase Rights to LLC | This form is used by an agent or syndicator when representing a buyer or acting as the buyer in the purchase of investment property, to assign their rights to buy the property to a limited liability company (LLC). | Investment Property Worksheets/Forms | Investment property forms; Syndication - real estate; | |
| sort-inv | 371 | 371 | Investment Circular — LLC | This form is used by a syndicator when soliciting cash investors to form a group structured as an limited liability company (LLC) for the acquisition of a specific income property, to present their objectives, policies and property disclosures for review and consideration by potential investors. | Investment Property Worksheets/Forms | Investment circular; Investment property forms; Investment circular; | |
| sort-inv | 371-1 | 371-1 | Investment Circular — LLC; Editable | This form is used by a syndicator when soliciting cash investors to form a group structured as an limited liability company (LLC) for the acquisition of a specific income property, to prepare an edited version tailored to the syndicator's particular needs stating their objectives, policies and property disclosures for review and consideration by potential investors. | Investment Property Worksheets/Forms | Investment circular; | |
| sort-inv | 372 | 372 | Operating Agreement — LLC | This form is used by a syndicator when forming a limited liability company (LLC) for a group investment in income producing property, to set the LLC operating terms and the rights and duties of its members. | Investment Property Worksheets/Forms | Investment property forms; Limited liability company (LLC); Syndication - real estate; Syndication - trust deed loans; | |
| sort-inv | 372-1 | 372-1 | Operating Agreement; Editable — LLC | This form is used by a syndicator when forming a limited liability company (LLC) for a group investment in income producing property, to prepare an edited version tailored to the syndicator's particular needs for the LLC operating terms and the rights and duties of its members. | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; Syndication - trust deed loans; | |
| sort-inv | 372-2 | 372-2 | LLC Operating Agreement — Equity Purchase Transaction | This form is used by a syndicator when forming a limited liability company (LLC) for a group investment for the purpose of acquiring property in foreclosure, at a foreclosure sale or as lender REO inventory, to establish the LLC operating terms and the rights and duties of its members. | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 372-3 | 372-3 | LLC Operating Agreement — Self-Directed IRA | This form is used by an investor or their agent when forming a limited liability company (LLC) solely for the purpose of funding it to purchase real estate as a self-directed IRA (SDIRA) owned by the investor, to establish the LLC operating terms and the rights and duties of the investor and the SDIRA acceptable to an IRA administrator. | Investment Property Worksheets/Forms | Investment property forms; Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 372-4 | 372-4 | LLC Operating Agreement — Self-Directed IRA; Editable | This form is used by an investor or their agent when forming a limited liability company (LLC) solely for the purpose of funding it to purchase real estate as a self-directed IRA (SDIRA) owned by the investor, to prepare an edited version tailored to the IRA investor's particular needs for the LLC operating terms and the rights and duties of the investor and the SDIRA acceptable to the IRA administrator. | Investment Property Worksheets/Forms | Investment property forms; Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 372-5 | 372-5 | LLC Operating Agreement — Single Member | This form is used by a syndicator when forming a single manager/member limited liability company (LLC) for an investment in income producing property, to set the LLC operating terms and the rights and duties of the manager/member. | Investment Property Worksheets/Forms | Investment property forms; Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 373 | 373 | Subscription and Agreement to Invest | This form is used by a syndicator or their agent when soliciting and subscribing a cash investor for funding a limited liability company (LLC), to confirm their approval of the investment circular, acceptance of the LLC operating agreement, acknowledgement of their membership and the syndicator's receipt of their contribution. | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 373-1 | 373-1 | Subscription and Agreement to Invest; Editable | This form is used by a syndicator or their agent when soliciting and subscribing a cash investor for funding a limited liability company (LLC), to tailor the wording for confirmation of their approval of the investment circular, acceptance of LLC operating agreement, acknowledgement of their membership and the syndicator's receipt of their contribution. | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 374 | 374 | Amendment to Operating Agreement — Of Limited Liability Company | This form is used by members of a limited liability company (LLC) when modifying an LLC operating agreement, to replace a manager, add a member or document the contribution of additional capital from its members. | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | 2016-05 |
| sort-inv | 375 | 375 | Assignment of Interest — In Limited Liability Company | This form is used by members of a limited liability company (LLC) when assigning their membership interest on terminating their ownership interest in an LLC, to document the assignment and authorize the LLC manager to reflect the assignment on the books of the LLC. | Investment Property Worksheets/Forms | Investment property forms; Limited liability company (LLC); Syndication - real estate; | 2016-05 |
| sort-inv | 376 | 376 | Buyer's Syndication Addendum — Equity Financing Contingency | This form is used by a syndicator when entering into an agreement to purchase investment property conditioned on the syndicator's soliciting and obtaining investors to fund the acquisition, to include as an addendum a contingency provision for equity funding or cancellation of the transaction. | Investment Property Worksheets/Forms | Investment property forms; Purchase agreements, addenda; Syndication - real estate; | |
| sort-inv | 378 | 378 | Protective Refund Claim — For LLC Gross Receipts Tax | This form is used by a managing member of a limited liability company (LLC) when requesting a refund of taxes which have been declared unconstitutional to identify the LLC's gross receipts for the contested years and provide a total claim. | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-escrow | 401 | 401 | Escrow Instructions — Buyer and Seller Instructions | This form is used by an agent or an escrow officer when preparing a purchase agreement (as an attachment) or preparing instructions to open a purchase escrow, to instruct escrow to prepare documents and gather instruments necessary for the buyer and seller to perform under their purchase agreement. | Sale and Loan Escrow Forms | Escrow; Option to buy/purchase; Purchase agreements — real estate; Tax, withholding declaration; Withholding; Common Interest Subdivision Supplemental Escrow Instructions; NCEI; | 2017-07 |
| sort-escrow | 401-1 | 401-1 | Title Insurance Advisory Notice — (Calif. Civil Code §1057.6) | This form is used by an escrow officer as an addendum to instructions when the buyer will not be issued a policy of title insurance on taking title, to provide notice that a new policy of title insurance is recommended as indemnity for the interest acquired in the property. | Sale and Loan Escrow Forms | Escrow; Title Insurance; | |
| sort-escrow | 401-2 | 401-2 | Assignment of Purchase Rights — Supplemental Escrow Instructions | This form is used by an agent or escrow officer when preparing instructions for an assignment of a buyer's purchase rights to a substitute buyer, to document the assignment and obligate the substitute buyer to perform under the escrow instructions. | Sale and Loan Escrow Forms | Assignment; Escrow; | |
| sort-escrow | 401-3 | 401-3 | Loan Escrow Instructions — Borrower and Lender Instructions | This form is used by a mortgage loan broker or escrow officer when preparing instructions to open a loan escrow, to instruct escrow to prepare documents and gather instruments necessary for the borrower and lender to fully perform. | Sale and Loan Escrow Forms | Escrow; | |
| sort-escrow | 401-4 | 401-4 | Statement of Information — For General Index Search | This form is used by an agent or escrow officer when an escrow is opened which requires a policy of title insurance, to obtain information from the parties for a title company general index search and prepare a preliminary title report and policy of title insurance for the escrowed transaction. | Sale and Loan Escrow Forms | Escrow; Statement of Information; | |
| sort-purchase | 401-5 | 401-5 | Cancellation of Escrow — Distribution of Funds in Escrow | This form is used by an agent or escrow officer when a transaction fails to close and either the buyer or seller wants their rights in the underlying purchase agreement preserved, to provide instructions to escrow for the distribution of all escrowed funds. | Sale and Loan Escrow Forms | Cancellation of Contract; Disbursement of Funds; CC; | 2015-09 |
| sort-purchase | 401-6 | 401-6 | Itemization of Money Losses — Seller's Demand on a Buyer's Breach | This form is used by a seller or seller's agent when a real estate transaction does not close as a result of a buyer's breach and the seller has incurred unrecoverable money losses, to make a demand on and provide the buyer with an itemization of the seller's out-of-pocket losses. | Sale and Loan Escrow Forms | Cancellation of Contract; Disbursement of Funds; CC; | 2016-05 |
| sort-escrow | 401-7 | 401-7 | Addendum — Escrow Instructions | This form is used by an agent or escrow officer when preparing escrow instructions and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the escrow instructions as an addendum. | Sale and Loan Escrow Forms | Addenda; Addendum; ADM; Escrow | 2016-06 |
| sort-escrow | 402 | 402 | Closing Disclosure | This form is used by an escrow officer when preparing a closing statement for an escrowed purchase transaction, to provide the buyer, seller and any new mortgage lender with an accounting of the actual costs incurred in the transaction. | Sale and Loan Escrow Forms | Closing 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-escrow | 402-1 | 402-1 | Loan Escrow Settlement Statement — RESPA — Refinance or Equity Loan (HUD-1A) | This form is used by a mortgage loan broker or escrow officer when preparing a closing statement for the escrow of a refinance or equity loan origination, to provide the borrower with an accounting of all the costs incurred in the loan transaction. | Sale and Loan Escrow Forms | Escrow; Department of Housing and Ubran Dwevelopment (HUD); HUD; Settlement Statement; | |
| sort-escrow | 403 | 403 | Sales Escrow Worksheet — For Use on Seller-Occupied SFR Properties | This form is used by an agent as a worksheet when preparing to dictate instructions for opening a sales escrow, to organize and collect supporting documents the escrow officer will need to efficiently prepare escrow instructions, clear conditions and close escrow. | Sale and Loan Escrow Forms | Escrow; | 2017-07 |
| sort-escrow | 404 | 404 | Grant Deed | This form is used by agents, escrow officers and owners when any or all of a fee simple interest in real estate other than a leasehold is transferred, to identify the parties to the transfer, describe the property transferred and record the transfer with the county. | Sale and Loan Escrow Forms | Deeds; | 2016-05 |
| sort-escrow | 405 | 405 | Quitclaim Deed | This form is used by an agent, escrow officer, owner or title company when a person relinquishes any interest they may hold in title to real estate, to identify the parties to the transfer, describe the property involved and record the transfer with the county. | Sale and Loan Escrow Forms | Deeds; | 2016-05 |
| sort-escrow | 406 | 406 | Deed-in-Lieu of Foreclosure | This form is used by a mortgage holder when the owner of a mortgaged property defaults and faces loss of the property by foreclosure, to transfer ownership of the property to the lender in exchange for the lender cancelling the trust deed note. | Sale and Loan Escrow Forms | Cancellation; Deeds; Land sales contract; Lease option; | 2017-05 |
| sort-escrow | 407 | 407 | Acknowledgment By Notary Public — Notary Consumer Disclosure | This form is used by a notary public when notarizing a document in compliance with the Notary Consumer Disclosure, to declare they verified the identity of the individual who acknowledges signing the document it is attached to. | Sale and Loan Escrow Forms | Acknowledgement; Notary; | |
| sort-escrow | 408 | 408 | Bill of Sale | This form is used by a seller when transferring ownership of personal property sold, to identify the buyer, describe the personal property transferred and transfer ownership. | Sale and Loan Escrow Forms | Bill of sale; | |
| sort-escrow | 409 | 409 | Release of Recorded Instrument | This form is used by a judgment creditor when a recorded abstract of judgment has attached as a lien on ownership of real estate, to release from title the judgment creditor's lien on partial or full satisfaction of the judgment and record the release with the county. | Sale and Loan Escrow Forms | Judgments; Release of lien; | 2016-05 |
| sort-escrow | 410 | 410 | Further Encumbrance Consent | This form is used by a prospective junior lender or carryback seller when the real estate is encumbered by an existing first mortgage containing a due-on clause, to obtain consent from the lender holding the mortgage to further encumber the property with a second mortgage. | Sale and Loan Escrow Forms | Carryback; Due-on-consent; Financing disclosures; Loans; Mortgage loan brokerage, administrative; Seller financing; | 2016-05 |
| sort-purchase | 411 | 411 | Revocable Transfer on Death (TOD) Deed — (California Probate Code §5642) | This form is used by a residential property owner when establishing a beneficiary to take title to the property upon their death, to record the identity of the beneficiary, describe the residential property transferred and record the transfer on death (TOD) deed with the county. | Sale and Loan Escrow Forms | Transfer on Death (TOD); inherit; | 2022-05 |
| sort-purchase | 411-1 | 411-1 | Revocation of Revocable Transfer on Death (TOD) Deed — (California Probate Code §5600) | This form is used by a residential property owner when they have recorded a revocable transfer of death (TOD) deed designating a beneficiary who will take title to the property on their death, to revoke the transfer on death (TOD) deed. | Sale and Loan Escrow Forms | Transfer on Death (TOD); inherit; | 2016-05 |
| sort-escrow | 412 | 412 | Request for Notice of Default and Notice of Delinquency — By Junior Trust Deed Beneficiary | This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder to send the junior lienholder a copy of any notice of default (NOD) the senior lienholder may record and a notice of delinquency (NODq) on a default in payments owed the senior lienholder. | Sale and Loan Escrow Forms | Mortgage loan brokerage, administrative; | 2016-05 |
| sort-escrow | 412-1 | 412-1 | Request for Notice of Default — By Junior Trust Deed Beneficiary | This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder send the junior mortgage holder a copy of any notice of default (NOD) the senior lienholder may record to start foreclosure. | Sale and Loan Escrow Forms | Mortgage loan brokerage, administrative; | |
| sort-escrow | 412-2 | 412-2 | Request for Notice of Delinquency — By Junior Trust Deed Beneficiary | This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder send the junior lienholder a notice of delinquency (NODq) on a default in payments owed the senior lienholder. | Sale and Loan Escrow Forms | Mortgage loan brokerage, administrative; | |
| sort-escrow | 414 | 414 | Trustor's Offset Statement | This form is used by a buyer of a trust deed note or a trust deed broker when conducting a due diligence investigation into a note, to confirm the terms of the note and trust deed with the owner of the property encumbered by the trust deed. | Sale and Loan Escrow Forms | Disclosures, financial; Loans; Mortgage loan brokerage, trust deed sales/hypothecation; Offset statements; | |
| sort-escrow | 415 | 415 | Beneficiary Statement | This form is used by an escrow officer when, on behalf of an authorized person, escrow requests information from the holder of a mortgage on a property in a sale or loan escrow, to confirm the terms and conditions of the debt owed on the mortgage. | Sale and Loan Escrow Forms | Assumption agreements; Beneficiary statement; Disclosures, financial; Lender, real estate secured; Loans; | 2017-05 |
| sort-escrow | 418-1 | 418-1 | Late Payment Provisions — Addendum to Promissory Note | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include a late payment provision in the promissory note. | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 418-2 | 418-2 | Prepayment of Principal Provisions — Penalties and Discounts | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include prepayment provisions in the promissory note. | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 418-3 | 418-3 | Final/Balloon Due Date Provisions | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include final/balloon payment provisions in the promissory note | Sale and Loan Escrow Forms | Balloon Payment; Notes; | 2016-05 |
| sort-escrow | 418-4 | 418-4 | Right of First Refusal to Buy Note | This form is used by an agent of a property owner or buyer, or an escrow officer when originating a mortgage with a lender or carryback seller, to grant the owner/buyer a right of first refusal to purchase the note and trust deed. | Sale and Loan Escrow Forms | Notes; Right of first refusal; | 2016-05 |
| sort-escrow | 418-5 | 418-5 | Note Enforcement Provisions | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include a guarantee, exculpatory or governing law provision in the promissory note. | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 419 | 419 | Notice of Balloon Payment Due | This form is used by the holder of a mortgage or their servicing agent when the mortgage note has a due date, to notify the owner making payments of the final/balloon payment date at least 90 but not more than 150 days before the payoff is due. | Sale and Loan Escrow Forms | Balloon Payment; | 2017-05 |
| sort-escrow | 420 | 420 | Note Secured by Deed of Trust — Installment — Interest Included | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed by the borrower or buyer on terms calling for installment payments of principal and interest. | Sale and Loan Escrow Forms | Notes; | 2017-07 |
| sort-escrow | 421 | 421 | All-Inclusive Promissory Note Secured by Deed of Trust — Installment — Interest Included | This form is used by a transaction agent or escrow officer when a seller carries back a note which includes the principal remaining on an existing mortgage, to evidence the debt owed the seller on terms calling for installment payments of principal and interest with the carryback seller remaining responsible for payments on the existing mortgage. [See RPI Form 442 and 443] | Sale and Loan Escrow Forms | All-Inclusive trust deed (AITD) and note; Notes; Trust deed, All-Inclusive (AITD); | 2017-07 |
| sort-escrow | 422 | 422 | Note Secured by Deed of Trust — Installment Note — Interest Extra | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed on terms calling for installment payments consisting of a fixed principal amount together with accrued interest. | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 423 | 423 | Note Secured by Deed of Trust — Straight Note | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed on terms calling for the entire amount of principal to be paid in a single lump sum together with accrued unpaid interest on a due date. | Sale and Loan Escrow Forms | Notes; | 2016-05 |
| sort-escrow | 424 | 424 | Promissory Note — Unsecured | This form is used by a loan broker or escrow officer when originating an unsecured loan or seller extension of credit to a buyer without a trust deed lien on real estate, to evidence the debt owed and the terms for payment. | Sale and Loan Escrow Forms | Deposit note; Notes; Promissory note; | 2017-05 |
| sort-escrow | 425 | 425 | Modification of the Promissory Note | This form is used by a holder of a mortgage, their servicing agent or broker when a modification of the debt has been negotiated, to evidence the modification of the original note and state the change in terms of the note. | Sale and Loan Escrow Forms | Modification agreement; Notes; Notes, modification of; | 2017-07 |
| sort-escrow | 426 | 426 | Agreement to Modify a Promissory Note | This form is used by a mortgage lender, their servicing agent or a broker when arranging the modification of the mortgage note, to set forth the terms sought in the modification effort. | Sale and Loan Escrow Forms | Modification agreement; Notes; Notes, modification of; | 2017-07 |
| sort-escrow | 430 | 430 | Shared Appreciation Note — Installment — Contingent Interest Extra | This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed on terms calling for installment payments of principal and interest plus additional contingent interest set as a percentage of the net equity increase in the value of the secured property. | Sale and Loan Escrow Forms | Notes; | 2017-07 |
| sort-escrow | 431 | 431 | Assumption Agreement — Unsecured and Subrogated | This form is used by a seller's agent or escrow officer when the sale of a property calls for the transfer of title with the buyer taking over an existing mortgage, to document the buyer's unsecured promise to the seller to fully perform all terms of the mortgage. | Sale and Loan Escrow Forms | Assumption agreements; Loans; | 2017-05 |
| sort-escrow | 432 | 432 | Assumption Agreement — Secured | This form is used by a seller's agent or escrow officer when the sale of a property calls for the transfer of title with the buyer taking over an existing mortgage, to document the buyer's promise to the seller to fully perform on the mortgage and provide security for the buyer's performance by a trust deed lien on the property sold. | Sale and Loan Escrow Forms | Assumption agreements; Loans; | |
| sort-escrow | 433 | 433 | Adjustable Rate Note Secured by Deed of Trust | This form is used by a seller's agent or escrow officer when originating an adjustable rate mortgage (ARM) with a lender or carryback seller secured by other than a one-to-four unit residential property, to evidence the adjustable rate debt owed on terms calling for payment of interest and principal installments adjusted periodically based on a yield margin and movement in a rate index. | Sale and Loan Escrow Forms | Adjustable rate mortgage (ARM); Notes; | 2017-05 |
| sort-escrow | 435 | 435 | Assignment and Assumption of Service Contracts — On Transfer of Property | This form is used by a seller's agent or escrow officer when on the sale of a property the seller assigns contracts to a buyer for services rendered by others on the property, to document the assignment and delegate to the buyer the seller's rights and obligations under the service contracts assigned. | Sale and Loan Escrow Forms | Assumption agreements; Investment property forms; Service contracts; | |
| sort-escrow | 436 | 436 | Security Agreement — For Note Secured by Personal Property | This form is used by a seller's agent or escrow officer when on a carryback sale the price includes the transfer of personal property which together with the property sold will be security for the carryback note, to grant the seller a security interest in the personal property. | Sale and Loan Escrow Forms | Hypothecation; Mortgage loan brokerage, trust deed sales/hypothecation; Personal property; Security agreements; | 2017-05 |
| sort-escrow | 436-1 | 436-1 | UCC-1 Financing Statement | This form is used by a seller's agent or escrow officer when on a carryback sale the price includes the transfer of personal property which will be additional security for the carryback note, to document the creation of the security interest and file it with the state to perfect the seller's security interest in the personal property. | Sale and Loan Escrow Forms | Financial statement; | 2016-04 |
| sort-escrow | 436-2 | 436-2 | UCC-1 Financing Statement Addendum | This form is used by a seller of personal property when they have a security interest in personal property under a UCC-1 Financing Statement filed with the state and need to amend it due to an assignment, termination, continuation, or other activity to document the changes or add information to the UCC-1 and file it with the state to further perfect their interests. | Sale and Loan Escrow Forms | Financial statement; | |
| sort-escrow | 436-3 | 436-3 | Information Request (UCC-11) | This form is used by an escrow officer or an agent when on the sale or financing of real estate a search is needed for any debts secured by personal property located on the real estate, to obtain UCC records of financial statements filed with the secretary of state before closing the transaction. | Sale and Loan Escrow Forms | Financial statement; | |
| sort-escrow | 437 | 437 | Security Pledge and Assignment Agreement — Collateral Assignment | This form is used by a loan broker, seller's agent or escrow officer when a mortgage is originated with a lender or carryback seller or modified and personal property is collaterally assigned as additional security, to document the pledge and identify the additional security. | Sale and Loan Escrow Forms | Hypothecation; Mortgage loan brokerage, trust deed sales/hypothecation; Personal property; Security agreements; | |
| sort-escrow | 438 | 438 | Collateral Note and Security Agreement — Installments, Interest Included | This form is used by a loan broker or escrow officer when a lender originates a fixed rate installment loan, interest included, secured by an existing trust deed note held by the borrower, to evidence the debt originated with terms for repayment and the collateral assignment of the existing note and trust deed as security. | Sale and Loan Escrow Forms | Hypothecation; Mortgage loan brokerage, trust deed sales/hypothecation; Notes; Security agreements; | |
| sort-escrow | 439 | 439 | Guarantee Agreement — For Promissory Note | This form is used by a loan broker, transaction agent or escrow officer when originating a mortgage for a lender or carryback seller which will be guaranteed by a third-party, to document the commitment of the third-party for full payoff/purchase of the mortgage on a default in its terms. | Sale and Loan Escrow Forms | Guarantee; Mortgage loan brokerage, trust deed sales/hypothecation; | |
| sort-escrow | 440 | 440 | Memorandum of Purchase Option | This form is used by an agent or escrow officer when a property owner grants a buyer an irrevocable option to purchase the property, to prepare documentation of the option and record it as public notice of the purchase option. | Sale and Loan Escrow Forms | Option to buy/purchase; | |
| sort-escrow | 442 | 442 | All-Inclusive Trust Deed Addendum — Equity Payoff | This form is used by an agent or escrow officer when a seller of property carries back an all-inclusive note and trust deed (AITD) evidencing a principal debt which includes the balance owed on an existing mortgage and the payoff demand negotiated is payment of the difference between the amount remaining unpaid on the AITD note and the underlying mortgage, to prepare and attach as a referenced addendum to a regular trust deed. | Sale and Loan Escrow Forms | All-Inclusive trust deed (AITD) and note; Trust deed, All-Inclusive (AITD); | 2017-12 |
| sort-escrow | 443 | 443 | All-Inclusive Trust Deed Addendum — Full Payoff | This form is used by an agent or escrow officer when the seller of property carries back an all-inclusive note and trust deed (AITD) evidencing a principal debt which includes the balance owed on an existing mortgage and the payoff demand negotiated is payment of the entire remaining debt on the AITD note, to prepare and attach as a referenced addendum to a regular trust deed. | Sale and Loan Escrow Forms | All-Inclusive trust deed (AITD) and note; Trust deed, All-Inclusive (AITD); | 2016-05 |
| sort-escrow | 445 | 445 | Assignment of Deed of Trust — With Request for Notice of Default and Notice of Delinquency | This form is used by a loan broker or escrow officer when a trust deed note is sold and assigned by a lender or carryback seller, to prepare and record the assignment and a Request for Notice of Default (NOD) and Request for Notice of Delinquency (NODq) referencing any senior mortgage. | Sale and Loan Escrow Forms | Assignment of trust deed; Mortgage loan brokerage, trust deed sales/hypothecation; Trust deed, assignment of; | |
| sort-escrow | 446 | 446 | Collateral Assignment of Deed of Trust — With Request for Notice of Default and Notice of Delinquency | This form is used by a loan broker or escrow officer when a trust deed note is assigned to a lender as security for making a collateral loan, to prepare and record the assignment and a Request for Notice of Default (NOD) and Request for Notice of Delinquency (NODq) referencing any senior mortgage. | Sale and Loan Escrow Forms | Assignment of trust deed; Hypothecation; Security agreements; Trust deed; Trust deed, assignment of; | |
| sort-escrow | 447 | 447 | Power of Attorney — Uniform Statutory Form — California Probate Code §4401 | This form is used by an agent or escrow officer when an owner or buyer appoints a person who is to act on their behalf as their attorney in fact, to grant specific powers to the person authorized to act as their attorney-in-fact. | Sale and Loan Escrow Forms | Investment property forms; Power of attorney; | 2017-05 |
| sort-escrow | 450 | 450 | Deed of Trust and Assignment of Rents — Securing a Promissory Note | This form is used by a transaction agent, loan broker or escrow officer when in a sale or loan transaction a mortgage is created evidenced by a note, to secure the performance of the note by a lien on described real estate which restricts aspects of its ownership. | Sale and Loan Escrow Forms | Assignment of rents as security; Trust deed; Trust deed, All-Inclusive (AITD); | 2017-12 |
| sort-escrow | 451 | 451 | Deed of Trust and Assignment of Rents — Securing an Obligation Other than a Promissory Note | This form is used by an agent or escrow officer when securing an obligation to perform some activity for which a monetary value is set, other than a promissory note, to secure the performance of the promised activity by a lien on described real estate which restricts aspects of its ownership. | Sale and Loan Escrow Forms | Assignment of rents as security; Trust deed; | |
| sort-escrow | 455 | 455 | Impounds Addendum — Taxes and Insurance | This form is used by a transaction agent, loan broker or escrow officer when originating a mortgage for a lender or carryback seller with an impound account for taxes, insurance and other fixed ownership costs, to document as a trust deed addendum the additional impound payments to be made with the monthly installments of principal and interest. | Sale and Loan Escrow Forms | Impounds; Trust deed; | 2017-07 |
| sort-escrow | 456 | 456 | Demand on Owner to Pay Rent to Lender — Under Assignment of Rents | This form is used by a mortgage holder or their servicing agent when a mortgage secured by an income producing property and its rents is in default, to notify the property owner to forward all rents received to the mortgage holder or servicing agent. | Sale and Loan Escrow Forms | Assignment of rents as security; | 2017-05 |
| sort-escrow | 457 | 457 | Demand on Tenant to Pay Rent to Party Other than Landlord (Calif. Civil Code §2938) | This form is used by a mortgage holder or their servicing agent when a mortgage secured by income producing property and its rents is in default, to notify the tenants to forward all payments of rent to the mortgage holder. | Sale and Loan Escrow Forms | Assignment of rents as security; | 2017-05 |
| sort-escrow | 458 | 458 | Notice of Cancellation — Of Demand on Tenant to Pay Rent to Party Other than Landlord | This form is used by a mortgage holder or their servicing agent when under a mortgage secured by income producing property the lender previously made a demand on the tenant for the payment of rents, to cancel the prior demand for payment of rent. | Sale and Loan Escrow Forms | Assignment of rents as security; Cancellation; | |
| sort-escrow | 460 | 460 | Affidavit of Death of Joint Tenant | This form is used by a surviving joint tenant or their agent when another joint tenant on title to property has died, to remove the deceased joint tenant from title. | Sale and Loan Escrow Forms | Death; Investment property forms; Joint tenants, death of; Right of survivorship; | 2016-05 |
| sort-escrow | 461 | 461 | Affidavit for Surviving Spouse (Calif. Probate Code §13540) | This form is used by a surviving spouse or their agent when during the ownership of community property a spouse dies and the surviving spouse is the successor to the decedent's interest in the property, to clear title of the deceased spouse's interest and establish the surviving spouse as the sole owner of the property. | Sale and Loan Escrow Forms | Community property, death of a spouse; Death; Right of survivorship; | |
| sort-escrow | 463 | 463 | Declaration of Revocable Living Trust | The form is used by a property owner or their agent when an owner creates a revocable living trust and vests real estate in the name of the trust, to establish the inter vivos trust and identify the persons to whom the property will be transferred on the owner's death. | Sale and Loan Escrow Forms | Living trust; Revocable inter-vivos trust; Trust, living; | 2016-05 |
| sort-escrow | 465 | 465 | Declaration of Homestead | This form is used by a homeowner when as the owner of their principal residence they seek protection of the equity in the property from creditors, to declare and record their monetary homestead interest in the property. | Sale and Loan Escrow Forms | Homestead; | 2017-05 |
| sort-escrow | 470 | 470 | Substitution of Trustee | This form is used by a mortgage holder or trustee service when substituting trustees under an existing trust deed, to appoint a new trustee for reconveyance or foreclosure. | Sale and Loan Escrow Forms | Trustee, on trust deed; | |
| sort-escrow | 471 | 471 | Notice of Default — With Substitution of Trustee (California Civil Code §2924c) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to commence the trustee's foreclosure process by recording the notice. | Sale and Loan Escrow Forms | Foreclosure notices; Trustee's sale; | 2017-05 |
| sort-escrow | 471-1 | 471-1 | Notice of Default — Summary of Key Information (English) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in English from the recorded Notice of Default to the occupant. | Sale and Loan Escrow Forms | Foreclosure notices, summary; Trustee's sale; | |
| sort-escrow | 471-2 | 471-2 | Notice of Default — Summary of Key Information (Chinese) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Chinese from the recorded Notice of Default to the occupant. | Sale and Loan Escrow Forms | Foreclosure notices, summary translation; Trustee's sale; | |
| sort-escrow | 471-3 | 471-3 | Notice of Default — Summary of Key Information (Korean) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Korean from the recorded Notice of Default to the occupant. | Sale and Loan Escrow Forms | Foreclosure notices, summary translation; Trustee's sale; | |
| sort-escrow | 471-4 | 471-4 | Notice of Default — Summary of Key Information (Spanish) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Spanish from the recorded Notice of Default to the occupant. | Sale and Loan Escrow Forms | Foreclosure notices, summary translation; Trustee's sale; | |
| sort-escrow | 471-5 | 471-5 | Notice of Default — Summary of Key Information (Tagalog) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Tagalog from the recorded Notice of Default to the occupant. | Sale and Loan Escrow Forms | Foreclosure notices, summary translation; Trustee's sale; | |
| sort-escrow | 471-6 | 471-6 | Notice of Default — Summary of Key Information (Vietnamese) | This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Vietnamese from the recorded Notice of Default to the occupant. | Sale and Loan Escrow Forms | Foreclosure notices, summary translation; Trustee's sale; | |
| sort-escrow | 472 | 472 | Substitution of Trustee and Reconveyance | This form is used by a mortgage holder or a trustee service when on payoff of the mortgage the trust deed will be released from record title by use of a substitute trustee, to appoint the replacement trustee who then reconveys the trust deed from title to the property it encumbers. | Sale and Loan Escrow Forms | Release of lien; Trustee, on trust deed; | |
| sort-escrow | 474 | 474 | Notice of Trustee's Sale | This form is used by a trustee on a trust deed when foreclosure on a property has been commenced by recording a notice of default (NOD) and three months have passed without the property owner curing the defaults, to prepare and record a notice of trustee's sale. | Sale and Loan Escrow Forms | Trustee's sale; | 2017-05 |
| sort-escrow | 474-1 | 474-1 | Notice of Sale (Calif. Civil Code §2924.8) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to notify the occupants of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notices; Trustee's sale; | |
| sort-escrow | 474-2 | 474-2 | Notice of Trustee's Sale — Summary of Key Information (English) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in English of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary; Trustee's sale; | |
| sort-escrow | 474-3 | 474-3 | Notice of Trustee's Sale — Summary of Key Information (Chinese) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Chinese of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 474-4 | 474-4 | Notice of Trustee's Sale — Summary of Key Information (Korean) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Korean of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 474-5 | 474-5 | Notice of Trustee's Sale — Summary of Key Information (Spanish) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Spanish of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 474-6 | 474-6 | Notice of Trustee's Sale — Summary of Key Information (Tagalog) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Tagalog of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 474-7 | 474-7 | Notice of Trustee's Sale — Summary of Key Information (Vietnamese) | This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Vietnamese of the eminent foreclosure sale and its effect on their right to occupy the property. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 474-8 | 474-8 | Notice of Postponement of Trustee's Sale (Calif. Civil Code §2924(a)(2)(5)) | This form is used by a trustee on a trust deed when foreclosure has been commenced on a property and the trustee's sale has been scheduled and postponed for a period of at least 10 business days to notify the occupants of the property of the rescheduled date and time for the trustee's sale within five days of the postponement. | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 475 | 475 | Trustee's Deed Upon Sale | This form is used by a trustee on a trust deed when a property has been sold at a foreclosure sale, to convey the property to the successful bidder as the new owner. | Sale and Loan Escrow Forms | Deeds; Trustee's sale; | |
| sort-escrow | 478 | 478 | Proof of Service — For Service of Notice of Default | This form is used by a trustee on a trust deed when serving interested persons with a notice of default (NOD) on commencing foreclosure, to document the mailing of the NOD to those with an interest on title to the property. | Sale and Loan Escrow Forms | Trustee's sale; | |
| sort-escrow | 479 | 479 | Notice of Surplus Funds From Trustee's Sale | This form is used by a trustee on a trust deed when on the trustee's foreclosure sale of a property surplus funds remain for distribution to holders of junior interests on title to the property, to notify the junior interest holders of the existence of surplus funds for distribution. | Sale and Loan Escrow Forms | Trustee's sale; | |
| sort-oms | 500 | 500 | Agent Interview Sheet | This form is used by an employing broker when hiring prospective sales agents or brokers, to provide the employing broker with information about the prospective employee for consideration before conducting a personal interview. | Office Management and Supervision Forms | Agent employment; Brokerage office administration; Office manager/management; | 2017-05 |
| sort-oms | 501 | 501 | Agent Identification and Contact Information | This form is used by an employing broker when hiring a sales agent or broker and opening an administrative-purpose employee file, to provide the employing broker with employee information regarding contacts in an emergency, the automobile to be used in the employment, insurance coverage and relevant medical information. | Office Management and Supervision Forms | Office manager/management; Contact information; | 2017-05 |
| sort-oms | 502 | 502 | Agent Itinerary and Schedule | This form is used by an agent or broker when leaving the office for a showing of property, an open house or a prospect interview, to advise their broker and colleagues as a security caution where the agent is, who they will be with and when they are expected to return. | Office Management and Supervision Forms | Office manager/management; Itinerary; | 2023-07 |
| sort-oms | 504 | 504 | Agent's Income Data Sheet | This form is used by an agent or broker when analyzing the income and expenses they are likely to experience while employed by a broker, to estimate their entry or change-of-office costs and their anticipated annual gross income and expenses resulting from the employment. | Office Management and Supervision Forms | Agent employment; Brokerage office administration; Office manager/management; Goal setting; | 2017-05 |
| sort-oms | 505 | 505 | Sales Agent and Broker-Associate Employee Agreement | This form is used by an employing broker when entering into an agreement employing a sales agent or a broker-associate on terms calling for income tax withholding and tax treatment as an employee, to establish the duties of the broker and employee, earned fees and how fees due the employee will be allocated and shared. | Office Management and Supervision Forms | Agent employment; Brokerage office administration; Independent Contractor Agreement; ICA; Broker/Assistant-Licensee/Assistants Three-Party Agreement; TPA; | 2018-05 |
| sort-oms | 506 | 506 | Independent Contractor Employment Agreement — For Sales Agents and Broker-Associates | This form is used by an employing broker when entering into an agreement employing a sales agent or a broker-associate on terms calling for the licensee to be treated for tax purposes as an independent contractor, to establish the duties of the broker and licensee, earned fees and how the fees due the employee will be allocated and shared. | Office Management and Supervision Forms | Agent employment; Brokerage office administration; Fee splitting; Independent contractor; Independent Contractor Agreement; ICA; Broker/Assistant-Licensee/Assistants Three-Party Agreement; TPA; | 2018-05 |
| sort-oms | 507 | 507 | Assistant Employment Agreement — Unlicensed Administrative Assistant | This form is used by an employing broker when entering into an agreement hiring an unlicensed administrative assistant for the broker or a licensee employed the broker, to set forth the assistant's activities and compensation and establish the supervisory role of the broker and the licensee. | Office Management and Supervision Forms | Brokerage office administration; Broker/Assistant-Licensee/Assistants Three-Party Agreement; Personal Assistant Contract; PAC; TPA; | 2017-05 |
| sort-oms | 508 | 508 | Office Agents' Licensing Record | This form is used by a broker when complying with California Bureau of Real Estate (CalBRE) regulations for keeping a record of their licensed agents, to document their hiring, termination and license expiration dates. | Office Management and Supervision Forms | Agent employment; Brokerage office administration; | |
| sort-oms | 509 | 509 | Salesperson Change Application (CalBRE 214) | This form is used by a sales agent when changing their license status or contact information on file with the California Bureau of Real Estate (CalBRE), to notify the CalBRE about the change, unless completed online. | Office Management and Supervision Forms | Agent employment; Brokerage office administration; | 2017-12 |
| sort-oms | 510 | 510 | Office Manager Employment Agreement | This form is used by a broker when employing a licensed broker or sales person as an office manager for their brokerage operations, to establish their duties as the office manager and the fee schedule for their earnings. | Office Management and Supervision Forms | Brokerage office administration; Office manager/management; | 2015-09 |
| sort-oms | 511 | 511 | Designated Officer Employment Agreement | This form is used by a corporate broker entity when employing an individual broker as its designated officer, to establish their duties as the designated officer and the fee schedule for their earnings. | Office Management and Supervision Forms | Brokerage office administration; Office manager/management; | |
| sort-oms | 519 | 519 | Affiliated Business Arrangement Disclosure Statement — Residential Broker (Regulation X (RESPA); 24 CFR §3500.51) | This form is used by a broker and their agents when referring an owner or buyer to others who provide services in real estate sales, leasing or mortgage transactions and whose earnings are shared with the broker, to disclose the business relationship and the financial or other benefit the referral may provide the broker. | Office Management and Supervision Forms | Conflicts of broker; Controlled business; Disclosures, by brokers; Regulation X (RESPA); (24 CFR §3500.51); | |
| sort-oms | 520 | 520 | File Activity Sheet | This form is used by an agent or broker when engaged in a real estate transaction and maintaining records for the employing broker's oversight, to enter information identifying all contacts with the client and others regarding activities which transpired during the agency undertaken. | Office Management and Supervision Forms | Brokerage office administration; Listings; Office manager/management; | |
| sort-oms | 521 | 521 | Transaction Coordination Sheet (Seller's Agent) — Property Listing Through Expiration or COE | This form is used by a seller's agent and their transaction coordinator when managing employment by a seller under a property listing, diligently marketing the property and locating a buyer, to review a worksheet checklist of activities for consideration, identify those tasks completed and note those remaining to be performed. | Office Management and Supervision Forms | Brokerage office administration; Listings; Transaction Checklist; TC; | 2017-10 |
| sort-oms | 521-1 | 521-1 | Transaction Coordination Sheet (Buyer's Agent) — Prospective Purchase Through COE | This form is used by a buyer's agent and their transaction coordinator when managing employment by a buyer and diligently locating and acquiring property, to review a worksheet checklist of activities for consideration, identify those tasks completed and note those remaining to be performed. | Office Management and Supervision Forms | Brokerage office administration; Transaction Checklist; TC; | 2017-10 |
| sort-oms | 521-2 | 521-2 | Transmittal and Request Memo — Transaction Coordinator | This form is used by a transaction coordinator or a transaction agent when documents needed to fulfill an employment with a client or close the broker's file for disbursement of a fee have or have not been received or delivered to others, to forward or request documents for closing a transaction or fully performing the employment with the broker. | Office Management and Supervision Forms | Brokerage office administration; Listings; Transmittal letter; | |
| sort-oms | 522 | 522 | Listing Information Report — For Broker's Administrative Use | This form is used by a seller's agent and their transaction coordinator when managing employment by a seller under a property listing, diligently marketing the property and locating a buyer, to review a worksheet checklist of activities for consideration, identify those tasks completed and note those remaining to be performed. | Office Management and Supervision Forms | Brokerage office administration; Listings; | 2015-09 |
| sort-oms | 522-1 | 522-1 | Expired Listing Report — Or By Cancellation | This form is used by a seller's agent when a listing taken in the course of their employment by a broker expires without producing a transaction, to prepare as a checklist worksheet of pertinent aspects about the failed employment for analyzing the cause of the failure and hand it to the employing broker for their supervisory review. | Office Management and Supervision Forms | Listings; | |
| sort-oms | 523 | 523 | Property Sold Report — Administrative and Fee Information | This form is used by an agent as a record when they close a sales transaction, to prepare a summary report of the agent's activities, information on the principals and providers involved and fee arrangements for supervisory review and marketing analysis by their broker. | Office Management and Supervision Forms | Brokerage office administration; | 2015-11 |
| sort-oms | 523-1 | 523-1 | Transmittal and Stack Sheet on Sale — For Administrative File Review | This form is used by an agent as a checklist when preparing to close a sales transaction, to identify and gather all reports and documents affecting interests of the buyer, seller and employing broker and hand the form and the stack of all items gathered to the employing broker for supervisory review. | Office Management and Supervision Forms | Brokerage office administration; Transmittal letter; Transaction Cover Sheet; TCS; | |
| sort-oms | 524 | 524 | Disbursement of Brokerage Fees — Broker Instructions to Escrow | This form is used by a broker when escrow instructions in a transaction provide for payment of a broker fee which will be shared with others, to instruct escrow to disburse portions of the fee to those persons. | Office Management and Supervision Forms | Broker fee; Brokerage office administration; Cooperating broker; Escrow; Finder's fee; Listings; Cooperating Broker Compensation Agreement and Escrow Instructions; CBC | |
| sort-oms | 525 | 525 | Confirmation Memorandum | This form is used by an agent when a conversation has occurred regarding critical negotiations or a contract, to state the terms discussed and confirm the content of the conversation. | Office Management and Supervision Forms | Brokerage office administration; Estoppel; Transmittal letter; | 2017-05 |
| sort-oms | 526 | 526 | Settlement Agreement — With Release and Waiver | This form is used by a broker when a dispute arises after a transaction has closed and negotiations resolve the claims made on the broker, to document the terms of the settlement and eliminate any further claims by that person. | Office Management and Supervision Forms | Brokerage office administration; Cancellation; Settlement agreement; | |
| sort-oms | 527 | 527 | Conflict of Interest Disclosure — Kinship, Position or Undue Influence | This form is used by an agent or broker when a conflicting situation arises between the agent or broker and another principal or third-party to the transaction, to disclose relationships or positions held by the broker, their agents or family members which may appear to be in conflict with the agency duties owed the client. | Office Management and Supervision Forms | Conflicts of broker; Disclosures, by brokers; | 2017-05 |
| sort-oms | 535 | 535 | Interest-Bearing Trust Account Agreement | This form is used by a broker or their agent when handed funds for deposit into a trust account held by the broker which account the owner requests be interest bearing, to identity the depository and terms for the interest-bearing trust account. | Office Management and Supervision Forms | Brokerage office administration; Trust funds; | |
| sort-oms | 536 | 536 | Record of All Trust Funds Received — Not Placed in Broker's Trust Account (Includes Notes and Uncashed Checks Taken as a Deposit) (CalBRE 4524) | This form is used by a broker or their agent when handed trust funds for use in a real estate transaction which will not be deposited into the broker's trust account, to log the identity of the trust funds, the owner, when received and when delivered to third parties. | Office Management and Supervision Forms | Brokerage office administration; Trust funds; Trust Funds Received and Released (Not Placed in Trust Bank Account); TF; | |
| sort-oms | 542 | 542 | Threshold Notification (CalBRE 853) | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when arranging or servicing loans or selling existing notes for private individuals, non-institutional lenders or note purchasers, to submit a threshold notification to the CalBRE. | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; | 2017-11 |
| sort-oms | 543 | 543 | Trust Fund Non-Accountability Report (CalBRE 854) | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when the broker did not accept trust funds during the year to notify the CalBRE no trust funds were deposited into the broker's trust account | Office Management and Supervision Forms | Brokerage office administration; Trust funds; | 2017-11 |
| sort-oms | 544 | 544 | Trust Fund Status Report (CalBRE 855) | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when the broker accepts trust funds during the year, to provide the CalBRE with a status report on the trust funds. | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | |
| sort-oms | 544-1 | 544-1 | Trust Fund Bank Account Reconciliation (CalBRE 856) | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when the broker accepts trust funds during the year, to provide the CalBRE with a trust fund bank reconciliation report. | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | 2017-11 |
| sort-oms | 545 | 545 | Multi-Lender Transaction Notice (CalBRE 860) | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when arranging the sale of multi-lender notes, to provide the CalBRE with information pertaining to the number of multi-lender notes arranged. | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | 2017-07 |
| sort-oms | 546 | 546 | Trust Account Report Multi-Lender Transactions (CalBRE 852) | This form is used by a loan broker when servicing multi-lender notes and exceeding thresholds of $125,000 in payments during three months or 120 investors receiving disbursements, to file a trust account report with the California Bureau of Real Estate (CalBRE) prepared by an independent accountant. | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | 2017-11 |
| sort-oms | 547 | 547 | Mortgage Loan/Trust Deed Annual Report (CalBRE 881) | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when conducting mortgage loan activities, to report those activities to the CalBRE. | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | |
| sort-oms | 548 | 548 | Sample Trust Account Review (TAR) Report — Sample One | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when conducting mortgage loan business activities, to provide their accountant with a guideline for drafting the trust account review (TAR) they will submit to the CalBRE. (Sample One) | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | 2017-05 |
| sort-oms | 548-1 | 548-1 | Sample Trust Account Review (TAR) Report — Sample Two | This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when conducting mortgage loan activities, to provide their accountant with a guideline for drafting the trust account review (TAR) they will submit to the CalBRE. (Sample Two) | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | |
| sort-ltpm | 550 | 550 | Residential Lease Agreement | This form is used by a leasing agent, property manager or landlord when leasing a residential property on a fixed rental-rate basis for a specific period of time, to grant the tenancy and set the rents to be paid, identify who will pay which utilities, and allocate maintenance responsibilities between the landlord and tenant. | Landlord and Tenant Forms | Lease agreements; Occupancy; Residential lease; LR; Lease/Rental Mold and Ventilation Addendum; LRM; | 2020-06 |
| sort-ltpm | 550-1 | 550-1 | Addendum — Lease/Rental Agreement | This form is used by a leasing agent, property manager or landlord when preparing a lease or rental agreement and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the lease or rental agreement as an addendum. | Landlord and Tenant Forms | Addenda; Addendum; ADM; | 2016-06 |
| sort-ltpm | 550-2 | 550-2 | Agency Law Disclosure — Disclosure Regarding Real Estate Agency Relationships — For Negotiating Lease Agreements for Periods Exceeding One Year | This form is used by agents as an attachment when entering into a lease of residential or commercial property or an exclusive authorization to lease or locate property in which the intended lease period exceeds one year, to comply with agency disclosure law controlling the conduct of real estate licensees when in agency relationships. [Calif. Civil Code §§2079 et seq.] | Landlord and Tenant Forms | Agency disclosures; Disclosures, agency; Disclosures, by brokers; Disclosure Regarding Real Estate Agency Relationships; AD; | 2019-01 |
| sort-ltpm | 550-3 | 550-3 | Just Cause and Rent Cap Addendum — For Use by Residential Landlord | This form is used by a leasing agent, property manager or landlord when a tenancy existed before July 1, 2020 to notify the tenant of rent cap and just cause eviction requirements and whether the property is exempt. | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; AB 1482 | 2020-06 |
| sort-ltpm | 551 | 551 | Residential Rental Agreement — Month-to-Month | This form is used by a leasing agent, property manager or landlord when renting a residential property on a month-to-month basis, to grant the tenancy and set the rent to be paid, identify who will pay which utilities, and allocate maintenance responsibilities between the landlord and tenant. | Landlord and Tenant Forms | Occupancy; Rental agreements; Month-to-month; LR; Lease/Rental Mold and Ventilation Addendum; LRM; | 2020-06 |
| sort-ltpm | 552 | 552 | Commercial Lease Agreement — Gross — Single Tenant | This form is used by a leasing agent or landlord when the entire space in a commercial property is leased by one tenant for a fixed-term, to grant the tenancy and set the terms for rent, impose payment of utilities and janitorial expenses on the tenant with the landlord responsible for maintenance and carrying costs of the property. | Landlord and Tenant Forms | Commercial lease; Lease agreements; Occupancy; Commercial lease; CL; Sublease | 2019-01 |
| sort-ltpm | 552-1 | 552-1 | Commercial Lease Agreement — Gross — Multi-Tenant | This form is used by a leasing agent or landlord when space in a commercial multi-tenant property is leased by a tenant for a fixed-term, to grant the tenancy and set the terms for the tenant's payment of rent and their share of utilities and janitorial expenses, with the landlord responsible for maintenance and carrying costs of the property. | Landlord and Tenant Forms | Commercial lease; Lease agreements; Occupancy; CL; Sublease | 2019-01 |
| sort-ltpm | 552-2 | 552-2 | Commercial Lease Agreement — Net — Single Tenant | This form is used by a leasing agent or landlord when the entire space in a commercial property is leased by one tenant for a fixed-term, to grant the tenancy and set the terms for the tenant's payment of rent and all utilities, maintenance and operating costs of the property. | Landlord and Tenant Forms | Commercial lease; Lease agreements; Occupancy; CL; Sublease | 2019-01 |
| sort-ltpm | 552-3 | 552-3 | Commercial Lease Agreement — Net — Multi-Tenant | This form is used by a leasing agent or landlord when space in a commercial multi-tenant property is leased by a tenant for a fixed-term, to grant the tenancy and set the terms for the tenant's payment of rent and their share of all utilities, maintenance and operating costs of the property. | Landlord and Tenant Forms | Commercial lease; Lease agreements; Occupancy; CL; Sublease | 2019-01 |
| sort-ltpm | 552-4 | 552-4 | Commercial Lease Agreement — Percentage Lease | This form is used by a leasing agent or landlord when retail space in a project is leased by a tenant for a fixed-term to grant the tenancy and set the terms for the tenant's payment of rent in an amount based on a percentage of the tenant's gross sales. | Landlord and Tenant Forms | Commercial lease; Lease agreements; Occupancy; CL; Sublease | 2018-06 |
| sort-ltpm | 552-5 | 552-5 | Commercial Rental Agreement — Month-to-Month Tenancy | This form is used by a leasing agent or landlord when space in a commercial property is rented by a tenant on a month-to-month basis, to grant the tenancy and set the terms for the tenant's payment of rent and the allocation of the cost of utilities, maintenance and operating costs between the landlord and the tenant. | Landlord and Tenant Forms | Occupancy; Rental agreements; Month-to-month; CL; | 2019-01 |
| sort-ltpm | 552-6 | 552-6 | Commercial Lease Agreement Addendum — Maintenance Modification | This form is used by a leasing agent or landlord as an addendum when negotiating a commercial lease agreement on terms for maintenance differing from the Gross or Net terms provided by the form agreement, to modify the terms of the lease agreement regarding the allocation of responsibilities for maintenance and other property expenses between the landlord and tenant. | Landlord and Tenant Forms | Addenda; Commercial lease addenda; Maintenance; | 2019-01 |
| sort-ltpm | 552-7 | 552-7 | Commercial Lease Agreement Addendum — Alienation of Leasehold | This form is used by a leasing agent or landlord as an addendum when the landlord negotiating a commercial lease is concerned about the tenant selling their business or their leasehold to another operator, to include provisions in an addendum to a lease agreement requiring the landlord's consent for the tenant to assign, sublet or further encumber their leasehold interest in the property. | Landlord and Tenant Forms | Addenda; Commercial lease addenda; | 2017-05 |
| sort-ltpm | 552-8 | 552-8 | Commercial Lease Agreement Addendum — Lender Subordination and Attornment Provisions | This form is used by a leasing agent or landlord when the landlord negotiating a commercial lease wants flexibility for meeting lender demands for mortgage financing, to add provisions in an addendum to the lease agreement for an existing mortgage lender's future subordination to the lease, lender attornment rights to the lease on foreclosure and the landlord's refinancing of the property. | Landlord and Tenant Forms | Addenda; Commercial lease addenda; Subordination; | 2017-05 |
| sort-ltpm | 553 | 553 | Application to Rent | This form is used by a leasing agent, property manager or landlord when an individual prospective tenant applies to rent a property and they are screened for creditworthiness and qualification for payment of rent, to obtain financial, employment and personal information on the tenant and authorize the landlord to obtain a credit report. | Landlord and Tenant Forms | Application to rent; Commercial listings; Lease agreements; Rental agreements; Rental application; Screening fee; Tenant; | 2017-07 |
| sort-ltpm | 553-1 | 553-1 | Guarantee Agreement — For Rental or Lease Agreement | This form is used by a leasing agent, property manager or landlord when entering into a rental or lease agreement with a prospective tenant in reliance on a guarantee, to document a third-party's guarantee for the payment of rent or other monetary obligation arising out of a default in a rental or lease agreement. | Landlord and Tenant Forms | Guarantee; Lease agreements; Rental agreements; Rental application; | 2017-07 |
| sort-ltpm | 553-2 | 553-2 | Denial of Credit Due to Derogatory Credit Report (Calif. Civil Code §1785.20; 12 Code of Federal Regulations §202.9; 15 USC §1681m) | This form is used by a leasing agent, property manager or landlord when screening a prospective residential tenant whose credit is the basis for disqualifying them as a tenant, to inform the tenant that the adverse action taken regarding the rental application is due to information contained in the tenant's credit report. | Landlord and Tenant Forms | Credit report; Denial of credit; Rental application; | 2017-05 |
| sort-ltpm | 554 | 554 | Change of Owner or Property Manager — Addendum to Rental or Lease Agreement | This form is used by a property manager or landlord when a change of ownership or property manager has occurred on a residential rental property, to notify each tenant of the change and confirm the status of their rent and other monetary obligations. | Landlord and Tenant Forms | Disclosures, 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; | 2017-07 |
| sort-ltpm | 555 | 555 | Tenant Lease Worksheet | This form is used by a leasing agent when representing a prospective commercial tenant in need of space, to determine the tenant's motivations, business needs and financial status, and the type of property and lease terms sought by the tenant. | Landlord and Tenant Forms | Landlord, general; Lease agreements; Tenant; Tenant, retainer; | 2017-11 |
| sort-ltpm | 556 | 556 | Offer to Lease | This form is used by a leasing agent or prospective tenant when negotiating a rental or lease agreement for commercial space, to make an offer on terms sufficiently complete to form a binding agreement on acceptance by the landlord. | Landlord and Tenant Forms | Commercial listings; Commission agreements; Lease agreements; Tenant; | 2017-07 |
| sort-ltpm | 557 | 557 | Lead-Based Paint Disclosure — For Renting or Leasing Residential Property | This form is used by a property manager or landlord when negotiating a rental or lease agreement for residential property constructed before 1979, to disclose to the tenant lead-based paint hazards may exist on the property. | Landlord and Tenant Forms | Disclosures, on rentals; Lead-based paint; Lease agreements; Rental agreements; | 2017-05 |
| sort-ltpm | 558 | 558 | Partial Payment Agreement — Commercial | This form is used by a commercial landlord or their agent when accepting partial payment of delinquent rent and temporarily deferring any eviction activity, to document the terms for payment of the remainder of the delinquent rent and preserve the right to continue any eviction process underway if the tenant defaults. | Landlord and Tenant Forms | Landlord, general; Lease, partial payment of rent; Modification agreement; Partial payment of rent; Rent, partial payment; | 2017-07 |
| sort-ltpm | 559 | 559 | Partial Payment Agreement — Residential | This form is used by a residential landlord or their agent when accepting partial payment of delinquent rent and temporarily deferring any eviction activity, to document the terms for payment of the remainder of the delinquent rent and preserve the right to continue any eviction process underway if the tenant defaults. | Landlord and Tenant Forms | Landlord, general; Lease, partial payment of rent; Modification agreement; Partial payment of rent; Rent, partial payment; | 2017-07 |
| sort-ltpm | 560 | 560 | Condition of Premises Addendum | This form is used by a property manager or landlord when conducting a pre-occupancy inspection with a residential tenant on entering into a rental or lease agreement, to document the condition of the premises and state the landlord's obligation to make any promised repairs. | Landlord and Tenant Forms | Disclosures, on rentals; Landlord, general; Move-in and move-out inspection; Premises; Move In/Move Out Inspection; MIMO; | 2016-09 |
| sort-ltpm | 561 | 561 | Condition of Furnishings Addendum and Inventory | This form is used by a property manager or landlord when conducting a pre-occupancy inspection with a residential tenant on entering into a rental or lease agreement for a furnished unit, to document the condition of the furnishings and personal property inventory. | Landlord and Tenant Forms | Disclosures, on rentals; Furnishing; Landlord, general; Move-in and move-out inspection; | |
| sort-ltpm | 562 | 562 | Tenant's Property Expense Profile | This form is used by an owner and their leasing agent when preparing a marketing package for the lease of a residential property and disclosing the property's operating costs, to prepare a worksheet to be handed to prospective tenants for their review of the monthly property operating costs and deposits they will likely incur on taking possession of the property. | Landlord and Tenant Forms | Disclosures, on rentals; Landlord, general; Operating expenses; | 2017-11 |
| sort-ltpm | 563 | 563 | Pet Addendum | This form is used by a leasing agent or landlord as an addendum when negotiating a residential lease agreement which prohibits the possession of pets, to modify the terms of the lease agreement and provide the terms under which a specific pet may be kept on the premises in exchange for a pet security deposit. | Landlord and Tenant Forms | Lease agreements; Pets; | |
| sort-ltpm | 563-1 | 563-1 | Non-Smoking Addendum | This form is used by a leasing agent or landlord as an addendum when negotiating a residential lease agreement, to prohibit smoking on the entire premises or note the specific location on the property where smoking is permitted. | Landlord and Tenant Forms | Smoking; | |
| sort-ltpm | 563-2 | 563-2 | Bed Bug Addendum | This form is used by a property manager or landlord as an addendum when entering into a residential rental or lease agreement or updating an existing rental or lease agreement, to notify the tenant of their obligation to cooperate in bed bug prevention by reporting a suspected bed bug infestation to the landlord. | Landlord and Tenant Forms | Addenda; Bed bug; Infestation; Pest control | 2017-05 |
| sort-ltpm | 563-3 | 563-3 | Statement of Pest Control Operator's Findings — On a Bed Bug Infestation Inspection | This form is used by a property manager or landlord when a pest control operator has inspected a bed bug infestation, to provide the tenant with the operator's findings within two days of the property manager's or landlord's receipt of the inspection results. | Landlord and Tenant Forms | Addenda; Bed bug; Infestation; Pest control | 2017-05 |
| sort-ltpm | 564 | 564 | Waterbed Addendum | This form is used by a leasing agent or landlord as an addendum when negotiating a residential lease agreement, to establish the conditions for the use of the waterbed on the premises. | Landlord and Tenant Forms | Lease agreements; Waterbed; | 2017-11 |
| sort-ltpm | 564-1 | 564-1 | Information on Dampness and Mold for Renters in California | This form is used by a leasing agent or landlord when negotiating a residential lease or rental agreement to provide the tenant with information concerning how to identify mold and its causes, steps to take to abate mold and the health effects of mold. | Landlord and Tenant Forms | Landlord notices to tenants; Mold; | 2022-01 |
| sort-ltpm | 564-2 | 564-2 | Información Sobre la Humedad y el Moho para Inquilinos en California | Esta forma es utilizada por un agente de arrendamiento o propietario cuando negocia un contrato de alquiler o arrendamiento residencial para proporcionar al inquilino información sobre cómo identificar el moho y sus causas, los pasos a seguir para reducir el moho y los efectos del moho en la salud. | Landlord and Tenant Forms | Landlord notices to tenants; Mold; | 2022-01 |
| sort-ltpm | 565 | 565 | Option to Renew/Extend Lease | This form is used by a leasing agent or landlord when negotiating a residential or commercial lease agreement, to provide in an addendum the landlord's grant to the tenant the option to extend possession under the original lease agreement or renew under a new lease agreement on the same conditions as the expiring lease. | Landlord and Tenant Forms | Lease agreements; Option to renew/extend lease; | 2016-02 |
| sort-ltpm | 566 | 566 | Exercise of Option to Renew/Extend Lease | This form is used by a tenant or their agent when they have been given the option to renew or extend their lease on the expiration of its term, to inform the landlord of the tenant's intent to exercise the renewal/extension option on its terms and conditions, without qualification or equivocation. | Landlord and Tenant Forms | Lease agreements; Option to renew/extend lease; | 2016-02 |
| sort-ltpm | 567 | 567 | Notice of Intent to Enter Dwelling | This form is used by a property manager or landlord when maintenance services need to be provided to an occupied unit, to provide the tenant a written 24-hour notice of the landlord's intent to enter the premises. | Landlord and Tenant Forms | Entry by landlord; Forcible entry; Landlord notices to tenants; Repairs, by landlord; Notice of Entry; NOE; | 2016-04 |
| sort-ltpm | 567-1 | 567-1 | Notice of Right to Request a Joint Pre-Expiration Inspection/ Request for Joint Pre-Expiration Inspection | This form is used by a property manager or landlord when a residential tenant will be vacating their unit, to notify the tenant of their right to request a joint pre-expiration inspection of the premises they occupy and receive a statement of deficiencies itemizing the repairs and cleaning necessary to be remedied or eliminated by the tenant to avoid a deduction of their costs from the security deposit. | Landlord and Tenant Forms | Inspection, 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; | 2017-06 |
| sort-ltpm | 567-2 | 567-2 | 48-Hour Notice of Intent to Enter Dwelling — Pre-Termination Inspection | This form is used by a property manager or landlord when responding to a tenant's request for a joint pre-termination inspection of the premises, to notify the tenant of the hour and date the inspection will take place for which they may be present, or obtain the tenant’s waiver of their right to 48-hour advance notice before the inspection is to take place. | Landlord and Tenant Forms | Entry 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; | 2023-11 |
| sort-ltpm | 567-3 | 567-3 | Statement of Deficiencies on Joint Pre-Expiration Inspection | This form is used by a property manager or landlord when conducting a joint pre-expiration inspection of a leased premises, to provide the tenant an itemized list of repairs and cleaning the tenant needs to remedy or eliminate to avoid a deduction of costs from the security deposit. | Landlord and Tenant Forms | Inspection, 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; | 2023-11 |
| sort-ltpm | 568 | 568 | Notice of Charges Due — Other than Monthly Rent Payment | This form is used by a property manager or landlord when non-recurring charges are due from the tenant, such as a late charge or bank bad-check charge, to advise the tenant of the amount assessed and when it is due and to perfect the right to collect the charge. | Landlord and Tenant Forms | Common area maintenance (CAMs); Landlord notices to tenants; Rent, notices by landlord; | 2016-09 |
| sort-ltpm | 569 | 569 | 30-Day Notice to Vacate — From Residential Landlord | This form is used by a residential property manager or landlord when the landlord is terminating a month-to-month rental agreement and the tenant has occupied the property for less than one year, to terminate the tenancy and require the tenant to vacate. | Landlord and Tenant Forms | Landlord notices to tenants; Notice of Termination of Tenancy; NTT; Thirty; | 2016-11 |
| sort-ltpm | 569-1 | 569-1 | 60-Day Notice to Vacate — For Use by Residential Landlord | This form is used by a residential property manager or landlord when the landlord is terminating a month-to-month rental agreement or the occupancy of a tenant paying rent under an expired lease, and the tenant has resided in the property for one year or more, to terminate the tenancy and require the tenant to vacate. | Landlord and Tenant Forms | Landlord notices to tenants; Notice of Termination of Tenancy; NTT; sixty; | 2016-11 |
| sort-ltpm | 569-2 | 569-2 | 60-Day Notice to Vacate Under a No-Fault Termination — For Properties Subject to Just Cause Eviction Requirements | This form is used by a residential property manager or landlord of a property subject to no-fault Just Cause eviction requirements when the tenant has resided in the property for one year or more under a month-to-month rental agreement or expired lease, to terminate the tenancy and require the tenant to vacate. [Calif. Civil Code §1946.2] | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; | 2024-04 |
| sort-ltpm | 570 | 570 | 30-Day Notice of Change in Rental Terms | This form is used by a property manager or landlord when a residential or commercial property manager or landlord is increasing rent, shifting property operating expenses onto the tenant or adding or altering provisions in a rental or lease agreement, excluding residential rent increases exceeding 10%, to notify the tenant more than 30 days in advance of a change in rental or lease agreement terms. | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; thirty; | 2017-12 |
| sort-ltpm | 570-1 | 570-1 | 30-Day Notice of Change in Rental Terms — For Properties Subject to Rent Cap Requirements | This form is used by a residential property manager or landlord when increasing rent subject to rent cap limitations, shifting property operating expenses onto the tenant or adding or altering provisions in a rental or lease agreement, to notify the tenant more than 30 days in advance of a change in rental or lease agreement terms. [Calif. Civil Code §1947.12] | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; | 2020-06 |
| sort-ltpm | 571 | 571 | 30-Day Notice to Vacate — From Commercial Landlord | This form is used by a commercial property manager or landlord when the landlord seeks to terminate a month-to-month rental agreement or the occupancy of a tenant paying rent under an expired lease, to terminate the tenancy and require the tenant to vacate. | Landlord and Tenant Forms | Landlord notices to tenants; Notice of Termination of Tenancy; NTT; thirty; | 2018-04 |
| sort-ltpm | 572 | 572 | 30-Day Notice to Vacate — From Tenant | This form is used by a tenant when the tenant occupies the property under a month-to-month rental agreement or occupancy with rent paid under an expired lease agreement, and is vacating the premises, to notify the property manager or landlord the tenant will vacate within 30 days. | Landlord and Tenant Forms | Landlord notices to tenants; Tenant; Tenant, notices by residential; Notice of Termination of Tenancy; NTT; thirty; | 2024-04 |
| sort-ltpm | 573 | 573 | 90-Day Notice to Quit Due to Foreclosure — To Holdover Residential Tenant | This form is used by an owner-by-foreclosure, a successor owner or their agent when they have acquired ownership of residential property at or following a foreclosure sale and seek removal of a tenant who occupied the property at the time of the foreclosure sale, to notify the tenant to vacate within 90 days. | Landlord and Tenant Forms | Foreclosure notices; Holdover on foreclosure; Landlord notices to tenants; Notice of Termination of Tenancy; NTT; Ninety; | 2017-10 |
| sort-ltpm | 573-1 | 573-1 | Cover Letter for Notice to Quit Due to Foreclosure — To Holdover Residential Tenant Vacating in Less Than 90 Days | This form is used by an owner-by-foreclosure, successor landlord or their agent when serving a notice to vacate on a holdover residential tenant whose right to occupancy has been extinguished by foreclosure, to prepare the statutory cover letter accompanying any 90-day notice to vacate served on the tenant. | Landlord and Tenant Forms | Cover letter; Foreclosure notices; Holdover on foreclosure; Landlord notices to tenants; Notice of Termination of Tenancy; NTT; | |
| sort-ltpm | 574 | 574 | 90-Day Notice of Change in Rental Terms | This form is used by a residential property manager or landlord when seeking a rent increase exceeding 10% from a tenant under a rental or expired lease agreement, together with any change in other terms or conditions, to notify the tenant of the increased rent more than 90 days in advance of the change. | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; Ninety; | 2024-01 |
| sort-ltpm | 575 | 575 | Three-Day Notice to Pay Rent or Quit — With Rent-Related Fees | This form is used by a property manager or landlord when a tenant defaults on amounts due under a rental or lease agreement, to notify the tenant of the amount of the delinquent rents and related fees payable within three days or vacate and deliver possession. | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; Notice to Pay Rent or Quit; PRQ; 3 Day Notice; | 2021-10 |
| sort-ltpm | 575-1 | 575-1 | Three-Day Notice to Pay Rent or Quit — Without Related Fees | This form is used by a property manager or landlord when a tenant defaults on rent payments under a rental or lease agreement, to notify the tenant of the amount of delinquent rent payable within three days or vacate and deliver possession. | Landlord and Tenant Forms | Landlord notices to tenants; Notice to Pay Rent or Quit; PRQ; 3 Day Notice; | 2021-10 |
| sort-ltpm | 575-2 | 575-2 | Three-Day Notice to Pay Rent with Related Fees — For Properties Subject to Just Cause Eviction Requirements | This form is used by a property manager or landlord of a property subject to Just Cause eviction requirements when a tenant is in default, to notify the tenant of the amount of the delinquent rents and related fees payable within three days. [Calif. Civil Code §1946.2] | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; | 2020-06 |
| sort-ltpm | 575-3 | 575-3 | Three-Day Notice to Pay Rent — For Properties Subject to Just Cause Eviction Requirements | This form is used by a property manager or landlord of a property subject to Just Cause eviction requirements when a tenant is in default, to notify the tenant of the amount of the delinquent rents payable within three days. [Calif. Civil Code §1946.2] | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; | 2020-06 |
| sort-ltpm | 576 | 576 | Three-Day Notice to Perform or Quit | This form is used by a property manager or landlord when a tenant fails to perform a nonmonetary activity called for in a rental or lease agreement which can be performed or rectified within three days, to notify the tenant they are to perform the activity within three days or vacate and deliver up possession. | Landlord and Tenant Forms | Landlord notices to tenants; Notice to Perform Covenant (Cure) or Quit; PCQ; 3 Day Notice; | 2017-06 |
| sort-ltpm | 576-1 | 576-1 | Three-Day Notice to Perform — For Properties Subject to Just Cause Eviction Requirements | This form is used by a property manager or landlord of a property subject to Just Cause eviction requirements when a tenant fails to perform a curable nonmonetary activity called for in a rental or lease agreement, to notify the tenant of the violation and how it may be corrected within three days to avoid termination of their occupancy. [Calif. Civil Code §1946.2] | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; | 2020-06 |
| sort-ltpm | 577 | 577 | Three-Day Notice to Quit — Residential and Commercial | This form is used by a property manager or landlord when a tenant under a rental or lease agreement has committed an incurable breach or failed to perform obligations which cannot be performed or rectified within three days, to notify the tenant they are to vacate and deliver possession within three days. | Landlord and Tenant Forms | Landlord notices to tenants; 3 Day Notice; | 2016-11 |
| sort-ltpm | 577-1 | 577-1 | Three-Day Notice to Quit — For Properties Subject to Just Cause Eviction Requirements | This form is used by a property manager or landlord of a property subject to Just Cause eviction requirements when a tenant commits an incurable breach under a rental or lease agreement, or has previously been notified of a curable breach and failed to correct it, to notify the tenant of the breach and indicate they are to vacate and deliver possession within three days. [Calif. Civil Code §1946.2] | Landlord and Tenant Forms | Just Cause; Landlord notices to tenants; Rent Cap; Tenant; Tenant, notices by residential; | 2020-06 |
| sort-ltpm | 578 | 578 | Three-Day Notice to Quit Due to Foreclosure — To Holdover Owner or Commercial Tenant | This form is used by an owner-by-foreclosure, a successor owner or their agent when they have acquired ownership of property at or following a foreclosure sale and seek eviction of a prior owner from any type of property or a subordinated commercial tenant who occupied the property at the time of the foreclosure sale, to notify the holdover owner or commercial tenant they are to deliver possession within three days. | Landlord and Tenant Forms | Foreclosure notices; Holdover on foreclosure; Landlord notices to tenants; 3 Day Notice; | |
| sort-ltpm | 579 | 579 | Right of First Refusal to Buy — Addendum | This form is used by a leasing agent or prospective tenant when negotiating to enter into a rental or lease agreement, to provide in an addendum the landlord's grant to the tenant of a right of first refusal to purchase the leased premises. | Landlord and Tenant Forms | Lease agreements; Right of first refusal; | 2017-10 |
| sort-ltpm | 579-1 | 579-1 | Right of First Refusal to Lease Space — Lease Addendum | This form is used by a leasing agent or prospective tenant when negotiating to enter into a rental or lease agreement, to provide in an addendum the landlord's grant to the tenant of a right of first refusal to lease additional space from the landlord. | Landlord and Tenant Forms | Lease agreements; Right of first refusal; | |
| sort-ltpm | 579-2 | 579-2 | Notice of Decision to Sell Property or Lease Additional Space — For Right of First Refusal | This form is used by an owner's broker when a decision has been made to sell or lease property on which a person holds a right of first refusal to purchase or lease it, to prepare the notice to the holder of the right of first refusal stating the terms of the right to buy or lease the property. | Landlord and Tenant Forms | Lease agreements; Right of first refusal; | |
| sort-ltpm | 580 | 580 | Proof of Service — For Service of Notice to Real Estate Tenants | This form is used by a property manager or landlord when serving a tenant a notice to pay, perform, vacate or quit or a notice of change in rental terms, to document the date and time the notice was served and the manner of service for use in any eviction proceeding. | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; | 2016-11 |
| sort-ltpm | 581 | 581 | Notice of Belief of Abandonment — Residential or Commercial Property | This form is used by a commercial property manager or landlord when rent has been due and unpaid for 14 consecutive days or more and the landlord believes the tenant has vacated the leased premises and left personal property, to commence the landlord-initiated personal property disposition process and advise the tenant of their right to reclaim or abandon it. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-10 |
| sort-ltpm | 582 | 582 | Notice to Landlord to Surrender Personal Property — For Use by Residential Tenants Only | This form is used by a tenant when they have left personal property on the premises and the landlord has not begun the disposition process, to initiate a return of personal property they left behind within 18 days of vacating the premises and reclaim it within 72 hours after payment of removal and storage fees. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-06 |
| sort-ltpm | 582-1 | 582-1 | Costs Payable to Reclaim Personal Property | This form is used by a property manager or landlord when a tenant has vacated a premises, left behind personal property and initiated a return of personal property they left behind, to itemize the cost of removal and storage fees payable by the tenant as a requisite to the release of the personal property. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-10 |
| sort-ltpm | 583 | 583 | Notice of Right to Reclaim Personal Property — To Commercial Tenant After Termination of Tenancy | This form is used by a commercial property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise the tenant the personal property will be discarded if not reclaimed by the tenant by paying the cost of removal and storage within 18 days of mailing the notice or 15 days of personal service. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-10 |
| sort-ltpm | 583-1 | 583-1 | Notice of Right to Reclaim Personal Property — To Others with an Interest in Property Left by Commercial Tenant | This form is used by a commercial property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise others the landlord believes have an ownership interest in the personal property that it will be discarded if not reclaimed by paying the cost of removal and storage within 18 days of mailing the notice or 15 days of personal service. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-06 |
| sort-ltpm | 584 | 584 | Notice of Right to Reclaim Personal Property — To Residential Tenant After Termination of Tenancy | This form is used by a residential property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise the tenant the personal property will be discarded if not reclaimed by the tenant by paying the cost of removal and storage. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-06 |
| sort-ltpm | 584-1 | 584-1 | Notice of Right to Reclaim Personal Property — To Others with an Interest in Property Left by Residential Tenant | This form is used by a residential property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise others the landlord believes have any ownership interest in the personal property that it will be discarded if not reclaimed by paying the cost of removal and storage. | Landlord and Tenant Forms | Abandonment; Landlord notices to tenants; Personal property; Possession; | 2017-05 |
| sort-ltpm | 585 | 585 | Security Deposit Disposition — On Vacating Residential Premises | This form is used by a residential property manager or landlord when a tenant has vacated a premises and the landlord holds the tenant's security deposit, to provide the tenant with an itemized statement within 21 days of vacating of the security deposit's disposition and documentation of charges deducted. | Landlord and Tenant Forms | Landlord, general; Landlord, security deposit; Security deposit; | 2017-06 |
| sort-ltpm | 586 | 586 | Disposition of Deposit on Sale of Tenant-Occupied Premises | This form is used by a property manager or owner when the owner sells a tenant-occupied property and holds security deposits owned by an tenant, to provide each tenant with an itemized statement of the security deposit's disposition, documentation of charges deducted and the name, address and telephone number of the buyer of the property. | Landlord and Tenant Forms | Income property; Landlord, general; Landlord, property manager/resident manager; Landlord, security deposit; Ownership, change of; Security deposit; Seller, income property; Transfer disclosures; | 2017-10 |
| sort-ltpm | 587 | 587 | Termination of Lease and Surrender Agreement | This form is used by a property manager or landlord when the tenant returns possession of the leased premises and no further obligations remain between the tenant and the landlord, to mutually terminate a lease agreement and release the tenant and landlord from any further obligation and liability under the lease agreement. | Landlord and Tenant Forms | Cancellation; Performance of contract; | 2017-06 |
| sort-ltpm | 588 | 588 | Notice of Temporary Displacement | This form is used by a property manager or landlord when invasive repairs or fumigation work require the temporary move-out of a tenant, to notify the tenant of the conditions for the temporary displacement. | Landlord and Tenant Forms | Displacement; repairs; move-out; | 2016-02 |
| sort-ltpm | 590 | 590 | Property Management Agreement | This form is used by a licensed broker or their agent when entering into an employment to act as a property manager for an owner's rental property, to document the employment and set forth the rights, responsibilities and expectations of the property manager and the landlord, including authorized activities, performance standards and expense limitations. | Landlord and Tenant Forms | Income property; Landlord, property manager/resident manager; Property manager/management; PMA; | 2017-06 |
| sort-ltpm | 590-1 | 590-1 | Request for Verification of Insurance — Property Management | This form is used by a property manager when entering into a property management agreement which provides for insurance coverage, to verify with the owner's insurance agency or carrier the owner's liability coverage for the property manager's activities during the employment. | Landlord and Tenant Forms | Landlord, property manager/resident manager; | 2017-06 |
| sort-ltpm | 590-2 | 590-2 | Termination of Property Management Agreement | This form is used by a property manager or owner when a broker will no longer be employed as the property manager of the owner's rental property, to cancel the property management agreement and establish the activities to be performed and items to be returned to terminate the employment. | Landlord and Tenant Forms | Property manager/management; | |
| sort-ltpm | 591 | 591 | Resident Manager Agreement | This form is used by an owner or property manager when employing a resident manager to oversee the daily management of the owner's rental property, to document the resident manager's non-discretionary administrative duties, hours of work and the manager's occupancy of an apartment unit as part of their compensation. | Landlord and Tenant Forms | Income property; Landlord, property manager/resident manager; Occupancy; Resident manager, income property; | 2017-10 |
| sort-ltpm | 592 | 592 | Vacation Rental Management Agreement | This form is used by a vacation rental operator when entering into an employment agreement with an absentee vacation rental owner for the management of a vacation rental property, hotel, motel, inn, boarding house, lodging house, tourist home or similar transient accommodations for periods of 30 days or less, to document the duties of the manager and obligations of the vacation property owner under the employment. | Landlord and Tenant Forms | Vacation rentals; PMA; Exclusive Authorization for Vacation Rental; VRL; | 2016-10 |
| sort-ltpm | 593 | 593 | Guest Occupancy Agreement — For Transient Occupancy Properties | This form is used by a vacation rental operator when entering into a guest's occupancy of a vacation property, hotel, motel, inn, boarding house, lodging house, tourist home or similar transient accommodations for a period of 30 days or less, to document the terms of a guest's occupancy. | Landlord and Tenant Forms | Vacation rentals; Vacation Rental Agreement; VRA; | 2016-10 |
| sort-ltpm | 594 | 594 | Confirmation of Reservation — Transient Occupancies | This form is used by a vacation rental operator when agreeing to a guest's occupancy of a vacation property, hotel, motel, inn, boarding house, lodging house, tourist home or similar transient accommodations for a period of 30 days or less, to provide confirmation of a guest's reservation. | Landlord and Tenant Forms | Vacation rentals; | 2016-10 |
| sort-ltpm | 595 | 595 | Assignment of Lease — By Landlord/Lessor | This form is used by an escrow officer, property manager or landlord when a buyer of an income property assumes the seller's rights and obligations under existing rental and lease agreements, to transfer the seller's interest in the lease agreement to the buyer. | Landlord and Tenant Forms | Assignment of lease; Lease agreements; | 2016-02 |
| sort-ltpm | 596 | 596 | Assignment of Lease — By Tenant/Lessee | This form is used by an escrow officer or tenant when the buyer of a tenant's leasehold interest in a property takes possession and assumes the tenant's rights and obligations under a rental or lease agreement, to transfer ownership of the tenant's leasehold interest to the buyer. | Landlord and Tenant Forms | Assignment of lease; Lease agreements; Tenant; | 2016-02 |
| sort-ltpm | 597 | 597 | Notice of Nonresponsibility — From Landlord (Calif. Civil Code §8444) | This form is used by a property manager or income property owner when a tenant commences construction of improvements on premises leased from the owner, to declare the property owner is not responsible for any claim arising out of the tenant improvements being constructed on the property. | Landlord and Tenant Forms | Landlord notices to tenants; Notices; NNR; | 2017-06 |
| sort-ltpm | 598 | 598 | Tenant Estoppel Certificate | This form is used by an escrow officer or owner's broker when handling the sale or refinance of a tenant-occupied property which is contingent on confirmation of rents, deposits and other leasing arrangements between the tenant and owner, to provide the buyer or lender a summary of the financial and possessory terms of the tenant's lease agreement and whether the owner and tenant have fully performed their obligations. | Landlord and Tenant Forms | Condition of property; Estoppel; Income property; Investment property forms; Lease agreements; Tenant estoppel; TEC; | 2017-06 |