Start a New Estimate:
Expand the "New Estimate" tab from the menu options at the top of the dashboard. A drop-down menu will appear with several options. From there, click the "Seller Net Sheet" option under the "For Sellers" section.
Enter the Quote Details:
To begin editing, click the pencil icon
located in the top right corner of the Seller Net Sheet form. Next, input the property address, which can be either a complete street address or simply the city and state. (Note: This field is integrated with Google Maps, so as you type, you will see address suggestions to assist you).
Select a Branch (If applicable).
Choose the Transaction Type:
Pick from one of the following options: Purchase with Financing or Cash
Enter the Sales Price:
Input the dollar amount of the property sale.
Set the Closing Date:
Select a date from the pop-up calendar.
Add Payoff Loans and 2nd Lien Payoffs (If applicable):
Agent Compensation:
Specify the compensation amounts for both the "Seller’s Agent Compensation" (and, if applicable, the "Buyer’s Agent Compensation"). Use the dropdowns to input these amounts as either a percentage of the sales price or a fixed dollar amount. To indicate split compensation, simply enter the respective dollar amount or percentage that the Seller is responsible for in the appropriate fields. Additionally, you can include compensation as a line item under “Transaction Fee.”
(Note: See the Real Estate Compensation and Seller Concessions articles for additional details regarding disclosing agent compensation).
HOA Fees (If applicable):
Enter the frequency and amount of HOA payments.
Question: Did the seller pay the current month's dues?
If No, it will be added as an expense.
If Yes, it will be credited to the seller.
Property Taxes:
Enter either the annual property tax amount or tax rate. The system will auto-fill the other field based on your input.
Question: Has the seller paid this amount?
If No, it will be added as an expense.
If Yes, it will be credited to the seller.
Add Additional Expenses or Credits:
Enter any additional fees or credits for the seller. These are only applied to the current estimate. To remove an item, click the "X" next to it.
Calculate the Quote:
Once all fields are completed, click "Calculate" to view your quote results. A screenshot example of the results page is provided for reference below.
For guidance on how to navigate the results page, please consult the TitleCapture Knowledge Base article titled "Modifying & Sharing Your Quote Results."
For any questions, feel free to reach out to us at support@titlecapture.com.
