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Ins Cash Flow Analysis With Instructions Fnma 1084

This form with instructions is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of a self-employed borrower's income and business expenses as creditworthy.

30 Day Notice of Change in Rental Terms

This form is used by a property manager or landlord when a residential or commercial property manager or landlord is increasing rent, shifting property operating expenses onto the tenant or adding or altering provisions in a rental or lease agreement, excluding residential rent increases exceeding 10%, to notify the tenant more than 30 days in advance of a change in rental or lease agreement terms.

30 Day Notice to Vacate for Use by Residential Landlord

This form is used by a residential property manager or landlord when the landlord is terminating a month-to-month rental agreement or the occupancy of a tenant paying rent under an expired lease, and the tenant has resided in the property for one year or more, to terminate the tenancy and require the tenant to vacate.

30 Day Notice to Vacate From Commercial Landlord

This form is used by a commercial property manager or landlord when the landlord seeks to terminate a month-to-month rental agreement or the occupancy of a tenant paying rent under an expired lease, to terminate the tenancy and require the tenant to vacate.

30 Day Notice to Vacate From Tenant

This form is used by a tenant when the tenant occupies the property under a month-to-month rental agreement or occupancy with rent paid under an expired lease agreement, and is vacating the premises, to notify the property manager or landlord the tenant will vacate within 30 days.

48 Hour Notice of Intent to Enter Dwelling

This form is used by a property manager or landlord when responding to a tenant's request for a joint pre-termination inspection of the premises, to notify the tenant of when the inspection will occur for which they may be present, or obtain the tenant's waiver of their right to be present during the inspection.

60 Day Notice of Change in Rental Terms

This form is used by a residential property manager or landlord when seeking a rent increase exceeding 10% from a tenant under a rental or expired lease agreement, together with any change in other terms or conditions, to notify the tenant of the increased rent more than 60 days in advance of the change.

60 Day Notice to Vacate for Use by Residential Landlord

This form is used by a residential property manager or landlord when the landlord is terminating a month-to-month rental agreement or the occupancy of a tenant paying rent under an expired lease, and the tenant has resided in the property for one year or more, to terminate the tenancy and require the tenant to vacate.

90 Day Notice to Quit Due to Foreclosure Holdover Tenant

This form is used by an owner-by-foreclosure, a successor owner or their agent when they have acquired ownership of residential property at or following a foreclosure sale and seek removal of a tenant who occupied the property at the time of the foreclosure sale, to notify the tenant to vacate within 90 days.

Acknowledgement of Changing Conditions

This form is used by a loan broker when arranging a mortgage, to disclose to the borrower that closing conditions for the mortgage may change and affect the lender's funding.

Acknowledgment by Notary Public

This form is used by a notary public when notarizing a document in compliance with the Notary Consumer Disclosure, to declare they verified the identity of the individual who acknowledges signing the document it is attached to.

Addendum Counteroffer

This form is used by an agent when preparing a counteroffer and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the counteroffer as an addendum.

Addendum Escrow Instructions

This form is used by an agent or escrow officer when preparing escrow instructions and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the escrow instructions as an addendum.

Addendum Exchange Agreement

This form is used by an agent when preparing an exchange agreement and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the exchange agreement as an addendum.

Addendum General Use

This form is used by an agent when preparing an offer or counteroffer and need provisions or modifications not available in a boilerplate addendum, to add as an addendum to the agreement the wording needed.

Addendum Lease or Rental Agreement

This form is used by a leasing agent, property manager or landlord when preparing a lease or rental agreement and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the lease or rental agreement as an addendum.

Addendum Purchase Agreement

This form is used by a buyer's agent when preparing an offer and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the purchase agreement as an addendum.

Adjustable Rate Mortgage Arm Disclosure Worksheet

This form is used by a buyer, owner or their agent when locating the most advantageous adjustable rate mortgage (ARM) financing available for funding the purchase or refinance of a property, to provide a checklist for conducting an interview with mortgage lenders and noting for comparison the terms they offer on an ARM.

Adjustable Rate Note Secured by Deed of Trust

This form is used by a seller's agent or escrow officer when originating an adjustable rate mortgage (ARM) with a lender or carryback seller secured by other than a one-to-four unit residential property, to evidence the adjustable rate debt owed on terms calling for payment of interest and principal installments adjusted periodically based on a yield margin and movement in a rate index.

Advance Fee and Anti Steering Disclosure

This form is used by a loan broker or lender when arranging a consumer mortgage, to notify the borrower the loan broker or lender may collect no fees prior to borrower's receipt of the Loan Estimate other than for obtaining the borrower?s credit history, and to provide the borrower with mortgage options from multiple lenders. [12 Code of Federal Regulations §§1026.36(e); 226.19(a)(1)(ii)]

Affidavit for Surviving Spouse

This form is used by a surviving spouse or their agent when during the ownership of community property a spouse dies and the surviving spouse is the successor to the decedent's interest in the property, to clear title of the deceased spouse's interest and establish the surviving spouse as the sole owner of the property.

Affidavit of Death of Joint Tenant

This form is used by a surviving joint tenant or their agent when another joint tenant on title to property has died, to remove the deceased joint tenant from title.

Affiliated Business Arrangement Disclosure

This form is used by a mortgage loan originator (MLO) when referring the borrower to affiliated settlement service providers while arranging a consumer mortgage, to disclose to the borrower that the MLO shares in the provider's earnings.

Affiliated Business Arrangement Disclosure Statement

This form is used by a broker and their agents when referring an owner or buyer to others who provide services in real estate sales, leasing or mortgage transactions and whose earnings are shared with the broker, to disclose the business relationship and the financial or other benefit the referral may provide the broker.

Agency Law Disclosure Lease

This form is used by agents as an attachment when entering into a lease of residential or commercial property or an exclusive authorization to lease or locate property in which the intended lease period exceeds one year, to comply with agency disclosure law controlling the conduct of real estate licensees when in agency relationships. [Calif. Civil Code §§2079 et seq.]

Agency Law Disclosure Sale or Exchange

This form is used by agents as an attachment when preparing a listing agreement, purchase agreement or a counteroffer on the sale or exchange of residential property, commercial property or mobilehomes, to comply with agency disclosure law controlling the conduct of real estate licensees when in agency relationships

Agent and Broker Associate Employee Agreement

This form is used by an employing broker when entering into an agreement employing a sales agent or a broker on terms calling for income tax withholding and tax treatment as an employee, to establish the duties of the broker and agent, earned fees and how fees due the employee will be allocated and shared.

Agent Identification and Contact Information

This form is used by an employing broker when hiring a sales agent or broker and opening an administrative-purpose employee file, to provide the employing broker with employee information regarding contacts in an emergency, the automobile to be used in the employment, insurance coverage and relevant medical information.

Agent Interview Sheet

This form is used by an employing broker when hiring prospective sales agents or brokers, to provide the employing broker with information about the prospective employee for consideration before conducting a personal interview.

Agent Itinerary and Schedule

This form is used by an agent or broker when leaving the office for a showing of property, an open house or a prospect interview, to advise their broker and colleagues as a security caution where the agent is, who they will be with and when they are expected to return.

Agent Survey Sheet for Commercial Property

This form is used by an agent when representing a prospective buyer or tenant of commercial property, to provide a checklist for gathering preliminary information on the suitability of a property for acquisition or leasing.

Agents Income Data Sheet

This form is used by an agent or broker when analyzing the income and expenses they are likely to experience while employed by a broker, to estimate their entry or change-of-office costs and their anticipated annual gross income and expenses resulting from the employment.

Agreement to Hypothecate

This form is used by a loan broker when arranging a loan made by a trust deed investor collateralized by an existing trust deed note held by the borrower, to prepare an offer by the investor for the borrower's acceptance stating the terms and conditions for making the collateral loan.

Agreement to Modify a Promissory Note

This form is used by a mortgage lender, their servicing agent or a broker when arranging the modification of the mortgage note, to set forth the terms sought in the modification effort.

Agreement to Subordinate

This form is used by an agent when negotiating terms for the subordination of trust deed debt, to state the conditions under which the trust deed holder will subordinate their trust deed to a future debt and trust deed the owner will record.

Aitd Installment Interest Included

This form is used by a transaction agent or escrow officer when a seller carries back a note which includes the principal remaining on an existing mortgage, to evidence the debt owed the seller on terms calling for installment payments of principal and interest with the carryback seller remaining responsible for payments on the existing mortgage. [See RPI Form 442 and 443]

All Inclusive Trust Deed Addendum Equity Payoff

This form is used by an agent or escrow officer when a seller of property carries back an all-inclusive note and trust deed (AITD) evidencing a principal debt which includes the balance owed on an existing mortgage and the payoff demand negotiated is payment of the difference between the amount remaining unpaid on the AITD note and the underlying mortgage, to prepare and attach as a referenced addendum to a regular trust deed.

All Inclusive Trust Deed Addendum Full Payoff

This form is used by an agent or escrow officer when the seller of property carries back an all-inclusive note and trust deed (AITD) evidencing a principal debt which includes the balance owed on an existing mortgage and the payoff demand negotiated is payment of the entire remaining debt on the AITD note, to prepare and attach as a referenced addendum to a regular trust deed.

Amendment to Llc Operating Agreement

This form is used by members of a limited liability company (LLC) when modifying an LLC operating agreement, to replace a manager, add a member or document the contribution of additional capital from its members.

Annual Property Operating Data Sheet Apod

This form is used by an agent when preparing a marketing package for an income property they listed for sale or conducting a due diligence investigation of the property for a buyer, to gather rent and expense data for calculating the property's net operating income (NOI) and estimating its annual reportable income or loss.

Application to Rent

This form is used by a leasing agent, property manager or landlord when an individual prospective tenant applies to rent a property and they are screened for creditworthiness and qualification for payment of rent, to obtain financial, employment and personal information on the tenant and authorize the landlord to obtain a credit report.

Assignment and Assumption of Service Contracts

This form is used by a seller's agent or escrow officer when on the sale of a property the seller assigns contracts to a buyer for services rendered by others on the property, to document the assignment and delegate to the buyer the seller's rights and obligations under the service contracts assigned.

Assignment of Deed of Trust Request for Nod and Nodq

This form is used by a loan broker or escrow officer when a trust deed note is sold and assigned by a lender or carryback seller, to prepare and record the assignment and a Request for Notice of Default (NOD) and Request for Notice of Delinquency (NODq) referencing any senior mortgage.

Assignment of Interest in Limited Liability Company

This form is used by members of a limited liability company (LLC) when assigning their membership interest on terminating their ownership interest in an LLC, to document the assignment and authorize the LLC manager to reflect the assignment on the books of the LLC.

Assignment of Lease by Landlord Lessor

This form is used by an escrow officer, property manager or landlord when a buyer of an income property assumes the seller’s rights and obligations under existing rental and lease agreements, to transfer the seller’s interest in the lease agreement to the buyer.

Assignment of Lease by Tenantlessee

This form is used by an escrow officer or tenant when the buyer of a tenant’s leasehold interest in a property takes possession and assumes the tenant’s rights and obligations under a rental or lease agreement, to transfer ownership of the tenant’s leasehold interest to the buyer.

Assignment of Option to Buy

This form is used by a tenant's or buyer's agent or an escrow officer when the holder of an option to purchase property has sold the option rights, to transfer the ownership of the option to the person acquiring the purchase rights.

Assignment of Purchase Rights

This form is used by an agent or escrow officer when preparing instructions for an assignment of a buyer's purchase rights to a substitute buyer, to document the assignment and obligate the substitute buyer to perform under the escrow instructions.

Assistant Employment Agreement

This form is used by an employing broker when entering into an agreement hiring an unlicensed administrative assistant for the broker or a licensee employed the broker, to set forth the assistant’s activities and compensation and establish the supervisory role of the broker and the licensee.

Assumption Agreement Secured

This form is used by a seller's agent or escrow officer when the sale of a property calls for the transfer of title with the buyer taking over an existing mortgage, to document the buyer's promise to the seller to fully perform on the mortgage and provide security for the buyer's performance by a trust deed lien on the property sold.

Assumption Agreement Unsecured and Subrogated

This form is used by a seller's agent or escrow officer when the sale of a property calls for the transfer of title with the buyer taking over an existing mortgage, to document the buyer's unsecured promise to the seller to fully perform all terms of the mortgage.

Authorization for Lender Verification of Information

This form is used by a loan broker or lender when arranging or making a consumer mortgage, to authorize them to order a consumer credit report and verify information contained in the borrower's mortgage application.

Authorization to Inspect and Prepare a Home Inspection Report

This form is used by a seller’s or buyer’s agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a home inspector to prepare a home inspection report for disclosing property conditions to a buyer.

Authorization to Open Home Warranty Order

This form is used by a buyer's agent when the buyer is under contract to purchase a property, to request the issuance of a home warranty insurance policy.

Authorization to Prepare Appraisal Report

This form is used by a loan broker or lender when processing a mortgage application, to authorize an appraiser to prepare an appraisal report for a specific property.

Authorization to Prepare Loan Escrow Instructions

This form is used by a loan broker or lender when opening a mortgage origination escrow, to authorize the escrow officer to prepare instructions.

Authorization to Prepare Natural Hazard Disclosure

This form is used by a seller’s agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a Natural Hazard Disclosure (NHD) provider to prepare an NHD report for disclosing property conditions to a buyer.

Authorization to Prepare Sales Escrow Instructions

This form is used by a seller's or buyer's agent when a buyer and seller have entered into purchase agreement, to authorize escrow to prepare escrow instructions.

Authorization to Provide Services General Services

This form is used by a seller’s or buyer’s agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a service provider to perform maintenance, repairs, or other services on the property.

Authorization to Release Confidential Information

This form is used by an agent when negotiating a short sale payoff or loan modification to obtain written consent from an owner authorizing their lender to release information and discuss with the agent any aspect related to the owner's mortgage.

Authorization to Structural Pest Control Operator

This form is used by a seller's or buyer's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to authorize a Structural Pest Control operator to prepare a Structural Pest Control Report for disclosing property conditions to a buyer.

Backup Offer Addendum Cancellation of Prior Sale

This form is used by an agent when negotiating a purchase agreement offer for real estate presently the subject of one or more binding purchase agreements, to condition the buyer's acquisition of the property on the seller's cancellation of pre-existing purchase agreements.

Balance Sheet Financial Statement Assets Liabilities and Net Worth

This form is used by a loan broker when processing a mortgage application, to be prepared by the borrower for the loan broker to determine the borrower's net worth.

Bed Bug Addendum

This form is used by a property manager or landlord when a pest control operator has inspected a bed bug infestation, to provide the tenant with the operator’s findings within two days of the property manager’s or landlord’s receipt of the inspection results.  

Beneficiary Statement

This form is used by an escrow officer when, on behalf of an authorized person, escrow requests information from the holder of a mortgage on a property in a sale or loan escrow, to confirm the terms and conditions of the debt owed on the mortgage.

Bill of Sale

This form is used by a seller when transferring ownership of personal property sold, to identify the buyer, describe the personal property transferred and transfer ownership.

Borrowers Mortgage Worksheet for Fixed Rate Mortgages

This form is used by a buyer, owner or their agent when locating the most advantageous fixed rate mortgage (FRM) financing available for funding the purchase or refinance of a property, to provide a checklist for conducting an interview with mortgage lenders and noting for comparison the terms they offer for an FRM.

Broker Controlled Funding Statement

This form is used by a loan broker when arranging a mortgage, to disclose to the borrower that broker-controlled funds not previously disclosed will be used to fund the loan.

Broker Fee Addendum

This form is used by an agent when negotiating a purchase, lease, exchange or option and the form used for the transaction agreement does not contain a fee provision or the provision is inadequate, to document in an addendum the amount and time for payment of a broker fee.

Broker Referral Fee Agreement

This form is used by an agent when agreeing to receive a fee to be paid by another broker for the referral of a person who needs the services of the other broker and their agents, to document the identity of the person referred and the terms for payment of the referral fee.

Buy Versus Rent After Tax Analysis

This form is used by a buyer’s agent when counseling a potential homebuyer who currently rents their residence, to present an estimate of the income tax reduction and equity buildup likely to be experienced from homeownership.

Buyer Receipt of Hazards Booklet S

This form is used by a buyer's agent when preparing a purchase agreement offer in compliance with hazard disclosures, to document the buyer's concurrent receipt of government hazard booklets before an offer is made.

Buyers Listing Agreement Exclusive

This form is used by a buyer’s agent when employed by a prospective buyer as their sole agent, to prepare an offer to render services on behalf of the buyer to locate and acquire property for a fixed period of time.

Buyers Listing Agreement Specific Property Acquisition

This form is used by a buyer’s agent when entering into the employment of a buyer as their sole agent retained for a fixed period of time, to negotiate the acquisition of a specific property.

Buyers Syndication Addendum Equity Financing

This form is used by a syndicator when entering into an agreement to purchase investment property conditioned on the syndicator's soliciting and obtaining investors to fund the acquisition, to include as an addendum a contingency provision for equity funding or cancellation of the transaction.

California Mortgage Loan Disclosure Statement

This form is used by a loan broker when preparing a Loan Estimate for making or arranging a consumer mortgage, to inform the borrower the loan estimate does not constitute a mortgage commitment and the borrower may check the status of the loan broker's license. [See RPI Form 204-5]

Cancellation of Agreement Release and Waiver of Rights

This form is used by an agent when cancelling escrow, to release the buyer, seller, and their agents from all claims and obligations arising out of the cancelled purchase or exchange agreement.

Cancellation of Escrow Distribution of Funds in Escrow

This form is used by an agent or escrow officer when a transaction fails to close and either the buyer or seller wants their rights in the underlying purchase agreement preserved, to provide instructions to escrow for the distribution of all escrowed funds.

Carryback Arm Addendum

This form is used by a buyer's or seller's agent when the buyer will use seller financing with an adjustable interest rate for the purchase of property excluding a buyer-to-occupy one-to-four unit residential property, to prepare an addendum to a purchase agreement or a counteroffer with a seller carryback note providing for an adjustable interest rate.

Cash Flow Analysis Self Employed or Investor Fnma 1084

This form is used by a loan broker when processing a mortgage application from a self-employed borrower as a worksheet for analysis of their income, to determine the sufficiency of the self-employed borrower's income and business expenses as creditworthy.

Change of Owner or Property Manager

This form is used by a property manager or landlord when a change of ownership or property manager has occurred on a residential rental property, to notify each tenant of the change and confirm the status of their rent and other monetary obligations.

Client Profile Confidential Personal Data Sheet

This form is used by an agent when collecting information about a prospective real estate investor's personal traits, family obligations, longevity in the community, civic involvement, personal accomplishments and composition of accumulated wealth, to determine the individual's investment needs and how best to achieve them.

Collateral Assignment Request for Nod and Nodq

This form is used by a loan broker or escrow officer when a trust deed note is assigned to a lender as security for making a collateral loan, to prepare and record the assignment and a Request for Notice of Default (NOD) and Request for Notice of Delinquency (NODq) referencing any senior mortgage.

Collateral Note and Security Agreement

This form is used by a loan broker or escrow officer when a lender originates a fixed rate installment loan, interest included, secured by an existing trust deed note held by the borrower, to evidence the debt originated with terms for repayment and the collateral assignment of the existing note and trust deed as security.

Commercial Lease Agreement Add Alienation

This form is used by a leasing agent or landlord as an addendum when the landlord negotiating a commercial lease is concerned about the tenant selling their business or their leasehold to another operator, to include provisions in an addendum to a lease agreement requiring the landlord's consent for the tenant to assign, sublet or further encumber their leasehold interest in the property.

Commercial Lease Agreement Add Attornment

This form is used by a leasing agent or landlord when the landlord negotiating a commercial lease wants flexibility for meeting lender demands for mortgage financing, to add provisions in an addendum to the lease agreement for an existing mortgage lender's future subordination to the lease, lender attornment rights to the lease on foreclosure and the landlord's refinancing of the property.

Commercial Lease Agreement Add Maintenance

This form is used by a leasing agent or landlord as an addendum when negotiating a commercial lease agreement on terms for maintenance differing from the Gross or Net terms provided by the form agreement, to modify the terms of the lease agreement regarding the allocation of responsibilities for maintenance and other property expenses between the landlord and tenant.

Commercial Lease Agreement Gross Multi Tenant

This form is used by a leasing agent or landlord when space in a commercial multi-tenant property is leased by a tenant for a fixed-term, to grant the tenancy and set the terms for the tenant's payment of rent and their share of utilities and janitorial expenses, with the landlord responsible for maintenance and carrying costs of the property.

Commercial Lease Agreement Gross Single Tenant

This form is used by a leasing agent or landlord when the entire space in a commercial property is leased by one tenant for a fixed-term, to grant the tenancy and set the terms for rent, impose payment of utilities and janitorial expenses on the tenant with the landlord responsible for maintenance and carrying costs of the property.

Commercial Lease Agreement Net Multi Tenant

This form is used by a leasing agent or landlord when space in a commercial multi-tenant property is leased by a tenant for a fixed-term, to grant the tenancy and set the terms for the tenant's payment of rent and their share of all utilities, maintenance and operating costs of the property.

Commercial Lease Agreement Net Single Tenant

This form is used by a leasing agent or landlord when the entire space in a commercial property is leased by one tenant for a fixed-term, to grant the tenancy and set the terms for the tenant's payment of rent and all utilities, maintenance and operating costs of the property.

Commercial Lease Agreement Percentage Lease

This form is used by a leasing agent or landlord when retail space in a project is leased by a tenant for a fixed-term to grant the tenancy and set the terms for the tenant’s payment of rent in an amount based on a percentage of the tenant’s gross sales.

Commercial Property Earthquake Disclosure Report

This form is used by a seller or the seller's agent when selling a commercial property and preparing a marketing package in compliance with earthquake hazard disclosure mandates, to prepare and hand to prospective buyers for their review, together with a copy of ?The Commercial Property Owner's Guide to Earthquake Safety,? identifying any potential earthquake weaknesses the property may have.

Commercial Property Owners Guide to Earthquake Safety

This booklet is available to buyers' agents when preparing a purchase agreement offer for a commercial property to hand to their buyer in compliance with the mandated disclosure of earthquake safety information.

Commercial Rental Agreement Month to Month

This form is used by a leasing agent or landlord when space in a commercial property is rented by a tenant on a month-to-month basis, to grant the tenancy and set the terms for the tenant's payment of rent and the allocation of the cost of utilities, maintenance and operating costs between the landlord and the tenant.

Comparative Analysis Projection Cap

This form is used by an agent when representing a buyer or owner of income property, to illustrate on a spreadsheet the effects of different loan amounts, tax benefits and rate of return over years, or make a spreadsheet comparison between the property for sale and other available properties.

Comparative Income Analysis Annual Trend Calculation

This form is used by a loan broker when processing a mortgage application, to determine the year-over-year trends of the borrower's business income.

Comparative Market Analysis for Setting Values

This form is used by an agent when listing a property or on locating a property, to work up a price opinion on the property's value based on the sales price of other similar properties sold within the past few months.

Comparative Market Analysis for Setting Values Addendum

This form is used by a property owner, their agent or a buyer's agent when estimating a property's market value based on prices recently paid for comparable properties, to enter on a worksheet their observations on a visual inspection of the comparable properties noting distinguishable features from the owner's property and making dollar adjustments for their greater or lesser value than the property held out for sale.

Comparative Market Analysis to Set Rent

This form is used by an owner and their agent, when comparing local rental property, to set the rent for a single family residence.

Comparative Market Analysis to Set Rent Single Family Residence

This form is used by a property owner, their agent or a buyer's agent when estimating a property's gross monthly rental value based on rents currently paid for comparable properties, to enter on a worksheet distinguishable features of the comparable properties from the owner's property and making dollar adjustment for their greater or lesser rental value than the property held out for rent.

Compensation Disclosure in a Real Estate Transaction

This form is used by an agent when negotiating a sale, lease or mortgage of property and otherwise undisclosed compensation arising out of the transaction will be received by the agent, to disclose to their client the form, amount and source of the additional compensation.

Condition of Furnishings Addendum and Inventory

This form is used by a property manager or landlord when conducting a pre-occupancy inspection with a residential tenant on entering into a rental or lease agreement for a furnished unit, to document the condition of the furnishings and personal property inventory.

Condition of Premises Addendum

This form is used by a property manager or landlord when conducting a pre-occupancy inspection with a residential tenant on entering into a rental or lease agreement, to document the condition of the premises and state the landlord’s obligation to make any promised repairs.

Condition of Property Disclosure Transfer Disclosure Statement Tds

This form is used by the seller and their agent when marketing a one-to-four unit residential property for sale in compliance with mandated disclosures on the physical and environmental condition of the property, to provide prospective buyers as soon as possible on the commencement of negotiations with property information including known or suspected property defects affecting value.

Confidentiality Agreement Addendum

This form is used by a seller's agent when information about an income property, its tenants and the seller's operations is considered confidential by the seller, to prohibit the buyer and their representatives from releasing the information to others.

Confirmation Memorandum

This form is used by an agent when a conversation has occurred regarding critical negotiations or a contract, to state the terms discussed and confirm the content of the conversation.

Confirmation of Reservation Transient Occupancies

This form is used by a vacation rental operator when agreeing to a guest’s occupancy of a vacation property, hotel, motel, inn, boarding house, lodging house, tourist home or similar transient accommodations for a period of 30 days or less, to provide confirmation of a guest’s reservation.

Confirmation of Value Addendum Price Appraisal Contingency

This form is used by a buyer's agent when preparing a purchase offer and performance by the buyer is contingent on their further approval of the value of the property, to add as an addendum a boilerplate contingency provision for buyer approval or cancellation of the transaction.

Conflict of Interest Disclosure

This form is used by an agent or broker when a conflicting situation arises between the agent or broker and another principal or third-party to the transaction, to disclose relationships or positions held by the broker, their agents or family members which may appear to be in conflict with the agency duties owed the client.

Consent for Use of Electronic Documents

This form is used by an agent when authorized by a seller, buyer, landlord or tenant as their agent, to obtain the written consent from the client to receive and transmit electronic transaction documents.

Consumer Caution and Home Ownership Counseling Notice

This form is used by a loan broker when processing a Regulation Z Section 32 loan, to notify the borrower of loan-related risks and obligations.

Conversation Log Sheet Top of Stack

This form is used by a loan broker when setting up a file on receipt of a mortgage application, to chronologically document conversations and contacts with various parties during their processing of the application.

Costs Payable to Reclaim Personal Property

This form is used by a property manager or landlord when a tenant has vacated a premises, left behind personal property and initiated a return of personal property they left behind, to itemize the cost of removal and storage fees payable by the tenant as a requisite to the release of the personal property.

Counteroffer

This form is used by an agent when preparing a counteroffer and additional or modified provisions not available in a boilerplate addendum are needed, to add wording to the counteroffer as an addendum.

Court Confirmation Addendum to Purchase Agreement

This form is used by an agent when negotiating a purchase agreement offer for real estate which requires court approval for conveyance, to condition the buyer's acquisition of the property on court confirmation.

Cover Letter for 90 Day Notice to Quit

This form is used by an owner-by-foreclosure, successor landlord or their agent when serving a notice to vacate on a holdover residential tenant whose right to occupancy has been extinguished by foreclosure, to prepare the statutory cover letter accompanying any 90-day notice to vacate served on the tenant.

Credit Analysis Worksheet Ltv and Income Ratios Hud 92900 Ws

This form is used by a loan broker or lender when processing a mortgage application to calculate the borrower's debt-to-income (DTI) ratios and the loan-to-value (LTV) ratio for the financing.

Credit Application Individual

This form is used by a loan broker or carryback seller and their agent when arranging a mortgage loan or carryback note on a sale and needing a determination of the borrower's/buyer's creditworthiness, to authorize a credit reporting agency to complete a consumer report on the borrower/buyer.

Credit Score Disclosure Exception Notice Risk Based Pricing Disclosure

This form is used by a mortgage loan originator (MLO) after receiving an applicant?s credit report and prior to closing, to disclose to the applicant their credit scores and the Credit Bureaus which provided them, and inform the applicant the lender uses information in a consumer credit report to set the terms of a consumer mortgage.

Declaration of Homestead

This form is used by a homeowner when as the owner of their principal residence they seek protection of the equity in the property from creditors, to declare and record their monetary homestead interest in the property.

Declaration of Revocable Living Trust

The form is used by a property owner or their agent when an owner creates a revocable living trust and vests real estate in the name of the trust, to establish the inter vivos trust and identify the persons to whom the property will be transferred on the owner's death.

Declaration of Trust for Ss1031 Proceeds Cash Out Sale

This form is used by a seller's agent when closing escrow on the cash sale of property in the seller's §1031 reinvestment plan and the escrow for the seller's acquisition of the replacement property cannot be closed concurrently, to set up a trust to hold the net sales proceeds until needed to fund acquisition of replacement property.

Declaration of Trust for Ss1031 Proceeds Installment Sale

This form is used by a seller's agent when closing escrow on the seller's carryback sale of property in a §1031 reinvestment plan and the escrow for the seller's acquisition of the replacement property cannot be closed concurrently, to set up a trust to hold the net sales proceeds until needed to fund acquisition of the replacement property.

Deed in Lieu of Foreclosure

This form is used by a mortgage holder when the owner of a mortgaged property defaults and faces loss of the property by foreclosure, to transfer ownership of the property to the lender in exchange for the lender cancelling the trust deed note.

Demand for Payment of a Fee on an Expired Listing

This form is used by an agent when, within one year after termination of a listing agreement, the client enters into negotiations which later result in a closed transaction with a registered person or property, to initiate collection of an earned fee.

Demand on Owner to Pay Rent to Lender

This form is used by a mortgage holder or their servicing agent when a mortgage secured by an income producing property and its rents is in default, to notify the property owner to forward all rents received to the mortgage holder or servicing agent.

Demand on Tenant to Pay Rent to Party Other Than Landlord

This form is used by a mortgage holder or their servicing agent when a mortgage secured by income producing property and its rents is in default, to notify the tenants to forward all payments of rent to the mortgage holder.

Denial of Credit

This form is used by a loan broker or lender when processing a mortgage application, to inform the borrower of adverse action taken on their application.

Denial of Credit Due to Derogatory Credit Report

This form is used by a leasing agent, property manager or landlord when screening a prospective residential tenant whose credit is the basis for disqualifying them as a tenant, to inform the tenant that the adverse action taken regarding the rental application is due to information contained in the tenant's credit report.

Derogatory Credit Explanation Letter

This form is used by a borrower, on their agent's recommendation, when the borrower receives a negative credit score usage notice in response to their application for a mortgage on one-to-four unit residential property, to provide the lender with an explanation of derogatory items on the borrower's credit report.

Designated Officer Employment Agreement

This form is used by a corporate broker entity when employing an individual broker as its designated officer, to establish their duties as the designated officer and the fee schedule for their earnings.

Disbursement of Brokerage Fees Instructions to Escrow

This form is used by a broker when escrow instructions in a transaction provide for payment of a broker fee which will be shared with others, to instruct escrow to disburse portions of the fee to those persons.

Disclosure of Mortgage Loan Broker Fees

This form is used by an agent when acting as a transaction agent in a sale of property and receiving another fee from the mortgage lender to disclose to all parties the receipt of a mortgage-related fee in addition to a sales fee on the transaction.

Disclosure of Sexual Predator Database Addendum

This form is used by a buyer's agent when preparing an offer to acquire or lease a residential property on a form which does not contain this disclosure, to disclose to the buyer the existence of the registered sex offender database maintained by the Department of Justice.

Disposition of Deposit on Sale of Tenant Occupied Premises

This form is used by a property manager or owner when the owner sells a tenant-occupied property and holds security deposits owned by an tenant, to provide each tenant with an itemized statement of the security deposit's disposition, documentation of charges deducted and the name, address and telephone number of the buyer of the property.

Due Diligence Contingencies Addendum

This form is used by a buyer's agent when negotiating a purchase agreement offer for real estate, to include a further-approval contingency provision calling for the buyer's approval of their due diligence investigation of the property or cancel the agreement.

Equal Credit Opportunity Act Disclosure

This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower of federal prohibitions against discriminatory lending practices. [12 Code of Federal Regulations §1002 et. seq.]

Equity Purchase Agreement

This form is used by a buyer's agent when an absentee-owner/investor will purchase an owner-occupied one-to-four unit residential property in foreclosure, to prepare an offer containing all the terms, conditions and disclosures required of an equity purchase transaction.

Equity Purchase Agreement Short Sale

This form is used by a buyer's agent when an absentee-owner/investor will purchase a negative equity, owner-occupied one-to-four unit residential property in foreclosure, to prepare an offer containing a short sale contingency provision and all the terms, conditions and disclosures required of an equity purchase transaction.

Equity Sharing Addendum

This form is used by a buyer's agent when the buyer will be syndicating the purchase of property, to prepare an addendum to a purchase agreement stating the closing is contingent on the buyer locating investors to fund the down payment.

Escrow Instructions Buyer and Seller Instructions

This form is used by an agent or an escrow officer when preparing a purchase agreement (as an attachment) or preparing instructions to open a purchase escrow, to instruct escrow to prepare documents and gather instruments necessary for the buyer and seller to perform under their purchase agreement.

Estimated Profit on Resale on Immediate Disposition

This form is used by an agent, speculator or syndicator when reviewing a property for acquisition and immediate disposition by resale, to estimate all costs and expenses of acquisition, ownership and resale for calculating the anticipated net profit.

Exchange Agreement Other Than One to Four Residential Units

This form is used by an agent when negotiating to exchange properties other than one-to-four unit residential property, to prepare an offer to exchange the ownership of properties.

Exclusive Authorization to Lease Property

This form is used by a leasing agent when entering into the employment of an owner of a commercial property as their sole agent retained for a fixed period of time, to solicit prospective tenants and negotiate a lease of the property.

Exclusive Authorization to Locate Space

This form is used by a leasing agent when entering into the employment of a prospective tenant as their sole agent for a fixed period of time, to locate a property for their occupancy and negotiate the terms and conditions of a lease agreement.

Exercise of Option to Renewextend Lease

This form is used by a tenant or their agent when they have been given the option to renew or extend their lease on the expiration of its term, to inform the landlord of the tenant’s intent to exercise the renewal/extension option on its terms and conditions, without qualification or equivocation.

Expired Listing Report or by Cancellation

This form is used by a seller's agent when a listing taken in the course of their employment by a broker expires without producing a transaction, to prepare as a checklist worksheet of pertinent aspects about the failed employment for analyzing the cause of the failure and hand it to the employing broker for their supervisory review.

Fair Credit Reporting Act Disclosure

This form is used by a loan broker or lender when arranging a consumer mortgage, to notify the borrower an investigation will be made into their credit history in connection with the mortgage application. [12 Code of Federal Regulations §1022 et. seq.]

Fair Lending Notice Calbre 867 A

This form is used by a loan broker when arranging a consumer mortgage secured by a one-to-four unit residential property, to notify the borrower of prohibitions against discriminatory lending.

Fair Lending the Housing Finanical Discrimination Act of 1977 Calbre 867

This form is used by a mortgage loan originator (MLO) when arranging a consumer mortgage, to notify the borrower of prohibitions against discriminatory lending.

Farm and Ranch Pa Addendum Environmental Conditions

This form is used by a buyer?s agent when the buyer will purchase a farm or ranch property, to prepare an addendum to the purchase agreement offer contingent on seller disclosures of environmental conditions existing on the property.

Farm and Ranch Pa Addendum General Use

This form is used by a buyer's agent when the buyer will use seller carryback financing to purchase a farm or ranch property, to prepare an addendum to add provisions to the purchase agreement.

Farm and Ranch Pa Addendum Residential Dwelling

This form is used by a buyer's agent when a buyer will purchase a farm or ranch which includes a one-to-four unit residential dwelling, to prepare an addendum to the purchase agreement offer containing all the disclosures for the sale of a dwelling.

Farm and Ranch Pa Addendum Seller Financing

This form is used by a buyer's agent when the buyer will use seller carryback financing to purchase a farm or ranch property, to prepare an addendum to the purchase agreement offer setting forth the terms for payment of the carryback note.

Federal Residency Declarations Firpta

This form is used by the seller's agent and escrow when the sale of real estate requires the seller's status for income tax purposes as a citizen, resident alien or neither, to provide information for determining whether the seller is a nonresident alien and escrow withholds 10% of the sale price.

Fee Sharing Agreement Buyers Broker Compensation

This form is used by a buyer's agent when receipt of compensation for their services rendered in a transaction depends on sharing the fee due the seller's broker, to document the right of the buyer's agent to be paid a fee.

File Activity Sheet

This form is used by an agent or broker when engaged in a real estate transaction and maintaining records for the employing broker's oversight, to enter information identifying all contacts with the client and others regarding activities which transpired during the agency undertaken.

Final Walk Through Inspection Confirmation of Condition

This form is used by a buyer's agent when the buyer conducts a final walk-through inspection at the time for closing escrow and observes that requested repairs have not been completed, to make a demand on the seller to complete the repairs.

Final or Balloon Due Date Provisions

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include final/balloon payment provisions in the promissory note

Financial Disclosure Statement Land Sales Contract

This disclosure form is used by an agent when preparing an offer or counteroffer to buy, sell, exchange or option a one-to-four unit residential property with the seller extending credit on a land sales contract, to prepare an addendum to disclose the terms and conditions of the land sales contract.

Financial Disclosure Statement Lease Option Sale

This disclosure form is used by an agent when preparing an offer or counteroffer to buy, sell, exchange or option a one-to-four unit residential property with the seller extending credit on a lease-option sales agreement, to prepare an addendum for disclosing the terms and conditions of the lease-option agreement.

Financial Disclosure Statement Seller Carryback Note

This form is used by an agent when preparing an offer or counteroffer to buy, sell, exchange or option a one-to-four unit residential property with seller carryback financing on a grant deed conveyance, to prepare an addendum to disclose the terms and conditions of the carryback note and trust deed.

Finders Fee Agreement

This form is used by an agent when they employ an unlicensed individual to locate, solicit and refer or identify persons who need the services of the broker, to document the terms of the employment.

Foreclosure Cost Sheet Cost and Net Proceeds

This form is used by a seller's agent or mortgage loan broker when the transaction involves a carryback seller or lender secured by a junior trust deed, to advise them of the funding necessary to foreclose and the likely net proceeds of a foreclosure and resale of the encumbered property.

Further Encumbrance Consent

This form is used by a prospective junior lender or carryback seller when the real estate is encumbered by an existing first mortgage containing a due-on clause, to obtain consent from the lender holding the mortgage to further encumber the property with a second mortgage.

Good Faith Estimate of Buyers Acquisition Costs

This form is used by a buyer’s agent when preparing a purchase agreement offer or receiving a counteroffer and disclosing the financial requirements the buyer can anticipate, to prepare a worksheet for review with the buyer estimating the total costs of acquisition and amount and source of funds needed to close the transaction.

Good Faith Estimate of Sellers Net Sales Proceeds

This form is used by a seller’s agent when preparing a listing agreement, receiving a purchase offer or writing up a counteroffer and disclosing the financial consequences the seller can anticipate, to prepare a worksheet and review it with the seller estimating the amount of net proceeds the seller is likely to receive on a sale at the stated price.

Grant Deed

This form is used by agents, escrow officers and owners when any or all of a fee simple interest in real estate other than a leasehold is transferred, to identify the parties to the transfer, describe the property transferred and record the transfer with the county.

Guarantee Agreement

This form is used by a leasing agent, property manager or landlord when entering into a rental or lease agreement with a prospective tenant in reliance on a guarantee, to document a third-party's guarantee for the payment of rent or other monetary obligation arising out of a default in a rental or lease agreement.

Guarantee Agreement for Promissory Note

This form is used by a loan broker, transaction agent or escrow officer when originating a mortgage for a lender or carryback seller which will be guaranteed by a third-party, to document the commitment of the third-party for full payoff/purchase of the mortgage on a default in its terms.

Guest Occupancy Agreement for Transient Occupancy Properties

This form is used by a vacation rental operator when entering into a guest’s occupancy of a vacation property, hotel, motel, inn, boarding house, lodging house, tourist home or similar transient accommodations for a period of 30 days or less, to document the terms of a guest’s occupancy.

Hazard Insurance Conditions

This form is used by a buyer's agent when preparing a purchase offer and performance by the buyer is contingent on their further approval of aspects of hazard insurance, to add as an addendum a boilerplate contingency provision for buyer approval or cancellation of the transaction.

Hazards Disclosure Booklets

This booklet is available to buyers' agents when preparing a purchase agreement offer for a residential dwelling, to hand to their buyer in compliance with the mandated disclosure of information on environmental hazards.

Holdover Occupancy Agreement

This form is used by a seller's agent when the seller seeks to temporarily remain in possession of the property after the sales escrow closes, to prepare a rental agreement for the seller's continued occupancy with conditions protecting the buyer if the seller defaults.

Homeowners Association Hoa Addendum

This form is used by a seller's agent when preparing an offer to purchase, exchange or lease a unit controlled by a homeowners' association (HOA), to provide as an addendum a checklist of HOA items the buyer has received in the marketing package delivered by the seller's agent or will receive and review for further approval or cancellation of the transaction.

Identification of Prospective Buyerstenants on Expired Listing

This form is used by an owner's agent when their employment has expired under a listing agreement for the sale or lease of a property containing a safety clause calling for the payment of a fee on a purchase or lease of the property within one year after expiration by a prospect the broker negotiated with during the listing period, to identify these prospective buyers or tenants of the property to the owner.

Identification of Qualifying Properties

This form is used by a buyer's or tenant's agent when their employment has expired under a listing agreement to buy or lease property containing a safety clause calling for the payment of a fee on the client's purchase or lease within one year after expiration of a property presented to the buyer or tenant during the listing period, to identify prospective properties the broker brought to the attention of the client.

Impounds Addendum Taxes and Insurance

This form is used by a transaction agent, loan broker or escrow officer when originating a mortgage for a lender or carryback seller with an impound account for taxes, insurance and other fixed ownership costs, to document as a trust deed addendum the additional impound payments to be made with the monthly installments of principal and interest.

Income Property Brokerage Ipb Suite

This suite of forms is used by an agent when preparing a marketing package for an income property they listed for sale, to gather information about the producing property for investor review regarding the property location, zoning, improvements, financing terms, income tax aspects, service providers, rent and expense data.

Independent Contractor Employment Agreement

This form is used by an employing broker when entering into an agreement employing a sales agent or a broker on terms calling for the employee to be treated for tax purposes as an independent contractor, to establish the duties of the broker and agent, earned fees and how the fees due the employee will be allocated and shared.

Individual Tax Analysis Intax

This form is used by an agent when negotiating a sale or partial §1031 transaction for a client, to prepare an estimate for review and provide advice on any income tax liability generated by the proposed transaction.

Information Request Ucc 11

This form is used by an escrow officer or an agent when on the sale or financing of real estate a search is needed for any debts secured by personal property located on the real estate, to obtain UCC records of financial statements filed with the secretary of state before closing the transaction. 

Instruction to Trustee to Fund Acquisition Cash and Paper

This form is used by a seller's agent when a §1031 trustee holds proceeds from the seller's carryback sale of property in a delayed §1031 reinvestment plan, to instruct the trustee to forward cash and the trust deed note to a purchase escrow for acquisition of replacement property.

Instruction to Trustee to Fund Acquisition Cash Only

This form is used by a seller's agent when a §1031 trustee holds proceeds from the seller's cash sale of property in a delayed §1031 reinvestment plan, to instruct the trustee to forward funds to a purchase escrow for acquisition of replacement property.

Interest Bearing Trust Account Agreement

This form is used by a broker or their agent when handed funds for deposit into a trust account held by the broker which account the owner requests be interest bearing, to identity the depository and terms for the interest-bearing trust account.

Interim Occupancy Agreement

This form is used by a buyer's agent when the buyer seeks occupancy of the property before closing escrow, to prepare a rental agreement for buyer occupancy with conditions protecting the seller if the buyer defaults.

Investment Circular Llc

This form is used by a syndicator when soliciting cash investors to form a group structured as an limited liability company (LLC) for the acquisition of a specific income property, to present their objectives, policies and property disclosures for review and consideration by potential investors.

Itemization of Money Losses Demand on a Breach

This form is used by a seller or seller’s agent when a real estate transaction does not close as a result of a buyer’s breach and the seller has incurred unrecoverable money losses, to make a demand on and provide the buyer with an itemization of the seller’s out-of-pocket losses.

Items Needed to Complete Loan Application Borrowers Initial Advisory

This form is used by a loan broker or lender when arranging a mortgage, to provide the borrower with a checklist of documents required to further process the loan application.

Joint Pre Expiration Inspection Request and Notice

This form is used by a property manager or landlord when a residential tenant will be vacating their unit, to notify the tenant of their right to request a joint pre-expiration inspection of the premises they occupy and receive a statement of deficiencies itemizing the repairs and cleaning necessary to be remedied or eliminated by the tenant to avoid a deduction of their costs from the security deposit.

Land Sales Contract All Inclusive With Power of Sale

This form is used by an agent when a buyer is acquiring equitable ownership of property under a land sales contract, to prepare a land sales contract stating the price with terms of payment and the conditions for the seller to convey title.

Late Payment Provisions Addendum to Promissory Note

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include a late payment provision in the promissory note.

Lead Based Paint Disclosure Lease

This form is used by a property manager or landlord when negotiating a rental or lease agreement for residential property constructed before 1979, to disclose to the tenant lead-based paint hazards may exist on the property.

Lead Based Paint Disclosure on Sale of Real Estate

This form is used by an owner's agent when selling or leasing a residential unit built before 1978 and complying with lead-based paint disclosure laws, to notify the buyer or tenant whether lead-based paint or lead-based paint hazards are known to the owner to be present on the property and give the buyer and tenant an opportunity to conduct a risk assessment or inspection of the property.

Lease Option Contract for Deed

This form is used by an agent when a buyer is acquiring equitable ownership of property under a lease-option sale arrangement, to prepare the lease-option sales agreement stating the price with terms of payment structured as option money, rent and final payment as conditions for the seller to convey title.

Leasing and Operating Addendum Tenant Occupancies

This form is used by a buyer's agent when preparing a purchase agreement offer for a tenant-occupied income producing property, to provide for further-approval of lease agreements and due diligence issues or cancellation of the agreement.

Lenderpurchaser Disclosure Collateral Loan Calbre 851c

This form is used by a loan broker when processing a collateral assignment of a trust deed note, to disclose to the lender purchasing the mortgage information regarding its terms and servicing arrangements.

Lenderpurchaser Disclosure Loan Origination Calbre 851a

This form is used by a loan broker when they have completed processing a borrower's mortgage application, to disclose to the lender or purchaser of the mortgage information regarding its terms and servicing arrangements.

Lenderpurchaser Disclosure Sale of Existing Note Calbre 851b

This form is used by a loan broker when arranging the resale of an existing trust deed note, to disclose to the lender purchasing the mortgage information regarding its terms and servicing arrangements.

Letter of Intent Proposal for Due Diligence Investigations

This form is used by a buyer's agent when commencing negotiations for purchasing a property before conducting an investigation into the suitability of the property, to prepare a proposal calling for the seller to provide information the buyer needs to perform a due diligence investigation.

Letter of Intent Short Form

This form is used by a buyer's agent, before making an offer to purchase a property, to set forth the basic terms and conditions of a proposed purchase for the owner's consideration.

Listing Information Report

This form is used by a seller’s agent when setting up a file for a property listing as part of their employment with a broker, to summarize the terms and details of a property listing for their broker’s supervisory review.

Llc Operating Agreement Equity Purchase

This form is used by a syndicator when forming a limited liability company (LLC) for a group investment for the purpose of acquiring property in foreclosure, at a foreclosure sale or as lender REO inventory, to establish the LLC operating terms and the rights and duties of its members.

Llc Operating Agreement Self Directed Ira

This form is used by an investor or their agent when forming a limited liability company (LLC) solely for the purpose of funding it to purchase real estate as a self-directed IRA (SDIRA) owned by the investor, to establish the LLC operating terms and the rights and duties of the investor and the SDIRA acceptable to an IRA administrator.

Llc Operating Agreement Single Member

This form is used by a syndicator when forming a single manager/member limited liability company (LLC) for an investment in income producing property, to set the LLC operating terms and the rights and duties of the manager/member.

Loan Broker Listing Agreement Exclusive Right to Borrow

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

Loan Escrow Instructions

This form is used by a mortgage loan broker or escrow officer when preparing instructions to open a loan escrow, to instruct escrow to prepare documents and gather instruments necessary for the borrower and lender to fully perform.

Loan Escrow Settlement Statement Hud 1a

This form is used by a mortgage loan broker or escrow officer when preparing a closing statement for the escrow of a refinance or equity loan origination, to provide the borrower with an accounting of all the costs incurred in the loan transaction.

Loan Estimate

This form is used by a loan broker when arranging a mortgage, to disclose all estimated settlement charges the borrower will incur on closing.

Loan Purpose Statement for Reg Z Analysis

This form is used by a loan broker when arranging a mortgage secured by one-to-four unit residential property, to determine whether the use of loan funds is for a consumer purpose or a business, investment or agricultural purpose.

Loan Servicing Agreement

This form is used by a loan broker or lender when entering into an agreement for servicing a mortgage, to document the terms and instructions for servicing the mortgage.

Loan Transmittal Summary Preliminary Submission to Lender

This form is used by a loan broker when a mortgage application from a borrower has been fully processed and the mortgage package is complete, to solicit or submit to a lender for funding the mortgage as a summary of information regarding the borrower and the property to be financed.

Market Analasys to Set Rent Single Family Residence

This form is used by a property owner, their agent or a buyer's agent when estimating a property's gross monthly rental value based on rents currently paid for comparable properties, to enter on a worksheet distinguishable features of the comparable properties from the owner's property and making dollar adjustment for their greater or lesser rental value than the property held out for rent.

Marketing Package Cost Sheet Due Diligence Checklist

This form is used by a seller’s agent as an addendum when entering into the employment of an owner who lists a property for sale, to disclose the itemized costs the owner can expect to incur during the marketing and sale of the property as anticipated by the employment agreement.

Memorandum of Purchase Option

This form is used by an agent or escrow officer when a property owner grants a buyer an irrevocable option to purchase the property, to prepare documentation of the option and record it as public notice of the purchase option.

Modification of Listing Agreement

This form is used by an agent when the terms of an existing listing agreement with a buyer, seller, landlord, tenant, borrower or lender are modified, to document the agreed-to modification of the employment.

Modification of the Promissory Note

This form is used by a holder of a mortgage, their servicing agent or broker when a modification of the debt has been negotiated, to evidence the modification of the original note and state the change in terms of the note.

Mortgage Loan Disclosure Statement Calbre 883

This form is used by a loan broker in conjunction with the Mortgage Loan Disclosure Statement (RPI Form 204) when arranging a consumer mortgage secured by a one-to-four unit residential property, to disclose to the borrower that the mortgage offered does not allow the borrower to defer payment of principal and interest.

Mortgage Loan Disclosure Statement Nontraditional Calbre 885

This form is used by a loan broker when arranging a nontraditional consumer mortgage secured by one-to-four unit residential property, to disclose to the borrower that the mortgage offered allows the borrower to defer principal and interest payments.

Mortgage Loan Disclosure Statement Traditional Calbre 882

This form is used by a mortgage loan originator (MLO) when arranging a consumer mortgage, to disclose an estimate of all settlement charges the borrower will be required to pay.

Mortgage Loantrust Deed Annual Report Calbre 881

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when conducting mortgage loan activities, to report those activities to the CalBRE.

Mortgage Shopping Worksheet

This form is used by a transaction agent and their buyer when a mortgage application is submitted to two or more lenders, to compare mortgage rates and origination costs offered by different lenders competing to make the same type of mortgage.

Multi Lender Transaction Notice Calbre 860

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when arranging the sale of multi-lender notes, to provide the CalBRE with information pertaining to the number of multi-lender notes arranged.

Natural Hazard Disclosure Statement

This form is used by a seller, seller's agent and third-party contractor when a report on the natural hazards affecting a property is prepared for inclusion in a property marketing package, to disclose natural hazards of a property to prospective buyers for their review on commencement of negotiations as mandated.

Non Smoking Addendum

This form is used by a leasing agent or landlord as an addendum when negotiating a residential lease agreement, to prohibit smoking on the entire premises or note the specific location on the property where smoking is permitted.

Note Enforcement Provisions

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include a guarantee, exculpatory or governing law provision in the promissory note.

Note Secured by Deed of Trust Installment Interest Included

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed by the borrower or buyer on terms calling for installment payments of principal and interest.

Note Secured by Deed of Trust Installment Note Interest Extra

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed on terms calling for installment payments consisting of a fixed principal amount together with accrued interest.

Note Secured by Deed of Trust Straight Note

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed on terms calling for the entire amount of principal to be paid in a single lump sum together with accrued unpaid interest on a due date.

Notice and Consent to Dual Agency

This form is used by an agent when a dual agency arises on entering into negotiations for a sale, lease or mortgage of property between opposing parties who are principals, relatives or entities of the agent, to disclose their dual agency status and document the consent of the principals they represent.

Notice of Balloon Payment Due

This form is used by the holder of a mortgage or their servicing agent when the mortgage note has a due date, to notify the owner making payments of the final/balloon payment date at least 90 but not more than 150 days before the payoff is due.

Notice of Belief of Abandonment

This form is used by a commercial property manager or landlord when rent has been due and unpaid for 14 consecutive days or more and the landlord believes the tenant has vacated the leased premises and left personal property, to commence the landlord-initiated personal property disposition process and advise the tenant of their right to reclaim or abandon it.

Notice of Cancellation Due to Contingency or Condition

This form is used by a transaction agent when a sale is the subject of a contingency provision that has not been satisfied and the transaction is to be cancelled, to prepare a notice for their client to sign cancelling the transaction.

Notice of Cancellation of Demand on Tenant to Pay Rent

This form is used by a mortgage holder or their servicing agent when under a mortgage secured by income producing property the lender previously made a demand on the tenant for the payment of rents, to cancel the prior demand for payment of rent.

Notice of Charges Due Other Than Monthly Rent Payment

This form is used by a property manager or landlord when non-recurring charges are due from the tenant, such as a late charge or bank bad-check charge, to advise the tenant of the amount assessed and when it is due and to perfect the right to collect the charge.

Notice of Decision to Sell Property or Lease Additional Space

This form is used by an owner's broker when a decision has been made to sell or lease property on which a person holds a right of first refusal to purchase or lease it, to prepare the notice to the holder of the right of first refusal stating the terms of the right to buy or lease the property.

Notice of Decision to Sell Real Estate for Right of First Refusal

This form is used by an owner's broker when a decision has been made to sell or lease property on which a person holds a right of first refusal to purchase or lease it, to prepare the notice to the holder of the right of first refusal stating the terms of the right to buy or lease the property.

Notice of Default Summary Chinese

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Chinese from the recorded Notice of Default to the occupant.

Notice of Default Summary English

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in English from the recorded Notice of Default to the occupant.

Notice of Default Summary Korean

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Korean from the recorded Notice of Default to the occupant.

Notice of Default Summary Spanish

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Spanish from the recorded Notice of Default to the occupant.

Notice of Default Summary Tagalog

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Tagalog from the recorded Notice of Default to the occupant.

Notice of Default Summary Vietnamese

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to provide a summary of key information in Vietnamese from the recorded Notice of Default to the occupant.

Notice of Default With Substitution of Trustee

This form is used by a trustee service when the holder of a mortgage which is in default substitutes trustees under the trust deed for purposes of initiating a foreclosure on the secured property, to commence the trustee's foreclosure process by recording the notice.

Notice of Elimination of Backup Contingency

This form is used by a seller's agent when a property is the subject of two or more binding purchase agreements and the agreement with priority has been cancelled, to notify the buyer on the backup agreement that the backup contingency has been eliminated and they are to perform

Notice of Intent to Alter Shared Boundary Fence

This form is used by a property owner when more than one owner is responsible for a boundary fence, to provide affected neighboring property owners a 30-day written notice of the owner's intent to construct, replace or maintain the fence.

Notice of Intent to Enter Dwelling

This form is used by a property manager or landlord when maintenance services need to be provided to an occupied unit, to provide the tenant a written 24-hour notice of the landlord’s intent to enter the premises.

Notice of Nonresponsibility From Landlord

This form is used by a property manager or income property owner when a tenant commences construction of improvements on premises leased from the owner, to declare the property owner is not responsible for any claim arising out of the tenant improvements being constructed on the property.

Notice of Postponement of Trustees Sale

This form is used by a trustee on a trust deed when foreclosure has been commenced on a property and the trustee's sale has been scheduled and postponed for a period of at least 10 business days to notify the occupants of the property of the rescheduled date and time for the trustee's sale within five days of the postponement.

Notice of Right to Appraisal Report

This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower within three business days after receipt of the borrower's mortgage application of their right to receive a copy of all written appraisals developed in connection with the mortgage application. [12 Code of Federal Regulations §1002.14(a)(2)]

Notice of Right to Reclaim Personal Property Commercial

This form is used by a commercial property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise the tenant the personal property will be discarded if not reclaimed by the tenant by paying the cost of removal and storage within 18 days of mailing the notice or 15 days of personal service.

Notice of Right to Reclaim Personal Property Residential

This form is used by a residential property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise the tenant the personal property will be discarded if not reclaimed by the tenant by paying the cost of removal and storage.

Notice of Right to Reclaim Property Commercial Others

This form is used by a commercial property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise others the landlord believes have an ownership interest in the personal property that it will be discarded if not reclaimed by paying the cost of removal and storage within 18 days of mailing the notice or 15 days of personal service.

Notice of Right to Reclaim Property Residential Others

This form is used by a residential property manager or landlord when a tenant has vacated the premises and left personal property behind, to advise others the landlord believes have any ownership interest in the personal property that it will be discarded if not reclaimed by paying the cost of removal and storage.

Notice of Right to Rescind Borrowers Right to Cancel

This form is used by a mortgage loan originator (MLO), when processing an equity mortgage or refinance on the borrower's principal residence, to notify the borrower of their right to cancel the transaction within three business days.

Notice of Sale

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to notify the occupants of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Surplus Funds From Trustees Sale

This form is used by a trustee on a trust deed when on the trustee's foreclosure sale of a property surplus funds remain for distribution to holders of junior interests on title to the property, to notify the junior interest holders of the existence of surplus funds for distribution.

Notice of Temporary Displacement

This form is used by a property manager or landlord when invasive repairs or fumigation work require the temporary move-out of a tenant, to notify the tenant of the conditions for the temporary displacement.

Notice of Transfer of Loan Servicing

This form is used by a loan broker or lender when servicing a business-purpose mortgage, to notify the borrower their loan will be or has been transferred to another loan servicer.

Notice of Transfer of Servicing Respa Loans

This form is used by a loan broker when servicing a consumer-purpose mortgage regulated by RESPA, to notify the borrower their mortgage will be transferred to another servicer.

Notice of Trustees Sale

This form is used by a trustee on a trust deed when foreclosure on a property has been commenced by recording a notice of default (NOD) and three months have passed without the property owner curing the defaults, to prepare and record a notice of trustee's sale.

Notice of Trustees Sale Summary Chinese

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Chinese of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Trustees Sale Summary English

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in English of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Trustees Sale Summary Korean

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Korean of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Trustees Sale Summary Spanish

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Spanish of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Trustees Sale Summary Tagalog

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Tagalog of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Trustees Sale Summary Vietnamese

This form is used by a trustee on a trust deed when posting a notice of trustee's sale (NOTS) on a residential property, to provide the occupants a summary in Vietnamese of the eminent foreclosure sale and its effect on their right to occupy the property.

Notice of Use of Broker Controlled Funds

This form is used by a loan broker when arranging a mortgage, to disclose to the borrower that broker-controlled funds will fund the loan on closing.

Notice of Your Supplemental Property Tax Bill Addendum

This form is used by a buyer's agent when preparing a purchase agreement offer to acquire property that will be reassessed, to disclose to the buyer their responsibility after acquiring a property to pay supplemental property tax bills separately from any mortgage impound account they may have established.

Notice to Applicant of Right to Receive Copy of Appraisal Report

This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower within three business days after receipt of the borrower's mortgage application of their right to receive a copy of all written appraisals developed in connection with the mortgage application. [12 Code of Federal Regulations §1002.14(a)(2)]

Notice to Home Loan Applicant Credit Score Usage

This form is used by a mortgage loan originator (MLO) when processing a consumer mortgage application, to notify the borrower of the lender's obligation to disclose to the borrower their credit scores and the Credit Bureaus used to obtain them.

Notice to Landlord to Surrender Personal Property

This form is used by a tenant when they have left personal property on the premises and the landlord has not begun the disposition process, to initiate a return of personal property they left behind within 18 days of vacating the premises and reclaim it within 72 hours after payment of removal and storage fees.

Notice to Occupant of Entry and Completion of Showing

This form is used by the owner of a rental property listed for sale when with a prospective buyer they have entered and shown the unit based on the 120-day ?For Sale? notice previously served on the tenant to advise the tenant the entry occurred and has been completed.

Notice to Perform and Intent to Cancel

This form is used by the agent of the party seeking performance under a purchase agreement when the other party has failed to perform, to notify the other party the agreement will be cancelled if they fail to perform by a specified date.

Notice to the Home Loan Applicant

This form is used by a mortgage loan originator (MLO) when processing a consumer mortgage application, to notify the borrower of the lender's obligation to disclose to the borrower their credit scores and the Credit Bureaus used to obtain them.

Offer for Land Sales Contract

This form is used by a buyer’s agent when property is held out for sale under a land sales contract, to submit an offer to enter into a land sales contract for the conveyance of title to the buyer on the buyer’s full performance of the land sales contract.

Offer for Lease Option

This form is used by a buyer's agent when the buyer is negotiating to acquire equitable ownership of property under a lease-option sale arrangement, to prepare an offer to enter into a lease-option purchase agreement.

Offer to Grant an Option and Option Money Receipt

This form is used by a seller's agent when the seller rejects a contingency laden offer to buy property, to prepare a counteroffer granting the buyer an option to purchase the property.

Offer to Lease

This form is used by a leasing agent or prospective tenant when negotiating a rental or lease agreement for commercial space, to make an offer on terms sufficiently complete to form a binding agreement on acceptance by the landlord.

Office Agents Licensing Record

This form is used by a broker when complying with California Bureau of Real Estate (CalBRE) regulations for keeping a record of their licensed agents, to document their hiring, termination and license expiration dates.

Office Manager Employment Agreement

This form is used by a broker when employing a licensed broker or sales person as an office manager for their brokerage operations, to establish their duties as the office manager and the fee schedule for their earnings.

Open House Agent Interview Sheet

This form is used by a buyer or a buyer's agent when attending an open house, to provide a checklist for conducting an interview with the seller's agent and gathering information about conditions of the property, its financing, the seller and the surrounding area.

Operating Agreement Llc

This form is used by a syndicator when forming a limited liability company (LLC) for a group investment in income producing property, to set the LLC operating terms and the rights and duties of its members.

Option to Purchase With Extensions Irrevocable Right to Buy

This form is used by a buyer's agent when the buyer's offer is for acquiring a purchase option exercisable with extensions, to prepare an option as an irrevocable offer to sell with a price and terms for payment exercisable during an initial period or extensions for attachment to an offer to grant an option.

Option to Renewextend Lease

This form is used by a leasing agent or landlord when negotiating a residential or commercial lease agreement, to provide in an addendum the landlord’s grant to the tenant the option to extend possession under the original lease agreement or renew under a new lease agreement on the same conditions as the expiring lease.

Ordinance Compliance Local Option Disclosure

This form is used by a seller's agent when preparing a marketing package for the sale, lease, exchange or option of a one-to-four unit residential property, to disclose the property's compliance with city or county ordinances in an addendum handed to prospective buyers and tenants.

Owner Occupancy Rider

This form is used by a transaction agent, loan broker or lender when a lender or carryback seller originates a purchase-assist mortgage conditioned on owner-occupant status, to establish in an addendum to a trust deed the buyer’s use of the property as their primary residence on acquisition.

Partial Payment Agreement Commercial

This form is used by a commercial landlord or their agent when accepting partial payment of delinquent rent and temporarily deferring any eviction activity, to document the terms for payment of the remainder of the delinquent rent and preserve the right to continue any eviction process underway if the tenant defaults.

Partial Payment Agreement Residential

This form is used by a residential landlord or their agent when accepting partial payment of delinquent rent and temporarily deferring any eviction activity, to document the terms for payment of the remainder of the delinquent rent and preserve the right to continue any eviction process underway if the tenant defaults.

Partial Release Addendum

This form is used by a buyer's agent or loan broker when negotiating the terms of a note secured by a trust deed on two or more parcels of real estate, to arrange the sequence and amount to be paid for the partial reconveyence of individual parcels.

Personal Property Inventory Transferred With Real Estate

This form is used by an agent when preparing a purchase agreement or counteroffer for a transaction including personal property, to provide a list of personal property to be included in the purchase price.

Pet Addendum

This form is used by a leasing agent or landlord as an addendum when negotiating a residential lease agreement which prohibits the possession of pets, to modify the terms of the lease agreement and provide the terms under which a specific pet may be kept on the premises in exchange for a pet security deposit.

Points and Fees Worksheet for Section 32 Mortgage Test

This form is used by a loan broker when processing an equity mortgage or refinance on the borrower's principal residence, to calculate whether the yield and fees exceed Regulation Z Section 32 thresholds.

Power of Attorney Uniform Statutory Form

This form is used by an agent or escrow officer when an owner or buyer appoints a person who is to act on their behalf as their attorney in fact, to grant specific powers to the person authorized to act as their attorney-in-fact.

Preliminary Proposal Mini Form

This form is used by an agent when attending a property marketing session, to submit to another agent a proposal for an exchange of properties they have listed or otherwise control.

Preliminary Title Report Addendum Due Diligence Contingency

This form is used by a buyer's agent when negotiating a purchase agreement, to include a contingency provision giving the buyer the right to further approve title and zoning use restrictions or cancel the agreement.

Prepayment of Principal Provisions Penalties and Discounts

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to include prepayment provisions in the promissory note.

Proceeds From Refinance Annual Percentage Rate of Net Proceeds

This form is used by a loan broker when arranging a mortgage to refinance an existing mortgage, to disclose to the borrower the annual percentage rate of the costs incurred to generate the net proceeds.

Profit and Loss Statement Borrowers Financial Statement Fnma 1020

This form is used by a loan broker when processing a mortgage application to be prepared by the borrower for the loan broker, to determine the borrower's sources and amounts of income, personal expenses and net income and set the borrower's debt-to-income (DTI) ratios.

Promissory Note Unsecured

This form is used by a loan broker or escrow officer when originating an unsecured loan or seller extension of credit to a buyer without a trust deed lien on real estate, to evidence the debt owed and the terms for payment.

Proof of Service for Service of Notice of Default

This form is used by a trustee on a trust deed when serving interested persons with a notice of default (NOD) on commencing foreclosure, to document the mailing of the NOD to those with an interest on title to the property.

Proof of Service for Service of Notice to Real Estate Tenants

This form is used by a property manager or landlord when serving a tenant a notice to pay, perform, vacate or quit or a notice of change in rental terms, to document the date and time the notice was served and the manner of service for use in any eviction proceeding.

Property Conditions and Amenities

This form is used by a loan broker when assisting a borrower to apply for a refinance or equity mortgage, to disclose to the lender underwriting the loan all property conditions and amenities contributing to the value of the property.

Property Conditions and Amenities Refi Equity Loan

This form is used by a loan broker when assisting a borrower to apply for a refinance or equity mortgage, to disclose to the lender underwriting the loan all property conditions and amenities contributing to the value of the property.

Property Expense Profile

This form is used by an owner and their sales or leasing agent when preparing a marketing package for the sale of a one-to-four unit residential property or the lease of any type property and disclosing the property's operating costs, to prepare a worksheet to be handed to prospective buyers and tenants for their review of the monthly property operating costs and deposits they will likely incur on taking possession of the property.

Property Inspection Buyers Request for Repairs

This form is used by a buyer's agent when their buyer after entering into a purchase agreement receives a home inspection report and discovers property defects, to prepare the buyer's request for the seller to correct the defects.

Property Management Agreement

This form is used by a licensed broker or their agent when entering into an employment to act as a property manager for an owner’s rental property, to document the employment and set forth the rights, responsibilities and expectations of the property manager and the landlord, including authorized activities, performance standards and expense limitations.

Property Sold Report Administrative and Fee Information

This form is used by an agent as a record when they close a sales transaction, to prepare a summary report of the agent’s activities, information on the principals and providers involved and fee arrangements for supervisory review and marketing analysis by their broker.

Protective Refund Claim for Llc Gross Receipts Tax

This form is used by a managing member of a limited liability company (LLC) when requesting a refund of taxes which have been declared unconstitutional to identify the LLC's gross receipts for the contested years and provide a total claim.

Purchase Agreement Cash to New or Existing Loans

This form is used by a buyer's agent when the buyer will conventionally purchase a one-to-four unit residential property, to prepare an offer with a cash down payment to an existing mortgage or a new conventional mortgage

Purchase Agreement Commercial

This form is used by a buyer's agent when a buyer will purchase an income property other than one-to-four residential units, to prepare an offer to purchase the property.

Purchase Agreement Commercial Principal to Principal

This form is used by a buyer acting as a principal without an agent when the buyer will submit a purchase offer directly to a seller acting as a principal without an agent for a one-to-four unit residential property, to prepare an offer containing no provisions for broker representation or fees.

Purchase Agreement Farm and Ranch

This form is used by a buyer's agent, or a seller's agent as the counteroffer, when a buyer will purchase a farm or ranch property, to prepare an offer to purchase the property.

Purchase Agreement Fha

This form is used by a buyer's agent when the buyer using Federal Housing Administration (FHA)-insured mortgage funds will purchase a one-to-four unit residential property, to prepare an offer with a cash down payment to a new FHA-insured mortgage.

Purchase Agreement for Note and Trust Deed

This form is used by a loan broker when arranging the purchase by a trust deed investor of an existing trust deed note held out for sale, to prepare an offer stating the price and conditions for purchase of the trust deed note.

Purchase Agreement Income Property

This form is used by a buyer's agent when a buyer seeks to acquire a one-to-four residential unit income property, to prepare an offer to purchase the property.

Purchase Agreement Income Property Down Payment Note

This form is used by a buyer's agent when preparing an offer to purchase an income property other than one-to-four residential units, with a provision stating the down payment is to be a note secured by a trust deed on other property owned by the buyer.

Purchase Agreement Land Acquisition Transaction

This form is used by a buyer's agent, or a seller's agent as the counteroffer, when preparing an offer to purchase an unimproved parcel of land.

Purchase Agreement Principal to Principal

This form is used by a buyer acting as a principal without an agent when the buyer will submit a purchase offer directly to a seller acting as a principal without an agent for a one-to-four unit residential property, to prepare an offer containing no provisions for broker representation or fees.

Purchase Agreement Separate Buyers Agent Fees

This form is used by a buyer's agent when the buyer will pay the agent's fee as part of the purchase price of a one-to-four unit residential property, to prepare an offer with a cash down payment to an existing mortgage, a new conventional mortgage or seller carryback financing.

Purchase Agreement Short Form

This form is used by a buyer's agent when the buyer will purchase a one-to-four unit residential property, to prepare an offer for all cash or cash to new or existing financing arrangements to be stated in an addendum.

Purchase Agreement Short Sale

This form is used by a buyer's agent when an absentee-owner/investor will purchase a negative equity, owner-occupied one-to-four unit residential property in foreclosure, to prepare an offer containing a short sale contingency provision and all the terms, conditions and disclosures required of an equity purchase transaction.

Purchase Agreement Standard

This form is used by a buyer’s agent when the buyer will use conventional or seller financing for the purchase of a one-to-four unit residential property, to prepare an offer with a cash down payment, an existing mortgage or new conventional mortgage and seller carryback financing.

Purchase Agreement Va

This form is used by a buyer's agent when the buyer using Veterans Affairs (VA)-insured mortgage funds will purchase a one-to-four unit residential property, to prepare an offer with a cash down payment to a new VA-insured mortgage.

Quitclaim Deed

This form is used by an agent, escrow officer, owner or title company when a person relinquishes any interest they may hold in title to real estate, to identify the parties to the transfer, describe the property involved and record the transfer with the county.

Real Estate Withholding Certificate

Real Estate Withholding Certificate

Real Estate Withholding Computation of Estimated Gain or Loss

Real Estate Withholding Computation of Estimated Gain or Loss

Real Estate Withholding Tax Statement

Real Estate Withholding Tax Statement

Record of Undeposited Trust Funds Calbre 4524

This form is used by a broker or their agent when handed trust funds for use in a real estate transaction which will not be deposited into the broker's trust account, to log the identity of the trust funds, the owner, when received and when delivered to third parties.

Rejection of Offer

This form is used by an agent when an offer has been submitted to their client and a counteroffer will not be forthcoming, to prepare a written rejection of the offer stating no counteroffer will be submitted.

Release and Cancellation of Employment Agreement

This form is used by an agent when employed by a client under an existing listing agreement that has been terminated by mutual agreement, to document the agreed-to termination of the employment, cancel the listing agreement and liquidate any claims that may have arisen due to the employment.

Release of Recorded Instrument

This form is used by a judgment creditor when a recorded abstract of judgment has attached as a lien on ownership of real estate, to release from title the judgment creditor's lien on partial or full satisfaction of the judgment and record the release with the county.

Rental Income Rent Roll

This form is used by an agent when preparing a marketing package for an income property they listed for sale or conducting a due diligence investigation for a buyer, to disclose detailed rent roll information to prospective buyers.

Request for Copy of Tax Return Irs 4506

This form is used by a loan broker or lender when processing a mortgage application, to request a copy of the borrower's income tax return from the Internal Revenue Service (IRS) for a fee, in lieu of a transcript for no charge.

Request for Homeowner Association Documents

This form is used by a seller's agent when preparing a listing/marketing package or performing a due diligence investigation on a unit in a common interest development (CID), to obtain homeowners' association (HOA) documents for disclosing the condition of the property and CID to a buyer.

Request for Nod and Nodq by Junior Trust Deed Beneficiary

This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder to send the junior lienholder a copy of any notice of default (NOD) the senior lienholder may record and a notice of delinquency (NODq) on a default in payments owed the senior lienholder.

Request for Nod by Junior Trust Deed Beneficiary

This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder send the junior mortgage holder a copy of any notice of default (NOD) the senior lienholder may record to start foreclosure.

Request for Nodq by Junior Trust Deed Beneficiary

This form is used by an escrow, lender or carryback seller when recording a junior trust deed or a change of address, to request a senior lienholder send the junior lienholder a notice of delinquency (NODq) on a default in payments owed the senior lienholder.

Request for Notice of Mello Roos Assessment

This form is used by a seller's agent when preparing a listing/marketing package or performing a due diligence investigation on a property, to request information from the Improvement District Office about Mello-Roos assessments encumbering the seller's property for disclosing the terms of the bonded indebtedness to a buyer assuming the debt.

Request for Transcript of Tax Return Irs 4506 T

This form is used by a loan broker when processing a mortgage application, to request a transcript of the borrower's income tax return from the Internal Revenue Service (IRS) for no charge, in lieu of a copy of their tax return for a fee.

Request for Verification of Account

This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the payment history and terms of the borrower's existing credit account.

Request for Verification of Deposit

This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the borrower's recent activity and balances of their bank accounts.

Request for Verification of Employment Present Employer

This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the borrower's current employment and income.

Request for Verification of Employment Prior Employer 2009

This form is used by a loan broker or seller's agent when processing a mortgage application or an extension of credit by a carryback seller, to verify the borrower's previous employment and past income.

Request for Verification of Employment Prior Employer 2011

This form is used by a loan broker or seller's agent when processing a mortgage application or an extension of credit by a carryback seller, to verify the borrower's previous employment and past income.

Request for Verification of Homeowners Insurance

This form is used by a loan broker or lender when processing a mortgage application, to verify information regarding the borrower's existing homeowner's insurance policy.

Request for Verification of Insurance Property Management

This form is used by a property manager when entering into a property management agreement which provides for insurance coverage, to verify with the owner's insurance agency or carrier the owner's liability coverage for the property manager's activities during the employment.

Request for Verification of Mortgage

This form is used by a loan broker or seller's agent when processing a mortgage application or an extension of credit by a carryback seller, to verify the payment history and terms of the borrower's existing mortgage.

Request for Verification of Rent

This form is used by a loan broker, lender or seller's agent when originating a mortgage or structuring an extension of credit by a carryback seller, to verify the borrower's payment history and conduct as a tenant.

Request on Borrower for Documents

This form is used by a loan broker when processing a mortgage application, to request the borrower submit documents not yet submitted.

Required Providers of Settlement Services

This form is used by a loan broker as an addendum to the Loan Estimate when arranging a consumer mortgage secured by one-to-four residential property, to notify the borrower of specific providers required by the loan broker to perform settlement services.

Resident Manager Agreement

This form is used by an owner or property manager when employing a resident manager to oversee the daily management of the owner's rental property, to document the resident manager's non-discretionary administrative duties, hours of work and the manager's occupancy of an apartment unit as part of their compensation.

Residential Appraisal Report Fannie Mae Form 1004

This form is used by an appraiser when preparing an appraisal for a detached single family residence or planned unit development, to provide the mortgage lender with an opinion of fair market value of the property.

Residential Earthquake Hazards Report

This form is used by a seller or seller's agent when selling a one-to-four unit residential property built before 1960 and preparing a marketing package in compliance with earthquake hazard disclosure mandates, to prepare and hand to prospective buyers for their review, together with a copy of the ?Homeowner's Guide to Earthquake Safety,? identifying any potential earthquake weaknesses the property may have.

Residential Lease Agreement

This form is used by a leasing agent, property manager or landlord when leasing a residential property on a fixed rental-rate basis for a specific period of time, to grant the tenancy and set the rents to be paid, identify who will pay which utilities, and allocate maintenance responsibilities between the landlord and tenant.

Residential Rental Agreement Month to Month

This form is used by a leasing agent, property manager or landlord when renting a residential property on a month-to-month basis, to grant the tenancy and set the rent to be paid, identify who will pay which utilities, and allocate maintenance responsibilities between the landlord and tenant.

Respa Servicing Disclosure Statement

This form is used by a loan broker or lender when arranging or making a consumer mortgage, to notify the borrower whether the lender intends to transfer the servicing of the mortgage. [12 Code of Federal Regulations §1024.33(a)]

Revocation of Revocable Transfer on Death Tod Deed

This form is used by a residential property owner when they have recorded a revocable transfer of death (TOD) deed designating a beneficiary who will take title to the property on their death, to revoke the transfer on death (TOD) deed.

Right of First Refusal to Acquire Additional Property

This form is used by a buyer's agent when negotiating the purchase of one property and concurrently acquiring the right to buy another property if the owner decides to sell it, to prepare the grant of the right of first refusal as an addendum to a purchase agreement.

Right of First Refusal to Buy Addendum

This form is used by a leasing agent or prospective tenant when negotiating to enter into a rental or lease agreement, to provide in an addendum the landlord's grant to the tenant of a right of first refusal to purchase the leased premises.

Right of First Refusal to Buy Note

This form is used by an agent of a property owner or buyer, or an escrow officer when originating a mortgage with a lender or carryback seller, to grant the owner/buyer a right of first refusal to purchase the note and trust deed.

Right of First Refusal to Lease Space Lease Addendum

This form is used by a leasing agent or prospective tenant when negotiating to enter into a rental or lease agreement, to provide in an addendum the landlord's grant to the tenant of a right of first refusal to lease additional space from the landlord.

Right to Enter and Exhibit Unit to Buyers

This form is used by the owner of a rental property when listed for sale and before showing rented units to prospective buyers, to advise the tenants the property is ?For Sale? and that during the next 120 days the owner or their agent intend to enter their unit on 24 hours' telephonic notice and show it to prospective buyers.

Roofing Inspection Contingency Due Diligence Addendum

This form is used by a buyer's agent when preparing a purchase offer, to add as an addendum a contingency provision for buyer approval or cancellation of the transaction based on the condition and future financial requirements for the care of the property's roof.

Sale of Other Property Waiver Provision

This form is used by a seller's agent when countering a purchase offer containing a sale-of-other-property contingency by eliminating the contingency on acceptance of a backup offer, to set forth in an addendum the seller's right to cancel if the seller accepts another offer and the buyer does not waive the contingency.

Sale Subject to Right of First Refusal Contingency Addendum

This form is used by an agent when negotiating the sale of a property on which another person holds a right of first refusal to purchase the property, to prepare a contingency provision for waiver of the first refusal right as an addendum for an offer to buy or counteroffer.

Sales Escrow Worksheet

This form is used by an agent as a worksheet when preparing to dictate instructions for opening a sales escrow, to organize and collect supporting documents the escrow officer will need to efficiently prepare escrow instructions, clear conditions and close escrow.

Salesperson Change Application Calbre 214

This form is used by a sales agent when changing their license status or contact information on file with the California Bureau of Real Estate (CalBRE), to notify the CalBRE about the change, unless completed online.

Sample Trust Account Review Sample One

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when conducting mortgage loan business activities, to provide their accountant with a guideline for drafting the trust account review (TAR) they will submit to the CalBRE. (Sample One)

Sample Trust Account Review Sample Two

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when conducting mortgage loan activities, to provide their accountant with a guideline for drafting the trust account review (TAR) they will submit to the CalBRE. (Sample Two)

Schedule of Leasing Agents Fee

This form is used by a leasing agent as an addendum when entering into a listing agreement or preparing a letter of intent (LOI), offer to lease or lease agreement, to set their fee due on the lease agreement and on any modification, extension or renewal of the lease agreement or purchase of the premises by the tenant. 

Security Agreement for Note Secured by Personal Property

This form is used by a seller's agent or escrow officer when on a carryback sale the price includes the transfer of personal property which together with the property sold will be security for the carryback note, to grant the seller a security interest in the personal property.

Security Deposit Disposition on Vacating Residential Premises

This form is used by a residential property manager or landlord when a tenant has vacated a premises and the landlord holds the tenant's security deposit, to provide the tenant with an itemized statement within 21 days of vacating of the security deposit's disposition and documentation of charges deducted.

Security Pledge and Assignment Agreement

This form is used by a loan broker, seller's agent or escrow officer when a mortgage is originated with a lender or carryback seller or modified and personal property is collaterally assigned as additional security, to document the pledge and identify the additional security.

Sellers Listing Agreement Exclusive

This form is used by a seller's agent when entering into the employment of an owner of an over-encumbered property as their sole agent retained for a fixed period of time, to list the property for sale and locate a buyer for a short sale of the property.

Sellers Listing Agreement Exclusive Shortsale

This form is used by a seller's agent when entering into the employment of an owner of an over-encumbered property as their sole agent retained for a fixed period of time, to list the property for sale and locate a buyer for a short sale of the property.

Sellers Neighborhood Security Disclosure Addendum

This form is used by an owner’s agent when preparing a marketing package which includes information addressing security on or about a property they have listed for sale or lease, or on demand from a prospective buyer/tenant or their agent, to prepare a disclosure for delivery to prospective buyers of facts known or readily available about security conditions on or in the area of the property.

Sellers Pre Listing Interview of an Agent

This form is used by a seller when employing an agent under a listing agreement as a checklist of questions to ask during an interview of an agent, to determine the agent's credentials, diligence and the marketing activities they will perform if employed.

Service and Maintenance Providers Contractor Disclosure

This form is used by a seller's agent when preparing a marketing package which will include information about the service and maintenance providers on a property listed for sale, to disclose to prospective buyers on commencement of negotiations the identification of service and maintenance contractors presently used by the seller.

Settlement Agreement With Release and Waiver

This form is used by a broker when a dispute arises after a transaction has closed and negotiations resolve the claims made on the broker, to document the terms of the settlement and eliminate any further claims by that person.

Shared Appreciation Note Installment Contingent Interest Extra

This form is used by a loan broker or escrow officer when originating a mortgage with a lender or carryback seller, to evidence the debt owed on terms calling for installment payments of principal and interest plus additional contingent interest set as a percentage of the net equity increase in the value of the secured property.

Short Sale Addendum Loan Discount Approval

This form is used by an agent when negotiating the sale of property encumbered with mortgage balances in excess of the purchase price and the purchase agreement form used does not provide for lender approval of a discounted payoff, to prepare as an addendum a boilerplate short payoff further-approval contingency provision.

Signature Page Addendum

This form is used by an agent when a document has insufficient space for all necessary parties to sign, to provide an addendum for additional signatures.

Simple Revocable Transfer on Death Tod Deed

This form is used by a residential property owner when establishing a beneficiary to take title to the property upon their death, to record the identity of the beneficiary, describe the residential property transferred and record the transfer on death (TOD) deed with the county.

Solar Shade Control Notice

This form is used by an owner when installing a solar collector on their property, to notify all potentially affected neighboring property owners that their trees or shrubs may not grow to cast a shadow greater than 10 percent of a solar collector absorption area.

Ss1031 Basis Allocation Worksheet

This form is used by a seller's agent when analyzing the basis and reportable profit on the sale of a listed property in a proposed §1031 reinvestment plan, to determine on a worksheet the tax consequences of the §1031 transaction for review with the client.

Ss1031 Profit and Basis Recap Sheet

This form is used by a seller's agent when analyzing the basis and reportable profit on the sale of a listed property in a proposed §1031 reinvestment plan, to determine on a worksheet the tax consequences of the §1031 transaction for review with the client.

Ss1031 Property Identification Statement Delayed Ss1031

This form is used by a seller's agent when a seller in a delayed §1031 reinvestment plan locates suitable replacement property(ies) within 45 days after closing a sale of property, to prepare the notice needed to identify suitable replacement property(ies) to be acquired within 180 days of closing the sale.

Stack Sheet Loan Origination and Transmittal

This form is used by a loan broker or lender when originating a mortgage as a checklist of items, to gather documentation to be considered in the origination of the mortgage.

Standard Option to Purchase Irrevocable Right to Buy

This form is used by a leasing or sales agent when offers to rent or buy a property include a purchase option exercisable without extensions, to prepare an option as an irrevocable offer to sell with a price and terms for payment exercisable during a single period as an attachment to a lease agreement or an offer to grant an option.

Statement of Deficiencies on Inspection

This form is used by a property manager or landlord when conducting a joint pre-expiration inspection of a leased premises, to provide the tenant an itemization of the repairs and cleaning necessary to be remedied or eliminated by the tenant to avoid a deduction of their costs from the security deposit.

Statement of Information for General Index Search

This form is used by an agent or escrow officer when an escrow is opened which requires a policy of title insurance, to obtain information from the parties for a title company general index search and prepare a preliminary title report and policy of title insurance for the escrowed transaction.

Statement of Pest Control Operator S Findings

This form is used by a property manager or landlord when a pest control operator has inspected a bed bug infestation, to provide the tenant with the operator’s findings within two days of the property manager’s or landlord’s receipt of the inspection results.  

Subscription and Agreement to Invest

This form is used by a syndicator or their agent when soliciting and subscribing a cash investor for funding a limited liability company (LLC), to confirm their approval of the investment circular, acceptance of the LLC operating agreement, acknowledgement of their membership and the syndicator's receipt of their contribution.

Substitution of Trustee

This form is used by a mortgage holder or trustee service when substituting trustees under an existing trust deed, to appoint a new trustee for reconveyance or foreclosure.

Substitution of Trustee and Reconveyance

This form is used by a mortgage holder or a trustee service when on payoff of the mortgage the trust deed will be released from record title by use of a substitute trustee, to appoint the replacement trustee who then reconveys the trust deed from title to the property it encumbers.

Supplemental Assignment Instructions

This form is used by an agent or syndicator when representing a buyer or acting as the buyer in the purchase of investment property, to assign their rights to buy the property to a limited liability company (LLC).

Supplemental Escrow Ss1031

This form is used by a seller's agent or escrow officer when handling the seller's cash sale of property in a delayed §1031 reinvestment plan, to authorize escrow to disburse the cash sales proceeds to a trustee for funding the seller's future acquisition of replacement property.

Supplemental Escrow Ss1031 Part Cash Part Paper

This form is used by a seller's agent or escrow officer when handling the seller's carryback sale of property in a delayed §1031 reinvestment plan, to authorize escrow to disburse net sales proceeds consisting of cash and a carryback trust deed note payable to a trustee for funding the seller's future acquisition of replacement property.

Supplemental Truth in Lending Section 32 Disclosures

This form is used by a mortgage loan originator (MLO) when processing an application for a consumer mortgage secured by the borrower's principle residence and the interest rate or points and fees exceed Regulation Z Section 32 threshold amounts, to provide a Reg Z Section 32 notice disclosing the total loan amount and Applicable Percentage Rate (APR) to the borrower.

Tenant Estoppel Certificate

This form is used by an escrow officer or owner's broker when handling the sale or refinance of a tenant-occupied property which is contingent on confirmation of rents, deposits and other leasing arrangements between the tenant and owner, to provide the buyer or lender a summary of the financial and possessory terms of the tenant's lease agreement and whether the owner and tenant have fully performed their obligations.

Tenant Lease Worksheet

This form is used by a leasing agent when representing a prospective commercial tenant in need of space, to determine the tenant’s motivations, business needs and financial status, and the type of property and lease terms sought by the tenant. 

Tenants Property Expense Profile

This form is used by an owner and their leasing agent when preparing a marketing package for the lease of a residential property and disclosing the property's operating costs, to prepare a worksheet to be handed to prospective tenants for their review of the monthly property operating costs and deposits they will likely incur on taking possession of the property.

Termination of Lease and Surrender Agreement

This form is used by a property manager or landlord when the tenant returns possession of the leased premises and no further obligations remain between the tenant and the landlord, to mutually terminate a lease agreement and release the tenant and landlord from any further obligation and liability under the lease agreement.

Termination of Property Management Agreement

This form is used by a property manager or owner when a broker will no longer be employed as the property manager of the owner's rental property, to cancel the property management agreement and establish the activities to be performed and items to be returned to terminate the employment.

Three Day Notice to Pay Rent or Quit With Rent Related Fees

This form is used by a property manager or landlord when a tenant defaults on amounts due under a rental or lease agreement, to notify the tenant of the amount of the delinquent rents and related fees payable within three days or vacate and deliver possession.

Three Day Notice to Pay Rent or Quit Without Related Fees

This form is used by a property manager or landlord when a tenant defaults on rent payments under a rental or lease agreement, to notify the tenant of the amount of delinquent rent payable within three days or vacate and deliver possession.

Three Day Notice to Perform or Quit

This form is used by a property manager or landlord when a tenant fails to perform a nonmonetary activity called for in a rental or lease agreement which can be performed or rectified within three days, to notify the tenant they are to perform the activity within three days or vacate and deliver up possession.

Three Day Notice to Quit Due to Foreclosure

This form is used by an owner-by-foreclosure, a successor owner or their agent when they have acquired ownership of property at or following a foreclosure sale and seek eviction of a prior owner from any type of property or a subordinated commercial tenant who occupied the property at the time of the foreclosure sale, to notify the holdover owner or commercial tenant they are to deliver possession within three days.

Three Day Notice to Quit Residential and Commercial

This form is used by a property manager or landlord when a tenant under a rental or lease agreement has committed an incurable breach or failed to perform obligations which cannot be performed or rectified within three days, to notify the tenant they are to vacate and deliver possession within three days.

Threshold Notification Calbre 853

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when arranging or servicing loans or selling existing notes for private individuals, non-institutional lenders or note purchasers, to submit a threshold notification to the CalBRE.

Title Insurance Advisory Notice

This form is used by an escrow officer as an addendum to instructions when the buyer will not be issued a policy of title insurance on taking title, to provide notice that a new policy of title insurance is recommended as indemnity for the interest acquired in the property.

Tracking the Loan Origination Process Addendum

This form is used by a transaction agent when a mortgage applied for by their buyer or owner is being processed by the lender, to employ as a checklist for diligently policing and reporting the progress of mortgage origination activities to the client.

Transaction Coordination Sheet Buyers Agent

This form is used by a buyer's agent and their transaction coordinator when managing employment by a buyer and diligently locating and acquiring property, to review a worksheet checklist of activities for consideration, identify those tasks completed and note those remaining to be performed.

Transaction Coordination Sheet Sellers Agent

This form is used by a seller's agent and their transaction coordinator when managing employment by a seller under a property listing, diligently marketing the property and locating a buyer, to review a worksheet checklist of activities for consideration, identify those tasks completed and note those remaining to be performed.

Transfer Fee Disclosure Statement

This form is used by a seller and the seller's agent when marketing a one-to-four unit residential property for sale in a transaction which requires the payment of a transfer fee on closing, to disclose the nature and amount of the fee.

Transmittal and Request Memo

This form is used by a transaction coordinator or a transaction agent when documents needed to fulfill an employment with a client or close the broker's file for disbursement of a fee have or have not been received or delivered to others, to forward or request documents for closing a transaction or fully performing the employment with the broker.

Transmittal and Stack Sheet on Sale

This form is used by an agent as a checklist when preparing to close a sales transaction, to identify and gather all reports and documents affecting interests of the buyer, seller and employing broker and hand the form and the stack of all items gathered to the employing broker for supervisory review.

Trust Account Report Multi Lender Calbre 852

This form is used by a loan broker when servicing multi-lender notes and exceeding thresholds of $125,000 in payments during three months or 120 investors receiving disbursements, to file a trust account report with the California Bureau of Real Estate (CalBRE) prepared by an independent accountant.

Trust Deed and Assign Rents Securing a Promissory Note

This form is used by a transaction agent, loan broker or escrow officer when in a sale or loan transaction a mortgage is created evidenced by a note, to secure the performance of the note by a lien on described real estate which restricts aspects of its ownership

Trust Deed and Assign Rents Securing Non Promissory Note

This form is used by an agent or escrow officer when securing an obligation to perform some activity for which a monetary value is set, other than a promissory note, to secure the performance of the promised activity by a lien on described real estate which restricts aspects of its ownership.

Trust Deed Listing Exclusive Right to Sell a Note

This form is used by an agent when entering into the employment of the holder of a trust deed note to act as their sole agent for a fixed period of time, to locate a trust deed investor and arrange a sale and assignment of the note and trust deed.

Trust Fund Non Accountability Report Calbre 854

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when the broker did not accept trust funds during the year to notify the CalBRE no trust funds were deposited into the broker's trust account

Trust Fund Reconciliation Calbre 856

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when the broker accepts trust funds during the year, to provide the CalBRE with a trust fund bank reconciliation report.

Trust Fund Status Report Calbre 855

This form is used by a loan broker who meets the California Bureau of Real Estate's (CalBRE's) threshold criteria when the broker accepts trust funds during the year, to provide the CalBRE with a status report on the trust funds.

Trustees Deed Upon Sale

This form is used by a trustee on a trust deed when a property has been sold at a foreclosure sale, to convey the property to the successful bidder as the new owner.

Trustors Offset Statement

This form is used by a buyer of a trust deed note or a trust deed broker when conducting a due diligence investigation into a note, to confirm the terms of the note and trust deed with the owner of the property encumbered by the trust deed.

Truth in Lending Disclosure for Personal Use Loans Secured by Real Estate

Truth in Lending Disclosure provides the details of your loan and transparency about your credit, to ensure that consumers are treated fairly.

Ucc 1 Financing Statement

This form is used by a seller's agent or escrow officer when on a carryback sale the price includes the transfer of personal property which will be additional security for the carryback note, to document the creation of the security interest and file it with the state to perfect the seller's security interest in the personal property.

Ucc 1 Financing Statement Addendum

This form is used by a seller of personal property when they have a security interest in personal property under a UCC-1 Financing Statement filed with the state and need to amend it due to an assignment, termination, continuation, or other activity to document the changes or add information to the UCC-1 and file it with the state to further perfect their interests.

Uniform Residential Loan Application Fnma 1003

This form is used by a loan broker or lender when a buyer or owner needs a mortgage secured by a one-to-four unit residential property, to be filled out with the applicant to provide information for the loan broker to process a mortgage.

Unique Factors and Conditions Affecting Property

This form is used by a seller’s agent when preparing a marketing package for the sale, exchange, lease or option of a one-to-four unit residential property, to disclose the existence of unique factors or conditions which may adversely affect the property or its immediate vicinity.

Vacation Rental Management Agreement

This form is used by a vacation rental operator when entering into an employment agreement with an absentee vacation rental owner for the management of a vacation rental property, hotel, motel, inn, boarding house, lodging house, tourist home or similar transient accommodations for periods of 30 days or less, to document the duties of the manager and obligations of the vacation property owner under the employment.

Verification of Capacity to Represent Addendum

This form is used by an agent when a participant entering into an agreement is an entity, trust, estate or guardianship, or has granted a power of attorney, to verify the identity of the participant in a transaction and authority of the individual signing the agreement intending to bind the participant.

Waiver of Contingency

This form is used by an agent when a sale of property is subject to a contingency, to prepare for the signature of the buyer or seller to waive the contingency.

Waterbed Addendum

This form is used by a leasing agent or landlord as an addendum when negotiating a residential lease agreement, to establish the conditions for the use of the waterbed on the premises.

Work Authorization

This form is used by an agent when authorized by a seller, buyer or landlord as their agent, to contract for repairs, maintenance or improvements to their property.

Open House Sign-in Sheet

The Open House Sign-In Sheet allows the Real State Agent to get the basic contact information of those attending the open house.