Document Checklist - Residential Property (1-4 Units)
Traditional Sale
Office Closing Instruction Sheet
W9 From Selling Broker (needed when we represent the seller)
Referral Agreement (if Applicable)
Commission Instructions/Demand From Title
Copy of Deposit Check and Trust Fund Log Sheet (if PMZ represents buyer)
Receipt For Deposit From Title Company (if PMZ represents buyer)
CCPA/ PMZ Affiliated Disclosure & Marketing (signed by PMZ Client)
Purchase Contract and Buyer's Inspection Advisory
Representative Capacity Form (if client is a Trust, Entity or POA)
Counter Offer/Addendums
Agent Visual Inspection Disclosure
Agency Disclosure
Possible Representation of More Than One Buyer or Seller
Statewide Buyer & Seller Advisory
Wire Fraud Scam Alert PMZ Form
Advisory Regarding Completing Documents Electronically PMZ Form
Advisory Regarding Online Information PMZ Form
Structural Pest Control Report and Certification (if Applicable signed by the buyers)
Transfer Disclosure Statement
Seller Property Questionnaire
Water-Conserving Plumbing Fixtures/Carbon Monoxide
Receipt for Environmental Hazards & Earthquake Guide (signed by buyers)
Residential Earthquake Hazards Report if Pre-1960 (signed by buyers & sellers)
Lead-Based Paint Disclosure if Pre-1978 (signed by buyers & sellers)
Wood Burning Heating Statement of Compliance
Natural Hazard Disclosure Report ("Valley NHD") (signed by buyers & sellers)
Buyer's Inspection Waiver (if applicable)
Home Warranty Decline Form or 7D (9) of contract/Proof of Payment (if applicable)
Verification of Property Inspection (if applicable)
Whole House Inspection (if applicable must be signed and completed by buyer)
FHA/VA Amendatory Clause (if applicable)
FHA Importance of a Home Inspection (needed on all FHA loans when we represent the buyer)
Receipt for Delivery of Condo/PUD/Association Documents (if applicable)
HOA Homeowner Association Information Request Form
If Tenant Occupied-Copies of Estoppel Certificate & Rental Agreements