RPA Contract Helpful Tips
Quick questions and answers on the California purchase contract and which form to use when.
- Which form: COP, RLAS, SIP, TOPA, CBC, buyer counter offer
- Standard buyer contingencies
- VA termite rules, mobile homes (MH-PA), septic/well addendum
- Transaction management fee on the contract, disclosure timelines
Open Escrow: Documents to Send Sherissa
Everything to send Sherissa in one email when an offer gets accepted.
- Fully executed contract, buyer contact info, proof of funds, BRBC, approval letter, MT-BR
- How to introduce Sherissa to the listing agent and escrow
What's in an Inspection and How to Handle Request for Repairs
The home inspection process step by step, and how to handle the request for repairs.
- Scheduling the inspection and doing the AVID
- Keep repair requests to 4-6 items
- The seller's 4 options: agree, decline, some of each, or a credit
Seller Net Sheet Request Form
The form Porchlight Escrow needs to run a seller net sheet. Or use the Ticor Agent One app with Porchlight selected.
- Every item escrow needs: sale price, commissions, loan payoffs, NHD, home warranty, termite, HOA, solar, seller credit, TC fee
- Who to email it to at Porchlight
Taking Title / Vesting Options
A chart of the common ways to hold title in California, for clients deciding how to vest. You can give it to them, but you can't advise them which to pick.
- Community property, community property with right of survivorship, joint tenancy, tenancy in common, partnership, trust
- What happens at death, who can sell, creditor rights
- Reminder: send clients to an attorney or CPA for advice
Vesting Cheat Sheet (Ticor Title)
Ticor Title's one-page vesting comparison, with the Team Ticor contacts.
- Tenancy in common, joint tenancy, community property, community property with right of survivorship
- Team Ticor: Hector Gomez, Anthony Andre, Gaby Mena
Inherited Property Playbook
The full guide to selling a home that came from a trust or a probate — who can actually sign, what the tax hit is, and what to ask on the first call.
- Trust or probate: which path this seller is on, and what each one needs
- Step-up basis, the date-of-death appraisal, and Prop 19 reassessment
- Certification of trust, successor trustee, letters testamentary, court confirmation and overbids
- The questions to ask at the listing appointment
1031 Exchange
1031 exchange info and marketing pieces from Greg Burns at IPX1031, plus the Zoom training video.
- How a 1031 exchange works: 45-day identification, 180-day exchange period, like-kind property
- Reverse and improvement exchanges
- Full reference guide to 1031 topics
- Greg Burns' contact card
Lease Cheat Sheets (Tenant and Landlord)
How leases work at Provident, whether you're helping a renter or listing a rental.
- Representing a tenant: TRBC and LCA, what Sherissa needs
- Lease listings: Rentspree, Zillow syndication, who picks the tenant
- How to set your lease fee (no transaction management fee on leases)