REAL Required Transaction Documents- OR + WA

SystemsTech Tutorials
Written By Rebecca Green

Make sure you have all required offer paperwork signed at once! The below lists outline REAL required (and optional) documents for multiple transaction types.

*Form requirements are subject to change depending on the transaction specifications and/or per REAL's discretion.

PRO TIP: Use templates in Zipforms to ensure you have all the documents you need for each transaction type in one place!

Transaction | Vacant Land - OR

Required in Bolt/ReZen

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Vacant Land Sale Agreement (Commission Doc Generation)

  •  Preapproval Letter/Proof of Funds (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation

  •  Vacant Land Disclosures (buyer signed) (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  Vacant Land Buyer Advisory

  •  Advisory Regarding FIRPTA Tax

  •  Advisory to Buyers and Sellers Re Fair Housing

  •  Advisory and Instructions Re Real Estate Purchase and Sale Forms

  •  Oregon Property Buyer Advisory

  •  Private Well addendum

  •  Septic and Sewage addendum

  •  Advisory to Buyer Regarding Owner Associations

  •  Professional Inspection Addendum

  •  Owners Association Addendum

  •  Delivery of Association Documents

  •  Contingency Removal Addendum

  •  Notice from Seller to Buyer (line 32 Completion of Repairs)

  •  Contingent Right to Purchase Addendum

  •  Seller Contributions Addendum

  •  Addendum to Sale Agreement (adding Co-Agent)

Transaction | Residential - OR

Required in Bolt/ReZen

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Residential Sale Agreement (Commission Doc Generation)

  •  Preapproval Letter/Proof of Funds (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation

  •  Seller Property Disclosures (buyer signed) (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  Advisory Regarding FIRPTA Tax

  •  Advisory to Buyers and Sellers Re Fair Housing

  •  Advisory and Instructions Re Real Estate Purchase and Sale Forms

  •  Oregon Property Buyer Advisory

  •  Advisory Regarding Smoke and Co Alarms

  •  EIFS (Stucco)

  •  Lead-Based Paint Addendum (1978) to include Protect Your Family From Lead In Your Home Pamphlet (1978)

  •  Private Well addendum -

  •  Septic and Sewage addendum

  •  Woodstove/fireplace insert addendum

  •  Advisory to Buyer Regarding Owner Associations

  •  Professional Inspection Addendum

  •  Agreement to Occupy

  •  Owners Association Addendum

  •  Delivery of Association Documents

  •  Contingency Removal Addendum

  •  Notice from Seller to Buyer (line 32 Completion of Repairs)

  •  Contingent Right to Purchase Addendum

  •  Seller Contributions Addendum

  •  Addendum to Sale Agreement (adding Co-Agent)

  •  Home Energy Score - Required in Portland (if in Portland City Limits - check on portlandmaps.com for Portland only), Milwaukee (if in city limits - check boundary here), and Hillsboro (not applicable for most stacked condos)

Transaction | Condo - OR

Required in Bolt/ReZen

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Condo Sale Agreement (Commission Doc Generation)

  •  Preapproval Letter/Proof of Funds (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation

  •  Seller Property Disclosures (buyer signed) (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

RGCo

7 days ago

Make sure you have all required offer paperwork signed at once! The below lists outline REAL required (and optional) documents for multiple transaction types.

*Form requirements are subject to change depending on the transaction specifications and/or per REAL's discretion.

PRO TIP: Use templates in Zipforms to ensure you have all the documents you need for each transaction type in one place!

Transaction | Vacant Land - OR

Required in Bolt/ReZen

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Vacant Land Sale Agreement (Commission Doc Generation)

  •  Preapproval Letter/Proof of Funds (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation

  •  Vacant Land Disclosures (buyer signed) (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  Vacant Land Buyer Advisory

  •  Advisory Regarding FIRPTA Tax

  •  Advisory to Buyers and Sellers Re Fair Housing

  •  Advisory and Instructions Re Real Estate Purchase and Sale Forms

  •  Oregon Property Buyer Advisory

  •  Private Well addendum

  •  Septic and Sewage addendum

  •  Advisory to Buyer Regarding Owner Associations

  •  Professional Inspection Addendum

  •  Owners Association Addendum

  •  Delivery of Association Documents

  •  Contingency Removal Addendum

  •  Notice from Seller to Buyer (line 32 Completion of Repairs)

  •  Contingent Right to Purchase Addendum

  •  Seller Contributions Addendum

  •  Addendum to Sale Agreement (adding Co-Agent)

Transaction | Residential - OR

Required in Bolt/ReZen

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Residential Sale Agreement (Commission Doc Generation)

  •  Preapproval Letter/Proof of Funds (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation

  •  Seller Property Disclosures (buyer signed) (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  Advisory Regarding FIRPTA Tax

  •  Advisory to Buyers and Sellers Re Fair Housing

  •  Advisory and Instructions Re Real Estate Purchase and Sale Forms

  •  Oregon Property Buyer Advisory

  •  Advisory Regarding Smoke and Co Alarms

  •  EIFS (Stucco)

  •  Lead-Based Paint Addendum (1978) to include Protect Your Family From Lead In Your Home Pamphlet (1978)

  •  Private Well addendum -

  •  Septic and Sewage addendum

  •  Woodstove/fireplace insert addendum

  •  Advisory to Buyer Regarding Owner Associations

  •  Professional Inspection Addendum

  •  Agreement to Occupy

  •  Owners Association Addendum

  •  Delivery of Association Documents

  •  Contingency Removal Addendum

  •  Notice from Seller to Buyer (line 32 Completion of Repairs)

  •  Contingent Right to Purchase Addendum

  •  Seller Contributions Addendum

  •  Addendum to Sale Agreement (adding Co-Agent)

  •  Home Energy Score - Required in Portland (if in Portland City Limits - check on portlandmaps.com for Portland only), Milwaukee (if in city limits - check boundary here), and Hillsboro (not applicable for most stacked condos)

Transaction | Condo - OR

Required in Bolt/ReZen

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Condo Sale Agreement (Commission Doc Generation)

  •  Preapproval Letter/Proof of Funds (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation

  •  Seller Property Disclosures (buyer signed) (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  Advisory Regarding FIRPTA Tax

  •  Advisory to Buyers and Sellers Re Fair Housing

  •  Advisory and Instructions Re Real Estate Purchase and Sale Forms

  •  Oregon Property Buyer Advisory

  •  Advisory Regarding Smoke and Co Alarms

  •  EIFS (Stucco)

  •  Lead-Based Paint Addendum (1978) to include Protect Your Family From Lead In Your Home Pamphlet (1978)

  •  Private Well addendum

  •  Septic and Sewage addendum

  •  Woodstove/fireplace insert addendum

  •  Advisory to Buyer Regarding Owner Associations

  •  Professional Inspection Addendum

  •  Agreement to Occupy

  •  Delivery of Association Documents

  •  Contingency Removal Addendum

  •  Notice from Seller to Buyer (line 32 Completion of Repairs)

  •  Contingent Right to Purchase Addendum

  •  Seller Contributions Addendum

  •  Addendum to Sale Agreement (adding Co-Agent)

  •  Home Energy Score - Required in Portland (if in Portland City Limits - check on portlandmaps.com for Portland only), Milwaukee (if in city limits - check boundary here), and Hillsboro (not applicable for most stacked condos)

Transaction | Residential New Construction - OR

Required in Bolt/ReZen

  •  Disclosed Limited Agency For Buyers (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure

  •  Seller Property Disclosures (buyer signed) (Commission Doc Generation)

  •  Advisory Regarding Real Estate Compensation (Commission Doc Generation)

  •  FIRPTA Qualified Substitute Statement

  •  Advisory Regarding Title Insurance (Commission Doc Generation)

  •  Notice of Real Estate Compensation (OREF 091) (Commission Doc Generation)

  •  Buyer Representation Agreement (Commission Doc Generation)

  •  Electronic Funds/Wire Fraud Advisory (Commission Doc Generation)

  •  Earnest Money Receipt (Commission Doc Generation)

  •  Preliminary Title Report (Commission Doc Generation)

  •  MLS Agent Full Report (Commission Doc Generation)

  •  Builder or New Construction Sale Agreement (Commission Doc Generation)

  •  Pre-Approval Letter/Proof of Funds (Commission Doc Generation)

  •  Buyer Inspection Reports or Inspection Waiver (Commission Doc Generation)

  •  Initial Agency Disclosure Pamphlet (Commission Doc Generation)

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  New Construction Professional Inspection Addendum

  •  Advisory Regarding FIRPTA Tax

  •  Advisory to Buyers and Sellers Re Fair Housing

  •  Advisory and Instructions Re Real Estate Purchase and Sale Forms

  •  Oregon Property Buyer Advisory

  •  Advisory Regarding Smoke and Co Alarms

  •  EIFS (Stucco)

  •  Private Well addendum

  •  Septic and Sewage addendum

  •  Woodstove/fireplace insert addendum

  •  Advisory to Buyer Regarding Owner Associations

  •  Owners Association Addendum

  •  Delivery of Association Documents

  •  Contingency Removal Addendum

  •  Notice from Seller to Buyer (line 32 Completion of Repairs)

  •  Contingent Right to Purchase Addendum

  •  Seller Contributions Addendum

  •  Addendum to Sale Agreement (adding Co-Agent)

  •  Home Energy Score - Required in Portland (if in Portland City Limits - check on portlandmaps.com for Portland only), Milwaukee (if in city limits - check boundary here), and Hillsboro (not applicable for most stacked condos)

  •  Construction Notices (from builder)

  •  Specs & Design Documents (from builder)

  •  Certificate of Occupancy (from builder)

  •  Builder Warranty Confirmation/Booklet (from builder)

Transaction | Residential - WA

Required in Bolt/ReZen

  •  Text/Email Communication Log with Client if not using file email address (Commission Doc Generation)

  •  REAL Affiliated Business Arrangement Disclosure Statement

  •  Buyer Brokerage Services Agreement Form 41 (Commission Doc Generation)

  •  Final Signed Settlement Statement (with Real Broker listed as a line item)

  •  Proof of Payment - Real (Wire confirmation or Deposit Receipt

  •  Proof of Payment - Agent (Wire confirmation or Copy of Check)

  •  Inspection Addendum Form 35 (Commission Doc Generation)

  •  Inspection Response Form 35R (Commission Doc Generation)

  •  Purchase and Sale Agreement Form 20, 21, 23, 24, 28 or 30 (Commission Doc Generation)

  •  Financing Addendum Form 22A (Commission Doc Generation)

  •  Identification of Utilities Addendum Form 22K (Commission Doc Generation)

  •  Full Legal - Labeled As Exhibit A (Commission Doc Generation)

  •  FIRPTA Certification Form 22E Initialed By Buyer (Commission Doc Generation)

  •  Seller Property Disclosure Form 17, 17C (Commission Doc Generation)

  •  Earnest Money Deposit Receipt (Commission Doc Generation)

  •  MLS Agent Detail Printout (Commission Doc Generation)

  •  Wire Fraud Advisory Notice (Commission Doc Generation)

Optional Forms (Bolt/ReZen requirements or your need for the below documents may change based on the property, representation, and contract terms)

  •  Optional Clauses Addendum Form 22D

  •  Inspector Referral Disclosure Form 41D

  •  Seller Request Inspection Report Form 35C

  •  Sewer Inspection Addendum Form 22SI

  •  Title Contingency Addendum Form 22T

  •  Mold, Moisture, and Your Home Pamphlet

  •  Preapproval/Verification of Funds

  •  Agency Disclosure Multiple Brokers Form 42A

  •  Real Estate Brokerage in Washington Pamphlet

  •  Well Addendum 22R

  •  Well Inspection Response for Form 22R - Form 22RN

  •  Septic Addendum 22S

  •  Rental Agreement Form 65B

  •  Evidence of Funds Addendum Form 22EF

  •  Buyers Sale of Property Contingency Addendum Form 22B -OR- Buyers Pending Sale of Property Contingency Addendum Form 22Q

  •  Increased Down Payment for Low Appraisal Addendum Form 22AD

  •  Notice for Increased Down Payment for Low Appraisal Addendum Form 22ADN

  •  Escalation Addendum Form 35E

  •  Escalation Addendum Notice Form 35EN

  •  Disclosure of Information on Lead-Based Paint & Lead-Based Paint Hazards Form 22J (1978 & Before)

  •  Lead Based Paint Brochure (1978 & Before)

  •  22Y Modification of Closing Date Addendum

Rebecca Green
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