I have the forms needed for specific types of purchases set up as templates in ZipForms. Then in DropBox, I have an "Offer Docs" for each client. 

The file goes out in its entirety - no half-way presentations from me - and the email is detailed for a one-glance look to see what is included and the specifics of the Offer! For that email, I do have a template so that I can prepare it quickly when facing a deadline for Offers to be presented. 

I always feel like the more complete and clean the Offer, the better chance my clients have to win their dream home! 

I haven't kept these kinds of checklists in donkey's years, Paul. When it comes to forms for listings, buyers, contracts, I'm on auto-pilot.

I have a list of all required listing/purchase documents on the inside cover of my listing/deal log books, respectively.
Over the years, like Nina said, it's become instinctive. Rarely is a necessary form missed from our end.
Different transactions require different forms. Not all homes have septic tanks or HOAs, so those disclosures may not be required. Multifamily, commercial, land have different required documents then residential.
From the list, you can pull the right docs for the deal.

Receiving an offer such as you described, we would counter-offer that X documents would be incorporated in the transaction as addenda and the transaction would not be considered executed until all documents were signed by all parties.

Absolutely! No system can cause chaos. Just like the agent you are working with!

I do Paul, keeps me in track.

Sadly , its becoming more common,,
Training is not occuring, and supervision missing.
They dont know what they dont know and it is at the expense of their customers.

all of our clients have a real estate attorney from day 1... we take care of the offer to purchase and that information is fed to the seller's attorney, along with any other terms that have been agreed to in writing... the seller's attorney creates the purchase and sales agreement and he uses his own purchase and sales plus addenda, not the board agreements.

Yes we do and put in with digital signatures.

Yes. I use many checklists. 

I have a package of forms needed to complete almost every transaction.  Some are mandatory, while others are dependent on the transaction.  It works

When we start a loop in dotloop the forms are automatically loaded into the folder along with a checklist.

Yep, ZipForms.
No need to “keep it” either it’s done for us by default. Not to mention the fact that I’ve written thousands of offers in my career and know it by heart 💡

I do much of what Debe Maxwell, CRS does with the exception of the email summarizing the offer.  I have all the required forms in zipforms as a template, pre filled in with my client's name (a company) and digital ink handles the e-sigs.  Takes me maybe 4 mintues to get the property info and listing agent's info up and entered in. 

Paul,

We had checklists in each folder for each client.  A

     Hi, Paul.  I posed a question a few weeks ago about a Tallahassee Broker who used the wrong contract (residential contract instead of a vacant land contract), and is facing a civil suit because of it.

     Like Nina Hollander, I instinctively know what forms to use for a specific transaction.   

        When the agent on the other side brings the wrong form, or leaves out a disclosure, I have my client counter offer that the correct form will be used,  or a necessary form will be added as an addendum.

    I keep a paper copy of every current form from Tallahassee Board, and Florida Association of Realtors, in a 3-ring binder.  Plus,

    Copies of all of those forms in the cloud.

    Copies of all  forms on a disk.

    Copies on my hard drive.

     And of course, I have access to the list on Form Simplicity.

Absolutely, a check list..... we have soooooo many forms now... 

We do for our team members

It sounds as if you are headed down the road I am (hopefully) concluding tomorrow. 

Oh yes.  Checklists for everything.

I have a package in zip forms and use the old fashioned pronted copies for those who want to make offers on the road. It is complete with my checklist

I have a checklist and like Debe Maxwell, CRS  I have the forms needed for specific types of purchases set up as templates in ZipForms. I make sure all mu i's are dotted and t's crossed....a good clean contract is what a listing agent loves to see!!

Our contract is 13 pages long with every possible rider necessary for a purchase. No need for a check list, just go thru the thing & highlight the ones you need.

Yes, love check lists!

We have a system provided to us by our State Association (CAR) called Zipforms. We have templates set up on Zipforms for our transactions. The templates contain all potentially pertinent forms for the transaction at hand.

Thanks for sharing your experience.

Absolutely!! The list is checked and double-checked.  Frankly, sometimes it gets a third look!  My process looks like Debe Maxwell, CRS 

We have a template set up by the company with a checklist and access to the forms.  I wish I were more organized but we all have our own strengths.

Yes I have a bunch of checklists. And offer forms are in a template in Zipforms. The goal, of course, is a complete offer, signed, initialled and date, as quickly as possible. I go over forms with buyers beforehand so they know what to expect, plus the key information we have to address.

When I first started in the business.

I"m with Nina Hollander on this one... I've been doing this so long..31 + years.. I don't require a check list... it just comes naturally...  and our office has gone paperless and we now use electronic signatures.

Same as Nina.

I just go through it all when I have to. So far so good

I have lots of checks forms

I do have a complete checklist of things needed, and also throughout the transaction.

Since we use Skyslope, all required forms are listed and required before a Commission Disbursement Authorization will appear.

Paul S. Henderson, REALTOR®,CRS, - Yes, I do have an electronic and printed set for buyers and sellers ready for signatures! Along with the checklist, of course!

I have a list of all the forms and gather the ones I need for each deal

I typically use checklists... on occasion... let it slip past me..