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Transfer Disclosure Field Reference
General
- Document ID – A generated unique serial number for this specific document. This is not editable.
- Agreement Date – The date the Transfer Disclosure was made. This field is specific to this document.
- Listing Address – The address of the home where it is located. This is pulled from the Listing and is not editable.
- Listing City – The city of the home where it is located. This is pulled from the Listing and is not editable.
- Listing County – The county of the home where it is located. This is pulled from the Listing and is not editable.
- Listing State – The state of the home where it is located. This is pulled from the Listing and is not editable.
- Listing Zip – The zip code of the home where it is located. This is pulled from the Listing and is not editable.
- Year Built – The year that the home was built. This is pulled from the Listing and is not editable.
- Make – The make of the home. This is pulled from the Listing and is editable. If you edit it here, it will change it on the Listing and vice versa.
- Serial # – The number that uniquely identifies the home. This is pulled from the Listing and is editable. If you edit it here, it will change it on the Listing and vice versa.
- HCD Decal – Another identifying number of the home. This is pulled from the Listing and is editable. If you edit it here, it will change it on the Listing and vice versa.
The corresponding location on the printout is shown below. This is on page 1.
1. Coordination With Other Disclosures & Information
- Home Inspection Report Completed – Check this box if the home inspections have been completed.
- Other Reports Completed – If there are any other reports that were completed, then check this box and enter a list of all of the reports/disclosures in the text box.
The corresponding location on the printout is shown below. This is on page 1.
2. Seller's Information
- Listing Agent – The full name of the Listing agent. This is auto-entered with the agent set on the lead and is editable.
- Dealership – This is always entered as HOMEQUEST and is not changeable.
- Dealership Address – The full address of the HomeQuest office. This is hardcoded as “22880 Savi Ranch Pkwy Yorba Linda, California 92887”
- Dealership Phone – This is the main phone of HomeQuest. This is hardcoded as “(886) 720-2207”
- Authorized Receiver – This is the name of the person who is authorized to receive a copy of the purchase agreement on behalf of the buyer.
- Purchase Agreement Due Date – This is the date in which the purchase agreement must be received by the buyer, otherwise the offer is revoked.
- Buyer Acceptance – If the buyer agrees to the terms and conditions then select “Yes”, otherwise select “No”
- Addendums – If there are any addendums included in the purchase agreement, then list them in the text box.
- Buyer Name – This is the full name of the buyer. This is pulled from the Offer/Deal record and is not editable.
- Buyer Phone – This is the main phone of the buyer. This is pulled from the Offer/Deal record and is not editable.
- Buyer Address – This is the address of the buyer. This is pulled from the Offer/Deal record and is not editable.
- Buyer City – This is the city of the buyer’s current address. This is pulled from the Offer/Deal record and is not editable.
- Buyer State – This is the state of the buyer’s current address. This is pulled from the Offer/Deal record and is not editable.
- Buyer Zip – This is the zip code of the buyer’s current address. This is pulled from the Offer/Deal record and is not editable.
- Buyer Email – This is the email address of the buyer. This is pulled from the Offer/Deal record and is not editable.
The corresponding location on the printout is shown below. This is on page 1 to 3.
3. Agent's Inspection Disclosure (Seller Agent)
- No Items to Disclose – If there are no items that need to be disclosed then check this checkbox.
- Disclosure Items – If there are items that need to disclosed, then check this checkbox and then list all of the items in the text box.
- Agent Representing Seller – The Selling Agent’s Name.
- Agent Signature – You can enter the signature of the selling agent by drawing with your mouse or using your finger if you are using a touchscreen.
- Signature Date – Enter the date that the signature was entered.
The corresponding location on the printout is shown below. This is on page 4.
4. Agent's Inspection Disclosure (Buyer Agent)
- No Items to Disclose – If there are no items that need to be disclosed then check this checkbox.
- Disclosure Items – If there are items that need to disclosed, then check this checkbox and then list all of the items in the text box.
- Agent Representing Seller – The Selling Agent’s Name.
- Agent Signature – You can enter the signature of the selling agent by drawing with your mouse or using your finger if you are using a touchscreen.
- Signature Date – Enter the date that the signature was entered.
The corresponding location on the printout is shown below. This is on page 4.
5. Professional Advice
- Seller Signature 1 – You can enter the signature of the seller by drawing with your mouse or using your finger if you are using a touchscreen.
- Seller Signature 1 Date – Enter the date that the signature was entered.
- Buyer Signature 1 – You can enter the signature of the buyer by drawing with your mouse or using your finger if you are using a touchscreen.
- Buyer Signature 1 Date – Enter the date that the signature was entered.
- Seller Signature 2 – You can enter the signature of the second seller by drawing with your mouse or using your finger if you are using a touchscreen.
- Seller Signature 2 Date – Enter the date that the signature was entered.
- Buyer Signature 2 – You can enter the signature of the second buyer by drawing with your mouse or using your finger if you are using a touchscreen.
- Buyer Signature 2 Date – Enter the date that the signature was entered.
- Seller Agent Name – The Seller Agent’s Name
- Seller Agent Signature – You can enter the signature of the selling agent by drawing with your mouse or using your finger if you are using a touchscreen.
- Seller Agent Signature Date – Enter the date that the signature was entered.
- Buyer Agent Name – The Buyer Agent’s Name
- Buyer Agent Signature – You can enter the signature of the buyer agent by drawing with your mouse or using your finger if you are using a touchscreen.
- Buyer Agent Signature Date – Enter the date that the signature was entered.
The corresponding location on the printout is shown below. This is on page 4.
