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.

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Cover Page

Detailed BPO

2 Pg Legal

Interior ⁄ Drive-

By 1 Pg Legal

Market Survey ⁄

BPO 1 Pg Legal

DriveBy BPO

1 Pg Letter

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

Front Photo

Comments

Cover Page

2 Photos

Front

Captionable

Cover Page

3 Photos

Front,Rear,

Street

Cover Page

3 Photos

Captionable

Additional

Photos

33 Pages

Captionable

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

Inspection

Report

1 Pg Legal

Marketing

Report

1 Pg Legal

Repair Estimate

2 Pg Legal

Bill Statement

1 Pg Letter

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

1 Page Legal

Contract

Amendment

1 Page Letter

Contract

Cover Page

With Photos

Closing

Termimation

1 Page Letter

Closing Estimate

With Cover Page

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
	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#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#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.
	BPO#4 (Drive-By Letter Size) A one (1) page letter paper sized BPO. No individual adjustments. Indicated Value Only.
	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 - 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 - 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 - 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 ⁄ 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 One page legal sized report. Manage expections. Provide periodic reports on marketing efforts. Includes Cover Page and Photo Addenda.
	Repair Estimate Two (2) page legal sized report. Calculate and present estimated property repairs. Includes Cover Page and Photo Addenda.
	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 One (1) page letter sized report. Summarize a number of Repair Bids. Includes Cover Page and Photo Addenda.
	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 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 Page with Photo Adds a professional touch to contract presentation. Same as above but adds a photo to the summary page.
	Contract Amendment For amending the Date of Closing, Sales Price, or Other as Specified.
	Contract Termination For cancelling a Contract of Sale, specifying reasons and disposition of earnest monies.
	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...

...to this!

Desktop ⁄ Laptop Software for Retail Brokers
Item	Invest Just	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

Mobile FormStick for Retail Brokers
...Install onto your own USB Stick Now...
Item	Invest Just	Add
The mobile FormStick is like having a multi-user portable network. The USB stick can be handed to someone else to use. All work stays on the stick. No installation on the host computer required. All self contained. MultiForm can be installed onto your USB stick Now, making it a FormStick!
Annual Subscription: Invested Monthly	$27.00/mo.	Add
Annual Subscription: Invested Annually (Saves $123 over the year)	$249.00/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 $19/mo. On the annual service yearly investment for each additional activation add $199/yr. Significant savings on additional activations. Additional activations are entered once on the cart.
MLS Mapping Service Avoid typing the grids!
“MultiForm has given me back my confidence,” Rosa from Illinois

Network Retail Brokers Subscription
Item	Invest Just	Add
The network version allows for efficient use by multiple people. The MultiForm Network can be hosted on either an internal network that agents can access, or it can be hosted and accessed via the internet by agents in diverse locations. Updates are handled transparently.
Annual Subscription: Invested Monthly: 5 users per 1 concurrent license.	$27.00/mo.	Add
Annual Subscription: Invested Annually: 5 users per 1 concurrent license. (Saves $123 over the year)	$249.00/yr.	Add
Free Toll-Free Support (800-235-1600).
“Using MultiForm is like hiring a personal assistant!” Patricia from Texas
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 5 named users per 1 concurrent license.
Concurrent licenses are the number of people that can be using the software at the same time. All users will not always need to be using the software at the same time.
MLS Mapping Service Overlay previous comps with new ones.

MLS Mapping Service
Item	Invest Just	Add
MLS Mapping is a huge time saver. The Sales, Listing, and Subject information can be transferred from your MLS into your forms. Comparison grids can consume two thirds of the form. With MLS Mapping, typing in the grid is basically limited to making any needed adjustments. Typing property data is avoided. Major time and effort is avoided.
"BPOs With Grids" MLS Mapping	$99.00.	Add
This MLS Mapping Service is set up for your MLS service for BPO#1 and BPO#2, the two detailed 2 page BPOs with adjustment grids. Import data (read 'no typing; all typing done for you') from MLS into the Sales and Listing Grids. This mapping is a Twofer. It is set up for both of the 2 page legal sized BPOs with the Adjustment Grids.
One Time Fee: Huge Time Saver MLS mapping is a one time service. It is not added to, does not increase the subscription amount. It does not require a subscription. A mapping may be used for all activations that you may have. On the network version, a single mapping is available to all users. Usually, we will spend half a day per map setting up the formulas for maximum data extraction and testing and retesting the accuracy. You will save that time per BPO. The one time fee serves to minimally cover our time in setting up the formulas to transform, maximize the use of, and to test the transfer MLS data to the form(s).
Free Toll-Free Support (800-235-1600).
“You are a God Send. MultiForm makes all the difference in the world. I am excited and ecstatic at being able to import MLS data,” Jane from Kansas.
The Mapping Process The mapping process begins with a 30 minute emeeting with you to go over your MLS with you to create an export definition that contains the field information that is appropriate for the form involved. We then query you as to your preferences in filling out the form. After our emeeting, we typically spend half a day to create the formulas that will transform and transfer the field data from the MLS to the form. You can probably figure that the way the MLS stores the data tain't necessarily the way the form wants it.
Example Needed Transformations: Many times an MLS stores data differently from how a form might want it. For example, an MLS may store full baths and half baths as two separate fields: "2" full baths and "1" half bath. However, the form may want the information as a single decimal number "2.5". An MLS may store the information as codes, "A", "K", "N" which need to be transformed to "Ranch", "Traditional", "Cape Cod", etc. There may be extraneous information, say in a city field: "Bloomfield (Township)" where the '(Township)' is totally unnecessary. The MLS may not have a field say for total rooms. If there is enough information in other fields, we can calculate the total rooms. We have a very powerful language that can transform MLS data to what and how it is needed on the form, and to your preferences. Time saved with accuracy.

Retail Brokerage Forms