Transaction Cover Sheet

MT: TCS

Lead Midtown Broker

Separate multiple email addresses with a comma
What is your role in the transaction?
Do you have an assistant?

Moreland Insurance

Part of the value Windermere provides is a full-service home buying experience. That's why Windermere partners with Moreland Insurance to offer non-obligatory homeowners insurance quotes to fit your client’s needs.
Click YES to help provide your client a competitive property insurance quote.

Congratulations on the pending purchase of your new home!

As part of our full-service support of your home-buying experience, Windermere would like to help you cross one more item off your to-do list: getting a quote for property insurance. Your realtor, [Broker Name], mentioned you may be interested in receiving a non-obligatory property insurance quote, so we’re connecting you here with our partner company,  Moreland Insurance, to start the process of protecting your new home. Moreland is locally owned, with headquarters in Seattle. Check them out via this 1-minute video, then fill out a brief form to get started.

Moreland Website

Moreland will get to work finding you the best possible coverage at the best premium and will work directly with your lender to ensure all insurance documents are ready for closing. A Moreland representative will be in touch, or you can reach out directly at 206-594-1126.

Once again, congratulations on finding your new home!

Patrick Chinn
Owner & Designated Broker
Windermere Real Estate / Midtown

Subject Property

Subject property address
Subject property address
Is this property listed with NWMLS?
How is the property being listed?
Seller Representation Agreement?

Transaction Details + Dates

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Input price without commas.
$
Input price without commas.
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Input price without commas. Note that commission calculations below will not be accurate if net price is different than the Purchase Price above. In this case, please specify why and by how much net price differs from Purchase Price in the Remarks field below.
Multiple offers?
Pending status
Financing type
Should staff update NWMLS?

Seller Info

If more than three parties, please add all parties to the Remarks section below so this information is conveyed to Escrow.

Buyer Info

If more than three parties, please add all parties to the Remarks section below so this information is conveyed to Escrow.

Listing Broker

Listing Broker name
Listing Broker name

Co-Listing Broker

Co-Listing Broker name
Co-Listing Broker name

Buyer Broker

Buyer Broker name
Buyer Broker name

Co-Buyer Broker

Co-Buyer Broker name
Co-Buyer Broker name

Windermere Real Estate, Midtown
1920 N 34th Street, Seattle, WA 98103

206-527-5445
midtown@windermere.com

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Equal Housing Opportunity

Transaction Cover Sheet - $0

This is the new, standard transaction coversheet and is required for every new transaction.

Pre-Listing Services - $0

Front Desk/Listing Coordinator:

    • Order sign install
    • Create incomplete MLS listing – upload signed supplements, photos, and input any known broker/public open houses.
      – BROKER: Responsible for re-arranging or approving photo order
    • Inform broker when NWMLS Incomplete Listing is ready for their review
      – BROKER: Responsible to review NWMLS Listing and notify when staff can change status to Active
    • Upload paperwork to Paperless Pipeline
    • Create/prepare any requested Silent Talkers
    • Create/prepare any requested standard open house flyers

Midtown Marketing team to produce any additional marketing materials as requested

      • Direct mail/Postcards
      • WeConnect e-blast
      • Adwerx
      • Social media squares
      • Custom website landing page

Transaction Management Services - $295

  • Introduction email sent to the broker providing a transaction summary report, printable contract-specific deadline calendar, and notes from our initial audit of the contract
  • Introduction email sent to Escrow (open Escrow), Title, Lender, and other side’s broker providing a transaction summary report and copy of PSA (minus Form 17)
  • Ensure the contract is fully executed with dates, initials, signatures, and broker information is completed
  • Draft Transaction Coversheet/Memo
  • Submit all required contract documents, including coversheet & any additional addendums to broker’s transaction coordinator for compliance & paperless file
  • 24 hour in advance email reminders to the broker of contractual due dates
  • Verify EM deposit and obtain a receipt from Escrow
  • Update deadlines due to any changes in the contract
  • Check math on Commission Worksheet and remind broker to approve it
  • Send all disclosures, documents, and reports to broker’s transaction coordinator and confirm upload onto transaction’s Paperless Pipeline file
  • Conduct a final audit of the file 7 days prior to closing to ensure all documents are uploaded and the file is complete
  • Check-In with Broker 7 days prior to closing to confirm the deadline
  • Confirm final recording and alert broker
  • Follow-Up with broker to obtain outstanding documents (if applicable)

Transaction Cover Sheet - $50

If you find yourself overwhelmed with drafting the transaction coversheet and making sure all documents at Mutual are sent into the office, we can take care of that for you.

Pre-Listing Services - $295

  • Broker contacts Processor Team & fills out provided Listing On-boarding Form
  • Introduction email will be sent to open Title and order Legal Description
  • Order sign install
  • Email sellers to prep for listing papers
  • Prepare Form 17 to send to Sellers through TD
  • Prepare listing papers in Transaction Desk
    – Listing Agreement, 7B, 22J, 22E, 22K, 35P, Form 17 etc.
    – Disclosure Packet, CO2 Alarm, Disclosure Receipt
    – WRE Form 42 (if the seller did pre-inspection)
  • Prepare Listing Input Sheet (Form 1) in Transaction Desk
  • Inform Broker when Listing Papers are ready for their review
  • Create incomplete MLS listing – upload signed supplements + photos
BROKER: Responsible for re-arranging photos
  • Send out listing docs to Agent and Sellers for signatures through TD
  • Inform Broker when Listing Papers are ready for their review
  • Confirm all listing forms have been signed and dated by sellers
  • Inform broker when NWMLS is ready for their review
BROKER: Responsible to review NWMLS Listing and change status to Active
  • NWMLS Approval: Send NWMLS Printout to seller(s) for initials
  • Fill out Transaction Memo
  • Submit all Listing Paperwork to Broker Care Team/Front Desk
  • Confirm transaction is uploaded in Paperless Pipeline
  • Assist in updating NWMLS, & File as needed