Transaction Forms Workflow

Answer a short set of questions in each phase. The workflow unlocks the exact Minnesota forms your transaction requires and marks the rest as not applicable.

Checklist completion

0 of 17 questions answered · 0 of 10 required forms collected

Progress0%

Phase 01 of 06

Pre-Approval & Agency

Establish representation, disclose agency at first substantive contact, and confirm financing capacity before showing property.

Intake questions

What representation arrangement is the buyer signing?

Is dual agency possible in this transaction?

Answer yes if the same broker may represent both buyer and seller.

What type of financing is the buyer using?

Is an affiliated settlement service, lender, or title company being recommended?

Is this an all-cash residential purchase that may be reportable under the federal FinCEN rule?

Confirm current federal coverage, exemptions, and reporting thresholds with the closing or title professional.

Answer all 5 questions to unlock every document in this phase.

Documents

Agency Relationships in Real Estate Transactions

Required

Mandatory agency disclosure delivered at first substantive contact under Minn. Stat. § 82.67.

Download PreviewCollected

Buyer Representation Contract: Exclusive

Locked

Exclusive agency agreement setting term, compensation, and scope of representation.

Answer the questions above to unlock

Buyer Representation Contract: Nonexclusive

Locked

Nonexclusive representation where the buyer may also work with other brokers.

Answer the questions above to unlock

Facilitator Services Agreement: Buyer

Locked

Used when the licensee assists without representing the buyer as an agent.

Answer the questions above to unlock

Amendment: Facilitator Services (Dual Agency Conversion)

Locked

Converts representation to facilitator status when dual agency is declined or not consented to.

Answer the questions above to unlock

Wire Fraud Alert

Required

Written warning about wire instruction fraud before any funds are transferred.

Download PreviewCollected

Compensation Disclosure to Buyer/Tenant

Required

Discloses how and by whom the buyer's broker is compensated.

Download PreviewCollected

Notice Regarding Federal FinCEN Reporting

Locked

Reporting notice for non-financed residential transfers.

Answer the questions above to unlock

Affiliated Business Arrangement Disclosure

Locked

Required when an affiliated lender, title, or settlement provider is recommended.

Answer the questions above to unlock

Real Estate Agent Referral Contract

Optional

Used when the buyer arrives through an outside agent referral.

Download PreviewCollected