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Registered Owner

This is the Registered Owner section of the Resale Checklist. For the overview click here.

Registered Owner Signed Purchase Agreement

To upload the Signed Purchase Agreement, just click on the “Upload Purchase Agreement” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.
Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.     To delete the document, click the red trash can icon on the right.

Registered Owner Signed Transfer Disclosure

Click the “Transfer Disclosure” button to go to a pop-up where you can fill out the form. This task can’t be checked manually.

There is only one required field on this form and that is Agreement Date.

 

All of the fields with a grey background are not editable and the information is pulled from the Lead/Listing record. The fields with a white background are editable and should be filled out where applicable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out the form, then you click the “Save Transfer Disclosure Form” button at the very bottom of the form to save it.
 
The task is automatically completed when you complete the next 4 tasks which is related to uploading the signed versions of this form.
 
To download a pdf of the form just click the “Download PDF” button and it will download it through the web browser.

Buyer Signed Document

To upload the Transfer Disclosure Signed by the Buyer, just click on the “Buyer Transfer Disclosure” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.
 

Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.

 

To delete the document, click the red trash can icon on the right.

Agent Signed Document

To upload the Transfer Disclosure Signed by the Agent, just click on the “Agent Transfer Disclosure” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.

 

Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.

 

To delete the document, click the red trash can icon on the right.

Seller Signed Document

To upload the Transfer Disclosure Signed by the Seller, just click on the “Seller Transfer Disclosure” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.

 

Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.

 

To delete the document, click the red trash can icon on the right.

HQS Signed Document

To upload the Transfer Disclosure Signed by Home Quest Sales, just click on the “HQS Transfer Disclosure” button on the task. This will bring you to the media library to select an existing document. If the document isn’t there, you can upload it from your local computer.
 

Once you have uploaded a document then the task will be completed and the list of all uploaded documents will show beneath the task.

 

 

To delete the document, click the red trash can icon on the right.

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