Retail BPOs and FORMS

DONE IN A FLASH

The 19 productivity forms in this Retail Brokerage Bank Package include smart forms for BPO Evaluation, Photo Presentation, Property Handling, and Listing/Closing Assistance Forms. Import from MLS. Brand with your company info and logo.
BPO Evaluation
Four flavors of Broker Price Opinions (BPOs) from short 1 page letter size to detailed 2 page legal size evaluation forms. Each has its own Cover Page, and up to 33 Additional Photo pages for all the photos needed for a professionally thorough report.
(Click thumbnails for larger image.)
Cover Page
Cover Page
Detailed BPO
Detailed BPO
2 Pg Legal
BPO Interior or DriveBy
Interior ⁄ Drive-
By 1 Pg Legal
BPO Market Survey
Market Survey ⁄
BPO 1 Pg Legal
Quick Drive-By BPO
DriveBy BPO
1 Pg Letter
Additional Photos
Additional
Photos
33 pages
+ More Info

From a short 1 page letter size to a detailed 2 page legal size Broker Price Opinion evaluation form, here is the right form for the current job. More detail or less detail. The shorter forms do not include adjustments only the indicated value, while the 2 page detailed BPO does include adjustment columns. All include Cover Page. All include Photo Addenda. All include Broker and Company branding customization. Optional MLS mapping can import sales, and subject, and listing data into the forms, saving a lot of time and typing.


Photo Presentation
For situations where a photo presentation is needed, four separate photo addenda forms make this easy, each with 33 additional pages for photos. (Click thumbnails for larger image.)
(Click thumbnails for larger image.)
Cover Page
Cover Page
Front Photo
Comments
Cover Page
Cover Page
2 Photos
Front
Captionable
Cover Page
Cover Page
3 Photos
Front,Rear,
Street
Cover Page
Cover Page
3 Photos
Captionable
33 Pages of Additional Photos
Additional
Photos
33 Pages
Captionable
33 Pages of Additional Photos
Additional
Photos
33 Pages
Captionable
+ More Info

Sometimes a (quick) photo presentation is needed, perhaps prior to a Broker Price Opinion engagement. Perhaps work is being done for a bank and there is a need to provide a quick visual rendering of the property. Depending on the need, here are four separate photo presentation forms.


Each of the four has a different presentation to cover different scenarios and needs. The cover pages include property information, comments and vary from 1 to 3 photos: Front, Front and Rear, Front and Rear and Street Scene, and one with three open captionable photos.


Just the Photo Cover Page can be used, or when extra detail is needed, 33 pages (3 captionable photos per page) of additional photos are available for each.


By the way, photos are automatically compressed and optimized, and automatically sized for each picture slot as it is selected. No preprocessing required. Speaking of selection, multiple photos can be selected at one time. And, the names of the pictures, if suitable, can automatically be used as captions for the selected image.


Property, Seller, 3rd Party Handling
For when communication beyond valuations and photos is useful or needed. Inspection Reports. Marketing Reports. Billing Statement. Repair Reports.
(Click thumbnails for larger image.)
Cover Page
Cover Page
Inspection Report
Inspection
Report
1 Pg Legal
Marketing Report
Marketing
Report
1 Pg Legal
Repair Estimate
Repair Estimate
2 Pg Legal
Billing Statement
Bill Statement
1 Pg Letter
Summary of Repair Bids
Summary
Repair Bids
1 Pg Letter
+ More Info

Beyond valuations and photos, as a relationship with a client is being established, or as it is being furthered, other important information may need to be communicated. For example, monthly or periodic marketing efforts are a great way to provide ongoing updates on how the property is being marketed, keeping the client informed on an ongoing basis.


The Broker Marketing Report is a great way to keep clients informed of your marketing efforts, and to keep the relationship fresh and attentive and professional. Next month change only what needs to be changed and it's done! MultiForm will generate a PDF so you can email it to your client. Include a cover page, and additional photos as needed.


Initial Inspections and/or repairs may be needed. The property may not be in perfect condition, and perhaps some cosmetic fixes would greatly improve the marketability for the seller. Perhaps more significant repairs are needed. There are two forms for making inspections and reporting needed repairs, one a simpler inspection⁄ repair report and the other a more detailed repairs needed estimate report, along with a summary of repair bids if multiple bids are initiated.


And for those times where a bill is needed to be presented here is a Billing Statement.


Listing and Closing Assistance
Forms that can assist in procuring a listing and in clarifying, preparing parties for closing expectations or obtaining a closing.
(Click thumbnails for larger image.)
Contract Cover Page
Contract
Cover Page
1 Page Legal
Contract Amendment
Contract
Amendment
1 Page Letter
Contract Cover With Photos
Contract
Cover Page
With Photos
Closing Termination
Closing
Termimation
1 Page Letter
Closing Position Estimate
Closing Estimate
With Cover Page
Estimate of Net Proceeds
Net Proceeds
With
Cover Page
+ More Info

Here are forms that can assist in procuring a listing and clarifying, preparing buyer or seller for, and even in obtaining a closing.


Sometimes it is very helpful to provide a (potential) seller with an estimate of what might be expected to be received upon closing under different financing scenarios. Our Net Proceeds Estimate is a perfect tool for educating a seller on his⁄her options. Presentations can include a cover page and additional photos.


Our Closing Position Estimate Form can quickly provide an illustration to a Seller and⁄or Buyer the various estimated closing costs, and for a seller what an approximate net might be. Very useful for creating an educated buyer and seller. Templates can be setup with standard estimated closing costs that make creating the next estimate a breeze. (Should more detail in an estimate be desired we also have a HUD1-Estimate Statement.)


Take that quick extra step and provide a Cover Page to a proposed Contract that summarizes all pertinent information for Buyer and Seller. Go one small step more and provide a Contract Cover with Photos.


Not every broker is going to go even an extra ten feet to notch things up; and when it is so easy with all these forms, that is definitely to your advantage.


*MLS import does require creating data maps to transform and transfer your MLS data to the fields in the MultiForm forms.
Included Retail Brokerage Form
   Detailed BPO BPO#1 2PG Detailed (Adjustment Grid)

Detailed Broker Price Opinion (BPO). Similar to an Appraisal Report. Has adjustment grids for both sales and listings. Two (2) legal sized pages. Lots of Photo Addenda.

   BPO Market Survey BPO#2 1PG BPO/Market Survey

A less detailed one (1) page legal paper sized BPO. No individual adjustments. Indicated Value Only. Perfect for situations where overview data and analysis is appropriate.

   BPO Interior or DriveBy BPO#3 Interior or DriveBy Legal Size

A different version of less detailed one (1) page legal paper sized BPO. No individual adjustments. Final Indicated Value Only.

   Quick Drive-By BPO BPO#4 (Drive-By Letter Size)

A one (1) page letter paper sized BPO. No individual adjustments. Indicated Value Only.

   Cover Page Photo Presentation - Single Photo

For an informational photo presentation. A single photo (pre-captioned: Front View) plus identification and comment⁄write-up section. When extra detail is needed in addition to the front page, there are 33 pages of additional photo addenda (99 more photos). One example use of the presentation would be responding to a bank for a quick looksee of the property.

   Photo Presentation Page Photo Presentation - Two Photos

A variation of the above with 2 photos (pre-captioned: Front, StreetScene) on the Front Page. When extra detail is needed in addition to the Front Page, there are 33 pages of additional photo addenda (99 more photos).

   Photo Presentation Page Photo Presentation - Three Photos

A variation of the above with 3 photos (pre-captioned: Front, Rear, StreetScene) on the Front Page. When extra detail is needed in addition to the Front Page, there are 33 pages of additional photo addenda (99 more photos).

   Photo Presentation Page Photo Presentation - Three Photos

A variation of the above with 3 photos, (all captionable) on the Front Page. When extra detail is needed in addition to the Front Page, there are 33 pages of additional photo addenda (99 more photos).

   Inspection Report Inspection ⁄ Vacancy Report

One page legal sized report. Report results of a property inspection. Addresses the status of the housing systems. Reports on inspections made, and verifications of property status such as debris and lighting status, winterizations, etc. Gives quick overview of the status of the property.

   Marketing Report Marketing Report

One page legal sized report. Manage expections. Provide periodic reports on marketing efforts. Includes Cover Page and Photo Addenda.

   Repair Estimate Repair Estimate

Two (2) page legal sized report. Calculate and present estimated property repairs. Includes Cover Page and Photo Addenda.

   Billing Statement Billing Statement

One (1) page letter sized report. Present a bill for utilities, maintenance, repairs, etc. reimbursement for property handling. Includes Cover Page and Photo Addenda.

   Summary of Repair Bids Summary of Repair Bids

One (1) page letter sized report. Summarize a number of Repair Bids. Includes Cover Page and Photo Addenda.

   Estimate of Net Proceeds Estimate of Net Proceeds

One (1) page letter sized report. Informs. Sets expectations. Present a seller an estimate about what might be netted under different buying scenarios. Includes Cover Page and Photo Addenda.

   Contract Cover Page Contract Cover Page

Adds a professional touch to contract presentation. Presents and summarizes the contact information for all the parties involved in the transaction: Buyers, Sellers, Buyer Attorney, Listing and Selling Brokers, Closing Agents, Lender, HOA/Condo. Also presents pertinent information on the contract details. All for ultra convenient reference.

   Contract Cover With Photos Contract Cover Page with Photo

Adds a professional touch to contract presentation. Same as above but adds a photo to the summary page.

   Contract Amendment Contract Amendment

For amending the Date of Closing, Sales Price, or Other as Specified.

   Closing Termination Contract Termination

For cancelling a Contract of Sale, specifying reasons and disposition of earnest monies.

   Closing Position Estimate Closing Position Estimate

A simpler closing estimate than using a HUD-1 Settlement Statement. One (1) page legal sized. Perfect for quickly, simply, and professionally presenting an estimate of the position that a buyer or seller would have at closing. Includes Cover Page. Auto math.

from this...
Frustration
...to this!
Happiness

Desktop Retail Brokers Subscription
Item Invest Add
Annual Subscription: Invested Monthly $21.00/mo. Add
Annual Subscription: Invested Annually
(Saves $103 over the year)
$199.00/yr. Add
Free Toll-Free Support (800-235-1600).
Includes all forms updates throughout the year. Includes all new forms added to the package throughout the year. New forms constantly being added to package.
Let us know of servicers you use not yet in the package.
Includes 1 activation.

Additional activations at reduced investment. On the annual service monthly investment for each additional activation add $10/mo. On the annual service yearly investment for each additional activation add $100/yr. Significant savings on additional activations. Additional activations are entered once on the cart.

MLS Mapping Service Huge Time Saver!
 “This saves me an hour and a half on a BPO,
Karen from Virginia