USA Realty and Loans
Real Estate Transaction Information Form
(use this form when you have a new transaction in escrow)
Please complete this form and press the submit button when done. Your transaction will be given to one of our company transaction coordinators. They will contact you to get more information about your transaction.
Company Transaction Coordinators
Julie Pierce Becky Evans
Office: (858) 277-6173 x226 Office: (858) 277-6173 x 228
Fax: (619) 502-7550 Fax: (858) 348-0922
Email: Julie@realtorstaff.com Email: Becky@realtorstaff.com
1. AGENT INFORMATION:
Agent Name: Company: Agent Phone Number:
Agent Email Address: Agent Fax #
Agent DRE License # License Expiration Date:
Are you representing the Buyer or Seller or Both?
What is the name of the agent on the other side of this transaction?
What company do they work for? What is their phone #?
What is their Email Address? What is their DRE license #
2. BASIC TRANSACTION INFORMATION:
Property Address: City: State: Zip Code:
Acceptance Date: Sales Price: MLS #
Is this transaction a purchase of a Bank Owned Property (REO), Short Sale or Traditional Sale?
3. BUYER AND SELLER INFORMATION:
Primary Buyer Name: Buyer Phone # Buyer Email Address:
Primary Seller Name: Seller Phone # Seller Email Address:
4. TITLE AND ESCROW INFORMATION:
Please give us the Title and Escrow company information for this transaction. If you don't know who Title and/or Escrow is, you can leave it blank. Note: If you do not choose an escrow company, we will take care of that for you by opening escrow with Rapid Escrow Services. Remember, by doing this your TC fee on this transaction will be waived.
Title Company: Title Rep: Phone #
Escrow Company: Escrow Officer: Phone #
5. MORTGAGE COMPANY INFORMATION:
If you are representing the buyer, please give us the mortgage company information.
Mortgage Company: Loan Officer: Phone #
6. AFFILIATED COMPANY INFORMATION:
Please give us the information for these affiliated companies. If you do not know it, leave it blank. If you are choosing services, you can list the company you would like to use. If you do not choose a company, we will choose one for you.
Termite Company: Phone #
Natural Hazard Disclosure: Phone #
Home Inspection Company: Phone #
Home Warranty Company: Phone #
Thank you for completing the Real Estate Transaction Form. Once you press the submit button, this information will be sent directly to our Transaction Coordinator staff. Your transaction will be given to the transaction coordinator who has the most availability in their pipeline. So, if you have two transactions going, you may be working with two different transaction coordinators.
