Status - Once you've made contact with a customer (via phone or they have replied to your email) - be sure to go to the Status section and update the:

"Has Agent Contacted Buyer?" to YES --- doing this update avoids our emails and faxes asking if you've contacted the customer.

 If you haven't made contact, no phone discussion or email reply from customer, but have attempted to contact the customer(s) via email, and/or telephone, then you would go to the Status section and make your appropriate choice(s) in:

 If no phone or email contact has been made yet, here is the other section we monitor for update; where you can keep track too of what contact effort you have made. This is also in the Status section:

 Additional Agent Contact Information:

___ Attempted to contact the customer - phone call left - no reply yet

___ Attempted to contact the customer via email - no reply yet

___ Attempted to contact the customer via phone call & email - no reply yet

___ More than one phone call left - no reply yet

___ More than one email sent - no reply yet

___ Multiple phone calls and emails sent with no reply yet

___ Have determined that the customer is no longer interested in our services - SEE AGENT COMMENTS for details

Commission Tab/Section – all entries with * are required updates (Several entries are auto-populated by system from other sections)

....Commission doc

LOCATION OF PROPERTY                    LOCATION OF PROPERTY

Closing Date*:   (mm/dd/yyyy)                City*: 

Address*:                                              State*:  

Optional tracking info for your use (Buyer’s Trust does not use this)

DEPOSIT TRACKING                             DEPOSIT TRACKING (continued)

Deposit Amount: $___________              Email Address: 

Check Mailed On?:  (mm/dd/yyyy)          Phone: 

Deposit PAID TO:                                  Fax; 

Address:                                               Web Site: 

SALE INFORMATION                             NET COMMISSION TO:  Agent/Company info

Sale Price*: $                                        Net Commission: $ 0.00

Adjustments: $                                      Agent Split %*: 0.5 (edit as needed; info is for your use; not used by

(decimal format) 

Net Sale: $ 0.00                         Less Fees $: 

TOTAL COMMISSION PAID TO:  Broker's Company Name AGENT COMMISSION FOR Agent/Company info

Commission %*: 0.025 (default - edit as needed)

(decimal format)                                                   Commission: $ 0.00

Commission: $ 0                                    BROKERAGE COMMISSION FOR Company info

                                                            Commission: $ 0.00      

REFERRAL FEES                                                            

PAID TO:  BUYER'S TRUST REAL ESTATE   

Referral %*: 0.20 (unless special discount available, default or edited by Buyer’s Trust)

(decimal format)    

Referral: $ 0.00   

PAID TO RELOCATION SPECIALIST :  (Buyer's Trust staff member)

Referral %*: (completed by Buyer’s Trust)

(decimal format)    

Referral: $ 0.00   

Contract Tab/Section – all entries with * are required entries

(Several entries are auto-populated by system from other sections)

  ....Contract doc

SELLER                                    SELLER

Name:                                       Phone: 

Address:                                   Fax: 

Filled in from Contact info

BUYER                                          BUYER

Name: Customer's Name            Work Phone: 

Address:_________________ 

_________________________    Home Phone: 

Email Address: ____________    Cell Phone:

BUYER'S ATTORNEY                BUYER'S ATTORNEY

Name:                                            Phone: 

Address:                                      Fax: 

Email Address:                           Web Site:  

SELLER'S ATTORNEY           SELLER'S ATTORNEY

Name:                                         Phone: 

Address:                                    Fax: 

Email Address:                          Web Site: 

TITLE COMPANY                      TITLE COMPANY

(if attorneys are not used)           (if attorneys are not used)

Name:                                             Phone: 

Address:                                        Fax: 

Email Address:                             Web Site: 

SELLER'S BROKER                  SELLER'S BROKER

Name:                                       Phone: 

Address:                                    Fax: 

Agent Name:                              Web Site: 

Agent Email Address:    

Filled in from other sections

BUYER'S BROKER                         BUYER'S BROKER

Name: Broker's Company Name   Phone:

Address: __________________

_______________________      Fax: 732-536-4212

Agent Name:                                     Web Site: -

Agent Email Address: 

PROPERTY INFORMATION       PROPERTY INFORMATION

Location:                                          Deposit: $ 

Sale Price: $ 0                                   Deposit Held By: 

Amt Due At Contract Signing: $    

Amt Due At Closing: $    

MORTGAGE INFORMATION      MORTGAGE INFORMATION

Type:                                        Amount $ 

Rate:                                        Obtained By: 

Years:                                       Closing Date: 

Company:    

Email Address:                          Web Site: 

Filled in from Commission Tab/Section

COMMISSION INFORMATION    COMMISSION INFORMATION

Buyer's Broker %: 2.5%             Buyer's Broker $: $ 0

Referral Fee %: 20%                  Referral Fee $: $ 0

Net Commission $: $ 0               Less Fees $: $ 0

Agent Split %: 50%   

Agent Commission $: $ 0           Brokerage Commission $: $ 0

For complete review and updates, go to the customer(s) profile and review the individual tabs/sections – Status, Commission, Contract, and Comments.

Here are files with a view of each of the sections:

Status

Commission

Contract

For referrals that have been updated from initial assignment and throughout the selling process, quickly and timely, we will consider reducing the referral fee by 25% and accept a 15% referral fee. Note, the final decision on eligibility for the discount is made at the time of the closing and review of the Status, Commission, Contract sections of the customer, and Comments sections.

Earn your 25% referral fee discount TODAY, update your customer profiles and SAVE!