Transaction Form

Field	Field Type	Notes
Follow Up Boss Lead ID (required)	Text	This field is pre-populated, and controls which contact record in Follow Up Boss the form data will sync with.
Client Last Name (required)	Text	The contact's last name is entered here.
Client Type (required)	Dropdown Buyer Seller	The Client Type field indicates if it’s a buyer or seller transaction.
Creating or Updating Transaction? (required)	Dropdown Update Existing Transaction Create New Transaction	The Creating or Updating Transaction field determines if the form is being submitted for a deal that already exists in Follow Up Boss (and Sisu), or if the form will be creating a new deal in FUB (and Sisu).
Transaction Stage (required)	Dropdown Agreement Signed Escrow Closed Terminated	The Transaction Stage field determines which stage of the transaction the deal is in.

Transaction Misc Section

Field	Field Type	Notes
Pending Stage	Dropdown Accepted Under Contract	Some states have a review period between when an offer is accepted and when it officially goes under contract. This field accounts for that additional stage. This field is not included in the standard form and can be added upon request.
Transaction Type	Dropdown First Choice Second Choice Third Choice	This field is not included in the standard form and can be added upon request.
Lead Type	Dropdown Agent Generated Team Generated	This field is not included in the standard form and can be added upon request.
Rental	Dropdown Yes No	This field is not included in the standard form and can be added upon request.

Transaction Data Section

Field	Field Type	Notes
Address	Address	The address of the property the transaction is related to.
Listing Amount	Number	Agreement Signed Stage
Transaction Amount	Number	Pending and Closed Stages
Agent Commission Percent	Number
Gross Commission Percent	Number	This field is not included in the standard form and can be added upon request.
TC Fee	Number	This field is not included in the standard form and can be added upon request.
Referral Fee	Dropdown First Choice Second Choice Third Choice	This field is not included in the standard form and can be added upon request.
Referral Fee: Company	Text	This field is not included in the standard form and can be added upon request.
Referral Fee: Agent	Text	This field is not included in the standard form and can be added upon request.
Referral Fee: Percent	Text	This field is not included in the standard form and can be added upon request.
Is there a Transaction/Admin fee, and if so, who is responsible for paying it?	Dropdown Yes No	This field is not included in the standard form and can be added upon request.
Admin Fee	Number	This field is not included in the standard form and can be added upon request.

Transaction Dates Section

Agreement Signed Dates

Escrow Dates

Closed Date

Field	Field Type	Notes
Signed Date (Required)	Date	The Signed Date is the date that the agreement is signed. This field will appear when the transaction stage is Agreement_Signed for both Buyer and Seller Client Types.
Agreement Expiration Date (Required)	Date	The Agreement Expiration Date is the date that the agreement expires. This field will appear when the transaction stage is Agreement_Signed for both Buyer and Seller Client Types.
Sign Install Date	Date	The Sign Install Date is the date that the for sale sign is scheduled to be installed. This field will appear when the transaction stage is Agreement_Signed for the Seller Client Type. This field is not included in the standard form and can be added upon request.
Open House Date	Date	The Open House Date is the date that the open house is scheduled for. This field will appear when the transaction stage is Agreement_Signed for the Seller Client Type. This field is not included in the standard form and can be added upon request.
Target Photo Date	Date	This field is not included in the standard form and can be added upon request.
MLS Live Date	Date	The MLS Live Date is the date that the listing is scheduled to go live on the MLS. This field will appear when the transaction stage is Agreement_Signed for the Seller Client Type. This field is not included in the standard form and can be added upon request.
Acceptance Date (Required)	Date	This field is related to the Pending Stage field
Forecasted Close Date	Date	The Forecasted Close Date is the date that the transaction is forecasted to close. This field will appear when the transaction stage is Agreement_Signed or Escrow for both Buyer and Seller Client Types.
Due Diligence Date	Date	This field is not included in the standard form and can be added upon request.
Under Contract Date (Required)	Date	The Under Contract Date is the date that the transaction goes under contract. This field will appear when the transaction stage is Escrow for both Buyer and Seller Client Types.
Settlement Date (Required)	Date	The Settlement Date is the date that the transaction closes. This field will appear when the transaction stage is Closed for both Buyer and Seller Client Types.

Transaction Participants Section

The below fields are not included in the standard form and can be added upon request.

Field	Field Type	Notes
Is there HOA	Dropdown Yes No	Is there HOA Field indicate if there is an HOA or NOT
HOA Contact Name	Text	The HOA Contact Name is entered here.
HOA Management Company	Text	The HOA Management Company is entered here.
HOA Management Phone	Phone	The HOA Management Phone is entered here.
Cooperating Agent Name	Text	The Cooperating Agent Name is entered here.
Cooperating Agent Company	Text	The Cooperating Agent Company is entered here.
Cooperating Agent Phone	Phone	The Cooperating Agent Phone is entered here.
Cooperating Agent Email	Email	The Cooperating Agent Email is entered here.
Cooperating TC Name	Text	The Cooperating TC Name is entered here.
Cooperating TC Phone	Phone	The Cooperating TC Phone is entered here.
Cooperating TC Email	Email	The Cooperating TC Email is entered here.
Is there a secondary client	Dropdown First Choice Second Choice Third Choice	Is there a secondary client indicate if there is any First, second or Third Choice Client.
Secondary Contact	Name	The Secondary Contact First and Last Name is entered here.
Secondary Contact Email	Email	The Secondary Contact Email is entered here.
Secondary Contact Phone	Phone	The Secondary Contact Phone is entered here.
Title Company	Dropdown First Choice Second Choice Other	Title Company indicates if Title Company is First Choice, Second Choice, or Other.
Title Company Name	Text	The Title Company Name is entered here.
Title Rep Name	Text	Title Rep Name is entered here.
Title Rep Email	Email	Title Rep Email Email is entered here.
Escrow Company	Dropdown First Choice Second Choice Other
Escrow Company Name	Text	The Escrow Company Name is entered here.
Escrow Officer Name	Text	The Escrow Officer Name is entered here.
Escrow Officer Email	Email	The Escrow Officer Email is entered here.
Escrow Officer Phone	Phone	The Escrow Officer Phone is entered here.
Financing Type	Dropdown First Choice Second Choice Third
Loan Officer	Dropdown First Choice Second Choice Other
Mortgage Company	Text	The Mortgage Company is entered here.
Loan Officer Name	Text	The Loan Officer Name is entered here.
Loan Officer Phone	Phone	The Loan Officer Phone is entered here.
Loan Officer Email	Email	The Loan Officer Email is entered here.
Occupancy	Dropdown First Choice Second Choice Third Choice	Occupancy indicates if Occupancy Type is First Choice, Second Choice, or Third Choice.
Tenant Name	Text	The Tenant Name is entered here.
Tenant Email	Email	The Tenant Email is entered here.
Tenant Phone	Phone	The Tenant Phone is entered here.
Attorney Name	Text	The Attorney Name is entered here.
Attorney Email	Email	The Attorney Email is entered here.

Listing Section

The below fields are not included in the standard form and can be added upon request.

Field	Field Type
Coming Soon Marketing	Checkbox MLS Coming Soon Listing Zillow Coming Soon Listing Coming Soon Yard Sign
Staging Needed	Dropdown First Choice Second Choice Third Choice
Who is paying for staging?	Dropdown First Choice Second Choice Third Choice
Sign Requirements	Dropdown First Choice Second Choice Third Choice
Photo Requirements	Dropdown First Choice Second Choice Third Choice
Does your listing meet the Twilight Photo Guidelines?	Dropdown First Choice Second Choice Third Choice
Video Requirements	Dropdown First Choice Second Choice Third Choice
Drone Footage	Dropdown First Choice Second Choice Third Choice
Elevated Photos	Dropdown First Choice Second Choice Third Choice
Photo Notes	Text
Direct Mail Marketing	Dropdown First Choice Second Choice Third Choice
Seller Mailing Address	Address
Solar	Dropdown First Choice Second Choice Third Choice
Do you have a key	Dropdown First Choice Second Choice Third Choice
Contractor Box Code	Text
Do the sellers text	Dropdown First Choice Second Choice Third Choice
Is this a flipped property with an existing title binder?	Dropdown First Choice Second Choice Third Choice
Water	Dropdown Public Water Well Water Unknown
Sewer	Dropdown Public Sewer Septic Unknown
Type Property Description for MLS and Marketing	Paragraph Text

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