New Title Order Request & Deal Planner

New Title Order Request Form

--------------------------------------------------------------------------------------------------------------------------------INSTRUCTIONS: The purpose of this form is to direct the TITLE COMPANY to start a new ORDER and give them the essential information they need to process the transaction. EVERYTHING needed will be communicated to the Title Company through our transaction coordinator so be sufficiently detailed to make sure all essential information is communicated clearly. If there is a significant material change ie Different Buyer - Change in Type of transaction (ie switch from Assignment to Buy), etc. Please fill out a new Form and check the "update" box and explain what is changing in the "update details" box below.
THIS SUBMISSION IS: (check one)

A FIRST TIME SUBMISSION FOR THIS PROPERTY AND SIDEAN UPDATE TO A PREVIOUS SUBMISSION FOR THIS PROPERTY AND SIDE BECAUSE EITHER THE BUYER OR TRANSACTION TYPE, TITLE CO, AGENT SPLIT, ETC. HAS CHANGED *** DESCRIBE IN THE NOTES WHAT HAS CHANGED AND WHY THIS UPDATED TITLE REQUEST***
UPDATE DETAILS: IF AN UPDATE WHY IS THIS NEW TITLE ORDER REQUEST FORM BEING SUBMITTED:
ARE WE BUYING/ASSIGNING OR SELLING ?*
What is the DATE ON THE PURCHASE AGREEMENT?*

MonthDayYear
Date
Agent Requesting this Title Order:
HIDE Requesting Agent: (THIS IS YOUR NAME!!)

First NameLast Name
Agent Involved in Transaction: (THIS IS THE NAME OF OUR TEAM MEMBER WHO IS THE PRIMARY AGENT!)*
This is Our Team Member who is PRIMARY AGENT IN THE TRANSACTION - This is NOT THE SELLER !
Primary Agent Email: (THIS IS AGENTS EMAIL!! NOT THE SELLER EMAIL !!)*
example: brendan.anderson3@gmail.com
Primary Agent Role in Transaction:*
Split for This Side % To YOU*
What is the split for this side
Balance % goes to WHO? (if splitting)

JasonBrendanRyanOther
SELLER'S TITLE COMPANY*

Land Title (typ Everyone else)TitleSmart (typ Bill B.)The Title Group (typ Josh S.)Other
BUYERS TITLE COMPANY*

Land Title (type Everyone else)TitleSmart (typ Bill B.)The Title Group (typ Josh S.)Other
HIDE Seller's Title Company
HIDE Buyer's Title Company
SELLER INFORMATION
Closing Date:*

MonthDayYear
Date
Any special handling of the file?
Seller 1 Contact Name*

PrefixFirst NameLast Name
Seller 1 Phone Number*

Area CodePhone Number
Seller 1 E-mail*
Seller 2 Contact Name

PrefixFirst NameLast Name
Seller 2 Phone Number

Area CodePhone Number
Seller 2 E-mail
example@example.com
Subject Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Any other instructions Regarding Seller: (enter Seller's agent's contact info if AND Seller's Title Company with Closer Contact info if applicable)
Exit Strategy (if SEI is Buying ONLY. If SEI is NOT buying, enter "SEI is SELLER" in "Other" field)*

Assignment to Other Buyer --> [put End Buyer/ Investor info info in below]Double Closing to Other Buyer --> (Need Exit Strategy Meeting to discuss financing) [put End Buyer info in below]We're going into title, but, No Exit Yet -->(Set Exit Strategy Meeting to discuss financing & exit possibilities) [Put Select Equity as Buyer below]We're going into title and Wholetailing --> (Set Exit Strategy Meeting to discuss financing and scope of work) [Put Select Equity as Buyer below]Other
BUYER INFORMATION
Buyer Contact Name*

First NameLast Name
Buyer Phone Number*

Area CodePhone Number
Buyer E-mail*
example@example.com
Buyer's Entity Name
Steve's Houses, LLC, etc
Buyer's Title with Entity
President, Chief Mgr, etc
Any other instructions Regarding Buyer - (enter Buyer's agent's contact AND Buyer's Title Company with Closer Contact info if applicable)
WHO IS COMPLETING THIS FORM?*
UPLOAD THE Purchase Agreement and/or Assignment and other pertinent docs if applicable

Browse Files To Upload

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New Title Order Request Form