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Existing Clients
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Property Owner Name or LLC
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Email
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Phone
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Property Detials
I am the...
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Buyer
Seller
Street Address of Property
Address of Property #1
*
Street Address, City, State, Zip
Address of Property #2
Street Address, City, State, Zip
Address of Property #3
Street Address, City, State, Zip
Street Addresses of Additional Properties:
Property Details (Cont.)
Mutually agreed Material Purchase and Contract Terms?
Yes
No
Upload Contract File
Max. file size: 2 GB.
PDF, doc, docx, JPG
Explain Deal Terms
Explain any verbal deal terms
Debt or Loan on the Property?
Yes
No
Unsure
Do you know if the loan has a Due on Sale Clause ? (cannot sell or exchange property--including Contract for Deed)
Yes
No
Unsure
Type of Property:
Office
Industrial
Retail
Multifamily Residential (2-4 Units)
Multifamily Residential (5+Units)
Land
Mixed Use
Buyer Details
Is there an existing loan on the Property?
Yes
No
Unsure
Do you know if the loan has a Due on Sale Clause? (cannot sell or exchange property--including Contract for Deed)
Yes
No
Seller verbally told me
I have seen the title work first hand showing no loan or mortgage.
Have you pulled a recent title commitment or search for other (non-loan) existing liens or encumbrances?
Yes
No
Unsure
Do you want the ability to pre-pay the contract without penalty?
Yes
No
Unsure
Do you want the right to assign your interests in contract (beyond to initials partners)?
Yes
No
Unsure
Do you want to pay insurance directly (vs. reimburse Seller)?
Yes
No
Unsure
Do you want to pay real estate taxes directly (vs. reimburse Seller)?
Yes
No
Unsure
Will you accept (if requested) Seller physical access to audit the property condition?
Yes
No
Unsure
Will you accept (if requested) Seller access to annual property financials?
Yes
No
Unsure
Will you agree (if requested) to basic annual maintenance contracts?
Yes
No
Unsure
Any additional language you would like to see to protect your Buyer interests?
Seller Details
Is there a mortgage(s) on the property?
Yes
No
Comments:
Do you have specific evidence of the Buyer’s credit worthiness?
Yes
No
Unsure
Comments:
Are you aware of any liens or encumbrances? [ including mortgage(s) ]
Yes
No
Comments:
Do you want the right to refinance equity in the property?
Yes
No
Unsure
Do you want the right to annual physical access to the property?
Yes
No
Unsure
Do you want the right to audit annual property financials?
Yes
No
Unsure
Do you want to prohibit the right of Buyer to assign the contract?
Yes
No
Unsure
Do want to pay insurance directly?
Yes
No
Unsure
Will you seek to file a security interest in the personal property (including filing a financing statement) and assignment of rents as collateral for the contract?
Yes
No
Unsure
Do you have a dollar amount in mind for capital expenditures that require Seller written approval?
Yes
No
Unsure
Comments:
Do you want other physical remodel or replacement restrictions on the Property?
Yes
No
Unsure
Comments:
Any additional language you would like to see to protect your Seller interests?
Yes
No
Unsure
Comments:
Other Concerns or Considerations:
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