Anyone who has been through the negotiation process of buying or selling a home understands all of the big and fine points that are open to negotiation. Real estate agents, buyers, sellers, and listing owners will appreciate this handy worksheet. Even if you’re working with a real estate agent, it’s helpful to keep track of all the pieces of a real estate contract or offer to purchase. It also saves time flipping through lengthy contracts to locate specific information. Keep the completed form for your file in case questions arise about who said what and when.

Property Address:

Seller:

Phone:

Fax:

Email:

Buyer:

Phone:

Fax:

Email:

List price:

Including:

Excludes:

Initial security deposit amount:

Advance Balance Due:

Amount of balance due:

Mortgage Contingency:

Commitment date:

Pre-approval letter?

Mortgage Loan Officer Name:

Phone:

Fax:

Email:

Deadline:

Possession Date:

Rent Back/Escrow:

Property tax apportionment/any non-payment:

House to sell?

Closing house sale?

Time Frame to Kick Out For House to Sell:

State, county and local transfer stamps paid by:

Signed Seller Disclosures?

Lead paint disclosure signed?

Does it count that earns interest?

Home inspection: # of days

Pest Inspection:

Well inspection:

Septic inspection:

Other inspections:

Seller’s Attorney Name:

Phone:

Fax:

Email:

Buyers Attorney Name:

Number of days of attorney approval:

Other provisions:

Trading Checklist

Seller’s Real Estate Agent:

Firm:

Phone:

Fax:

Email:

Buyers Real Estate Agent:

Firm:

Phone:

Fax:

Email:

Starting offer: $

Date and Time:

Response period:

First counter offer: $

Date and Time:

Other issues:

Second counter offer: $

Date and Time:

Response period:

Other issues:

Third counter offer: $

Date and Time:

Response period:

Other issues:

Acceptance of the offer:

Price:$

Terms and provisions if different from above:

Buyer Signature Date:

Date of delivery:

Seller Signature Date:

Date of delivery: