Download Erc Broker Market Analysis Form in PDF
The Worldwide ERC® Broker’s Market Analysis and Strategy Report is an essential tool for real estate brokers looking to assess the market potential of a property. This comprehensive form allows brokers to analyze various aspects of the subject property, including its condition, competition, and future marketability. By conducting a diligent analysis, brokers can estimate the property’s Most Likely Sales Price (MLSP), which is based on its current condition and a marketing timeframe not exceeding 120 days. It is important to note that this report is not a home inspection or an appraisal, and it should not be used as such. Brokers must be mindful of state-specific disclosure requirements and ensure they are included in the report. The form guides users through necessary procedural steps, such as contacting the homeowner, inspecting the property, and submitting the report. Additionally, it covers a range of information, from property details and improvements made by the homeowner to insights about the neighborhood and broader market conditions. By addressing these factors, brokers can provide a well-rounded analysis that assists in making informed decisions in the real estate market.
Document Data
| Fact Name | Details |
|---|---|
| Purpose | This report assists real estate brokers in analyzing a property's condition, competition, and marketability. |
| Most Likely Sales Price (MLSP) | The MLSP is based on the property's "as is" condition and a marketing time not exceeding 120 days. |
| Not an Appraisal | This analysis is not an appraisal and should not be used as such for any purpose. |
| State-Specific Requirements | Preparers must be aware of and include any state-specific disclosure requirements. |
| Inspection Guidelines | Follow the requesting company's guidelines for contacting the homeowner and inspecting the property. |
| Form Expiration | This form expires on December 31, 2009. |
| Disclosure of Issues | List any issues that may affect the insurability or marketability of the property. |
| Financing Options | Identifies potential financing types, including FHA, VA, cash, and conventional mortgages. |
How to Write Erc Broker Market Analysis
Filling out the ERC Broker Market Analysis form is a critical step in assessing a property's marketability and estimating its sales price. This process requires careful attention to detail and thorough analysis of various property characteristics and market conditions. The following steps outline how to complete the form effectively.
- Gather all necessary information about the property, including the file number, homeowner details, and property address.
- Document the homeowner's phone numbers and email address, along with the requesting company's contact information.
- Specify the real estate firm, including the contact name and their email address.
- Indicate the property type and ownership form (e.g., fee simple, leasehold) and note the occupant status (homeowner, tenant, or vacant).
- Detail any improvements made by the homeowner and whether the property is currently listed for sale.
- Assess the property’s condition by checking relevant boxes and providing comments on any observed issues.
- Estimate repair costs for both interior and exterior items, documenting each cost and related comments.
- List any required inspections and disclosures pertinent to the property.
- Identify the most probable financing options and describe any anticipated issues that may affect financing.
- Define the subject neighborhood and broader market area, including property value trends and average days on market.
- Compile a list of comparable sales, noting details like original list price, final list price, and days on market.
- Evaluate competing listings and provide a comparative analysis against the subject property.
- Summarize any marketing concessions or incentives that may be necessary for the subject property.
- Complete the form by reviewing all entries for accuracy and ensuring all required fields are filled.
Erc Broker Market Analysis Example
Worldwide ERC® Broker’s Market Analysis and Strategy Report
Purpose: This report is designed to enable the real estate broker to conduct a diligent analysis of the subject property’s condition, competition, and future marketability. Based on this analysis, the broker is to estimate the subject property’s Most Likely Sales Price.
This is not a home inspection. Nor is this an appraisal; this comparative market analysis has not been performed in accordance with the Uniform Standards of Professional Appraisal Practice. It is not to be construed as an appraisal and may not be used as such for any purpose. Preparers of this form need to be aware of any
Procedural Guidelines: For procedures on contacting homeowner, inspecting property, submitting report, and providing photos, follow the requesting company’s guidelines. The Most Likely Sales Price (MLSP) is based on “as is” condition and a marketing time not to exceed 120 days to a contract of sale or as directed by the client.
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INFORMATION |
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File #: |
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Homeowner(s): |
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Property Address: |
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Home Phone #: |
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City, State, Zip: |
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Work Phone #: |
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BMA Requested by (Co. & Contact): |
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Requesting Co. Address: |
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Phone #: |
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City, State, Zip: |
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Fax #: |
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ASSIGNMENT |
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Real Estate Firm: |
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Contact Name: |
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Real Estate Firm Address: |
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Phone #: |
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City, State, Zip: |
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Fax #: |
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Agent Preparer: |
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Phone #: |
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Homeowner’s purchase price: $ |
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Date purchased: |
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INFORMATION |
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Improvements made by homeowner if any: |
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Is the subject currently listed? |
□ Yes |
□ No |
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Listing Company/Agent: |
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Form of Ownership: |
□ Fee Simple |
□ Leasehold |
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Occupant: |
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□ Homeowner |
□ Tenant |
□ Vacant |
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Type: □ Condo |
Coop |
PUD |
Single Family |
Mixed Use |
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Town House |
Modular |
Mobile Home |
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SUBJECT |
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□ Other: |
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Indicate any personal property that remains (e.g., refrigerator, range, etc): |
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Subject’s location type: |
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□ Urban |
□ Suburban |
□ Distant suburban |
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□ Rural |
□ Farm |
□ Resort |
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Lot Characteristics: positive/negative (explain): |
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Subject’s view: positive/negative (explain): |
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Locational issues OF WHICH you are aware that may affect the insurability of the property:
LOCATION |
Site Characteristics of which you are aware (check all that apply): |
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□ Private Street Access |
□ Private Street Maintenance |
□ Gated |
□ Alley |
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□ Easements/Encroachments |
□ Sidewalk |
□ Curbs/Gutters |
□ Street Lighting |
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SUBJECT |
□ Paved Street Surface |
□ Paved Driveway Surface |
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Miscellaneous of which you are aware (check all that apply): |
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□ Maintenance issues with neighboring properties |
□ Excess acreage or land |
□ Mobile homes/trailer park nearby |
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□ Subject located on or near designated environmental sites |
□ Location next to agricultural area |
□ Close proximity to hospital/firehouse, etc. |
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□ Neighborhood has restrictive covenants |
□ Subject located near railroad tracks |
□ Audible street or highway noise present |
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□ Located on or backs up to busy/main street |
□ Location in flood plain |
□ Location in earthquake zone |
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□ Location next to school or public park |
□ Property located on corner lot |
□ Access to subject property |
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□ Location near/in view of power lines/water towers/ radio towers |
□ Location next to industrial area |
□ Located on airport flight path |
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□ Additional Comments: |
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Check all other items of which you are aware that may affect the marketability or value of the subject property and comment below:
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□ Style of home not typical for the area |
□ Subject is over improved |
□ Subject is under improved |
MISCELLANEOUS |
□ Inadequate parking |
□ Functional obsolescence |
□ Steep driveway |
□ Proposed land use change |
□ Little sales activity in area or price range |
□ Estimated time to sell is more than 120 days |
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□ Proposed or pending assessments |
□ Property taxes not typical for area |
□ HOA has first right of refusal |
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□ HOA does not allow “for sale” signs on property |
□ HOA fees not typical for the area |
□ Other |
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Comments: |
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Copyright © 2008 by Worldwide ERC®
Rev. 01/07/2009 |
This Form Expires 12/31/2009 |
Page 1 of 6 |
SUBJECT CONDITION
INSPECTIONS/DISCLOSURES
Property Condition
For all the following of which you are aware or observe in viewing the property, check the appropriate box(es) and describe:
□Décor of home is personalized or dated:
□Incomplete construction:
□Evidence of past or present water damage:
□Cracks or stains on walls, floors, or ceilings:
□Oil tank (abandoned):
□Oil tank (in use):
□Underground storage tank (abandoned):
□Underground storage tank (in use):
□Synthetic stucco:
□Suspected structural problems:
□Evidence of odor:
□Evidence of pet damage:
□Evidence of deferred maintenance: Additional Comments:
Recommended Repairs and Improvements |
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Interior Items |
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R&I Estimates |
□ Paint |
Estimated cost per item: $ |
Comment: |
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□ Flooring |
Estimated cost per item: $ |
Comment: |
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□ Wall paper removal |
Estimated cost per item: $ |
Comment: |
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□ Appliances |
Estimated cost per item: $ |
Comment: |
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□ Cabinets |
Estimated cost per item: $ |
Comment: |
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□ Light fixtures |
Estimated cost per item: $ |
Comment: |
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□ Countertops |
Estimated cost per item: $ |
Comment: |
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□ Bathroom fixtures |
Estimated cost per item: $ |
Comment: |
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□ Other: |
Estimated cost per item: $ |
Comment: |
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□ Other: |
Estimated cost per item: $ |
Comment: |
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□ Other: |
Estimated cost per item: $ |
Comment: |
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Total Estimated Cost for Interior Repairs |
$ |
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Exterior Items |
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R&I Estimates |
□ Landscaping |
Estimated cost per item: $ |
Comment: |
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□ Paint |
Estimated cost per item: $ |
Comment: |
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□ Driveway/walkway |
Estimated cost per item: $ |
Comment: |
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□ Porch/deck |
Estimated cost per item: $ |
Comment: |
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□ Pool |
Estimated cost per item: $ |
Comment: |
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□ Spa |
Estimated cost per item :$ |
Comment: |
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□ Gutters |
Estimated cost per item: $ |
Comment: |
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□ Siding |
Estimated cost per item: $ |
Comment: |
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□ Trim |
Estimated cost per item: $ |
Comment: |
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□ Roof |
Estimated cost per item: $ |
Comment: |
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□ Detached structures |
Estimated cost per item: $ |
Comment: |
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□ Debris removal |
Estimated cost per item: $ |
Comment: |
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□ Windows and screens |
Estimated cost per item: $ |
Comment: |
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□ Other: |
Estimated cost per item: $ |
Comment: |
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□ Other: |
Estimated cost per item: $ |
Comment: |
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□ Other: |
Estimated cost per item: $ |
Comment: |
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Total Estimated Cost for Exterior RepairS |
$ |
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List all required, customary and additionally recommended inspections (e.g., municipal, certificate of occupancy, environmental, etc.): Required:
Customary:
Additionally recommended for the subject property:
Subject property issues OF WHICH you are aware that may affect insurability of the subject property:
List all required disclosures:
Copyright © 2008 by Worldwide ERC®
Rev. 01/07/2009 |
This Form Expires 12/31/2009 |
Page 2 of 6 |
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Identify the most probable means of financing for the subject: |
□ FHA |
□ VA |
□ Cash |
□ Conventional |
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□ Other: |
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Describe the terms of the financing type identified above: |
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Identify and describe any financing concessions that may be necessary to secure the sale of the subject property. |
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□ Points: |
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□ Closing Costs: |
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□ Other: |
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FINANCING |
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Do you anticipate any issues that may affect the ability to secure financing for the subject property (e.g., condition, zoning, environmental, HOA, etc.)? |
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□ Yes □ No |
If yes, comment: |
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If the subject property is a common interest development (e.g., condo, townhouse, PUD), what is the ratio of owners to investors? |
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□ N/A |
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Owners: |
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Investors: |
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(total MUST equal 100%) |
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HOA Fees: $ |
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How often are they paid? |
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□ Monthly |
□ Quarterly |
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□ |
□ Annually |
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Items included in HOA Fees: □ Trash |
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□ Landscaping |
□ Snow Removal |
□ Exterior Building Maintenance |
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□ Security/Concierge Services |
□ Insurance |
□ Taxes |
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□ Amenities |
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□ Common Area Maintenance |
WATER |
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SEWER |
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□ Other: |
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Are you aware of any special assessments covered by the HOA? |
□ Yes |
□ No |
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If yes, indicate the amount of assessment: $ |
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Describe what the special assessment covers: |
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Subject Neighborhood (For purposes of this report, the subject neighborhood is defined by the preparer of this form. Identify what you regard as the |
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subject neighborhood and then use statistics that you have gathered which reflect that market area. Note: the neighborhood might be a MLS area, a |
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particular section of a town, a specific subdivision, or an entire community. This is described as the “micro area.”) |
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Subject neighborhood is defined as: |
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Price Range: $ |
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to $ |
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Property Values are: □ Increasing |
% in past |
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months |
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□ Stable |
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Average |
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days |
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□ Decreasing |
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(# of days) |
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% in past |
months |
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Calculate the months supply of inventory (Absorption Rate): |
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Type of competing listings |
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New Homes |
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Resale |
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Number of active listings ÷ |
Avg. number of sales per month |
= |
Number of months needed |
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REO/Foreclosure |
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for the last 6 months |
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to sell existing inventory |
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Corporate |
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Total (MUST equal 100%) |
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100% |
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Describe all marketing concessions/incentives being offered to buyers and/or brokers on competing properties: |
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CONDITIONS |
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Recommend any marketing concessions/incentives that should be offered for the subject: |
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MARKET |
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Describe major corporation(s) in this neighborhood that are moving into, out of, or planning layoffs: |
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Describe current economic conditions (positive or negative) that may have an Effect on the marketability of the property: |
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Broader Market Area (For purposes of this report, the broader market area is defined as that area beyond the subject neighborhood in which buyers will |
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look for comparable properties. This is described as the “macro area.” In some instances, the broader market area will be the same as the subject’s |
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neighborhood. If this is the case, indicate it below.) |
What do you consider the “broader market area” to be for this property? |
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Are there any specific issues in the broader market area which are not reflected in the specific neighborhood that might affect the sale of the subject property? Consider types of competing homes (e.g., new construction, REO’s); incentives or concessions that are occurring; economic conditions; a dramatically different price range than the subject; days on market; etc.
Copyright © 2008 by Worldwide ERC®
Rev. 01/07/2009 |
This Form Expire 12/31/2009 |
Page 3 of 6 |
COMPETING LISTINGS
ITEM |
SUBJECT |
Competing Listing #1 |
Competing Listing #2 |
Competing Listing #3 |
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Address, City |
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Current MLS # |
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Proximity to Subject |
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Original List Price |
$ |
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$ |
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$ |
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$ |
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Current List Price |
$ |
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$ |
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$ |
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$ |
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Seller Concessions |
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Last Price Change Date |
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from original list date |
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Previous listing history for last |
Orig. List Price $ |
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Orig. List Price $ |
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Orig. List Price $ |
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Orig. List Price $ |
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Last List Price $ |
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Last List Price |
$ |
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Last List Price |
$ |
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Last List Price |
$ |
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12 months |
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DOM: |
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DOM: |
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DOM: |
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DOM: |
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Style |
□ Brick |
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□ Wood |
□ Brick |
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□ Wood |
□ Brick |
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□ Wood |
□ Brick |
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□ Wood |
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□ Composite |
□ Stone |
□ Composite |
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□ Stone |
□ Composite |
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□ Stone |
□ Composite |
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□ Stone |
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Exterior Finish |
□ Aluminum |
□ Stucco |
□ Aluminum |
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□ Stucco |
□ Aluminum |
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□ Stucco |
□ Aluminum |
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□ Stucco |
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(Check all that apply) |
□ Synthetic Stucco |
□ Vinyl |
□ Synthetic Stucco |
□ Vinyl |
□ Synthetic Stucco |
□ Vinyl |
□ Synthetic Stucco |
□ Vinyl |
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□ Hardcoat Stucco |
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□ Hardcoat Stucco |
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□ Hardcoat Stucco |
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□ Hardcoat Stucco |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Composite |
□ Slate |
□ Composite |
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□ Slate |
□ Composite |
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□ Slate |
□ Composite |
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□ Slate |
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Roof Type |
□ Tar |
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□ Tile |
□ Tar |
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□ Tile |
□ Tar |
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□ Tile |
□ Tar |
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□ Tile |
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□ Wood shake |
□ Tin |
□ Wood shake |
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□ Tin |
□ Wood shake |
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□ Tin |
□ Wood shake |
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□ Tin |
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(Check all that apply) |
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□ Asphalt shingle |
□ Copper |
□ Asphalt shingle |
□ Copper |
□ Asphalt shingle |
□ Copper |
□ Asphalt shingle |
□ Copper |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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□ None |
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□ None |
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□ None |
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□ None |
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□ Garage |
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# of Cars |
□ Garage |
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# of Cars |
□ Garage |
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# of Cars |
□ Garage |
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# of Cars |
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□ Attached |
□ Attached |
□ Attached |
□ Attached |
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Car Storage/Type |
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□ Detached |
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□ Detached |
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□ Detached |
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□ Detached |
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□ |
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□ |
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□ |
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□ |
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(Check all that apply) |
□ Carport |
□ Carport |
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□ Carport |
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□ Carport |
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□ Attached |
□ Attached |
□ Attached |
□ Attached |
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□ Detached |
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□ Detached |
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□ Detached |
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□ Detached |
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□ Other: |
□ |
□ Other: |
□ |
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□ Other: |
□ |
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□ Other: |
□ |
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Year Built |
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Lot Size |
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Appx. Gross Living Area |
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Sq. Ft |
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Sq. Ft |
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Sq. Ft |
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Sq. Ft |
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Above Grade Room Count |
Tot |
Brms. |
Baths |
Tot. |
Brms. |
Baths |
Tot. |
Brms. |
Baths |
Tot. |
Brms. |
Baths |
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Basement |
□ None |
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□ Partial |
□ None |
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□ Partial |
□ None |
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□ Partial |
□ None |
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□ Partial |
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□ SLAB |
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□ Full |
□ SLAB |
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□ Full |
□ SLAB |
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□ Full |
□ SLAB |
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□ Full |
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(Check all that apply) |
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□ Crawl Space |
□ Crawl Space |
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□ Crawl Space |
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□ Crawl Space |
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Basement Finish |
□ None |
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□ Partial |
□ None |
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□ Partial |
□ None |
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□ Partial |
□ None |
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□ Partial |
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Attic (Check all that apply) |
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□ Crawl Space |
□ Full |
□ Crawl Space |
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□ Full |
□ Crawl Space |
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□ Full |
□ Crawl Space |
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□ Full |
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Attic Access |
□ Walkup |
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□ Hatch |
□ Walkup |
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□ Hatch |
□ Walkup |
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□ Hatch |
□ Walkup |
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□ Hatch |
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□ Pull down steps |
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□ Pull down steps |
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□ Pull down steps |
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□ Pull down steps |
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Bonus Room |
□ None |
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□ Barn |
□ None |
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□ Barn |
□ None |
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□ Barn |
□ None |
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□ Barn |
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Detached Structures |
□ Guest House |
□ Studio |
□ Guest House |
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□ Studio |
□ Guest House |
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□ Studio |
□ Guest House |
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□ Studio |
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(Check all that apply) |
□ Pool House |
□ Shed |
□ Pool House |
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□ Shed |
□ Pool House |
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□ Shed |
□ Pool House |
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□ Shed |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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Deck/Patio |
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Pool/Spa |
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Fireplace(s) |
□ Public |
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□ Private |
□ Public |
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□ Private |
□ Public |
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□ Private |
□ Public |
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□ Private |
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Water Supply |
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□ Community |
□ Well |
□ Community |
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□ Well |
□ Community |
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□ Well |
□ Community |
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□ Well |
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□ Septic |
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□ Sewer |
□ Septic |
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□ Sewer |
□ Septic |
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□ Sewer |
□ Septic |
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□ Sewer |
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Waste Disposal |
□ Cesspool |
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□ Cesspool |
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□ Cesspool |
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□ Cesspool |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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Type of Air Conditioning |
□ None |
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□ Central |
□ None |
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□ Central |
□ None |
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□ Central |
□ None |
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□ Central |
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□ Window/Wall |
□ Heat Pump |
□ Window/Wall |
□ Heat Pump |
□ Window/Wall |
□ Heat Pump |
□ Window/Wall |
□ Heat Pump |
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(Check all that apply) |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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□ None |
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□ Gas |
□ None |
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□ Gas |
□ None |
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□ Gas |
□ None |
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□ Gas |
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□ Propane |
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□ Electric |
□ Propane |
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□ Electric |
□ Propane |
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□ Electric |
□ Propane |
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□ Electric |
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Type of Heating System |
□ Radiant |
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□ Oil |
□ Radiant |
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□ Oil |
□ Radiant |
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□ Oil |
□ Radiant |
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□ Oil |
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□ Wood stove |
□ Solar |
□ Wood stove |
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□ Solar |
□ Wood stove |
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□ Solar |
□ Wood stove |
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□ Solar |
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(Check all that apply) |
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□ Base Board |
□ Coal |
□ Base Board |
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□ Coal |
□ Base Board |
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□ Coal |
□ Base Board |
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□ Coal |
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□ Heat pump |
□ Radiator |
□ Heat pump |
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□ Radiator |
□ Heat pump |
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□ Radiator |
□ Heat pump |
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□ Radiator |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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Location |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Lot Characteristics |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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View |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Floor Plan Utility |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Ext. Condition’s Appeal |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Int. Condition’s Appeal |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Overall Rating of Listings as |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Compared to Subject |
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Listing #1: Date inspected: |
Comments: |
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Listing #2: Date inspected: |
Comments: |
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Listing #3: Date inspected: |
Comments: |
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Copyright © 2008 by Worldwide ERC®
Rev. 01/07/2009 |
This Form Expires 12/31/2009 |
Page 4 of 6 |
Instructions: Select sales within the last six months which are suitable and similar to the subject property and within the same/similar market area.
COMPARABLE SALES
ITEM |
SUBJECT |
Comparable Sale #1 |
Comparable Sale #2 |
Comparable Sale #3 |
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Address, City |
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MLS # |
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Proximity to Subject |
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Original List Price |
$ |
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$ |
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$ |
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$ |
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Final List Price |
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$ |
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$ |
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$ |
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Sales Price |
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$ |
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$ |
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$ |
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Seller Concessions |
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Under Contract Date |
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Closing Date |
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from original list date |
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Previous listing history for last |
Orig. List Price $ |
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Orig. List Price $ |
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Orig. List Price $ |
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Orig. List Price $ |
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Last List Price $ |
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Last List Price $ |
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Last List Price $ |
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Last List Price $ |
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12 months |
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DOM: |
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DOM: |
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DOM: |
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DOM: |
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Style |
□ Brick |
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□ Wood |
□ Brick |
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□ Wood |
□ Brick |
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□ Wood |
□ Brick |
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□ Wood |
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□ Composite |
□ Stone |
□ Composite |
□ Stone |
□ Composite |
□ Stone |
□ Composite |
□ Stone |
|||||
Exterior Finish |
□ Aluminum |
□ Stucco |
□ Aluminum |
□ Stucco |
□ Aluminum |
□ Stucco |
□ Aluminum |
□ Stucco |
|||||
(Check all that apply) |
□ Synthetic Stucco |
□ Vinyl |
□ Synthetic Stucco |
□ Vinyl |
□ Synthetic Stucco |
□ Vinyl |
□ Synthetic Stucco |
□ Vinyl |
|||||
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□ Hardcoat Stucco |
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□ Hardcoat Stucco |
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□ Hardcoat Stucco |
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□ Hardcoat Stucco |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Composite |
□ Slate |
□ Composite |
□ Slate |
□ Composite |
□ Slate |
□ Composite |
□ Slate |
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Roof Type |
□ Tar |
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□ Tile |
□ Tar |
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□ Tile |
□ Tar |
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□ Tile |
□ Tar |
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□ Tile |
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□ Wood shake |
□ Tin |
□ Wood shake |
□ Tin |
□ Wood shake |
□ Tin |
□ Wood shake |
□ Tin |
||||||
(Check all that apply) |
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□ Asphalt shingle |
□ Copper |
□ Asphalt shingle |
□ Copper |
□ Asphalt shingle |
□ Copper |
□ Asphalt shingle |
□ Copper |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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□ None |
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□ None |
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□ None |
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□ None |
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□ Garage |
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# of Cars |
□ Garage |
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# of Cars |
□ Garage |
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# of Cars |
□ Garage |
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# of Cars |
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□ Attached |
□ Attached |
□ Attached |
□ Attached |
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Car Storage/Type |
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□ Detached |
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□ Detached |
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□ Detached |
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□ Detached |
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□ |
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□ |
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□ |
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□ |
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(Check all that apply) |
□ Carport |
□ Carport |
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□ Carport |
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□ Carport |
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□ Attached |
□ Attached |
□ Attached |
□ Attached |
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□ Detached |
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□ Detached |
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□ Detached |
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□ Detached |
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□ Other: |
□ |
□ Other: |
□ |
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□ Other: |
□ |
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□ Other: |
□ |
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Year Built |
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Lot Size |
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Appx. Gross Living Area |
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Sq. Ft |
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Sq. Ft |
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Sq. Ft |
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Sq. Ft |
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Above Grade Room Count |
Tot. |
Brms. |
Baths |
Tot. |
Brms. |
Baths |
Tot. |
Brms. |
Baths |
Tot. |
Brms. |
Baths |
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Basement |
□ None |
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□ Partial |
□ None |
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□ Partial |
□ None |
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□Partial |
□ None |
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□ Partial |
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□ SLAB |
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□ Full |
□ SLAB |
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□ Full |
□ SLAB |
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Full |
□ SLAB |
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□ Full |
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(Check all that apply) |
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□ Crawl Space |
□ Crawl Space |
□ Crawl Space |
□ Crawl Space |
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Basement Finish |
□ Full |
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□ Partial |
□ Full |
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□ Partial |
□ Full |
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□ Partial |
□ Full |
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□ Partial |
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Attic (Check all that apply) |
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□ Crawl Space |
□ None |
□ Crawl Space |
□ None |
□ Crawl Space |
□ None |
□ Crawl Space |
□ None |
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Attic Access |
□ Walkup |
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□ Hatch |
□ Walkup |
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□ Hatch |
□ Walkup |
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□ Hatch |
□ Walkup |
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□ Hatch |
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□ Pull down steps |
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□ Pull down steps |
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□ Pull down steps |
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□ Pull down steps |
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Bonus Room |
□ None |
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□ Barn |
□ None |
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□ Barn |
□ None |
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□ Barn |
□ None |
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□ Barn |
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Detached Structures |
□ Guest House |
□ Studio |
□ Guest House |
□ Studio |
□ Guest House |
□ Studio |
□ Guest House |
□ Studio |
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(Check all that apply) |
□ Pool House |
□ Shed |
□ Pool House |
□ Shed |
□ Pool House |
□ Shed |
□ Pool House |
□ Shed |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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Deck/Patio |
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Pool/Spa |
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Fireplace(s) |
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Water Supply |
□ Public |
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□ Private |
□ Public |
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□ Private |
□ Public |
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□ Private |
□ Public |
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□ Private |
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□ Community |
□ Well |
□ Community |
□ Well |
□ Community |
□ Well |
□ Community |
□ Well |
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□ Septic |
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□ Sewer |
□ Septic |
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□ Sewer |
□ Septic |
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□ Sewer |
□ Septic |
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□ Sewer |
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Waste Disposal |
□ Cesspool |
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□ Cesspool |
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□ Cesspool |
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□ Cesspool |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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Type of Air Conditioning |
□ None |
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□ Central |
□ None |
□ Central |
□ None |
□ Central |
□ None |
□ Central |
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□ Window/Wall |
□ Heat Pump |
□ Window/Wall □ Heat Pump |
□ Window/Wall □ Heat Pump |
□ Window/Wall □ Heat Pump |
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(Check all that apply) |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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□ None |
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□ Gas |
□ None |
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□ Gas |
□ None |
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□ Gas |
□ None |
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□ Gas |
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□ Propane |
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□ Electric |
□ Propane |
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□ Electric |
□ Propane |
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□ Electric |
□ Propane |
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□ Electric |
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Type of Heating System |
□ Radiant |
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□ Oil |
□ Radiant |
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□ Oil |
□ Radiant |
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□ Oil |
□ Radiant |
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□ Oil |
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□ Wood stove |
□ Solar |
□ Wood stove |
□ Solar |
□ Wood stove |
□ Solar |
□ Wood stove |
□ Solar |
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(Check all that apply) |
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□ Base Board |
□ Coal |
□ Base Board |
□ Coal |
□ Base Board |
□ Coal |
□ Base Board |
□ Coal |
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□ Heat pump |
□ Radiator |
□ Heat pump |
□ Radiator |
□ Heat pump |
□ Radiator |
□ Heat pump |
□ Radiator |
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□ Other: |
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□ Other: |
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□ Other: |
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□ Other: |
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Location |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
|
Lot Characteristics |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
|
View |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Floor Plan Utility |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Ext. Condition’s Appeal |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Int. Condition’s Appeal |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Overall Rating of Sales as |
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□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
□ Superior |
□ Similar |
□ Inferior |
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Compared to Subject |
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Sales #1: Inspected? □ Yes |
□ No Comments: |
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Sales #2: Inspected?
□Yes
□ No Comments:
Sales #3: Inspected?
□Yes
□ No Comments:
Copyright © 2008 by Worldwide ERC®
Rev. 01/07/2009 |
This Form Expires 12/31/2009 |
Page 5 of 6 |
MOST LIKELY |
BUYER(S) |
MARKETING STRATEGY |
|
VALUE |
ANALYSIS |
SIGNATURES |
|
Check all that apply: |
|
|
|
|
□ Local Buyer |
□ Transferee |
□ International Buyer |
□ |
□ |
□ Empty Nester |
□ Military |
□ Parent Purchaser for Child |
□ |
□ Investor |
□ |
□ Other: |
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|
|
What are the three - five challenges to getting this property sold?
1.
2.
3.
4.
5.
What are the three - five actions necessary to address the challenges identified above?
1.
2.
3.
4.
5.
What are the top five creative ideas you will use in marketing this property keeping in mind the challenges and actions identified above?
1.
2.
3.
4.
5.
Additional Comments:
Most Likely Sales Price (MLSP): $ |
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|
Suggested List Price (SLP): $ |
|
|
|
The MLSP is based on “as is” condition and a marketing time not to exceed |
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|
|
days to a contract of sale. |
|||
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(# of days) |
|||
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File #: |
|
|
Real Estate Firm: |
||||
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Real Estate Firm Tax ID #: |
|
|
Date of Inspection: |
||||
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Contact Name: |
|
|
Agent Preparer Name: |
||||
|
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Contact Signature: |
|
|
Agent Preparer Signature: |
||||
|
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|
Copyright © 2008 by Worldwide ERC®
Rev. 01/07/2009 |
This Form Expires 12/31/2009 |
Page 6 of 6 |
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Gf Number on Deed - The document may help clarify community property issues in Texas homes.