Real Estate Broker BPOs and FORMS

With Professionalism

"Using MultiForm is like hiring a personal assistant," Patricia from Texas
Import data from MLS. Brand all forms with your company info and logo.
The 19 productivity forms in this Real Estate Brokerage Forms Package include smart forms for BPO Evaluation, Photo Presentation, Property Handling, and Listing/Closing Assistance Forms.
BPO Evaluation (Broker Price Opinions)
What is it worth? Whether a very detailed two (2) legal sized page Broker Price Opinion or just a short 1 letter size page BPO evaluation is needed or something in-between, here is the right tool for the job. Four flavors and sizes of broker price opinions. Nothing like having the right tool. Each broker price opinion has its own Cover Page, which can be branded with company logo and info, and an addendum with photos for the subject, sales, listings, and up to 33 Additional Photo pages for all the photos needed for a professionally crafted report.
(Click thumbnails for larger image.)
Cover Page
Cover Page
Detailed BPO
Very Detailed
BPO 2 Pg Legal
BPO Interior or DriveBy
Interior or
Drive-By
BPO 1 Pg Legal
BPO Market Survey
Market Survey
BPO 1 Pg Legal
Quick Drive-By BPO
Drive-By
BPO 1 Pg Letter
Additional Photos
Addendum
Subject Photos
Sales, Listings,
33 pages Addt'l
+ More Info

Broker Price Opinion (BPO) Forms

From a short 1 page letter size to a very detailed 2 page legal size Broker Price Opinion evaluation form, here is the right form for the current job. More detail or less detail, whichever suits best.

The smaller forms have less and shorter descriptions and only have the indicated value opinion without adjustments leading to that conclusion. The larger 2 page legal sized detailed BPO includes both Listing and Sales Comparison Grids each with adjustment columns.

All BPO forms include Cover Pages. All BPO forms include Photo Addenda for photographically describing all aspects of the property (or as much as is desired). All BPO forms 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
Show me. For situations where a primarily visual presentation is needed, four flavors of photo addendum forms make this easy. Each variation has a front summary page and 33 additional photo pages to cover all needs. Very useful for informing a client visually.
(Click thumbnails for larger image.)
Cover Page
Photo
Presentation 1
Front Photo
Comments
Cover Page
Photo
Presentation 2
2 Photos
Comments
Cover Page
Photo
Presentation 3
3 Photos
Pre-Captioned
Cover Page
Photo
Presentation 4
3 Photos
Captionable
Addt'l Photos
33 Pages
3 Photos⁄Pg
Captionable
+ More Info

Photo Presentation Forms

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.

All Photo Presentation forms include Broker and Company branding customization.

Property, Seller, 3rd Party Handling
When communication beyond valuations and photos is useful or needed, here are the right tools to make it easy and professional. 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

Property, Seller, and 3rd Party Handling Forms

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.

All Property, Seller, and 3rd Party Handling forms include Broker and Company branding customization.

Listing and Closing Assistance
Managing expectations. Forms that can assist in procuring a listing or obtaining a closing, here are tools for clarifying, informing, and preparing parties for selling and closing expectations.
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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

Listing and Closing Assistance Forms

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 Net Proceeds 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 a closing position estimate be desired we also have a HUD1 Settlement Statement Estimate Form. This form is very detailed and has instructions throughout the form. It is based on the formal HUD1 Settlement Statement Form and can be used were only an estimation is desired. With its very detailed instructions, it can also be used as a training tool for understanding the HUD1 Settlement Statement itself.

Take that quick extra step and provide a Cover Page to a proposed Contract that summarizes all pertinent information for Buyer and Seller and Agent. 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.

All Listing and Closing Assistance forms include Broker and Company branding customization.

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

Detailed Broker Price Opinion (BPO). Very similar to an Appraisal Report. Has Both Sales and Listings Grids. Each comparable has an adjustment column to help lead to an indicated value. Two (2) legal sized pages. Cover Page. Lots of Photo Addenda. Auto math. Lots of individual field help (i.e. what is expected for this field).

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

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

BPO Interior or DriveBy
Interior or
Drive-By
BPO 1 Pg Legal
  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. Could be used as either a quick interior broker price opinion or as a drive-by BPO.

Quick Drive-By BPO
Drive-By
BPO 1 Pg Letter
  BPO#4 (Drive-By Letter Size)

An even shorter version. The shortest version in the package. A one (1) page letter paper sized BPO. No individual adjustments. Limited data presentation. Indicated Value Only.

Cover Page
Photo
Presentation 1
Front Photo
Comments
  Photo Presentation 1- 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. Just email the Multiform generated pdf file of the presentation.

Cover Page
Photo
Presentation 2
2 Photos
Comments
  Photo Presentation 2- Two Photos

A variation of the above with 2 photos (pre-captioned: Front, Street Scene) 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).

Cover Page
Photo
Presentation 3
3 Photos
Pre-Captioned
  Photo Presentation 3- 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).

Cover Page
Photo
Presentation 4
3 Photos
Captionable
  Photo Presentation 4- 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
Report
1 Pg Legal
  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
1 Pg Legal
  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
2 Pg Legal
  Repair Estimate

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

Billing Statement
Bill Statement
1 Pg Letter
  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
Repair Bids
1 Pg Letter
  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
Net Proceeds
With
Cover Page
  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
1 Page Legal
  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 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
1 Page Letter
  Contract Amendment

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

Closing Termination
Closing
Termimation
1 Page Letter
  Contract Termination

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

Closing Position Estimate
Closing Estimate
With Cover Page
  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.

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