Contract to Closing Worksheet

Bluesheet

Associate Name

1 / (Office Use Only)
DA# MC# (Default)
Region (Default) / 2 / (Office Use Only)
Deposit # / 3 / Note
o YES
o NO / 4 / Closing Date
Contract Date
Type (Check 1 box) / Class (Check 1 box) / Source (Check 1 box in each column) / Property (Check 1 box)
5 / Listing Sold (L) o
Sale (S) o
Both Listing & Sale (B) o
Note Payment/Listing (NL) o
Note Payment/Sale (NS) o
Note Payment/Both (NB) o
Other (or Referral) (O) o / Property (P) o
Lease (L) o
Referral (R) o
Other (O) o / L S
Sign (S) o o
Advertisement (A) o o
Open House (O) o o
Personal Referral (R) o o Corporate Referral (C) o o
Prospecting (P) o o
Previous Customer (B) o o
REO Account (T) o o New Home Account (N) o o
Farming (F) o o Duty Desk (D) o o MLS (M) o o / Resale/Indiv. Owned (R) o
New Home (N) o
REO Resale (T) o
HUD/VA Sale (H) o
Lot (L) o
Commercial (C) o
Farm & Ranch (F) o
Lease (X) o
Other ______( ) o
PROPERTY
6 / MLS # MLS Area
Street #______Street Name
City /State/ZIP
Subdiv. Map Grid
PURCHASER
7 / Buyer’s Name Phone
Current Address/ZIP
Will Owner Occupy? o YES o NO FAX
(Check One) o YES o NO WARRANTY INFORMATION
8 / o 1=Mr & Mrs
o 2=Mr. o 3=Mrs.
o 4=Ms. o 5=Other / Name
Address / Warranty Co. ID. / Warranty ID#
SELLER
9 / Seller’s Name Phone
Address
New City New State______FAX
CO-BROKER
1
0 / (Office Use Only)
Broker ID #
SS #
Tax ID # / Company Name Agent Name
Address
Phone Phone
(Office Use Only)
ID # / LENDER CO. / Type Of Loan
1
1 / Company Name Address
Loan # Loan Officer Phone/FAX
1
2 / (Office Use Only)
ID # / TITLE CO. / (Office Use Only)
OF #
Company Name Address
Closing Officer Phone FAX
13 / COMMISSION Sales Price $
Listing Commission % $
Sale Commission % $ Other $
1
4 / RECRUITING
Have you talked to the co-op agent about Keller Williams Realty? YES o NO o
If no, please explain why:
Is this agent someone we would want on our team? YES o NO o
If no, please explain why:
COMPANY USE ONLY
TNC Date: TNC in Computer o / Team Leader’s Accept Date: DA #
Reason for TNC:

Disbursement Authorization Data Sheet
This is an information sheet only. The computer will generate the Disbursement Authorization with this data. ONLY ONE DATA SHEET PER PROPERTY. All KW Associates and Referrals MUST APPEAR on this sheet. / SALES PRICE
(Lease amount upon which lease commission is based.) Total Referral Fee Received
$
BLUESHEET ASSOCIATE DETAIL
A. Type: (L) isting or (S)ale
(I)nside or (O) Referral / ASSOCIATE A / ASSOCIATE B / ASSOCIATE C / TOTALS
B. Associate ID # / Enter the total of
C. KW Associate Name / all associates for lines
D. Class: (P) (L) (R) (O) / F, H, I, J, K, L, M & N
E. Agency: (B) (S) (D) (O)
F. Assoc. Unit Value
G. Assoc. $ amt. of Price
(‘F’ Unit x Sales Price) / $ / $ / $ / $
H. Gross Commission / $ / $ / $ / $
I. Outside Referral Amount
a) Bonus Split / $ / $ / $ / $
b) 100% Bonus, all goes to agent / $ / $ / $ / $
c) Concession / $ / $ / $ / $
J. Assoc. Commission Split / % / % / % / ASSOCIATE’S COMMISSION(S)
$ /$ /$
K. E & O Insurance / $ / $ / $ / $
L. Assoc. Royalty (If Applicable) / $ / $ / $ / $
M. Inside Referral / $ / $ / $ / $
N. Concession Adjustment / $ / $ / $ / $
DEDUCTIONS
Paid by Associate
A o B o C o
Paid by Associate
A o B o C o / To Amount $ Have Computer Calculate o
Address
To Amount $ Have Computer Calculate o
Address
OUTSIDE REFERRAL DETAIL
(Use only if you are paying a referral fee to someone outside your Market Center)
Paid by Associate
A o B o C o / Broker/Company Name/Agent / Phone: / Amount (%):
SS#/Tax ID# / FAX: / $
Address / City,State, Zip
Paid by Associate
A o B o C o / Broker/Company Name/Agent / Phone: / Amount (%):
SS#/Tax ID# / FAX: / $
Address / City,State, Zip
INSTRUCTIONS: Put the sales prices (lease amount to which lease commission is applied or total referral fee received) on the top line. Fill out a column for each KW associate participating in the commission. Fill out a column for an associate receiving an inside referral but only lines A, B, C, & M.
A. Enter ‘L’ or ‘S’ to designate whether the associate is getting commission for a listing sold or a sale, ‘I’ for inside, or ‘O’ for referral income (with unit value).
B. Enter associate ID number.
C. Enter Keller Williams Associate Name.
D. Class: Enter ‘P’ Property; ‘L’ Lease; ‘R’ Referral or ‘O’ Other (personal transaction).
E. Agency: Enter ‘B’ for Buyer’s agency, ‘S’ for Seller’s agency, ‘D’ for Dual agency or ‘O’ for other.
F. Associate Unit Value cannot exceed ‘1’ per transaction side. It is the portion of unit assigned to this associate.
G. Multiply line ‘F’ by the sales price to get the amount you will use to figure your commission.
H. Calculate this associates gross commission due from the transaction by multiplying line ‘G’ times the commission rate.
I. Enter the outside referral amount, bonus and/or concessions. (a) If the agent is / on a split (eg. 60%/70%) then split the bonus accordingly. (b) If the agent is 100% bonus then 100% goes to the agent. (c) If you have a concession to close then put a minus sign in front of any concessions. Only enter concession if the Market Center is sharing concession cost. If associate is paying entire concession DO NOT enter concession value.
J. Enter the associate’s side of the commission split. (eg. 60%/70%/100%).
K. Prorate the E&O insurance among the associates listed.
L. Enter the franchise royalty amount paid by associate. (If applicable)
M. Enter inside referral fee amount paid out as a negative (-) number. Enter inside referral fee paid in as a positive (+) number. Enter % of paying associates commission as well as the amount of the inside referral fee. (100% associate cannot pay inside referral. Please refer to the Policies & Guidelines Manual.)
N. If the associate and Market Center are splitting a concession and the associate paid the entire concession, enter the amount due from the Market Center to the agent as a positive (+) number. If the reverse is true, enter the amount due the Market Center as a negative (-) number.