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| Sort | FormSort | Form # | Forms Title | Transaction Type | Topical Use | Year-Month Revised |
|---|---|---|---|---|---|---|
| sort-ipb | 0 | 0 | Income Property Brokerage (IPB) Suite of Forms | 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's Listing Agreement Exclusive Right to Sell, Exchange or Option | 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; | 2017-05 |
| sort-listing | 102-1 | 102-1 | Seller's Listing Agreement Exclusive Right to Sell, Exchange or Option With Shortsale Contingency | Listing Forms and Marketing Package | Listings; Seller, prospective; Seller's listing agreement; Shortsale; Listings; | |
| sort-listing | 103 | 103 | Buyer's Listing Agreement Exclusive Right to Buy, Exchange or Option | Listing Forms and Marketing Package | Buyer, prospective; Listings; Buyer Representation Agreement Exclusive (Right to Represent); BRE; | 2016-05 |
| sort-listing | 103-1 | 103-1 | Buyer's Listing Agreement Specific Property Acquisition | Listing Forms and Marketing Package | Auction; Buyer, prospective; Listings; | 2015-12 |
| sort-listing | 104 | 104 | Loan Broker Listing Agreement Exclusive Right to Borrow | Listing Forms and Marketing Package | Borrower listing; Listings; Mortgage loan brokerage, administrative; | 2016-11 |
| sort-listing | 105 | 105 | Fee Sharing Agreement Buyer's Broker Compensation | Listing Forms and Marketing Package | Cooperating broker; Fee splitting; Finder's fee; Referral fee; Cooperating Broker Compensation Agreement and Escrow Instructions; CBC; Referral Fee Agreement; RFA; | |
| sort-listing | 107 | 107 | Marketing Package Cost Sheet Due Diligence Checklist | Listing Forms and Marketing Package | Advance costs; Listings; | 2016-04 |
| sort-listing | 108 | 108 | Work Authorization | 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) | 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 | 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 | 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 | 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 | 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 | 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 | Listing Forms and Marketing Package | Fee splitting; Finder's fee; Referral fee; | 2016-09 |
| sort-listing | 116 | 116 | Right to Enter and Exhibit Unit to Buyers For Residential and Nonresidential Rentals | 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 | 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)) | 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 | 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 Broker Fees; By a Sales Transaction Broker (Calif. Bus & P C §§10176(g), 10177.6; CalBRE Reg. 2903, 2904) | Listing Forms and Marketing Package | Broker fee; Conflicts of broker; Disclosures, by brokers; Fee splitting; Leasing agent; Mortgage loan brokerage, disclosures to borrower; | 2017-01 |
| sort-listing | 120 | 120 | Modification of Listing Agreement | 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 | 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 | 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 | 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 | 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 | 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) | 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) | 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) | Listing Forms and Marketing Package | Authorization; Structural pest control; | 2016-05 |
| sort-listing | 133 | 133 | Authorization to Provide Services General Services | Listing Forms and Marketing Package | Authorization; | 2016-05 |
| sort-listing | 134 | 134 | Authorization to Open Home Warranty Order | Listing Forms and Marketing Package | Authorization; Home warranty; | 2016-11 |
| sort-listing | 135 | 135 | Request for Homeowner Association Documents (Calif. Civil Code §1368.2) | 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 | 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) | Listing Forms and Marketing Package | Authorization; Improvement bonds; | 2017-05 |
| sort-listing | 140 | 140 | Seller's Pre-Listing Interview of an Agent | Listing Forms and Marketing Package | Seller, prospective; | |
| sort-purchase | 150 | 150 | Purchase Agreement (One-to-Four Residential Units Conventional and Carryback Financing) | 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; | 2019-01 |
| sort-purchase | 150-1 | 150-1 | Purchase Agreement (One-to-Four Residential Units With Short Sale Contingency) | 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; | 2019-01 |
| sort-purchase | 150-2 | 150-2 | Purchase Agreement (One-to-Four Residential Units Cash to New or Existing Loans) | 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; | 2019-01 |
| sort-purchase | 150-3 | 150-3 | Purchase Agreement (Principal to Principal One-to-Four Residential Units) | Sale and Purchase Agreements | Broker-as-principal; Purchase agreements real estate; HENC; HID; NFT; RPA-CA; SES; TAL; WHSD; WPA; | 2019-01 |
| sort-purchase | 150-4 | 150-4 | Addendum – Purchase Agreement | Sale and Purchase Agreements | Addenda; Purchase agreements, addenda; Addendum; ADM; Purchase Agreement Addendum; PAA; | |
| sort-purchase | 151 | 151 | Purchase Agreement (Separate Buyer's Agent Fees One-to-Four Units) | 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; | 2019-01 |
| sort-purchase | 152 | 152 | Purchase Agreement (FHA Loans One-to-Four Units) | 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; | 2019-01 |
| sort-purchase | 153 | 153 | Purchase Agreement (VA Loans One-to-Four Units) | 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; | 2019-01 |
| sort-purchase | 154 | 154 | Purchase Agreement (Short Form One-to-Four Residential Units) | 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; | 2019-01 |
| sort-purchase | 155 | 155 | Purchase Agreement (One-to-Four Unit Income 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; | 2019-01 |
| sort-purchase | 155-1 | 155-1 | Carryback ARM Addendum | 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 | Sale and Purchase Agreements | Appreciation participation; Purchase agreements, addenda; Seller financing; | |
| sort-purchase | 156 | 156 | Equity Purchase Agreement | 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; | 2019-01 |
| sort-purchase | 156-1 | 156-1 | Equity Purchase Agreement With Short Sale Contingency | 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; | 2019-01 |
| sort-purchase | 157 | 157 | Purchase Agreement Land Acquisition Transaction | 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 | 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 | Sale and Purchase Agreements | Farm purchase agreement; Land and lots (unimproved); Purchase agreements, addenda; WPA; | |
| sort-purchase | 158-2 | 158-2 | Farm and Ranch Purchase Agreement Addendum Seller's Environmental Conditions Statement | 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 | 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 | 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 | 159 | Purchase Agreement Commercial Income 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; | 2019-01 |
| sort-purchase | 159-1 | 159-1 | Purchase Agreement Income Property Other than One-to-Four Residential Units Down Payment Note Provision | 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 | 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 | 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 | 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 | 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 | 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 | 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 | Sale and Purchase Agreements | Right of first refusal; | |
| sort-purchase | 163 | 163 | Lease-Option Contract for Deed | Sale and Purchase Agreements | Contract for sale; Lease option; | |
| sort-purchase | 164 | 164 | Offer for Lease-Option | Sale and Purchase Agreements | Lease option; | 2017-01 |
| sort-purchase | 167 | 167 | Offer for Land Sales Contract | Sale and Purchase Agreements | Lease option; | 2019-01 |
| sort-purchase | 168 | 168 | Land Sales Contract All-Inclusive with Power of Sale | Sale and Purchase Agreements | Contract for sale; Lease option; | 2017-02 |
| sort-purchase | 170 | 170 | Preliminary Proposal Mini-Form | Sale and Purchase Agreements | Marketing devices; Proposal; | 2017-07 |
| sort-purchase | 171 | 171 | Exchange Agreement Other than One-to-Four Residential Units | Sale and Purchase Agreements | Exchange, §1031; Exchange agreement; Investment property forms; Trades; Buyers Intent to Exchange Supplement; BES; Sellers Intent to Exchange Supplement; SES; | 2019-01 |
| sort-purchase | 171-1 | 171-1 | Addendum Exchange Agreement | 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 | Sale and Purchase Agreements | Escrow; Exchange, §1031; Sellers Intent to Exchange Supplement; SES; | 2017-02 |
| sort-purchase | 172-3 | 172-3 | Instruction to Trustee to Fund Acquisition (Cash Only) | 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 | Sale and Purchase Agreements | Accommodator agreement; Exchange, §1031; Facilitator; Intermediary; Trust, §1031 Exchange; Buyers 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 | Sale and Purchase Agreements | Escrow; Exchange, §1031; | |
| sort-purchase | 173-3 | 173-3 | Instruction to Trustee to Fund Acquisition Cash and Paper | Sale and Purchase Agreements | Exchange, §1031; Trust funds; | 2017-02 |
| sort-purchase | 173-4 | 173-4 | Declaration of Trust For §1031 Proceeds Installment Sale | 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 | Sale and Purchase Agreements | Exchange, §1031; Identification of qualifying properties; | 2016-05 |
| sort-purchase | 180 | 180 | Counteroffer | Sale and Purchase Agreements | Counteroffer; Performance of contract; Purchase agreements real estate; | 2016-05 |
| sort-purchase | 180-1 | 180-1 | Addendum Counteroffer | 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 | 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 | 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 | Sale and Purchase Agreements | Contingencies; Purchase agreements real estate; Buyers Inspection Waiver; BIW; removal of contingency; | 2017-09 |
| sort-purchase | 182-1 | 182-1 | Sale of Other Property - Waiver Provision Addendum to Purchase Agreement | 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 | Sale and Purchase Agreements | Cancellation; Contingencies; Purchase agreements real estate; | 2016-11 |
| sort-purchase | 184 | 184 | Rejection of Offer | 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 | 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 | 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) | Loan Brokerage | Appraisal; Comparative market analysis; Mortgage loan brokerage, appraisal; | |
| sort-loanbroker | 200-1 | 200-1 | Comparative Market Analysis for Setting Values | Loan Brokerage | Appraisal; Investment property forms; Mortgage loan brokerage, appraisal, | |
| sort-loanbroker | 201 | 201 | Stack Sheet Loan Origination and Transmittal | Loan Brokerage | Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 201-1 | 201-1 | Conversation Log Sheet Top of Stack | Loan Brokerage | Mortgage loan brokerage, administrative; | 2017-02 |
| sort-loanbroker | 202 | 202 | Uniform Residential Loan Application (FNMA 1003) | Loan Brokerage | Credit application; Mortgage loan brokerage, application process; URLA; | |
| sort-loanbroker | 202-1 | 202-1 | Acknowledgement of Changing Conditions | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 202-2 | 202-2 | Loan Purpose Statement For Reg. Z Analysis | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 202-3 | 202-3 | Owner-Occupancy Rider | 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) | 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) | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2015-08 |
| sort-loanbroker | 204 | 204 | Mortgage Loan Disclosure Statement (Traditional) (CalBRE 882) | 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) | 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) | 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 | Loan Brokerage | Good faith estimates; | 2017-09 |
| sort-loanbroker | 204-4 | 204-4 | Proceeds from Refinance Annual Percentage Rate of Net Proceeds | Loan Brokerage | Refinance; | |
| sort-loanbroker | 204-5 | 204-5 | Loan Estimate | 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 | 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) | 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)) | 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 | 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 | Loan Brokerage | Appraisal; Mortgage loan brokerage, application process; | 2016-07 |
| sort-loanbroker | 207 | 207 | Authorization to Prepare Appraisal Report (Calif. Bus & P C §11321) | 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 | 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 | Loan Brokerage | Appraisal; Mortgage loan brokerage, application process; Mortgage loan brokerage, appraisal; | |
| sort-loanbroker | 208 | 208 | Advance Fee and Anti-Steering Disclosure | Loan Brokerage | Mortgage loan brokerage; Steering; Advance Fee; | 2016-07 |
| sort-loanbroker | 209 | 209 | Items Needed to Complete Loan Application Borrower's Initial Advisory | Loan Brokerage | Mortgage loan brokerage, application process | |
| sort-loanbroker | 209-1 | 209-1 | Request on Borrower for Documents | Loan Brokerage | Mortgage loan brokerage, application process | |
| sort-loanbroker | 209-2 | 209-2 | Profit and Loss Statement Borrower's Financial Statement (FNMA 1020) | 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 | Loan Brokerage | Credit application; | 2017-07 |
| sort-loanbroker | 210 | 210 | Request for Verification of Employment Present Employer | Loan Brokerage | Credit application; Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 210-1 | 210-1 | Request for Verification of Employment Prior Employer | Loan Brokerage | Mortgage loan brokerage, application process; | |
| sort-loanbroker | 211 | 211 | Request for Verification of Deposit | Loan Brokerage | Mortgage loan brokerage, application process; | |
| sort-loanbroker | 212 | 212 | Request for Verification of Rent | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 212-1 | 212-1 | Request for Verification of Mortgage | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 213 | 213 | Request for Verification of Account | Loan Brokerage | Mortgage loan brokerage, application process; | |
| sort-loanbroker | 214 | 214 | Request for Verification of Homeowner's Insurance | Loan Brokerage | Mortgage loan brokerage, application process; | 2017-09 |
| sort-loanbroker | 215 | 215 | Request for Copy of Tax Return (IRS 4506) | 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) | Loan Brokerage | Financial statement; Mortgage loan brokerage, application process; | |
| sort-loanbroker | 216 | 216 | Authorization for Lender Verification of Information | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2016-07 |
| sort-loanbroker | 216-1 | 216-1 | Fair Credit Reporting Act Disclosure | 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 | 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) | 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) | 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 | 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) | 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 | 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 | 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 | 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) | Loan Brokerage | Mortgage loan brokerage, disclosures to borrower; | 2017-09 |
| sort-loanbroker | 229-1 | 229-1 | (INS) Cash Flow Analysis with Instructions Self-Employed or Investor (FNMA 1084) | Loan Brokerage | Mortgage loan brokerage, administrative | |
| sort-loanbroker | 229-1 | 229-1 | Cash Flow Analysis Self-Employed or Investor (FNMA 1084) | Loan Brokerage | Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 229-2 | 229-2 | Comparative Income Analysis Annual Trend Calculation | Loan Brokerage | Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 230 | 230 | Credit Analysis Worksheet LTV and Income Ratios (HUD-92900-WS) | Loan Brokerage | Mortgage loan brokerage, administrative; Mortgage loan brokerage, application process; | |
| sort-loanbroker | 232 | 232 | Authorization to Prepare Loan Escrow Instructions | Loan Brokerage | Escrow; Mortgage loan brokerage, administrative; | |
| sort-loanbroker | 233 | 233 | Loan Transmittal Summary Preliminary Submission to Lender | 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) | 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) | Loan Brokerage | Mortgage loan brokerage, trust deed sales/hypothecation; | |
| sort-loanbroker | 235-3 | 235-3 | Lender/Purchaser Disclosure Statement Collateral Loan (CalBRE 851C) | Loan Brokerage | Mortgage loan brokerage, disclosures to lender(s); Syndication - trust deed loans; | |
| sort-loanbroker | 237 | 237 | Loan Servicing Agreement | 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 | Loan Brokerage | Collection agreement; Mortgage loan brokerage, loan servicing; | |
| sort-loanbroker | 238-1 | 238-1 | Notice of Transfer of Servicing RESPA Loans | Loan Brokerage | Collection agreement; Lender, real estate secured; Mortgage loan brokerage, loan servicing; | |
| sort-loanbroker | 238-2 | 238-2 | RESPA Servicing Disclosure Statement | 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 | 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 | Loan Brokerage | Assignment of trust deed; Hypothecation; Land and lots (unimproved); Mortgage loan brokerage, trust deed sales/hypothecation; Trust deed, assignment of; | |
| sort-addenda | 250 | 250 | Addendum General Use | Addendum Provisions | Addenda; Purchase agreements, addenda; Addendum; ADM; Purchase Agreement Addendum; PAA; | |
| sort-addenda | 251 | 251 | Signature Page Addendum | Addendum Provisions | Purchase agreements real estate; Signature; Additional Signature Addendum; ASA; | |
| sort-addenda | 252 | 252 | Verification of Capacity to Represent Addendum | 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 | Addendum Provisions | Investment property forms; Marketing package; Personal property; Purchase agreements, addenda; | |
| sort-addenda | 257 | 257 | Confidentiality Agreement Addendum | Addendum Provisions | Confidentiality Agreement; Investment property forms; nondisclosure agreement; Purchase agreements, addenda; | |
| sort-addenda | 260 | 260 | Roofing Inspection Contingency Due Diligence Addendum | Addendum Provisions | Property inspection; Purchase agreements, addenda; | |
| sort-addenda | 261 | 261 | Hazard Insurance Conditions | Addendum Provisions | Insurance; Purchase agreements, addenda; | |
| sort-addenda | 266 | 266 | Confirmation of Value Addendum Price Appraisal Contingency | Addendum Provisions | Appraisal; Investment property forms; Purchase agreements, addenda; | |
| sort-addenda | 269 | 269 | Property Inspection Buyer's Request for Repairs | 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 | 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 | 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 | 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 | 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 | Addendum Provisions | Purchase agreements, addenda; Sale Contingency; | 2015-12 |
| sort-addenda | 275 | 275 | Leasing and Operating Addendum Title Subject to Tenant Occupancies | Addendum Provisions | Purchase agreements, addenda; | |
| sort-addenda | 276 | 276 | Backup Offer Addendum Cancellation of Prior Sale Contingency | Addendum Provisions | Backup offer; Purchase agreements, addenda; | |
| sort-addenda | 276-1 | 276-1 | Notice of Elimination of Backup Contingency Commencement of Performance | Addendum Provisions | Backup offer; | |
| sort-addenda | 277 | 277 | Preliminary Title Report Addendum A Due Diligence Contingency | Addendum Provisions | Investment property forms; Preliminary title report; Purchase agreements, addenda; | |
| sort-addenda | 278 | 278 | Court Confirmation Addendum to Purchase Agreement A Contingency Provision | 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 | Addendum Provisions | Investment property forms; Purchase agreements, addenda; Verification of Property Condition; VP | |
| sort-addenda | 280 | 280 | Partial Release Addendum | 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 | 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 | 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 | 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 | 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 | Transaction Disclosure Sheets | Buyer; Disclosures, by brokers; Purchase agreements, disclosures; Residency declarations, tax withholding; Tax, withholding declaration; Withholding; Buyers Affidavit (FIRPTA Compliance); AB; Sellers Affidavit of Nonforeign Status and/or California Withholding Exemption; AS; | 2017-12 |
| sort-disclosures | 302 | 302 | Credit Application Individual | 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 | 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) | 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 | Transaction Disclosure Sheets | Marketing package; Purchase agreements, disclosures; Transfer disclosures; | |
| sort-disclosures | 305 | 305 | Agency Law Disclosure Disclosure Regarding Real Estate Agency Relationships For Negotiating the Sale or Exchange of Real Estate | Transaction Disclosure Sheets | Agency disclosures; Disclosures, agency; Disclosures, by brokers; Purchase agreements, disclosures; Disclosure Regarding Real Estate Agency Relationships; AD; | 2019-01 |
| sort-ltpm | 305-1 | 305-1 | Agency Law Disclosure Disclosure Regarding Real Estate Agency Relationships For Negotiating Lease Agreements for Periods Exceeding One Year | 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 | Transaction Disclosure Sheets | Disclosures, property; Marketing package; Purchase agreements, disclosures; | |
| sort-disclosures | 307 | 307 | Ordinance Compliance Local Option Disclosure | Transaction Disclosure Sheets | City ordinance compliance - Occupancy/Retrofitting; Condition of property; Disclosures, property; Purchase agreements, disclosures; Transfer disclosures; | |
| sort-disclosures | 308 | 308 | Unique Factors and Conditions Affecting Property | Transaction Disclosure Sheets | Notices; Notice Addendum (Airport, Farmland, San Francisco Bay or Mining Operations); SSD; | 2016-08 |
| sort-disclosures | 309 | 309 | Homeowners' Association (HOA) Addendum | Transaction Disclosure Sheets | Homeowners' association (HOA); Purchase agreements, addenda; | |
| sort-disclosures | 310 | 310 | Good Faith Estimate of Seller's Net Sales Proceeds On Sale of Property | Transaction Disclosure Sheets | Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; Seller, prospective; Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; | 2015-12 |
| sort-disclosures | 311 | 311 | Good Faith Estimate of Buyer's Acquisition Costs On Acquisition of Property | Transaction Disclosure Sheets | Buyer; Disclosures, by brokers; Good faith estimates; Purchase agreements, disclosures; | 2017-12 |
| sort-disclosures | 312 | 312 | Mortgage Shopping Worksheet | 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 | 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 | 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 | 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 | Transaction Disclosure Sheets | Commercial property; Seismic activity; | |
| sort-disclosures | 316 | 316 | Buyer Receipt of Hazards Booklet(s) | 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 | 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 | 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) | Transaction Disclosure Sheets | Purchase agreements, disclosures; Supplemental tax bill, notice of; | |
| sort-disclosures | 318 | 318 | Comparative Market Analysis for Setting Values Addendum | 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) | Transaction Disclosure Sheets | Comparative market analysis; Investment property forms; Listings; | |
| sort-disclosures | 319 | 319 | Disclosure of Sexual Predator Database Addendum | Transaction Disclosure Sheets | Purchase agreements, disclosures; | |
| sort-disclosures | 320 | 320 | Borrower's Mortgage Worksheet For Fixed-Rate Mortgages (FRMs) | 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 | Transaction Disclosure Sheets | Adjustable rate mortgage (ARM); Disclosures, financial; | 2016-04 |
| sort-disclosures | 320-2 | 320-2 | Open House Agent Interview Sheet | Transaction Disclosure Sheets | Buyer; Open House; Survey; | |
| sort-disclosures | 320-3 | 320-3 | Agent Survey Sheet for Nonresidential Property Tenant or Buyer-Occupant | Transaction Disclosure Sheets | Buyer; Commercial property; Survey; | |
| sort-disclosures | 320-4 | 320-4 | Buy-Versus-Rent After-Tax Analysis | Transaction Disclosure Sheets | Comparative analysis; ownership costs; rental costs; marketing package; | 2015-10 |
| sort-disclosures | 321 | 321 | Seller's Neighborhood Security Disclosure Addendum | 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) | 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)) | Transaction Disclosure Sheets | Notices; | |
| sort-disclosures | 324 | 324 | Service and Maintenance Providers Contractor Disclosure | Transaction Disclosure Sheets | Disclosures, property; Investment property forms; Marketing package; Purchase agreements, disclosures; Service contracts; | |
| sort-disclosures | 339 | 339 | Tracking the Loan Origination Process Addendum | Transaction Disclosure Sheets | Purchase agreements, disclosures; | 2017-05 |
| sort-inv | 350 | 350 | Client Profile Confidential Personal Data Sheet | Investment Property Worksheets/Forms | Client profile; Investment property forms; Syndication - real estate; Syndication - trust deed loans; | |
| sort-inv | 351 | 351 | Individual Tax Analysis (INTAX) | Investment Property Worksheets/Forms | Client profile; Income property; Investment property forms; | |
| sort-inv | 352 | 352 | Annual Property Operating Data Sheet (APOD) | 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 | Investment Property Worksheets/Forms | Income property; Investment property forms; Marketing package; Purchase agreements, disclosures; Rent rolls; | |
| sort-inv | 353 | 353 | Comparative Analysis Projection (CAP) | Investment Property Worksheets/Forms | Investment property forms; | |
| sort-inv | 354 | 354 | §1031 Profit and Basis Recap Sheet | 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) | Investment Property Worksheets/Forms | Exchange, §1031; Investment property forms; | |
| sort-inv | 365 | 365 | Estimated Profit on Resale Property Acquired for Immediate Disposition | Investment Property Worksheets/Forms | Investment property forms; | |
| sort-inv | 370 | 370 | Supplemental Assignment Instructions Assignment of Purchase Rights to LLC | Investment Property Worksheets/Forms | Investment property forms; Syndication - real estate; | |
| sort-inv | 371 | 371 | Investment Circular LLC | Investment Property Worksheets/Forms | Investment circular; Investment property forms; Investment circular; | |
| sort-inv | 371-1 | 371-1 | Investment Circular LLC; Editable | Investment Property Worksheets/Forms | Investment circular; | |
| sort-inv | 372 | 372 | Operating Agreement LLC | 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 | 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 | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 372-3 | 372-3 | LLC Operating Agreement Self-Directed IRA | 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 | 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 | Investment Property Worksheets/Forms | Investment property forms; Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 373 | 373 | Subscription and Agreement to Invest | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 373-1 | 373-1 | Subscription and Agreement to Invest; Editable | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-inv | 374 | 374 | Amendment to Operating Agreement Of Limited Liability Company | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | 2016-05 |
| sort-inv | 375 | 375 | Assignment of Interest In Limited Liability Company | 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 | 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 | Investment Property Worksheets/Forms | Limited liability company (LLC); Syndication - real estate; | |
| sort-escrow | 401 | 401 | Escrow Instructions Buyer and Seller Instructions | 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) | Sale and Loan Escrow Forms | Escrow; Title Insurance; | |
| sort-escrow | 401-2 | 401-2 | Assignment of Purchase Rights Supplemental Escrow Instructions | Sale and Loan Escrow Forms | Assignment; Escrow; | |
| sort-escrow | 401-3 | 401-3 | Loan Escrow Instructions Borrower and Lender Instructions | Sale and Loan Escrow Forms | Escrow; | |
| sort-escrow | 401-4 | 401-4 | Statement of Information For General Index Search | Sale and Loan Escrow Forms | Escrow; Statement of Information; | |
| sort-purchase | 401-5 | 401-5 | Cancellation of Escrow Distribution of Funds in Escrow | 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 | Sale and Loan Escrow Forms | Cancellation of Contract; Disbursement of Funds; CC; | 2016-05 |
| sort-escrow | 401-7 | 401-7 | Addendum Escrow Instructions | Sale and Loan Escrow Forms | Addenda; Addendum; ADM; Escrow | 2016-06 |
| sort-escrow | 402 | 402 | Closing Disclosure | 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) | 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 | Sale and Loan Escrow Forms | Escrow; | 2017-07 |
| sort-escrow | 404 | 404 | Grant Deed | Sale and Loan Escrow Forms | Deeds; | 2016-05 |
| sort-escrow | 405 | 405 | Quitclaim Deed | Sale and Loan Escrow Forms | Deeds; | 2016-05 |
| sort-escrow | 406 | 406 | Deed-in-Lieu of Foreclosure | 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 | Sale and Loan Escrow Forms | Acknowledgement; Notary; | |
| sort-escrow | 408 | 408 | Bill of Sale | Sale and Loan Escrow Forms | Bill of sale; | |
| sort-escrow | 409 | 409 | Release of Recorded Instrument | Sale and Loan Escrow Forms | Judgments; Release of lien; | 2016-05 |
| sort-escrow | 410 | 410 | Further Encumbrance Consent | Sale and Loan Escrow Forms | Carryback; Due-on-consent; Financing disclosures; Loans; Mortgage loan brokerage, administrative; Seller financing; | 2016-05 |
| sort-purchase | 411 | 411 | Simple Revocable Transfer on Death (TOD) Deed (California Probate Code §5642) | Sale and Loan Escrow Forms | Transfer on Death (TOD); inherit; | 2016-05 |
| sort-purchase | 411-1 | 411-1 | Revocation of Revocable Transfer on Death (TOD) Deed (California Probate Code §5600) | 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 | 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 | 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 | Sale and Loan Escrow Forms | Mortgage loan brokerage, administrative; | |
| sort-escrow | 414 | 414 | Trustor's Offset Statement | Sale and Loan Escrow Forms | Disclosures, financial; Loans; Mortgage loan brokerage, trust deed sales/hypothecation; Offset statements; | |
| sort-escrow | 415 | 415 | Beneficiary Statement | 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 | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 418-2 | 418-2 | Prepayment of Principal Provisions Penalties and Discounts | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 418-3 | 418-3 | Final/Balloon Due Date Provisions | Sale and Loan Escrow Forms | Balloon Payment; Notes; | 2016-05 |
| sort-escrow | 418-4 | 418-4 | Right of First Refusal to Buy Note | Sale and Loan Escrow Forms | Notes; Right of first refusal; | 2016-05 |
| sort-escrow | 418-5 | 418-5 | Note Enforcement Provisions | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 419 | 419 | Notice of Balloon Payment Due | Sale and Loan Escrow Forms | Balloon Payment; | 2017-05 |
| sort-escrow | 420 | 420 | Note Secured by Deed of Trust Installment Interest Included | Sale and Loan Escrow Forms | Notes; | 2017-07 |
| sort-escrow | 421 | 421 | All-Inclusive Promissory Note Secured by Deed of Trust Installment Interest Included | 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 | Sale and Loan Escrow Forms | Notes; | 2017-05 |
| sort-escrow | 423 | 423 | Note Secured by Deed of Trust Straight Note | Sale and Loan Escrow Forms | Notes; | 2016-05 |
| sort-escrow | 424 | 424 | Promissory Note Unsecured | Sale and Loan Escrow Forms | Deposit note; Notes; Promissory note; | 2017-05 |
| sort-escrow | 425 | 425 | Modification of the Promissory Note | Sale and Loan Escrow Forms | Modification agreement; Notes; Notes, modification of; | 2017-07 |
| sort-escrow | 426 | 426 | Agreement to Modify a Promissory Note | Sale and Loan Escrow Forms | Modification agreement; Notes; Notes, modification of; | 2017-07 |
| sort-escrow | 430 | 430 | Shared Appreciation Note Installment Contingent Interest Extra | Sale and Loan Escrow Forms | Notes; | 2017-07 |
| sort-escrow | 431 | 431 | Assumption Agreement Unsecured and Subrogated | Sale and Loan Escrow Forms | Assumption agreements; Loans; | 2017-05 |
| sort-escrow | 432 | 432 | Assumption Agreement Secured | Sale and Loan Escrow Forms | Assumption agreements; Loans; | |
| sort-escrow | 433 | 433 | Adjustable Rate Note Secured by Deed of Trust | 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 | Sale and Loan Escrow Forms | Assumption agreements; Investment property forms; Service contracts; | |
| sort-escrow | 436 | 436 | Security Agreement For Note Secured by 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 | Sale and Loan Escrow Forms | Financial statement; | 2016-04 |
| sort-escrow | 436-2 | 436-2 | UCC-1 Financing Statement Addendum | Sale and Loan Escrow Forms | Financial statement; | |
| sort-escrow | 436-3 | 436-3 | Information Request (UCC-11) | Sale and Loan Escrow Forms | Financial statement; | |
| sort-escrow | 437 | 437 | Security Pledge and Assignment Agreement Collateral Assignment | 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 | 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 | Sale and Loan Escrow Forms | Guarantee; Mortgage loan brokerage, trust deed sales/hypothecation; | |
| sort-escrow | 440 | 440 | Memorandum of Purchase Option | Sale and Loan Escrow Forms | Option to buy/purchase; | |
| sort-escrow | 442 | 442 | All-Inclusive Trust Deed Addendum Equity Payoff | 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 | 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 | 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 | 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 | 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 | 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 | Sale and Loan Escrow Forms | Assignment of rents as security; Trust deed; | |
| sort-escrow | 455 | 455 | Impounds Addendum Taxes and Insurance | 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 | 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) | 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 | Sale and Loan Escrow Forms | Assignment of rents as security; Cancellation; | |
| sort-escrow | 460 | 460 | Affidavit of Death of Joint Tenant | 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) | Sale and Loan Escrow Forms | Community property, death of a spouse; Death; Right of survivorship; | |
| sort-escrow | 463 | 463 | Declaration of Revocable Living Trust | Sale and Loan Escrow Forms | Living trust; Revocable inter-vivos trust; Trust, living; | 2016-05 |
| sort-escrow | 465 | 465 | Declaration of Homestead | Sale and Loan Escrow Forms | Homestead; | 2017-05 |
| sort-escrow | 470 | 470 | Substitution of Trustee | Sale and Loan Escrow Forms | Trustee, on trust deed; | |
| sort-escrow | 471 | 471 | Notice of Default With Substitution of Trustee (California Civil Code §2924c) | 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) | 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) | 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) | 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) | 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) | 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) | Sale and Loan Escrow Forms | Foreclosure notices, summary translation; Trustee's sale; | |
| sort-escrow | 472 | 472 | Substitution of Trustee and Reconveyance | Sale and Loan Escrow Forms | Release of lien; Trustee, on trust deed; | |
| sort-escrow | 474 | 474 | 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) | 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) | 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) | 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) | 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) | 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) | 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) | 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)) | Sale and Loan Escrow Forms | Notice of Trustee's sale, summary translation; Trustee's sale; | |
| sort-escrow | 475 | 475 | Trustee's Deed Upon Sale | Sale and Loan Escrow Forms | Deeds; Trustee's sale; | |
| sort-escrow | 478 | 478 | Proof of Service For Service of Notice of Default | Sale and Loan Escrow Forms | Trustee's sale; | |
| sort-escrow | 479 | 479 | Notice of Surplus Funds From Trustee's Sale | Sale and Loan Escrow Forms | Trustee's sale; | |
| sort-oms | 500 | 500 | Agent Interview Sheet | Office Management and Supervision Forms | Agent employment; Brokerage office administration; Office manager/management; | 2017-05 |
| sort-oms | 501 | 501 | Agent Identification and Contact Information | Office Management and Supervision Forms | Office manager/management; Contact information; | 2017-05 |
| sort-oms | 502 | 502 | Agent Itinerary and Schedule | Office Management and Supervision Forms | Office manager/management; Itinerary; | 2017-05 |
| sort-oms | 504 | 504 | Agent's Income Data Sheet | 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 | 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 | 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 | 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 | Office Management and Supervision Forms | Agent employment; Brokerage office administration; | |
| sort-oms | 509 | 509 | Salesperson Change Application (CalBRE 214) | Office Management and Supervision Forms | Agent employment; Brokerage office administration; | 2017-12 |
| sort-oms | 510 | 510 | Office Manager Employment Agreement | Office Management and Supervision Forms | Brokerage office administration; Office manager/management; | 2015-09 |
| sort-oms | 511 | 511 | Designated Officer Employment Agreement | 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) | 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 | 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 | 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 | 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 | Office Management and Supervision Forms | Brokerage office administration; Listings; Transmittal letter; | |
| sort-oms | 522 | 522 | Listing Information Report For Broker's Administrative Use | Office Management and Supervision Forms | Brokerage office administration; Listings; | 2015-09 |
| sort-oms | 522-1 | 522-1 | Expired Listing Report Or By Cancellation | Office Management and Supervision Forms | Listings; | |
| sort-oms | 523 | 523 | Property Sold Report Administrative and Fee Information | 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 | 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 | 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 | Office Management and Supervision Forms | Brokerage office administration; Estoppel; Transmittal letter; | 2017-05 |
| sort-oms | 526 | 526 | Settlement Agreement With Release and Waiver | Office Management and Supervision Forms | Brokerage office administration; Cancellation; Settlement agreement; | |
| sort-oms | 527 | 527 | Conflict of Interest Disclosure Kinship, Position or Undue Influence | Office Management and Supervision Forms | Conflicts of broker; Disclosures, by brokers; | 2017-05 |
| sort-oms | 535 | 535 | Interest-Bearing Trust Account Agreement | 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) | 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) | 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) | Office Management and Supervision Forms | Brokerage office administration; Trust funds; | 2017-11 |
| sort-oms | 544 | 544 | Trust Fund Status Report (CalBRE 855) | 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) | 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) | 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) | 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) | 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 | 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 | Office Management and Supervision Forms | Brokerage office administration; Syndication - trust deed loans; Trust funds; | |
| sort-ltpm | 550 | 550 | Residential Lease Agreement | Landlord and Tenant Forms | Lease agreements; Occupancy; Residential lease; LR; Lease/Rental Mold and Ventilation Addendum; LRM; | 2019-01 |
| sort-ltpm | 550-1 | 550-1 | Addendum Lease/Rental Agreement | 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 | Landlord and Tenant Forms | Agency disclosures; Disclosures, agency; Disclosures, by brokers; Disclosure Regarding Real Estate Agency Relationships; AD; | 2019-01 |
| sort-ltpm | 551 | 551 | Residential Rental Agreement Month-to-Month | Landlord and Tenant Forms | Occupancy; Rental agreements; Month-to-month; LR; Lease/Rental Mold and Ventilation Addendum; LRM; | 2018-06 |
| sort-ltpm | 552 | 552 | Commercial Lease Agreement Gross Single Tenant | 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 | 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 | 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 | Landlord and Tenant Forms | Commercial lease; Lease agreements; Occupancy; CL; Sublease | 2019-01 |
| sort-ltpm | 552-4 | 552-4 | Commercial Lease Agreement Percentage Lease | 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 | 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 | Landlord and Tenant Forms | Addenda; Commercial lease addenda; Maintenance; | 2019-01 |
| sort-ltpm | 552-7 | 552-7 | Commercial Lease Agreement Addendum Alienation of Leasehold | 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 | Landlord and Tenant Forms | Addenda; Commercial lease addenda; Subordination; | 2017-05 |
| sort-ltpm | 553 | 553 | Application to Rent | 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 | 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) | 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 | 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 | Landlord and Tenant Forms | Landlord, general; Lease agreements; Tenant; Tenant, retainer; | 2017-11 |
| sort-ltpm | 556 | 556 | Offer to Lease | 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 | Landlord and Tenant Forms | Disclosures, on rentals; Lead-based paint; Lease agreements; Rental agreements; | 2017-05 |
| sort-ltpm | 558 | 558 | Partial Payment Agreement Commercial | 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 | 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 | 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 | 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 | Landlord and Tenant Forms | Disclosures, on rentals; Landlord, general; Operating expenses; | 2017-11 |
| sort-ltpm | 563 | 563 | Pet Addendum | Landlord and Tenant Forms | Lease agreements; Pets; | |
| sort-ltpm | 563-1 | 563-1 | Non-Smoking Addendum | Landlord and Tenant Forms | Smoking; | |
| sort-ltpm | 563-2 | 563-2 | Bed Bug Addendum | Landlord and Tenant Forms | Addenda; Bed bug; Infestation; Pest control | 2017-05 |
| sort-ltpm | 563-3 | 563-3 | Statement of Pest Control Operators Findings On a Bed Bug Infestation Inspection | Landlord and Tenant Forms | Addenda; Bed bug; Infestation; Pest control | 2017-05 |
| sort-ltpm | 564 | 564 | Waterbed Addendum | Landlord and Tenant Forms | Lease agreements; Waterbed; | 2017-11 |
| sort-ltpm | 565 | 565 | Option to Renew/Extend 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 | Landlord and Tenant Forms | Lease agreements; Option to renew/extend lease; | 2016-02 |
| sort-ltpm | 567 | 567 | Notice of Intent to Enter Dwelling | 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 | 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 | 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; | 2017-06 |
| sort-ltpm | 567-3 | 567-3 | Statement of Deficiencies on Joint Pre-Expiration Inspection | 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; | 2017-06 |
| sort-ltpm | 568 | 568 | Notice of Charges Due Other than Monthly Rent Payment | 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 | 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 | Landlord and Tenant Forms | Landlord notices to tenants; Notice of Termination of Tenancy; NTT; sixty; | 2016-11 |
| sort-ltpm | 570 | 570 | 30-Day Notice of Change in Rental Terms | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; thirty; | 2017-12 |
| sort-ltpm | 571 | 571 | 30-Day Notice to Vacate From Commercial Landlord | 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 | Landlord and Tenant Forms | Landlord notices to tenants; Tenant; Tenant, notices by residential; Notice of Termination of Tenancy; NTT; thirty; | 2017-06 |
| sort-ltpm | 573 | 573 | 90-Day Notice to Quit Due to Foreclosure To Holdover Residential Tenant | 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 | 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 | 60-Day Notice of Change in Rental Terms | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; Sixty; | 2017-01 |
| sort-ltpm | 575 | 575 | Three-Day Notice to Pay Rent or Quit With Rent-Related Fees | Landlord and Tenant Forms | Landlord notices to tenants; Rent, notices by landlord; Notice to Pay Rent or Quit; PRQ; 3 Day Notice; | 2016-02 |
| sort-ltpm | 575-1 | 575-1 | Three-Day Notice to Pay Rent or Quit Without Related Fees | Landlord and Tenant Forms | Landlord notices to tenants; Notice to Pay Rent or Quit; PRQ; 3 Day Notice; | 2016-02 |
| sort-ltpm | 576 | 576 | Three-Day Notice to Perform or Quit | Landlord and Tenant Forms | Landlord notices to tenants; Notice to Perform Covenant (Cure) or Quit; PCQ; 3 Day Notice; | 2017-06 |
| sort-ltpm | 577 | 577 | Three-Day Notice to Quit Residential and Commercial | Landlord and Tenant Forms | Landlord notices to tenants; 3 Day Notice; | 2016-11 |
| sort-ltpm | 578 | 578 | Three-Day Notice to Quit Due to Foreclosure To Holdover Owner or Commercial Tenant | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | Landlord and Tenant Forms | Cancellation; Performance of contract; | 2017-06 |
| sort-ltpm | 588 | 588 | Notice of Temporary Displacement | Landlord and Tenant Forms | Displacement; repairs; move-out; | 2016-02 |
| sort-ltpm | 590 | 590 | Property Management Agreement | 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 | Landlord and Tenant Forms | Landlord, property manager/resident manager; | 2017-06 |
| sort-ltpm | 590-2 | 590-2 | Termination of Property Management Agreement | Landlord and Tenant Forms | Property manager/management; | |
| sort-ltpm | 591 | 591 | Resident Manager Agreement | 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 | 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 | Landlord and Tenant Forms | Vacation rentals; Vacation Rental Agreement; VRA; | 2016-10 |
| sort-ltpm | 594 | 594 | Confirmation of Reservation Transient Occupancies | Landlord and Tenant Forms | Vacation rentals; | 2016-10 |
| sort-ltpm | 595 | 595 | Assignment of Lease By Landlord/Lessor | Landlord and Tenant Forms | Assignment of lease; Lease agreements; | 2016-02 |
| sort-ltpm | 596 | 596 | Assignment of Lease By Tenant/Lessee | 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) | Landlord and Tenant Forms | Landlord notices to tenants; Notices; NNR; | 2017-06 |
| sort-ltpm | 598 | 598 | Tenant Estoppel Certificate | Landlord and Tenant Forms | Condition of property; Estoppel; Income property; Investment property forms; Lease agreements; Tenant estoppel; TEC; | 2017-06 |
A statewide rent control and just cause eviction bill AB 1482 was signed into law recently. The law’s just cause eviction provisions only protect tenants who have been in possession for a year or more. “No Fault” termination will require the landlord to pay one month’s rent in relocation assistance. Single family homes and condos are exempt if tenants have received notice of the exemption and the owner is not a REIT, corporation, or LLC owned wholly or in part by a corporation. Do you have the notice of the exemption available? Is there a time limitation on sending out this notice of the exemption to tenants?
Looking for these forms as well. They must be delivered to already existing tenants by 8-1-2020, and for new tenants must be on the lease/agreement.
TO CLARIFY, WHILE THERE IS A SECTION IN THE TDS FOR THE SELLING AGENT, HAVING IT TIED TO THE TDS FOR SELLERS AND THE AVID FOR LISTING BROKER IS CUMBERSOME AND CONFUSING IF THE LISTING BROKER AND SELLER IS ALREADY COMPLETING A CAR FORM TDS AND AVID. THE SELLING AGENT OR BROKER REALLY SHOULD JUST HAVE A AVID FORM INDEPENDENT OF THE TDS. THE SAME CAN BE SAID FOR THE LISTING BROKER TO SIMPLIFY DISCLOSURES, SEPARATING TDA (A HOMEOWNERS OR SELLERS DISCLOSURE) FROM THOSE OF AGENTS (AVID).
A FORM MISSING FOR SOME TIME IS THE SELLING AGENT OR BUYERS AGENT VISUAL DISCLOSURE FORM. THE TDS AND ITS AVID INTERNAL TO THE FORM IS GEARED TOWARD THE LISTING BROKER OR SELLER’S AGENT. CAN A SEPARATE AVID FORM BE CREATED THAT IS NOT TIED TO A TDS SO THAT EITHER THE SELLERS BROKER OR BUYERS BROKER CAN COMPLETE AN AVID AS IS REQUIRED IN MY COUNTY.
What form, may be used to provide a lender with a second lien on a residence that has a mortgage in place
Is there a form used for a borrower giving a 2nd lien on a resident when a first mortgage in in place?
I am looking for a contingency release form, for appraisal and loan contingencies. Do you have any?
Do you have an addendum for a listing agreement?
Jean,
Thank you for your inquiry. Please see our general use addendum, listed as RPI form 250, which may be attached to any listing agreement.
Best,
ft Editorial Staff
Do you have a commercial sublease agreement? I prefer your forms. My tenant needs to
sublease the small office he has rented from me due to his failed business. He has 1 year left
on his lease. Any recommendations?
Helen,
Thank you for your inquiry! The RPI Commercial Lease Agreement (RPI Form 552) contains a subletting clause referencing the attached master lease and declaring the sublease is subject to the terms of the master lease.
Further, the subletting or assignment provision calls for the landlord’s consent, which will not be unreasonably withheld. For more on this, see RPI form 596.
Best,
ft Editorial Staff
Do you have the new forms to comply with the new 2020 California Rent Cap and Just Cause Eviction laws?
I just need an Agent Visual
computer says I am blocked from download
why am I blocked?
I’v run into problems with the application to rent when I try to contact prior landlords and employers. There doesn’t seem to be a section in there that authorizes them to release information to me or vice versa or discuss information that is on the application. Is that on a differnent form?
Do you have a lease/rental commission agreement or something that can be used to establish payment between owner(landlord) and realtor?
I don’t see the form, Seller multiple counter offer. I suppose I can write in the binding effect terms onto the standard seller counter offer.
Can we change the layout of the forms to integrate into our system? If we can, are there elements we need to ensure we keep like the Realty Publications, Inc. info on the bottom of the pages?
Do you have from 521 but for commercial properties?
Can you direct me to the Confirmation of Agency Disclosure form for Lease and for Sale?
Thanks,
Jim
I am looking for an assignment of deed of trust in involved with a note sale. Don’t want notice of default or notice of delinquency. The deed of trust being sold is a first.
Larry,
Thank you for your inquiry!
You may be looking for RPI Form 445. If you do not want to request a notice of default or notice of delinquency, you may simply leave those boxes blank. If you’re looking for something more specific, most of our assignment forms are located in the 400 range.
Regards,
ft Editorial Staff
Do you have an application to rent form in legal size? This would match the size of my rental contract
Does handing an application to rent form to a prospect constitute a legal approval for tenancy?
Hamid,
Thank you for your inquiry!
Giving an application form to a prospective tenant does not create a legal obligation to approve the tenant.
Regards,
ft Editorial Staff
What is the workaround (forms) in listing and selling mobile homes, how can I make it work?
can these forms be used in Michigan? and which one should i use?
Julia,
Thank you for your inquiry!
Our forms are California-specific; however, it is possible that some of them may be applicable in other states. Please check your state’s requirements before using any of our forms.
Regards,
ft Editorial Staff
Form 311, Line 10. The inclusion of line 6 in the calculation leads to an erroneous result. It would be nice if you would correct the calculation so that we don’t have to make a confusing
work around for our clients.
why dont the purchase agreements have a place for a 1st and second conventional loan?
I was wondering what software everybody is using to fill out these forms. With CAR forms on zipforms a lot of the fields are already filled so that I don’t have to fill out the same things over and over again (brokerage, agent name etc.) is there a software that does something similar with RPI forms? Also is there an easy way to integrate the forms with a e-signature software such as docusign or dotloop?
Thank you for your inquiry! You are free to use RPI forms in whatever paperless transaction management (PTM) software you prefer. For instance, software produced by PDFfiller is equal to or better than the best software available.
Try LeadCity.com
Do you have one or two page buyer cash form, for property AS Is..Cash offer only ?? ,and how to put our picture on the form??
The description for form 102 indicates that it includes language so that Owner can instruct Broker not to publish the listing on the MLS. The language doesn’t appear when I down load the form. Can you direct me to a form that has language similar to C.A.R. for SELI?
Thank you for your inquiry!
You may add this additional language regarding the MLS to provision 11.2 in the “Other Terms” section. This space allows you to add provisions or make modifications to the agreement as needed.
can these forms be integrated through our software. Thanks
Hello Jo,
RPI forms are unrestricted PDF files. You are encouraged to use them in any paperless transaction management (PTM) software you prefer.
Do you have a form to satisfy California’s new Bedbug disclosure requirement?
Dear Clint,
It sounds like you’re looking for the Bed Bug Addendum. [RPI form 563-2]
This form is used as an addendum to a residential rental or lease agreement to notify a tenant of their obligation to report any suspected bed bug infestation.
Regards,
ft Editorial Staff
Do you have a form for Commercial/Industrial (warehouse) lease after sale (Seller in possession for 90-120 days after close of escrow)?
Thank you for your inquiry! Please see the Holdover Occupancy Agreement. [RPI Form 272]
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.
Best regards,
ft Editorial Staff
My prior inquiry could be solved more easily if you listed your phone number. Where are you?
I recently tried using your forms for a listing transaction. It was a bit frustrating because every time I submitted your forms; the other broker insisted in resubmitting using a CAR form. This was in Northern California. Are there any real estate brokers in Norther California that accepts the RTI without duplicating the action using the CAR form?
Just let them know that they are breaking the law. They have a fiduciary duty to present any and all offers to their principal. Insist that if the offer is rejected, then it is signed as rejected by the principal. If they refuse or make up a BS excuse such as the principal didn’t want to sign it, report the fact to the local board of realtors.
Hello,
My name is Catalina Cessna and I would like to know what material I need to study for my text.
Thank you.
Any forms for landlords with properties in rent controlled markets? I have to serve a cure notice for illegal subletting and can find no info via the resources here.
Appreciate First Tuesday RPI forms. I’ve been using it for years (although some Agents state must use their Realtor forms)
Lease Agreement Form 550 06-17 sec 1.3 references credit application form 302. It should be Form 553?, but no big deal as rental is already noted in preface.
Dear Glenn,
You are correct. Thank you for bringing this to our attention! We will update the form to refer instead to Form 553.
Regards,
ft Editorial Staff
How do you check the version of the forms “package” (meaning all downloaded forms a set) to compare with the version no. show on the download instructions? Your newsletter has new forms each time I’ve seen it that are updated form. But I have opted to just download the whole package each time rather than going through the process of finding each updated form and then downloading that form. I won’t need to do that each time he newsletter comes out if the version of the whole package is not changed. Right?
Darryl
Dear Darryl,
To confirm which version of the Full Program Download you have, check the date of the zip file. We’re currently on Version 1.01, which was updated 06.12.2017. If your zip file is older than this, we recommend downloading the Full Program to get the current version of the forms as of 06/12/17.
However, we have released a handful of new forms in 07/2017, which can be viewed by clicking the “Year-Month-Revised” column on the far right. These updates will be contained in subsequent versions of the Full Program Download to be released in September.
I am listing a business opportunity, do you have a form for that? Thank you..
Do you have a local advisory form (South Lake Tahoe) used in in conjunction with a purchase contract? If not do you know how to locate the form?
Thanks
I need a form to change the payment of rent from monthly to quarterly. My commercial lease calls for quarterly payments if the tenant is late 3 consecutive months.
Do you have a form to disclose buyer is an agent in a purchase agreement?
Kenny Duckwald,
Thank you for your inquiry. When a licensee acts in the capacity of both a principal and an agent to the transaction, the disclosure may be made directly on the purchase agreement in the blank spaces provided for additional terms. However, when a licensee acts solely as a principal to the transaction, disclosure may not be required.
For information on these disclosure rules, see first tuesday’s article on licensees as principals.
Regards,
ft Editorial Staff
Will RPI be developing a bed bug disclosure that we can start using when the law goes into effect July 1, 2017?
L. Van Fleet,
Thank you for your inquiry. RPI (Realty Publications, Inc.) will be releasing a new bed bug disclosure form by July 1st. To be notified of its release, please subscribe to the the first tuesday newsletter.
Regards,
ft Editorial Staff
Where do I find form for lease of agricultural land?
asim altamimi,
Thank you for your inquiry. RPI does not publish a specific agricultural land lease form. However, you may use the Commercial Lease Agreement – Net – Single Tenant – RPI Form 552-2, as it is designed for use in multiple commercial single-tenant, net-lease applications. If you need to incorporate additional provisions to the Lease Agreement, use the Addendum – Lease/Rental Agreement – RPI Form 550-1.
Regards,
ft Editorial Staff
i have an offer , on a property with a contingency. Do you have A form you can take backup offers on. Thanks John W
John Weglarz,
Thank you for your inquiry. When accepting an offer in back-up position, use the Backup Offer Addendum – Cancellation of Prior Sale Contingency – RPI Form 276.
Regards,
ft Editorial Staff
Do you have a commercial tenant application form available to be downloaded.
Russell Meadows,
Thank you for your inquiry. RPI Form 553 Application to Rent is designed for use both residential and commercial rental property.
Regards,
ft Editorial Staff
I’m looking for a listing agreement to represent a seller on a large commercial property; around $20 million. We want to market it as an unpriced property and then solicit offers. Is there a form for such an unpriced listing?
Guy Torelli,
Thank you for your inquiry. RPI Does not publish a listing form for unpriced listings. However, you can use RPI Form 102 Seller’s Listing Agreement and use the seller’s reserve price or their minimum price under §8 Sales Terms, and add additional pricing terms under §11.2 Other Terms.
Regards,
ft Editorial Staff
Hi. I’ve commented before on your forms. BTW, great forms. I’ve mostly just looked over them, trying to familiarize myself with some of them, but I have used a couple here and there.
My newest question is this: Is there anyway to get notified on any and all recently updated forms, so that we can keep ourselves up to date? I know I can always check back often, but when my business gets busy, I don’t always have the time to verify if my forms are current, and I tend to be a little insistent myself that I have the most updated forms.
B.Perez,
Thank you for your inquiry. We currently do not provide notifications for form updates other than the update date on the Forms Download page. The easiest way to see which forms have been updated is to sorting them by the “Year-Month Revised” column. However, your inquiry is being taken into consideration and we are looking into a means of providing form update notifications in the future.
Best regards,
ft Editorial Staff
Thanks for getting back to me. I look forward to whatever system you put into place to notify of updated forms. Also, does RPI have a system similar to the Forms Advisor for C.A.R. forms? I only ask because knowing which forms I need for any particular transactions can be confusing. Would love to see RPI be able to have something very similar.
B. Perez,
first tuesday does not have anything similar to the Forms Advisor. However, RPI Forms are engineered to be simple and reference any form that may be needed by law or in practice within the body of the form itself.
Best regards,
ft Editorial Staff
B. Perez,
In response to your previous inquiry, first tuesday will now feature RPI Form Updates in the weekly Newsletter. If you are not currently subscribed to the first tuesday Newsletter, click here.
Best regards,
ft Editorial Staff