Training - Transactions | StanflesRealty

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BEGINNER AGENT START HERE -

LISTING AGENT: FORMS AND MLS

You will need fully executed

RLA (OR a Land, Probate etc Listing Agreement)

MLS Property Report to verify Owner

- We accept listings only if STANFLES ESCROW is elected in Listing Agreement, otherwise listing will be rejected.

- If Seller is a LLC, we will need a RCSD and Operating Agreement to show Authorized signer

AC - Confirmation of Relationships

SPQ

TDS

Ownership Disclosure Form (If agent is seller or related to seller)

Submit forms to compliance/TC - You cannot go LIVE if compliance/TC does not have the executed RLA.
Enter data to MLS
TC will check forms and data before approval to go MLS ACTIVE.

LISTING AGENT: MLS CHANGES

All MLS changes need vetting and approval. Please complete form at INTRANET or http://mls.StanflesRealty.com

LISTING AGENT: ACTION IN FIRST 10 DAYS OF ESCROW - PLEASE USE STANFLES ESCROW

BROKER PERMISSION NEEDED IF NOT STANFLES ESCROW - Generally we will not accept the listing

Complete REPORT OF SALE form (within 24 hrs) in INTRANET or http://report.StanflesRealty.com
Submit RPA, AD, DA, SCO, BCO, or Addendums to compliance/TC.
Download Transaction Checklist in INTRANET and prepare disclosures
Arrange for Termite Inspection if necessary - see Vendor list
Arrange for Hazard disclosures through MyNHD or Property ID or Disclosuresource
Arrange for HOA docs and home warranty if required
Arrange for 9A Retrofitting compliance if in LA City - see Vendor list see what is a 9A and DWP certification
Have Seller complete SPQ for buyer
Then prepare to collect all documents to sign as per checklist.
Upload docs here https://www.stanflesrealty.com/upload

If you have FULL TC support, then we help you get all digital signatures, order NHD, HW, 9A etc. But legwork, wet signature and physical presence will still be your responsibility.

BUYING AGENT: FORMS

You MUST complete the BRBC form before you show any properties other wise the buying broker gets no commission.

You need to include the SPBB form with any purchase agreement so that the seller can pay the buying broker commission.

When you have an accepted offer, you should have:-

RPA

BIA

AC - Confirmation of Relationships

RCSD - If buyer is a LLC, also need operating agreement to check for authorized signer

NOTE: YOU NEED REPRESENTATION IF BUYING FOR YOURSELF, YOUR SPOUSE OR YOUR COMPANY .. Call Broker for details

WE DO NOT TOUCH THE BUYERS CHECK, BUYER TO DIRECT DEPOSIT TO ESCROW.

BUYING AGENT: ACTION IN FIRST 10 DAYS OF ESCROW

Complete REPORT OF SALE form (within 24 hrs) in INTRANET or http://report.StanflesRealty.com
Submit RPA, AD, DA, SCO, BCO, or Addendums to compliance/TC.
Download Transaction Checklist in INTRANET and prepare disclosures
Arrange for Home Inspection
Request Buyer deposit check directly to Escrow within 3 business days
Then prepare to collect all documents to sign as per checklist
Upload docs here https://www.stanflesrealty.com/upload

If you have FULL TC support, then we help you get all digital signatures, order NHD, HW, 9A etc. But legwork, wet signature and physical presence will still be your responsibility.

ZIPFORMS SETUP

You need to have a login ID and PW from your association.

Click ZIPFORMS Login in intranet DOWNLOAD FORMS OR https://www.car.org/en/LogIn

Click Template

Click Import

Import the ZIPFORM TEMPLATE in intranet DOWNLOAD FORMS

When you are first time creating your transaction forms, click new transaction, apply template, choose the template you imported just.

When you are creating FUTURE transactions, click your old transaction, click COPY, rename it, and then open the transaction.

All updates are done on cover sheet, and minor details changed in each single form.

UPLOADING / SUBMITTING DOCUMENTS

Files are uploaded to respective offices via Intranet (preferred) or email. Please see below for the emails.

INTRANET UPLOAD

Go to intranet located at www.StanflesRealty.com, Login Intranet, Click Upload Docs, PW is 90012
Click on your office location to upload.

EMAIL UPLOAD

Downtown LA: upload@StanflesRealty.com

Irvine: uploadirvine@StanflesRealty.com

San Diego: uploadsandiego@StanflesRealty.com

FILING NOTATION:

You need to send us pdf files. You can efax to yourself or TC at 310-361-0212, then relabel the file
Please label the files according to

Eg: address is 123 South Road

The file name is (if you have RPA, CO, AD)

123_RPA_CO_AD.pdf etc (if no execution)

B123_RPA_CO_AD.pdf etc (if buyer executed)

BS123_RPA_CO_AD.pdf etc (if buyer and seller executed)

S123_RPA_CO_AD.pdf etc (if seller executed)

Transaction 101 Guide DOWNLOAD