Real Estate Contract Worksheet

Keep every date, deadline, and dollar figure of a real estate transaction organized in a single worksheet that agents and transaction coordinators can update from contract to closing.

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Agent and Transaction Type (Buyer or Seller Representation)

Property Address

Sales Price

Additional Contract Notes

Effective Date of Contract

Date Contract Received

Possession Date

Settlement/Closing Date

Additional Key Date

Financing Section Notes

Loan Application Date

Loan Commitment Due Date

Option Deadline

Appraisal Ordered Date

Appraisal Received Date

Documents Received

Inspection Deadline

Repair Limit Addendum Deadline

Repair Limit Amount

Inspection Results Received Date

Termite Inspection Ordered Date

Termite Treatment Completed Date

Termite Treatment Limit Amount

Inspection and Termite Notes

Title Commitment Ordered Date

Survey Ordered Date

Additional Escrow/Earnest Money Due Amount

Documents Received and Reviewed

Notes on Documents Received and Reviewed

Additional Buyer Insurance (Flood, Earthquake, etc.)

Closing Tasks Completed (Bills, Keys, HUD Statement, Utilities)

Buyer Walk-Through Date and Time

Co-op Water Transfer Date

HUD Statement/Cashier Check Delivery Date

Seller Leaseback End Date

Total Commission Amount

Commission Split Percentage

Selling Side Commission %

Commission Notes

Additional Notes

Survey Company Name

Home Warranty Coverage Details

Termite Company Name

Warranty Exclusions and Cost Limit

Additional Notes on Exclusions

Warranty and Termite Notes

Title Policy Discount Eligibility (Short-Term Reissue or Investor Rate)

Additional Notes

Survey Cost Limit

Home Warranty Cost Limit

Additional Closing Notes

Real Estate Contract Worksheet

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