Anyone who has gone through the negotiating process in the sale or purchase of a home understands all the big and fine points that are open to negotiation. Real estate agents, buyers, sellers, and for-sale-by-owners will appreciate this handy worksheet. Even if you’re working with a real estate agent, it helps to keep track of all the pieces to an offer to purchase or real estate contract. It also saves time from flipping through lengthy contracts to locate specific information. Keep the completed form in your file incase there are any questions that arise as to who said what, when.

Property Address:

Seller:

Phone:

Fax:

Email:

Buyer:

Phone:

Fax:

Email:

List Price:

Inclusions:

Exclusions:

Amount of Initial Earnest Money:

Balance Earnest Due:

Amount of Balance Due:

Mortgage Contingency:

Commitment Date:

Preapproval Letter?

Mortgage Loan Officer Name:

Phone:

Fax:

Email:

Closing Date:

Possession Date:

Rent Back/Escrow:

Real Estate PropertyTax Prorations/ Any Unpaid:

House to Sell?

House Sale to Close?

Time Frame for Kick Out For House to Sell:

State, County, Local Transfer Stamps Paid By:

Seller Disclosures Signed?

Lead Paint Disclosure Signed?

Interest-Bearing Account?

Home Inspection: # of Days

Pest Inspection:

Well Inspection:

Septic Inspection:

Other Inspections:

Sellers Attorney Name:

Phone:

Fax:

Email:

Buyers Attorney Name:

Attorney Approval Number of Days:

Other Provisions:

Negotiating Checklist

Sellers Real Estate Agent:

Firm:

Phone:

Fax:

Email:

Buyers Real Estate Agent:

Firm:

Phone:

Fax:

Email:

Initial Offer: $

Date/Time:

Reply Deadline:

First Counteroffer: $

Date/Time:

Other Issues:

Second Counteroffer: $

Date/Time:

Reply Deadline:

Other Issues:

Third Counteroffer: $

Date/Time:

Reply Deadline:

Other Issues:

Acceptance of Offer:

Price:$

Terms and Provisions if different than above:

Date Purchaser Signed:

Date Delivered:

Date Seller Signed:

Date Delivered:

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