Agreement package

Final purchase and sale agreement.Every addendum incorporated into the agreement.Legal-description exhibit when required.Every later amendment, extension and written modification.Offers, counteroffers and other agreement records required by the brokerage.

Signatures and delivery

Required signatures, initials and dates are present on the final documents.Evidence of delivery or receipt is retained when material to the agreement.Required agency and compensation disclosures are in the file.Seller disclosure and related receipt or waiver records are present when applicable.Contractual notices and responses are retained with their delivery records.

Money and closing records

Earnest-money receipt or other required delivery confirmation.Required records for any transaction funds handled by the brokerage.Final closing or settlement statement supplied to the brokerage.Commission, referral and compensation records required by the brokerage.Confirmation of closing or the final outcome of a transaction that did not close.

Correspondence and supporting records

Material correspondence affecting terms, performance, notices or the transaction outcome.Inspection-related agreements and records required by the brokerage.Title-related notices, objections and responses retained when applicable.Transaction receipts and other supporting documents required by the brokerage.Referral agreements and related records when applicable.

Brokerage completion

Files are legible, consistently named and attached to the correct transaction.Drafts and duplicates are handled according to brokerage policy without removing required history.The complete file is submitted to the designated broker or delegated reviewer.Requested corrections or missing documents are resolved and documented.The completed record is retained in the brokerage-approved system for the required period.

Transaction file completion checklist

Agreement package

Signatures and delivery

Money and closing records

Correspondence and supporting records

Brokerage completion

Find the dates in your agreement.