1 “Are first tuesday forms legal to use?” Visit the first tuesday journal online. Stay current. Join the conversation. Forms Topical Index ABCDEFGHIJKLMNOPQRSTUVWXYZ A Abandonment 581 Notice of Belief of Abandonment - Residential or Nonresidential Property 582 Notice to Landlord to Surrender Personal Property – For Use by Residential Tenants Only 583 Notice of Right to Reclaim Personal Property – To Nonresidential Tenant After Termination of Tenancy 583-1 Notice of Right to Reclaim Personal Property – To Others with an Interest in Property Left by Nonresidential Tenant 584 Notice of Right to Reclaim Personal Property – To Residential Tenant After Termination of Tenancy 584-1 Notice of Right to Reclaim Personal Property – To Others with an Interest in Property Left by Residential Tenant Accommodator agreement 172-4 Declaration of Trust for §1031 Proceeds Cash-Out Sale 173-4 Declaration of Trust For §1031 Proceeds – Installment Sale Addenda See Purchase agreement addendum 563-1 Non-Smoking Addendum Adjustable rate mortgage (ARM) 155-1 Carryback ARM Addendum 320 Borrower’s Mortgage Worksheet – For Fixed-Rate Mortgages (FRMs) We continually update our library of forms to comply with all regulatory changes and to meet the practical needs of the real estate industry. Access FREE updates during your one-year enrollment period inside your Student Homepage. Always use the most current version of a form!
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1 “Are first tuesday forms legal to use?”Let our monthly Market Chartsand analysis give you the edge.
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Forms Topical Index
ABCDEFGHIJKLMNOPQRSTUVWXYZ
A
Abandonment
581 Notice of Belief of Abandonment - Residential or Nonresidential Property582 Notice to Landlord to Surrender Personal Property – For Use by Residential Tenants Only 583 Notice of Right to Reclaim Personal Property – To Nonresidential Tenant After Termination of Tenancy583-1 Notice of Right to Reclaim Personal Property – To Others with an Interest in Property Left by Nonresidential Tenant584 Notice of Right to Reclaim Personal Property – To Residential Tenant After Termination of Tenancy 584-1 Notice of Right to Reclaim Personal Property – To Others with an Interest in Property Left by Residential Tenant
Accommodator agreement
172-4 Declaration of Trust for §1031 Proceeds Cash-Out Sale 173-4 Declaration of Trust For §1031 Proceeds – Installment Sale
Addenda
See Purchase agreement addendum563-1 Non-Smoking Addendum
Adjustable rate mortgage (ARM)
155-1 Carryback ARM Addendum 320 Borrower’s Mortgage Worksheet – For Fixed-Rate Mortgages (FRMs)
We continually update our library of forms to comply with all regulatory changes and to meet the practical needs of the real estate industry. Access FREE updates during your one-year enrollment period inside your Student Homepage. Always use the most current version of a form!
See also Purchase agreements117 NoticeandConsenttoDualAgency(Calif.CivilCode§2079.21;CalifBus&PC §10176(d) 304 Condition of Property Disclosure –Transfer Disclosure Statement (TDS)305 Agency Law Disclosure – Disclosure Regarding Real Estate Agency Relationships
Agent employment
500 Agent Interview Sheet504 Agent’s Income Data Sheet505 Broker - Agent Employee Agreement506 Independent Contractor Employment Agreement — For Sales Agents and Associated Brokers508 OfficeAgents’LicensingRecord509 Sales Agent Change Application (DRE 214)
Agriculture/Agricultural land
See Farm purchase agreement
All-Inclusive trust deed (AITD) and note
421 All-Inclusive Promissory Note Secured by Deed of Trust — Installment — Interest Included442 All-Inclusive Trust Deed Addendum – Equity Payoff443 All-Inclusive Trust Deed Addendum – Full Payoff
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132 AuthorizationtoStructuralPestControlOperator(Calif.BusandPC§8516)133 Authorization to Provide Services – General Services134 Authorization to Open Home Warranty Order135 Request for Homeowner Association Documents (Calif. Civil Code §1368.2)136 Authorization to Prepare Sales Escrow Instructions – For SFR or CID Unit Take Sheet137 Request for Notice of Mello-Roos Assessment (California Civil Code §1102.6b)
Authorization to lease/manage property
110 Exclusive Authorization to Lease Property113 Schedule of Leasing Agent’s Fee
Authorization to locate space
111 Exclusive Authorization to Locate Space113 Schedule of Leasing Agent’s Fee
B
Backup offer
276 Backup Offer Addendum – Cancellation of Prior Sale Contingency276-1 Notice of Elimination of Backup Contingency – Commencement of Performance
Balloon Payment
418-3 Final/BalloonDueDateProvisions419 Notice of Balloon Payment Due
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104 Loan Broker Listing Agreement – Exclusive Right to Borrow
Broker fee
113 Schedule of Leasing Agent’s Fee119 Compensation Disclosure in a Real Estate Transaction (California Business and Professions Code §10176(g), DRE Reg. 2904)119-1 DisclosureofMortgageLoanBrokerFees–ByaSalesTransactionBroker(Calif.Bus& PC§10177.6;DREReg.2903,2904)273 Broker Fee Addendum524 Disbursement of Brokerage Fees – Broker Instructions to Escrow
Broker-as-principal
157 Purchase Agreement (Principal to Principal – One-to-Four Residential Units)
Brokerage office administration
See also Mortgage loan brokerage500 Agent Interview Sheet504 Agent’s Income Data Sheet505 Broker-Agent Employee Agreement506 Independent Contractor Employment Agreement — For Sales Agents and Associated Brokers508 OfficeAgent’sLicensingRecord509 Sales Agent Change Application (DRE 214)510 OfficeManagerEmploymentAgreement511 DesignatedOfficerEmploymentAgreement520 File Activity Sheet521 Transaction Coordination Sheet (Seller’s Agent) – Property Listing Through Expiration or COE521-1 Transaction Coordination Sheet (Buyer’s Agent) – Prospective Purchase Through COE521-2 Transmittal and Request Memo – Transaction Coordinator522 Listing Information Report – For Broker’s Administrative Use523 Property Sold Report – Administrative and Fee Information 523-1 Transmittal and Stack Sheet on Sale – For Administrative File Review
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524 Disbursement of Brokerage Fees – Broker Instructions to Escrow525 ConfirmationMemorandum526 Settlement Agreement – With Release and Waiver535 Interest-Bearing Trust Account Agreement536 Record of All Trust Funds Received – Not Placed in Broker’s Trust Account (Sale of ExistingNote)(DRE4524)542 ThresholdNotification(DRE853)543 TrustFundNon-accountabilityReport(DRE854)544 TrustFundStatusReport(DRE855)544-1 TrustFundBankAccountReconciliation(DRE856)545 Multi-Lender Transaction Notice (DRE 860) 546 TrustAccountReportMulti-LenderTransactions(DRE852)547 MortgageLoan/TrustDeedAnnualReport(DRE881)548 Sample Trust Account Review (TAR) Report – Sample One548-1 Sample Trust Account Review (TAR) Report – Sample Two
Buyer
103 Buyer’s Listing Agreement – Exclusive Right to Buy, Lease or Option103-1 Buyer’sListingAgreement–SpecificPropertyAcquisition204-5 Good Faith Estimate (HUD-GFE)271 Interim Occupancy Agreement – Receipt for Rent and Security Deposit301 FederalResidencyDeclarations–CitizenStatus–(InternalRevenueCode§1445)311 Good Faith Estimate of Buyer’s Acquisition Costs – On Acquisition of Property320-2 Open House Agent Interview Sheet
Buyer, broker representation
See Listings
Buyer’s property inspection
See also Purchase agreements130 AuthorizationtoInspectandPrepareaHomeInspectionReport(Calif.Bus& PC§8516)158-3 Farm and Ranch Purchase Agreement Addendum – Seller’s Environmental Conditions Statement
See also Purchase agreements, addenda and Sale of other property 182 Waiver of Contingency182-1 Sale of Other Property Waiver Provision – Addendum to Purchase Agreement183 Notice of Cancellation – Due to Contingency or Condition
Continuing guarantee
See Guarantee
Contract for sale
163 Lease-Option – Contract for Deed164 Offer for Lease-Option167 Offer for Land Sales Contract168 Land Sales Contract – All-Inclusive with Power of Sale
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404 Grant Deed405 Quitclaim Deed406 Deed-in-lieu of Foreclosure475 Trustee’s Deed upon Sale
Default
See also Trustee’s sale181 Cancellation of Agreement – Release and Waiver of Rights with Distribution of Funds in Escrow181-1 Notice to Perform and Intent to Cancel
Demand to close escrow
181-1 Notice to Perform and Intent to Cancel
Deposit note
424 Promissory Note – Unsecured
Deposit receipt
See Purchase agreements, Application to rent and Lease Agreements
Deposits
See Security deposits
Disclosures, agency
See also Purchase agreements117 NoticeandConsenttoDualAgency(Calif.CivilCode§2079.21;CalifBus&PC §10176(d) 305 Agency Law Disclosure – Disclosure Regarding Real Estate Agency Relationships
Disclosures, by brokers
See also Disclosures, financial and Disclosures, property117 NoticeandConsenttoDualAgency(Calif.CivilCode§2079.21;CalifBus&PC §10176(d) 119 Compensation Disclosure in a Real Estate Transaction (Calif. Bus and P C §10176(g),
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116-1 Notice to Occupant of Entry and Completion of Showing – For Residential and Nonresidential Rentals 567 Notice of Intent to Enter Dwelling567-2 48-Hour Notice of Intent to Enter Dwelling – Pre-Termination Inspection
Environmental hazards, buyer’s receipt of
316 Buyer Receipt of Hazard Booklet(s)
Equity purchase
156 Equity Purchase Agreement
Escrow
See also Notes136 Authorization to Prepare Sales Escrow Instructions – For SFR or CID Unit Take Sheet172-2 Supplemental Escrow Instructions – §1031 Cash Only Reinvestment In Lieu of a Cash-Out Sale 173-2 Supplemental Escrow Instructions – §1031 Reinvestment In Lieu of a Cash-out Sale – Part Cash, Part Paper181-1 Notice to Perform and Intent to Cancel 232 Authorization to Prepare Loan Escrow Instructions401 Escrow Instructions – Buyer and Seller Instructions401-1 TitleInsuranceAdvisoryNotice—(Calif.CivilCode§1057.6)401-2 Assignment of Purchase Rights – Supplemental Escrow Instructions401-3 Loan Escrow Instructions — Borrower and Lender Instructions401-4 Statement of Information – For General Index Search403 Sales Escrow Worksheet – For Use on Seller-Occupied SFR Properties524 Disbursement of Brokerage Fees – Broker’s Instructions to Escrow
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171 Exchange Agreement – Other than One-to-Four Residential Units172-2 Supplemental Escrow Instructions – §1031 Cash Only Reinvestment In Lieu of a Cash-Out Sale 172-3 Instruction to Trustee to Fund Acquisition (Cash Only)172-4 Declaration of Trust for §1031 Proceeds – Cash-Out Sale 173-2 Supplemental Escrow Instructions – §1031 Reinvestment In Lieu of a Cash-out Sale – Part Cash, Part Paper173-3 Instruction to Trustee to Fund Acquisition – Cash and Paper173-4 Declaration of Trust For §1031 Proceeds – Installment Sale174 §1031PropertyIdentificationStatement–ForDelayed§1031Transaction354 §1031ProfitandBasisRecapSheet355 §1031 Basis Allocation Worksheet – Replacement Property Depreciation Analysis (Supplementto§1031RecapitulationWorksheetForm#354)
Exchange agreement
See Purchase agreements for intent to exchange provisions171 Exchange Agreement – Other than One-to-Four Residential Units
Exclusive authorization
See Listings
FFacilitator
172-4 Declaration of Trust for §1031 Proceeds – Cash-Out Sale173-4 Declaration of Trust For §1031 Proceeds – Installment Sale
Fair lending
See Mortgage loan brokerage administrative
Farm purchase agreement
158-1 Purchase Agreement – Farm and Ranch 158-2 Farm and Ranch Purchase Agreement Addendum – One-to-Four Unit Residential Dwelling158-3 Farm and Ranch Purchase Agreement Addendum – Seller’s Environmental
105 Fee Sharing Agreement113 Schedule of Leasing Agent’s Fee115 Finder’s Fee Agreement119 Compensation Disclosure in a Real Estate Transaction (Calif. Bus and P C §10176(g), DRE Reg. 2904)119-1 DisclosureofMortgageLoanBrokerFees–ByaSalesTransactionBroker(Calif.Bus& PC§10177.6;DREReg.2903,2904)506 Independent Contractor Employment Agreement — For Sales Agents and Associated Brokers
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300 Financial Disclosure Statement – For Entering into a Seller Carryback Note300-1 Financial Disclosure Statement – For Entering into a Land Sales Contract300-2 Financial Disclosure Statement – For Entering into a Lease-Option Sale 302 Credit Application - Individual303 Foreclosure Cost Sheet – Cost and Net Proceeds on Foreclosure and Resale320 Borrower’s Mortgage Worksheet – For Fixed-Rate Mortgages (FRMs) 410 Further Encumbrance Consent
Finder’s fee
105 Fee Sharing Agreement115 Finder’s Fee Agreement524 Disbursement of Brokerage Fees – Broker’s Instructions to Escrow
FIRPTA disclosure
See Tax, withholding declaration
Flood plain disclosure
314 Natural Hazard Disclosure Statement
Forcible entry
116 Right to Enter and Exhibit Unit to Buyers – For Residential and Nonresidential Rentals116-1 Notice to Occupant of Entry and Completion of Showing – For Residential and Nonresidential Rentals 567 Notice of Intent to Enter Dwelling567-2 48-Hour Notice of Intent to Enter Dwelling – Pre-Termination Inspection
Foreclosure notices
See also Trustee’s sale471 Notice of Default – With Substitution of Trustee (California Civil Code §2924c)573 90-Day Notice to Quit Due to Foreclosure – To Holdover Residential Tenant578 Three-Day Notice to Quit Due to Foreclosure – To Holdover Owner or Nonresidential Tenant
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Hazards, environmental
158-3 Farm and Ranch Purchase Agreement Addendum – Seller’s Environmental Conditions Statement316 Buyer Receipt of Hazard Booklet(s)
Holdover by seller
272 Holdover Occupancy Agreement
Holdover on foreclosure
573 90-Day Notice to Quit Due to Foreclosure – To Holdover Residential Tenant578 Three-Day Notice to Quit Due to Foreclosure – To Holdover Owner or Nonresidential Tenant
Home inspection
See Property inspection
Homeowners’ association (HOA)
See also Purchase agreements for provisions135 Request for Homeowner Association Documents (Calif. Civil Code §1368.2)309 Homeowners’ Association (HOA) Addendum
Homestead
465 Declaration of Homestead
Home warranty
See also Purchase agreements for provisions134 Authorization to Open Home Warranty Order
Hypothecation
See also Mortgage loan brokerage, trust deed sales/hypothecation235-1 Lender/PurchaserDisclosureStatement–LoanOrigination(DRE851A)242 Agreement to Hypothecate436 Security Agreement – For Note Secured by Personal Property
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437 Security Pledge and Assignment Agreement – Collateral Assignment438 Collateral Note and Security Agreement – Installments, Interest Included446 Collateral Assignment of Deed of Trust – With Request for Notice of Default and Notice of Delinquency
See also Purchase agreements for improvement bond assessment provision137 Request for Notice of Mello-Roos Assessment (California Civil Code §1102.6b)
Income property
See also Income Property Brokerage (IPB) Suite of Forms155 Purchase Agreement (Short Form – One-to-Four Residential Units)159 Purchase Agreement – Other than One-to-Four Residential Units – Income Property 185 Letter of Intent – Prospective Buyer’s Proposal for Due Diligence Investigations351 Individual Tax Analysis (INTAX)352 Annual Property Operating Data Sheet (APOD)352-1 Rental Income Rent Roll 554 Change of Owner or Property Manager – Addendum to Rental or Lease Agreement586 Disposition of Deposit on Sale of Tenant-Occupied Premises
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Investment property forms
See also Income Property Brokerage (IPB) Suite of Forms116 Right to Enter and Exhibit Unit to Buyers - For Residential and Nonresidential Rentals116-1 Notice to Occupant of Entry and Completion of Showing – For Residential and Nonresidential Rentals158-1 Purchase Agreement – Farm and Ranch159 Purchase Agreement – Other than One-to-Four Residential Units – Income Property 161 Standard Option to Purchase – Irrevocable Right-to-Buy161-1 Option to Purchase with Extensions – Irrevocable Right-to-Buy162 Right of First Refusal — To Acquire Additional Property171 Exchange Agreement – Other than One-to-Four Residential Units185 Letter of Intent – Prospective Buyer’s Proposal for Due Diligence Investigations200-1 Comparative Market Analysis for Setting Values — Addendum256 Personal Property Inventory – Transferred with Real Estate257 ConfidentialityAgreementAddendum266 ConfirmationofValueAddendum–PriceAppraisalContingency277 Preliminary Title Report Addendum – A Due Diligence Contingency 279 Due Diligence Contingencies Addendum280 Partial Release Addendum281 Agreement to Subordinate301-1 RealEstateWithholdingCertificateforYear2012(FTBForm593-C)301-3 RealEstateWithholding–ComputationofEstimatedGainorLoss(FTB593E)318 Comparative Market Analysis for Setting Values — Addendum318-1 Comparative Market Analysis to Set Rent – Single Family Residence321 Seller’s Neighborhood Security Disclosure — Addendum324 Service and Maintenance Providers – Contractor Disclosure 350 ClientProfile–ConfidentialPersonalDataSheet351 Individual Tax Analysis (INTAX)352 Annual Property Operating Data Sheet (APOD)352-1 Rental Income Rent Roll 353 Comparative Analysis Projection (CAP) 354 §1031ProfitandBasisRecapSheet355 §1031 Basis Allocation Worksheet – Replacement Property Depreciation Analysis (Supplementto§1031RecapitulationWorksheetForm#354)
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242 Agreement to Hypothecate280 Partial Release Agreement281 Subordination Agreement
Land listing
102 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option
Land sales contract
167 Offer for Land Sales Contract168 Land Sales Contract – All-Inclusive with Power of Sale 300-1 Financial Disclosure Statement – For Entering into a Land Sales Contract 406 Deed-in-Lieu of Foreclosure
Landlord, general
See also Lease agreement and Landlord notices to tenants555 Tenant Lease Worksheet558 Partial Payment Agreement - Nonresidential559 Partial Payment Agreement - Residential560 Condition of Premises Addendum561 Condition of Furnishings Addendum and Inventory562 Tenant’sPropertyExpenseProfile585 Security Deposit Disposition – On Vacating Residential Premises586 Disposition of Deposit on Sale of Tenant-Occupied Premises
Landlord notices to tenants
116 Right to Enter and Exhibit Unit to Buyers - For Residential and Nonresidential Rentals116-1 Notice to Occupant of Entry and Completion of Showing – For Residential and Nonresidential Rentals554 Change of Owner or Property Manager – Addendum to Rental or Lease Agreement567 Notice of Intent to Enter567-1 NoticeofRighttoRequestaJointPre-ExpirationInspection/RequestforJoint Pre-Expiration Inspection567-2 48-Hour Notice of Intent to Enter Dwelling – Pre-Termination Inspection567-3 StatementofDeficienciesonJointPre-ExpirationInspection
567-1 NoticeofRighttoRequestaJointPre-ExpirationInspection/RequestforJoint Pre-Expiration Inspection567-2 48-Hour Notice of Intent to Enter Dwelling – Pre-Termination Inspection567-3 StatementofDeficienciesonJointPre-ExpirationInspection585 Security Deposit Disposition – On Vacating Residential Premises 586 Disposition of Deposit on Sale of Tenant-Occupied Premises
Lead-based paint
313 Lead-Based Paint Disclosure - On Sale of Real Estate557 Lead-Based Paint Disclosure - For Renting or Leasing Residential Property
Lease agreements
See also Disclosures, on rentals and Landlord notices to tenants113 Schedule of Leasing Agent’s Fee161 Standard Option to Purchase – Irrevocable Right-to-Buy271 Interim Occupancy Agreement – Receipt for Rent and Security Deposit272 Holdover Occupancy Agreement550 Residential Lease Agreement551 Residential Rental Agreement – Month-to-Month552 NonresidentialRentalAgreement–Commercial,IndustrialorOffice552 -1 Nonresidential Lease Agreement – Month-to-Month Tenancy552-2 Nonresidential Lease Agreement Addendum – Lender Subordination and Attornment Provisions553 Application to Rent 553-1 Guarantee Agreement – For Rental or Lease Agreement 554 Change of Owner or Property Manager – Addendum to Rental or Lease Agreement555 Tenant Lease Worksheet556 Offer to Lease557 Lead-Based Paint Disclosure – For Renting or Leasing Residential Property
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and Professions Code §10176(g), DRE Reg. 2904)120 ModificationofListingAgreement121 Release and Cancellation of Employment Agreement122 IdentificationofProspectiveBuyers–OnExpirationofListing123 IdentificationofQualifyingProperties200-1 Comparative Market Analysis for Setting Values273 Broker Fee Addendum303 Foreclosure Cost Sheet – Cost and Net Proceeds on Foreclosure and Resale318 Comparative Market Analysis for Setting Values — Addendum520 File Activity Sheet 521 Transaction Coordination Sheet (Seller’s Agent) – Property Listing Through Expiration or COE521-2 Transmittal and Request Memo – Transaction Coordinator522 Listing Information Report – For Broker’s Administrative Use522-1 Expired Listing Report – Or By Cancellation 524 Disbursement of Brokerage Fees – Broker’s Instructions to Escrow
Living trust
463 Declaration of Revocable Living Trust
Loan broker listing
See Mortgage loan brokerage
Loans
See also Adjustable rate mortgage, Disclosures, financial, Foreclosure, Mortgage Loan Bro-kerage, Notes 150 Purchase Agreement (One-to-Four Residential Units – Conventional and Carryback Financing)152 Purchase Agreement (FHA Loans – One-to-Four Units)153 Purchase Agreement (VA Loans – One-to-Four Units)320 Borrower’s Mortgage Worksheet – For Fixed-Rate Mortgages (FRMs) 410 Further Encumbrance Consent414 Trustor’s Offset Statement415 BeneficiaryStatement
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Product(DRE885)209-2 Borrower’s Financial Statement (FNMA 1020)207-1 Balance Sheet Financial Statement – Assets, Liabilities and Net Worth207-3 Comparative Market Analysis to Set Rent - Single Family Residence209 Items Needed to Complete Loan Application – Borrower’s Initial Advisory209-1 Request on Borrower for Documents210 RequestforVerificationofEmployment–PresentEmployer210-1 RequestforVerificationofEmployment–PriorEmployer211 RequestforVerificationofDeposit213 RequestforVerificationofAccount214 RequestforVerificationofHomeowner’sInsurance215 RequestforCopyofTaxReturn(IRS4506)215-1 RequestforTranscriptofTaxReturn(IRS4506-T)217 NoticetoHomeLoanApplicant–CreditScoreUsage(Calif.CivilCode§1785.20.2; USC §1681g)217-1 Derogatory Credit Explanation Letter219 DenialofCredit(Calif.CivilCode§1785.20;12CodeofFederalRegulations§202.9;15 USC §1681g)230 Credit Analysis Worksheet – LTV and Income Ratios (HUD-92900-WS)
Mortgage loan brokerage, disclosures to borrower
119 Compensation Disclosure in a Real Estate Transaction (California Bus and P C §10176(g), DRE Reg. 2904)119-1 DisclosureofMortgageLoanBrokerFees–ByaSalesTransactionBroker(Calif.Bus& PC§10177.6;DREReg.2903,2904)203-1 Fair Lending Disclosure Notice (DRE 867-A)204 Mortgage Loan Disclosure Statement (Traditional) (DRE 882)204-1 Mortgage Loan Disclosure Statement (DRE 883)204-2MortgageLoanDisclosureStatement/GoodFaithEstimateNontraditional MortgageProduct(DRE885)205 AffiliatedBusinessArrangementDisclosureStatement–LoanBroker; RegulationX(RESPA);(24CFR§3500.51)205-2 Notice of Use of Broker-Controlled Funds217 NoticetoHomeLoanApplicant–CreditScoreUsage(Calif.CivilCode§1785.20.2;
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USC §1681g)217-1 Derogatory Credit Explanation Letter219 DenialofCredit(Calif.CivilCode§1785.20;12CodeofFederalRegulations§202.9;15 USC §1681g)221 Truth-in-Lending Disclosure – For Personal-Use Loans Secured by Real Estate222 Notice of Right to Rescind – Borrower’s Right to Cancel223 Supplemental Truth-in-Lending Section 32 Disclosure – Additional Disclosures for Reg. Z Section 32 Loans223-2 Consumer Caution and Home Ownership Counseling Notice (Finance Code §4973(k)(L)320 Borrower’s Mortgage Worksheet – For Fixed-Rate Mortgages (FRMs)
112 Trust Deed Listing – Exclusive Right to Sell a Note235-2 Lender/PurchaserDisclosureStatement–SaleofExistingNote(DRE851B)241 Purchase Agreement for Note and Trust Deed242 Agreement to Hypothecate 414 Trustor’s Offset Statement 436 Security Agreement – For Note Secured by Personal Property 437 Security Pledge and Assignment Agreement – Collateral Assignment438 Collateral Note and Security Agreement – Installments, Interest Included439 Guarantee Agreement – For Promissory Note445 Assignment of Deed of Trust – With Request for Notice of Delinquency
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438 Collateral Note and Security Agreement – Installments, Interest Included
Notes, modification of
425 ModificationofthePromissoryNote426 Agreement to Modify a Promissory Note
Notice of default
See Trustee’s sale and Trust deed sections156 Equity Purchase Agreement
Notices
See also Landlord notices to tenants and Trustee’s sale181-1 Notice to Perform and Intent to Cancel 308 Notice Addendum (Airport, Farmland, San Francisco Bay or Mining Operations)322 SolarShadeControlNotice(Calif.PublicResourcesCode§25982.1)474-1 Notice of Sale (California Civil Code §2924.8)597 Notice of Nonresponsibility – From Landlord (Calif. Civil Code §3094)
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113 Schedule of Leasing Agent’s Fee552 NonresidentialLeaseAgreement–Commercial,IndustrialorOffice
Office manager/management
500 Agent Interview Sheet504 Agent’s Income Data Sheet510 OfficeMangerEmploymentAgreement511 DesignatedOfficerEmploymentAgreement520 File Activity Sheet
Offset statements
414 Trustor’s Offset Statement
Open House
320-2 Open House Agent Interview Sheet
Operating expenses
352 Annual Property Operating Data Sheet (APOD)562 Tenant’sPropertyExpenseProfile
Option to buy/purchase
See Lease option and Right of first refusal160 Offer to Grant an Option – And Option Money Receipt161 Standard Option to Purchase – Irrevocable Right-to-Buy161-1 Option to Purchase with Extensions – Irrevocable Right-to-Buy161-2 Assignment of Option to Buy 401 Escrow Instructions – Buyer and Seller Instructions440 Memorandum of Purchase Option
Option to renew/extend lease
113 Schedule of Leasing Agent’s Fee565 OptiontoRenew/ExtendLease566 ExerciseofOptiontoRenew/ExtendLease
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273 Broker Fee Addendum 274 Short Sale Addendum – Loan Discount Approval275 Leasing and Operating Addendum — Title Subject to Tenant Occupancies276 Backup Offer Addendum – Cancellation of Prior Sale Contingency277 Preliminary Title Report Addendum – A Due Diligence Contingency 278 CourtConfirmationAddendumtoPurchaseAgreement–AContingencyProvision279 Due Diligence Contingencies Addendum280 Partial Release Addendum281 Agreement to Subordinate309 Homeowners’ Association (HOA) Addendum376 Buyer’s Syndication Addendum — Equity Financing Contingency
Purchase agreements, disclosures
119 Compensation Disclosure in a Real Estate Transaction (California Bus and P C §10176(g), DRE Reg. 2904)204-5 Good Faith Estimate (HUD-GFE)300 Financial Disclosure Statement – For Entering into a Seller Carryback Note301 FederalResidencyDeclarations–CitizenStatus(InternalRevenueCode§1445)301-1 RealEstateWithholdingCertificateforYear2012(FTBForm593-C)301-2 RealEstateWithholdingTaxStatementforYear2012(FTB593)301-3 RealEstateWithholding–ComputationofEstimatedGainorLoss(FTB593E)302 Credit Application – Individual303 Foreclosure Cost Sheet – Cost and Net Proceeds on Foreclosure and Resale304 Condition of Property Disclosure – Transfer Disclosure Statement (TDS)304-2 Transfer Fee Disclosure Statement305 Agency Law Disclosure – Disclosure Regarding Real Estate Agency Relationships306 PropertyExpenseProfile307 Ordinance Compliance – Local Option Disclosure310 Good Faith Estimate of Seller’s Net Sales Proceeds – On Sale of Property311 Good Faith Estimate of Buyer’s Acquisition Costs – On Acquisition of Property313 Lead-Based Paint Disclosure – On Sale of Real Estate314 Natural Hazard Disclosure Statement315 Residential Earthquake Hazards Report316 Buyer Receipt of Hazards Booklet(s)
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See Mortgage loan brokerage
Rejection
See Purchase agreements for rejection provisionSee also Counteroffer184 Rejection of Offer
Release agreements
See Cancellation
Release of lien
409 Release of Recorded Instrument472 Substitution of Trustee and Reconveyance
Rent, collection by lender
See Assignment of rent
Rent, notices by landlord
568 Notice of Charges Due – Other than Monthly Rent Payment570 30-Day Notice of Change in Rental Terms 574 60-Day Notice of Change in Rental Terms575 Three-Day Notice to Pay Rent or Quit – With Rent-Related Fees580 Proof of Service – For Service of Notice to Real Estate Tenants
See also Lease271 Interim Occupancy Agreement – Receipt for Rent and Security Deposit272 Holdover Occupancy Agreement
RESPA
See Mortgage loan brokerage
Retainer agreements
See Listings
Revocable inter-vivos trust
463 Declaration of Revocable Living Trust
Right of first refusal
162 Right of First Refusal — To Acquire Additional Property162-1 Sale Subject to Right of First Refusal – Contingency Addendum162-2 Notice of Decision to Sell Real Estate – For Right of First Refusal418-4 Right of First Refusal to Buy Note579 Right of First Refusal to Buy – Addendum 579-1 Right of First Refusal to Lease Space — Lease Addendum
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300 Financial Disclosure Statement – For Entering into a Seller Carryback Note300-1 Financial Disclosure Statement – For Entering into a Land Sales Contract300-2 Financial Disclosure Statement – For Entering into a Lease-Option302 Credit Application – Individual303 Foreclosure Cost Sheet – Cost and Net Proceeds on Foreclosure and Resale410 Further Encumbrance Consent
Seller’s listing agreement
102 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option102-1 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option – With Short sale Contingency
Septic tank
See Purchase agreements for septic tank provisions
Service contracts
324 Service and Maintenance Providers – Contractor Disclosure 435 Assignment and Assumption of Service Contracts – On Transfer of Property
Settlement agreement
121 Release and Cancellation of Employment Agreement181 Cancellation of Agreement – Release and Waiver of Rights with Distribution of Funds in Escrow526 Settlement Agreement – With Release and Waiver
Sexual predator database disclosureSee Purchase agreements and Lease agreements for provisions
Shortsale 102-1 Seller’s Listing Agreement – Exclusive Right to Sell, Exchange or Option – With Short sale Contingency124 AuthorizationtoReleaseConfidentialInformation150-1 Purchase Agreement (One-to-Four Residential Units – With Short Sale Contingency)
Sale Contingency
156-1 Equity Purchase Agreement – With Short-Sale Contingency274 Short Sale Addendum – Loan Discount Approval
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Trust, living
463 Declaration of Revocable Living Trust
Trust deed
See also Notes280 Partial Release Addendum281 Agreement to Subordinate446 Collateral Assignment of Deed of Trust – With Request for Notice of Default and Notice of Delinquency450 Long Form Trust Deed and Assignment of Rents – Securing a Promissory Note451 Long Form Trust Deed and Assignment of Rents – Securing an Obligation other than a Promissory Note 455 Impounds Addendum – Taxes and Insurance
Trust deed, All-Inclusive (AITD)
421 All-Inclusive Promissory Note Secured by Deed of Trust — Installment — Interest Included442 All-Inclusive Trust Deed Addendum – Equity Payoff443 All-Inclusive Trust Deed Addendum – Full Payoff450 Long Form Trust Deed and Assignment of Rents – Securing a Promissory Note
Trust deed, assignment of
241 Purchase Agreement for Note and Trust Deed242 Agreement to Hypothecate 445 Assignment of Deed of Trust – With Request for Notice of Delinquency446 Collateral Assignment of Deed of Trust – With Request for Notice of Default and Notice of Delinquency
Trust deed, sale of
See Mortgage loan brokerage
Trust funds
535 Interest-Bearing Trust Account Agreement536 Record of All Trust Funds Received – Not Placed in Broker’s Trust Account (Sale of