New Listings
Resources

Office:
(916) 543-9584

Fax:
(916) 580-6150

Design by SOURCiS

Processing A Short Sale




  1. Send letter to Seller(s) in default (to get new clients)

  2. Meet with seller(s) - Take time to explain the short sale process to the seller(s)

  3. Gather information on the status of their default, letters received, mortgage papers, and other information

  4. Go over market value of property vs. equity in the property

  5. Get listing agreement signed, along with other forms needs: (CA: RLA for Short Sale Transactions)

  6. File out the Agents Visual Inspection Disclosure (California requirement)

  7. Get letter of authorization signed by seller(s) - this letter will need to include all the mortgage information such as loan #, correct name & social security number of seller(s), and you will need to get a phone number or fax number if they have it available

  8. Have the sellers fill out a statement of information so that you have an ideal of who you are dealing with (this is not a requirement, but title may ask you to send them this information and it is good to have it in your file) - this is a part of the seller's information package that you should have.

  9. Check with seller(s) to see if they can afford to get an appraisal (or BPO) and / or home inspection so that you have a better idea of the value of the property from a professional view.

  10. Call title and open a pre-sales escrow and request a Preliminary Report, as well as ordering the property binder for your open house showings and disclosures

  11. List property on MLS, online listing services, etc.

  12. Make that Initial Contact with Lenders - requesting payoff information, owner's assistance programs and short sale payoff requirements

  13. Keep direct Contact with Seller throughout the listing - weekly updates work well

  14. Set up open house (if OK with seller(s)

  15. Review of all offers & present immediately for seller(s) review - once accepted by both seller and buyer

  16. Communication with escrow and title - get escrow number, HUD

  17. Review of Escrow's Estimated Sellers Net - (from HUD)

  18. Preparation of complete Short Sale Package - Most lenders require the documents listed below :

  19. Negotiate with Lender as needed

  20. Review Short Sale Approval with seller(s)

  21. Oversee close of escrow

























Hardship Letter



HUD



Letter requesting Short Sale & delay of Trustee sales date


 



Comps & pictures of property



Signed Purchase Agreement


 



Agent's Visual Disclosure



W2 or latest tax forms



Pay check stubs


 



Bank statements (2 mo)



Copy of appraisal, home inspection results if avail