Canva Template Examples

Compliance & Contract to Close

See below for a checklist of required contract documents for all transactions. All contracts MUST be submitted and approved in Command prior to closing to receive your DA.

Active Listing

Please upload into the correct document placeholder in your Command Opportunity:

  • Exclusive Right to Sell

  • Estimated Net to Seller (At List Price)

  • Property Condition Disclosures / Disclaimer / Exemption

  • Lead Based Paint Disclosure (If Applicable)

  • Notice of Wire Fraud & Cyber Crime

  • HOA Addendum (If Applicable)

  • Payoff Request & Authorization

  • Property Tax Record

  • Disclosure to Seller of Brokerage Services

  • Comps provided to Seller

  • Photos Taken (Need to order drone?)

  • Order Home Warranty (If Applicable)

Things to do:

  • Enter into MLS (within 2 business days of the effective listing date)

  • Load Disclosures to MLS when activating

  • Install ‘For Sale’ sign in yard and lockbox with key

  • Upload documents to Command Opportunity and submit for review

Buyer Under Contract

Please upload into the correct document placeholder in your Command Opportunity:

  • Ack & Conf of Disclosures

  • Contract of Sale

  • Counteroffers (If Applicable)

  • Estimated Cost to Buyer

  • Property Disclosure / Disclaimer / Exemption

  • Financial Supplement (If Applicable)

  • Lead-Based Paint Disclosure (If Applicable)

  • Disclosure of Brokerage Services

  • SQ Foot Ack

  • Single Family Mandatory HOA (If Applicable)

  • Notice of Wire Fraud & Cyber Crime

  • Authorization of whole house and termite

  • Earnest Money Receipt

  • Addendum/s (If Applicable)

  • MLS Sheet

Things to do:

  • Provide comps to buyer

  • Obtain Lender Pre-Approval Letter

  • Order Home Warranty if applicable

  • Save Pending MLS Sheet to Command Opportunity

  • Upload documents to Command Opportunity and Submit for Review

  • Contract Sent to Lender & Title Company

  • Title Work Ordered

  • Home and Termite Inspections scheduled

  • Turn in the Notice of TRR and any inspection reports/invoices

  • Enter Offer and Submit Commissions Tab in Command

  • Turn in any repair invoices to Title Company

  • Schedule closing with Title Company

  • Send DA to Title

  • Notify client of closing funds needed or receiving

  • After Closing Upload Closing Packet and Closing Check Copies into Command Opportunity

  • Send review request to Buyers

Pending Listing

Please upload into the correct document placeholder in your Command Opportunity:

    • Ackn & Conf of Disclosures

    • Contract of Sale

    • Counteroffers (If Applicable)

    • Financial Supplement (If Applicable)

    • Estimated Net to Seller (At Contract Price)

    • Buyer Signed Property Disclosure / Disclaimer / Exemption

    • Buyer Signed Lead Based Paint Disclosure (If Applicable)

    • Earnest Money Receipt

    • Additional Client Documents (If Applicable)

    • Addendum (If Applicable)

Things To Do:

    • Change MLS status to pending

    • Enter Offer and Submit Commissions Tab in Command

    • Send DA to Title Company

    • After Closing Upload Closing Packet and Closing Check Copies into Command Opportunity

    • Turn in ABW/Keller Williams checks (If Applicable)

    • Change MLS status to Sold

    • Send review request to sellers