Relocation Process Instructions; Amended/BVO Programs
Property Address:
Thank you for your time in reviewing the procedures and paperwork for this customer. Following the process
exactly is critical to the successful marketing and sale of the property.
Below is very important information regarding the process, please read ALL pages thoroughly?
PLEASE FAX THE FOLLOWING ASAP TO YOUR REAL ESTATE SPECIALIST:
 Listing Agreement signed by both you and the homeowner(s), for the commission cap please contact your
Real Estate Specialist.
 Brokers Exclusion Clause signed by broker/manager

Any required Property Condition Disclosures/State Disclosures. (MUST include complete property address)
 BLANK Property Disclosure (for states where disclosure is required)
 MLS printout of subject property showing selling side of commission
 Brokers Market Analysis should be emailed with the photos (WORD or PDF format less than 4MB) to your
relocation department for review and forwarding to Cartus. Relocation to send to
Electronicbma@Cartus.com
STATE SPECIFIC REQUIREMENTS:
 COLORADO: The customer (homeowner) should NEVER sign the Colorado “Closing Instructions and
Earnest Money Receipt.” It is not needed since a Relocation transaction provides for the customer to sell to
Cartus and we do not open escrow for this purchase. The “Closing Instructions and Earnest Money Receipt”
document will be signed by Cartus as seller with the third party buyer.
 CALIFORNIA: DO NOT ORDER the Natural Hazard Discs (PROPERTY ID). Cartus has ordered and will
forward to you.
 MARYLAND, NEW YORK & other states where applicable: Seller to complete and sign property
disclosure. Cartus cannot accept a disclaimer.
 VIRGINIA: Seller is not to sign the VA Residential Property Disclosure Statement. Cartus will sign as seller.
 WASHINGTON PROPERTIES: The customer and the Broker MUST sign the Cartus version of the “NON
DISTRESSED HOME ADDENDUM TO LISTING AGREEMENT” form. Cartus will supply the agent and the
customer with a copy of this form. Please fax this back to your Cartus contact with the listing documents
required above.
MARKETING/PACKAGES:
 You will receive a Marketing Update Report form from your relocation department. Please complete IN
DETAIL with relevant information including new listings & sales, plus updates on the comparable listings
provided on BMA. Marketing updates are due to Cartus every 19 days and should be sent to your
Relocation Department for review and signature prior to sending to us.
 The Cartus Seller’s Real Estate Disclosure package (SRED) will be sent to you as soon as it is
available. Please keep copies of this at the property, along with Cartus Contract (if applicable) and
available to agents to expedite the paperwork at the time of sale. Please call your Real Estate
Specialist to review as soon as it is received.
Page 1 | Relocation Process Instructions RPIN (3/13)
OFFERS, CONTRACTS AND SALES:
GUIDELINES FOR NEGOTIATING OFFERS
 Possession CAN NOT take place UNTIL Closing and Funding.
 Mortgage Contingency Dates are required.
 Seller does NOT agree to future tax or assessment repro-rations.
 Seller cannot accept a contingency on the SALE of the Buyer’s home. If the offer is contingent on the Close
of the Buyer’s property, we must receive a legible copy of the Buyer’s contract and written confirmation of
the Buyer’s prequalifying status
 No inspections prior to receipt of signed contract from Cartus
 No rent back agreements should be in the offer to purchase
 Cartus DOES NOT accept any type of electronic signatures.
Once contract has been fully negotiated and customer has agreed to all terms, please contact your Real
Estate Specialist for discussion and further direction.
It is the homeowner’s responsibility to verbally conduct the sale negotiations to acceptable terms. The
Homeowner SHOULD NOT sign or initial the agreement, any counteroffers or attachments. Signing of the
contract of sale by the homeowner may impact their program benefits.









Homeowner may NOT SIGN ANY OFFERS, CONTRACTS, ADDENDA OR COUNTER OFFERS. They
may only negotiate verbally.
Verify with your Real Estate Specialist as to what Cartus designated name must appear as seller on ALL
documents relating to the sale of the home. Cartus will sign as seller.
The Cartus Disclosure package (SRED) is to be signed and initialed by the buyer(s) before Cartus can sign
the offer. Please call me to review proper procedure.
Forward to your Real Estate Specialist the FULLY Negotiated Offer ONLY.
All negotiations should be contingent on the review and approval of Cartus.
Please contact your Real Estate Specialist for the name of local closing office.
Buyers must execute the Cartus State Sales Contract where available or if necessary the Local
Purchase Agreement and the Cartus Corporation Standard Addendum.
Agent Contract Tool is mandatory to accompany the agreed upon offer. Both pages must be completed in
their entirety.
Contact your Real Estate Specialist with any questions.
CLOSING / TITLE / ESCROW INFORMATION:
Cartus Corporation has ordered preliminary title and deed preparation from our Regional Closing Office (RCO)
Agent. This agent will also facilitate the local closing process once a sale is procured. Closing/Title/Escrow
office information can be obtained from this RCO. Contact your Real Estate Specialist for the RCO telephone
number.
A COMPLETE CONTRACT PACKAGE CONSISTS OF THE FOLLOWING:
 CONTRACT: Cartus prefers not including an offer expiration date. If expiration date is required, please
allow for minimum 7 business days to process contract
 STANDARD ADDENDUM: If Cartus Contract was not supplied (or Texas Relocation Addendum)
 PRE-APPROVAL LETTER: Letters must be on lender letterhead with the lender’s address and contact
information for issuer of letter, as well as the sale price or property address.
 The pre-approval letter must show the loan amount and sale price or property address.
 If loan is 90% or above the sale price, lender letter must show loan to value ratio.
 If buyer’s loan is less than 80% of the sale price, proof of funds is necessary for the cash portion.
 If sales price is in excess of $1,000,000, the letter must indicate that the buyers’ credit score was
reviewed.
Page 2 | Relocation Process Instructions RPIN (3/13)








If a CASH deal, proof of Funds is required: (acct. statement, bank letter, investment advisor on letter
head)
Copy of Earnest Money Check. Earnest money requirements:
 Sale price $300,000 or less: a minimum of $1,000 is required
 Sale price $300,001-$500,000: a minimum of $5,000 is required
 Sale price $500,001-$750,000: a minimum of $10,000 is required
 Sale price above $750,000: a minimum of 5% of the sales price is required
In cases where the earnest money is less than the guidelines, be prepared to provide an explanation
to your Cartus contact as we will need to obtain manager approval of the earnest money
discrepancy.
SELLER’S REAL ESTATE DISCLOSURE (SRED) - 2 page document
LEAD PAINT ADDENDUM - If the home is built before 1978 – this document is Cartus’ (as the seller) Lead
Paint. Disclosure to the buyer(s). The buyer(s) sign under the “Purchase’s Acknowledgement”. The
Purchaser initials (4) and checks (A) or (B) and signs as Purchaser. As our Listing Agent you must initial (5)
and sign as agent.
State Disclosure (if applicable) - This will be the ‘non-occupant’ disclosure listing Error! Reference
source not found. as the seller.
If sale is contingent on closing, we need a copy of the Buyer’s Buyers’ Contract and Pre-qualification
Fax accepted offer/contract to me at Error! Reference source not found.. Cartus can sign a fax or an
original, but not both
No changes or strikeouts to any Cartus forms.
We will be glad to assist you as needed, however please remember it is your responsibility to see that all forms
are correctly completed before sending them to Cartus.
We cannot sign incomplete, incorrect or altered forms. Please call with any questions.
We look forward to working with you!
Page 3 | Relocation Process Instructions RPIN (3/13)