Tradition Checklist Reference v2 — Parsed Document Tree

Parsed 2026-06-25 from `Tradition_Checklist_Reference_v2.docx` (Rich's source). Columns: Document/Action · [Brokermint Code] · (Deadline) · upload-required. Drives the hub's per-deal-type checklist + Missing Docs accuracy. 17 deal-type checklists (1-17) + OREA reference (0) + Admin Close-Out (18).

0. OREA Mandated File Records — Commercial Reference

All records are property of Tradition Real Estate Partners and must be maintained for a minimum of 6 years per ORS 696.280 and OAR 863-015-0250. All business email must be conducted through your @traditionrep.com account. Use Archive — never Delete. Text messages related to active negotiations must be screenshotted and saved to the transaction file. Diary notes are a required file element for all transaction types.
Required Record Commercial Notes
Listing agreement (completed, signed, with expiration date) Commercial Listing Agreement — Sale or Lease
Business Registry/OSS (if seller/landlord is an entity) Required at file creation — Day 0
Proof of ownership or signing authority Title info, last deed, land sale contract, or tax records
Building and lot size verification Assessor's sketch, BOMA, tax records, or legal description
Zoning information Zone map and zone code definition
Flood zone information FEMA Flood Map
Documentation of how listing price was established Record of how price was established — Brokermint required
Listing modifications, signed extensions, or price changes Price change approval — Brokermint required
Disclosed Limited Agency Agreement (if applicable) DLA — required if dual representation at any stage
Diary notes and correspondence Maintain contemporaneous notes on all material events
Managing Principal Broker review and initials Submitted via Brokermint compliance notification
Required Record Commercial Notes
Buyer/tenant representation agreement Commission Fee Agreement or Buyer Rep Agreement
Disclosed Limited Agency Agreement (if applicable) DLA for buyers or tenants — required if dual rep
CMAs or comps (if provided to buyer/tenant) Comps — Brokermint required if provided
Records submitted to principal broker within 3 banking days Hard legal deadline per Oregon law
Diary notes and correspondence Required for all file types
Required Record Commercial Notes
PSA or Lease Agreement with all signatures, dates, times Core transaction document — Brokermint required
Disclosed Limited Agency Agreement (if applicable) DLA for Sellers and/or Buyers in dual rep
Final Agency Acknowledgment Required on all accepted offer files
Property/seller disclosure or notation of exemption Delivery of Seller Documents — Brokermint item
Earnest money receipt and disposition record EM Receipt — Brokermint required
Preliminary title report with evidence of review Prelim + email or note documenting review
All addenda and amendments Addendum, Removal of Contingencies — Brokermint required
Inspection reports and repair documentation Inspection Report — Brokermint required
Phase I Environmental and survey (if applicable) Environmental subfolder in Drive
Buyer financing progress record Track against financing contingency deadline
Settlement statements — estimated and final Both required in Brokermint — Financials subfolder in Drive
FIRPTA — Qualified Substitute Statement Sale transactions only — 1 day after closing
Commission disbursement authorization Commission Request — Brokermint required
Diary notes and correspondence Required — save all material communications to file
If transaction failed: reason and EM disposition Document in Brokermint and Drive
OREA mandated records were developed primarily for residential transactions. Apply the commercial equivalent for each item. The Brokermint checklists are your commercial-specific compliance guide. When records overlap between OREA requirements and Brokermint items, satisfying the Brokermint checklist generally satisfies the OREA requirement — but diary notes and correspondence are additional requirements that Brokermint does not track.

1. CRE Listing — Sale (New)

UPLOAD REQCommercial Sale Listing Agreement 3-A-LISTING EXECUTION 3 days after listing execution
UPLOAD REQList Pack with Maps / TRIO / County Records 0-A-CREATED Day of file creation
UPLOAD REQZone Map (ARC-GIS) 0-A-CREATED Day of file creation
UPLOAD REQBusiness Registry/OSS (Seller, if entity) 0-A-CREATED Day of file creation
UPLOAD REQFEMA Flood Map 0-A-CREATED Day of file creation
UPLOAD REQAssessor's Sketch (size verification) 0-A-CREATED Day of file creation
UPLOAD REQZone Code Definition 0-A-CREATED Day of file creation
actionAdd all listing contacts 3-A-CREATED 3 days after created
actionSchedule Listing Pics 3-A-CREATED 3 days after created
actionSchedule Sign Install 3-A-CREATED 3 days after created
actionCopy of Keys 3-A-CREATED 3 days after created
actionSite Plan & Floor Plan (marketing) 3-A-CREATED 3 days after created
actionAdd Property to Buildout (sale) 3-B-LISTING 3 days before listing executes
UPLOAD REQSale Property Flyer (client approved) 0-A-LISTING Day of listing execution
actionAdd Property to Loopnet (sale) 0-A-LISTING Day of listing execution
UPLOAD REQSale - Record of how price was established 3-A-LISTING 3 days after listing execution
actionNotify Crexi of new listing (listings@crexi.com) 3-A-LISTING 3 days after listing execution
UPLOAD REQLoopnet Listing - Active Detail 3-A-LISTING 3 days after listing execution
actionTo Client, Seller Document(s) Checklist 5-A-LISTING 5 days after listing execution
actionBasic Proforma (provided by seller, if applicable) 10-A-LISTING 10 days after listing execution
actionIncome & Expense Info (if applicable) 10-A-LISTING 10 days after listing execution
actionSurvey(s) - Boundary, ALTA, other (if applicable) 10-A-LISTING 10 days after listing execution
actionPhase 1 Environmental (if applicable) 10-A-LISTING 10 days after listing execution
actionCalendar - Listing Activity Update (recurring) 30-A-LISTING Recurring every 30 days
UPLOAD REQPrice change approval (if applicable) 45-A-LISTING 45 days after listing execution

2. CRE Listing — Lease (New)

UPLOAD REQCommercial Lease Listing Agreement 3-A-LISTING EXECUTION 3 days after listing execution
UPLOAD REQList Pack with Maps / TRIO / County Records 0-A-CREATED Day of file creation
UPLOAD REQZone Map (ARC-GIS) 0-A-CREATED Day of file creation
UPLOAD REQBusiness Registry/OSS (Landlord, if entity) 0-A-CREATED Day of file creation
UPLOAD REQFEMA Flood Map 0-A-CREATED Day of file creation
UPLOAD REQAssessor's Sketch (size verification) 0-A-CREATED Day of file creation
UPLOAD REQZone Code Definition 0-A-CREATED Day of file creation
actionAdd all listing contacts 3-A-CREATED 3 days after created
actionSchedule Listing Pics 3-A-CREATED 3 days after created
actionSchedule Sign Install 3-A-CREATED 3 days after created
actionCopy of Keys 3-A-CREATED 3 days after created
actionSite Plan & Floor Plans (marketing) 3-A-CREATED 3 days after created
actionAdd Property to Buildout (lease) 3-B-LISTING 3 days before listing executes
UPLOAD REQProperty Flyer (client approved) 0-A-LISTING Day of listing execution
actionAdd Property to Loopnet (lease) 0-A-LISTING Day of listing execution
UPLOAD REQRecord of how price was established 3-A-LISTING 3 days after listing execution
actionNotify Crexi of New Listing (listings@crexi.com) 3-A-LISTING 3 days after listing execution
UPLOAD REQLoopnet Listing - Active Detail 3-A-LISTING 3 days after listing execution
actionCalendar - Listing Activity Update (recurring) 30-A-LISTING Recurring every 30 days
UPLOAD REQPrice change approval (if applicable) 45-A-LISTING 45 days after listing execution

3. CRE Listing — Portfolio Lease

Portfolio listings: one Brokermint record for the portfolio. When a property is peeled out into a transaction, open a new Brokermint transaction and new Drive folder for that property.
UPLOAD REQClient approval of Listing Details/Flyer 3-A-LISTING 3 days after listing execution
UPLOAD REQList Pack with Maps / TRIO / County Records 0-A-CREATED Day of file creation
UPLOAD REQZone Map (ARC-GIS) 0-A-CREATED Day of file creation
UPLOAD REQBusiness Registry/OSS (Landlord, if entity) 0-A-CREATED Day of file creation
UPLOAD REQFEMA Flood Map 0-A-CREATED Day of file creation
actionAssessor's Sketch (size verification) 0-B-LISTING Day of file creation
actionZone Code Definition 0-A-CREATED Day of file creation
actionAdd all listing contacts 3-A-CREATED 3 days after created
actionSchedule Listing Pics 3-A-CREATED 3 days after created
actionSchedule Sign Install 3-A-CREATED 3 days after created
actionCopy of Keys 3-A-CREATED 3 days after created
actionSite Plan & Floor Plans (marketing) 0-A-CREATED Day of file creation
actionAdd Property to Buildout (lease) 3-B-LISTING 3 days before listing executes
UPLOAD REQProperty Flyer (client approved) 0-A-LISTING Day of listing execution
actionAdd Property to Loopnet (lease) 0-A-LISTING Day of listing execution
UPLOAD REQRecord of how price was established 3-A-LISTING 3 days after listing execution
actionNotify Crexi of New Listing 3-A-LISTING 3 days after listing execution
UPLOAD REQLoopnet Listing - Active Detail 3-A-LISTING 3 days after listing execution
actionCalendar - Listing Activity Update (recurring) 30-A-LISTING Recurring every 30 days
UPLOAD REQPrice change approval (if applicable) 45-A-LISTING 45 days after listing execution

4. CRE Listing — Sale & Lease

Sale & Lease listings require separate Loopnet entries and separate price records for the sale and lease components.
UPLOAD REQCommercial Sale & Lease Listing Agreement 3-A-LISTING EXECUTION 3 days after listing execution
UPLOAD REQList Pack with Maps / TRIO / County Records 0-B-LISTING Day of file creation
UPLOAD REQZone Map (if not in list pack) 0-A-CREATED Day of file creation
UPLOAD REQBusiness Registry/OSS (Seller, if entity) 0-A-CREATED Day of file creation
UPLOAD REQFEMA Flood Map 0-A-CREATED Day of file creation
UPLOAD REQAssessor's Sketch (size verification) 0-A-CREATED Day of file creation
UPLOAD REQZone Code Definition in file 0-A-CREATED Day of file creation
actionAdd all listing contacts 3-A-CREATED 3 days after created
actionSchedule Listing Pics 3-A-CREATED 3 days after created
actionSchedule Sign Install 3-A-CREATED 3 days after created
actionCopy of Keys 3-A-CREATED 3 days after created
actionSite Plan & Floor Plan (marketing) 3-A-CREATED 3 days after created
actionAdd Property to Buildout (sale) 3-B-LISTING 3 days before listing executes
actionAdd Property to Buildout (lease) 3-B-LISTING 3 days before listing executes
UPLOAD REQSale Property Flyer (client approved) 0-A-LISTING Day of listing execution
UPLOAD REQLease Property Flyer (client approved) 0-A-LISTING Day of listing execution
actionAdd Property to Loopnet (sale) 0-A-LISTING Day of listing execution
actionAdd Property to Loopnet (lease) 0-A-LISTING Day of listing execution
UPLOAD REQSale - Record of how price was established 3-A-LISTING 3 days after listing execution
UPLOAD REQLease - Record of how price was established 3-A-LISTING 3 days after listing execution
actionNotify Crexi of new listing 3-A-LISTING 3 days after listing execution
UPLOAD REQSale Loopnet Listing - Active Detail 3-A-LISTING 3 days after listing execution
UPLOAD REQLease Loopnet Listing - Active Detail 3-A-LISTING 3 days after listing execution
actionTo Client, Seller Document(s) Checklist 5-A-LISTING 5 days after listing execution
actionBasic Proforma (if applicable) 10-A-LISTING 10 days after listing execution
actionIncome & Expense Info (if applicable) 10-A-LISTING 10 days after listing execution
actionSurvey(s) (if applicable) 10-A-LISTING 10 days after listing execution
actionPhase 1 Environmental (if applicable) 10-A-LISTING 10 days after listing execution
actionCalendar - Listing Activity Update (recurring) 30-A-LISTING Recurring every 30 days
UPLOAD REQPrice change approval (if applicable) 45-A-LISTING 45 days after listing execution

5. CRE Sale — Listing Rep

FIRPTA: Identify foreign seller exposure at acceptance. Do not defer to closing.
UPLOAD REQLOI (if applicable) 0-A-ACCEPTANCE Day of acceptance
actionAdd additional contacts 3-A-ACCEPTANCE 3 days after acceptance
actionUpdate Listing Status (Loopnet, Buildout, MLS) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQPurchase and Sale Agreement 3-A-ACCEPTANCE 3 days after acceptance
actionDue Diligence Deadline to Calendar 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQBusiness Registry/OSS (Buyer, if entity) 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQTransaction Timeline 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQEM Receipt 5-A-ACCEPTANCE 5 days after acceptance
actionDelivery of Seller Documents to Buyer 10-A-ACCEPTANCE 10 days after acceptance
UPLOAD REQPreliminary Title Report & Exceptions 10-A-ACCEPTANCE 10 days after acceptance
actionInspection Ordered (if applicable) 5-A-ACCEPTANCE 5 days after acceptance
actionAppraisal Ordered 10-A-ACCEPTANCE 10 days after acceptance
actionAppraisal at Value 15-B-CLOSING 15 days before closing
UPLOAD REQAddendum, Removal of Contingencies 10-B-CLOSING 10 days before closing
UPLOAD REQCommission Request 10-B-CLOSING 10 days before closing
UPLOAD REQEstimated Settlement Statement 3-B-CLOSING 3 days before closing
UPLOAD REQFinal Settlement Statement 1-A-CLOSING 1 day after closing
UPLOAD REQFIRPTA - Qualified Substitute Statement 1-A-CLOSING 1 day after closing
actionSchedule Sign Removal 1-A-CLOSING 1 day after closing
actionBuildout - Take off Market 1-A-CLOSING 1 day after closing
actionCrexi - Take Off Market 1-A-CLOSING 1 day after closing
actionLoopnet - Take off Market 1-A-CLOSING 1 day after closing

6. CRE Sale — Buyer Rep

Due Diligence items are triggered by DD expiration date, not closing. Track DD expiration independently.
UPLOAD REQLOI (if applicable) 0-B-ACCEPTANCE Day of acceptance
actionAdd additional contacts 1-A-ACCEPTANCE 1 day after acceptance
UPLOAD REQRecord of Active Listing (Flyer, Loopnet, or other) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQPurchase and Sale Agreement 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQCommission Fee Agreement (if applicable) 3-A-ACCEPTANCE 3 days after acceptance
actionDue Diligence Deadline to Calendar 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQList Pack with Maps / TRIO / County Records 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQZone Map (ARC-GIS) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQBusiness Registry/OSS (Buyer, if entity) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQFEMA Flood Map 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQAssessor's Sketch (size verification) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQZone Code Definition 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQTransaction Timeline 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQComps (only if provided to buyer) 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQEM Receipt 5-A-ACCEPTANCE 5 days after acceptance
actionFloor Plans and/or As-Builts 7-A-ACCEPTANCE 7 days after acceptance
actionBasic Pro Forma (only if prepared for buyer) 7-A-ACCEPTANCE 7 days after acceptance
UPLOAD REQPreliminary Title Report & Exceptions 10-A-ACCEPTANCE 10 days after acceptance
UPLOAD REQDelivery of Prelim & CCRs, Buyer 10-A-ACCEPTANCE 10 days after acceptance
actionAppraisal Ordered 10-A-ACCEPTANCE 10 days after acceptance
actionSeller Docs Received (if applicable) 10-B-DUE DILIGENCE 10 days before DD expires
actionPhase 1 Environmental, buyer 3-B-DUE DILIGENCE 3 days before DD expires
actionSurvey(s) - Boundary, ALTA, other 3-B-DUE DILIGENCE 3 days before DD expires
UPLOAD REQInspection Report 3-B-DUE DILIGENCE 3 days before DD expires
actionAppraisal at Value 15-B-CLOSING 15 days before closing
UPLOAD REQAddendum, Removal of Contingencies 10-B-CLOSING 10 days before closing
UPLOAD REQCommission Request 10-B-CLOSING 10 days before closing
UPLOAD REQEstimated Settlement Statement 3-B-CLOSING 3 days before closing
UPLOAD REQFIRPTA - Qualified Substitute Statement 1-A-CLOSING 1 day after closing
UPLOAD REQFinal Settlement Statement 1-A-CLOSING 1 day after closing

7. CRE Sale — Dual Rep

Dual Rep requires separate DLA documents for both buyer and seller. Both must be executed at acceptance.
UPLOAD REQLOI (if applicable) 0-B-ACCEPTANCE Day of acceptance
actionAdd additional contacts 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQPurchase and Sale Agreement 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQDLA for Sellers 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQDLA for Buyers 3-A-ACCEPTANCE 3 days after acceptance
actionDue Diligence Deadline to Calendar 3-A-ACCEPTANCE 3 days after acceptance
actionUpdate Listing Status (Loopnet, Buildout, MLS) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQBusiness Registry Search/OSS (Buyer, if entity) 3-A-ACCEPTANCE 3 days after acceptance
actionList Pack w/ Maps / TRIO / County Records 3-A-ACCEPTANCE 3 days after acceptance
actionZone Map - ARC-GIS 3-A-ACCEPTANCE 3 days after acceptance
actionFEMA Flood Map 3-A-ACCEPTANCE 3 days after acceptance
actionAssessor's Sketch 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQTransaction Timeline 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQComps (only if provided to buyer) 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQEM Receipt 5-A-ACCEPTANCE 5 days after acceptance
actionFloor Plans and/or As-Builts 7-A-ACCEPTANCE 7 days after acceptance
actionBasic Pro Forma (only if prepared for buyer) 7-A-ACCEPTANCE 7 days after acceptance
UPLOAD REQPreliminary Title Report & Exceptions 10-A-ACCEPTANCE 10 days after acceptance
UPLOAD REQDelivery of Prelim & CCRs, Buyer 10-A-ACCEPTANCE 10 days after acceptance
actionAppraisal Ordered 10-A-ACCEPTANCE 10 days after acceptance
actionSeller Docs Received (if applicable) 10-B-DUE DILIGENCE 10 days before DD expires
actionPhase 1 Environmental, for buyer 3-B-DUE DILIGENCE 3 days before DD expires
actionSurvey(s) - Boundary, ALTA, other 3-B-DUE DILIGENCE 3 days before DD expires
UPLOAD REQInspection Report 3-B-DUE DILIGENCE 3 days before DD expires
actionAppraisal at Value 15-B-CLOSING 15 days before closing
UPLOAD REQAddendum, Removal of Contingencies 10-B-CLOSING 10 days before closing
UPLOAD REQCommission Request 10-B-CLOSING 10 days before closing
UPLOAD REQEstimated Settlement Statement 3-B-CLOSING 3 days before closing
UPLOAD REQFIRPTA - Qualified Substitute Statement 1-A-CLOSING 1 day after closing
UPLOAD REQFinal Settlement Statement 1-A-CLOSING 1 day after closing
actionSign Removal 1-A-CLOSING 1 day after closing
actionBuildout - Take off Market 1-A-CLOSING 1 day after closing
actionCrexi - Remove From Market 1-A-CLOSING 1 day after closing
actionLoopnet - Take off Market 1-A-CLOSING 1 day after closing

8. CRE Lease — Listing Rep

UPLOAD REQProperty Flyer/Listing Detail (multi-lease only) 0-A-ACCEPTANCE Day of acceptance
UPLOAD REQLOI (if applicable) 0-A-ACCEPTANCE Day of acceptance
actionAdd additional contacts 3-A-ACCEPTANCE 3 days after acceptance
actionUpdate Listing Status (Loopnet, Buildout, MLS) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQBusiness Registry/OSS (Tenant, if entity) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQLease Agreement 0-B-CLOSING Day of closing
actionCertificate of Insurance Reminder 1-A-CLOSING 1 day after closing
actionDeposit & 1st Month Rent Receipt Confirmation 1-A-CLOSING 1 day after closing
actionBuildout - Take Off Market 1-A-CLOSING 1 day after closing
actionCrexi - Take Off Market 1-A-CLOSING 1 day after closing
actionLoopnet - Take Off Market 1-A-CLOSING 1 day after closing
UPLOAD REQLease Commission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQLease Commission Invoice (Tradition) 7-A-CLOSING 7 days after closing

9. CRE Lease — Tenant Rep

Delivery of Occupancy & Business Use Advisory to tenant is required at closing — do not overlook.
UPLOAD REQLOI (if applicable) 0-A-ACCEPTANCE Day of acceptance
actionAdd additional contacts 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQProperty Flyer / Listing Detail 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQCommission Fee Agreement 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQList Pack with Maps / TRIO / County Records 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQZone Map (ARC-GIS) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQBusiness Registry/OSS (tenant, if entity) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQFEMA Flood Map 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQZone Code Definition 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQLease Space Floor Plan 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQComps (only if provided to tenant) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQLease Agreement 0-B-CLOSING Day of closing
UPLOAD REQDelivery of Occupancy & Business Use Advisory, tenant 0-B-CLOSING Day of closing
actionCertificate of Insurance Reminder 1-A-CLOSING 1 day after closing
UPLOAD REQLease Commission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQLease Commission Invoice (Tradition) 7-A-CLOSING 7 days after closing

10. CRE Lease — Dual Rep

UPLOAD REQProperty Flyer/Listing Detail (multi-lease only) 0-A-ACCEPTANCE Day of acceptance
UPLOAD REQLOI (if applicable) 0-A-ACCEPTANCE Day of acceptance
actionAdd additional contacts 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQBusiness Registry Search/OSS (tenant, if entity) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQLease Space Floorplan 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQComps (only if provided to tenant) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQLease Agreement 0-B-CLOSING Day of closing
UPLOAD REQDelivery of Occupancy & Business Use Advisory, tenant 0-B-CLOSING Day of closing
actionCertificate of Insurance Reminder 1-A-CLOSING 1 day after closing
actionDeposit & 1st Month Rent Receipt Confirmation (listing rep) 1-A-CLOSING 1 day after closing
actionBuildout - Take Off Market 1-A-CLOSING 1 day after closing
actionCrexi - Take Off Market 1-A-CLOSING 1 day after closing
actionLoopnet - Take Off Market 1-A-CLOSING 1 day after closing
UPLOAD REQLease Commission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQLease Commission Invoice (Tradition) 7-A-CLOSING 7 days after closing

11. CRE Lease — Renewal

Renewal is a streamlined checklist. Key document is the Lease Amendment — all other items are commission invoices.
UPLOAD REQLOI/Engagement Communication 0-A-ACCEPTANCE Day of acceptance
actionAdd additional contacts 0-A-ACCEPTANCE Day of acceptance
UPLOAD REQLease Amendment 0-B-CLOSING Day of closing
UPLOAD REQLease Commission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQLease Commission Invoice (Tradition) 7-A-CLOSING 7 days after closing

12. CRE Lease — Expansion

UPLOAD REQLOI (if applicable) 0-A-ACCEPTANCE Day of acceptance
actionAdd additional contacts 0-A-ACCEPTANCE Day of acceptance
UPLOAD REQRevised Floorplan 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQComps (only if provided to tenant) 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQLease Agreement 0-B-CLOSING Day of closing
UPLOAD REQLease Commission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQLease Commission Invoice (Tradition) 7-A-CLOSING 7 days after closing
actionBuildout - Take Off Market 1-A-CLOSING 1 day after closing
actionLoopnet - Take Off Market 1-A-CLOSING 1 day after closing
actionCrexi - Take Off Market 1-A-CLOSING 1 day after closing

13. CRE Lease — Listing Rep/LL Leased

Minimal checklist. Note landlord handling details in Brokermint at closing.
actionAdd additional contacts 0-A-ACCEPTANCE Day of acceptance
actionMake note of landlord handling details 0-B-CLOSING Day of closing
UPLOAD REQLease Agreement 0-B-CLOSING Day of closing
UPLOAD REQLease Commission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQLease Commission Invoice (Tradition) 7-A-CLOSING 7 days after closing

14. Broker Opinion of Value (BOV)

All BOV documents are due at closing (0-B-CLOSING). If BOV converts to a listing, open a new listing file.
actionAdd all contacts 0-B-CLOSING Day of closing
UPLOAD REQList Pack with Maps OR TRIO and/or County Records 0-B-CLOSING Day of closing
UPLOAD REQMarket Analysis 0-B-CLOSING Day of closing
UPLOAD REQOpinion of Value Letter 0-B-CLOSING Day of closing
UPLOAD REQCommission Invoice (Broker) 5-A-CLOSING 5 days after closing
UPLOAD REQCommission Invoice (TREP) 7-A-CLOSING 7 days after closing

15. CRE Scrivener

Scrivener Agreement should be executed before work begins if applicable. FIRPTA applies — identify at acceptance.
actionAdd all contacts 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQScrivener Agreement (if applicable) 0-B-LISTING Day of file creation
UPLOAD REQList Pack with Maps / TRIO / County Records 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQPurchase and Sale Agreement 3-A-ACCEPTANCE 3 days after acceptance
actionDue Diligence Deadline to Calendar 3-A-ACCEPTANCE 3 days after acceptance
UPLOAD REQEM Deposit Receipt 5-A-ACCEPTANCE 5 days after acceptance
UPLOAD REQPreliminary Title Report & Exceptions 10-A-ACCEPTANCE 10 days after acceptance
actionAppraisal at Value 15-B-CLOSING 15 days before closing
UPLOAD REQAddendum, Removal of Contingencies 10-B-CLOSING 10 days before closing
UPLOAD REQCommission Request 10-B-CLOSING 10 days before closing
UPLOAD REQEstimated Settlement Statement 3-B-CLOSING 3 days before closing
UPLOAD REQFinal Settlement Statement 1-A-CLOSING 1 day after closing
UPLOAD REQFIRPTA - Qualified Substitute Statement 1-A-CLOSING 1 day after closing

16. Offer (Only)

Minimal compliance requirement. PSA due 3 days after created. If offer is accepted and a full transaction follows, open the appropriate transaction checklist.
UPLOAD REQPSA 3-A-CREATED 3 days after created

17. Vacant Land (Supplemental)

Supplemental checklist — layer on top of the primary transaction checklist. Run both. All items due 1 day after listing execution.
UPLOAD REQVacant Land Property Disclosure & Addendum 1-A-LISTING 1 day after listing execution
UPLOAD REQSoil Maps 1-A-LISTING 1 day after listing execution
UPLOAD REQTimber Cruise 1-A-LISTING 1 day after listing execution
UPLOAD REQWell Logs 1-A-LISTING 1 day after listing execution
UPLOAD REQSeptic Location 1-A-LISTING 1 day after listing execution
UPLOAD REQWater Rights 1-A-LISTING 1 day after listing execution

18. Admin Close Out — All Transactions

Admin Close Out is mandatory on every closed transaction regardless of type. No transaction is complete without it.
actionAdd to CRE Office Activity Log 0-A-CLOSING Day of closing
actionClose, Archive & Process Commission 15-A-CLOSING 15 days after closing
actionSave Activity Log to Drive 15-A-CLOSING 15 days after closing

All checklists0. OREA Mandated File Records — Commercial Reference 1. CRE Listing — Sale (New)2. CRE Listing — Lease (New)3. CRE Listing — Portfolio Lease 4. CRE Listing — Sale & Lease 5. CRE Sale — Listing Rep 6. CRE Sale — Buyer Rep 7. CRE Sale — Dual Rep 8. CRE Lease — Listing Rep 9. CRE Lease — Tenant Rep 10. CRE Lease — Dual Rep 11. CRE Lease — Renewal 12. CRE Lease — Expansion 13. CRE Lease — Listing Rep/LL Leased 14. Broker Opinion of Value (BOV)15. CRE Scrivener 16. Offer (Only)17. Vacant Land (Supplemental)18. Admin Close Out — All Transactions

Source: Tradition_Checklist_Reference_v2.docx (Rich's source of truth). Rendered for review reference. UPLOAD REQ = document upload required. [green] = Brokermint code. Internal reference only.