3 SIMPLE STEPS
1) Negotiate your deal
Read the Before you get started section below, and agree on terms.
2) Consult with us
Fill our form and we'll connect with you to get the contract polished and ready to send.
3) Sign the contract
Whether it's signatures-only or you need a Q&A session with your seller/agent/etc, we're equipped to assist.
WE'LL PUT YOUR DEAL ON PAPER
Our writeup consult service takes your verbal agreement with the Seller and puts it to paper so you can get the deal inked.
We talk with you, pre-fill the contract, then send it to you via DocuSign for you and your attorney to review. You can make or request revisions, then sign, and it lands in your Seller's inbox!
Please note: We do not close Sellers for you. You need to have already gotten the verbal close. We cannot guarantee signatures. You can tell them you'll have your transaction coordinator send the contract over. We also have a "Contract Walkthrough" service as an add-on if you'd like us to schedule a Q&A call with the Seller.
BEFORE YOU GET STARTED...
If you don't have the deal verbally closed, stop now. You need a good verbal close before sending a contract.
You should also have disqualified cash, realtor, and keeping it before you're pitching creative finance. We see a lot of deals fall apart if this process isn't followed. For more on this topic, watch this video.
BTW: If it's connected with an active or promised loan modification, stop now --- we won't touch it.
You'll need the following information/items to complete the form:
Property Address (with legal and/or APN if you can get it)
An understanding of your entry and exit strategy
Buyer and Seller Company Name, Signer Name, and Email Address (up to 2 of each), YOUR phone number
Price = Total minus any existing liens, minus any cash to seller, minus any seller finance, minus [anything else]
Note: EMD is part of the purchase price, not added to itIf subto
you should have a copy or picture of a mortgage statement
what kind of loan is it?? FHA, VA, Conventional? Is there downpayment assistance? (each of these has specific implications)
you should get a copy of the insurance policy declarations
Creative Terms: Financed amount, interest rate, term (in months or years), balloon timeframes, performance deed?
Other special terms: Additional items included in sale; leaseback or post-COE possession; other random stuff you've negotiated into the deal
Operating Agreement and Articles of Organization and/or Certificate of Good Standing for each company involved (preferred)