Common California Real Estate Documents

Lead-Based Paint Disclosure

Also Known As:
LBP
Disclosure

A federally mandated disclosure required for homes built before 1978, informing buyers of the potential presence of lead-based paint and associated health hazards.

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Loan Estimate

Also Known As:
LE
Disclosure

A standardized federal disclosure form provided by the lender within 3 days of loan application, detailing estimated loan terms, interest rate, monthly payment, and closing costs.

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Local Disclosure Forms

Also Known As:
LOCAL
Disclosure

City or county-specific disclosure forms required by local ordinances, which may include earthquake retrofit compliance, energy efficiency, water heater strapping, or rental restrictions.

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Market Conditions Advisory

Also Known As:
MCA
Advisory

An advisory form that educates sellers about current market conditions, pricing strategies, and factors that may affect the sale of their property.

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Megan's Law Database Disclosure

Also Known As:
MLD
Disclosure

A disclosure advising buyers of the existence of a state database of registered sex offenders and providing information on how to access it.

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Natural Hazard Disclosure Statement

Also Known As:
NHD
Disclosure

A statutory disclosure identifying whether a property is located within various natural hazard zones including flood, fire, earthquake fault, and seismic hazard areas.

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Notice to Buyer to Perform

Also Known As:
NBP
Notice

A notice from the seller demanding that the buyer perform a contractual obligation (such as removing contingencies or depositing funds) within a specified time period.

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Notice to Seller to Perform

Also Known As:
NSP
Notice

A notice a buyer sends when the seller has not delivered a required item or performed a contractual obligation, starting a clock the seller must act within or risk the buyer canceling.

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Pre-Approval Letter

Also Known As:
PAL
Agreement

A letter from a lender stating that a buyer has been preliminarily approved for a mortgage loan up to a specified amount, subject to property appraisal and final underwriting.

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Pre-Close Occupancy Agreement

Also Known As:
PCO
Agreement

An agreement allowing the buyer to occupy the property before close of escrow, typically in exchange for a daily rent payment to the seller.

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Preliminary Change of Ownership Report

Also Known As:
PCOR
Report

A state-required form filed alongside the deed at recording that reports the sale to the county assessor for property tax reassessment purposes.

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Preliminary Title Report

Also Known As:
Prelim
Report

A report issued by a title company showing the current ownership, liens, encumbrances, easements, and other matters affecting title to the property.

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Probate Court Confirmation Documents

Also Known As:
PROB
Agreement

Documents required when selling a property through probate court, including the petition to sell, court confirmation hearing, and overbid procedures.

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Proof of Funds

Also Known As:
POF
Agreement

Documentation verifying a buyer has sufficient liquid assets to complete the purchase, typically in the form of bank statements or a letter from a financial institution.

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Receipt for Increased Deposit

Also Known As:
RID
Agreement

A form documenting the receipt of additional earnest money deposit beyond the initial deposit specified in the purchase agreement.

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Release of Deposit

Also Known As:
ROD
Notice

A written instruction to escrow authorizing the release of the earnest money deposit to a specific party, required whenever a transaction cancels and the deposit needs to be disbursed.

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Request for Repair

Also Known As:
RR
Agreement

A formal request from the buyer asking the seller to make repairs, provide credits, or take other actions based on inspection findings or disclosed defects.

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Residential Listing Agreement

Also Known As:
RLA
Agreement

The contract between a seller and their listing agent that establishes the terms of representation, commission structure, and marketing authorization for selling a property.

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Seller in Possession Agreement

Also Known As:
SIP
Agreement

An agreement allowing the seller to remain in the property after close of escrow for a specified period, typically in exchange for a daily rent or holdover fee.

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Seller Net Sheet

Also Known As:
SNS
Advisory

An estimated calculation showing the seller's projected net proceeds from the sale after deducting all costs, commissions, and payoffs.

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Seller Property Questionnaire

Also Known As:
SPQ
Disclosure

A detailed questionnaire completed by the seller disclosing known conditions, defects, repairs, and material facts about the property.

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Seller's Affidavit of Nonforeign Status (FIRPTA)

Also Known As:
FIRPTA
Disclosure

A federal affidavit in which the seller certifies whether they are a foreign or non-foreign person for tax purposes, determining whether the buyer must withhold a portion of the sale proceeds under FIRPTA.

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Short Sale Documents

Also Known As:
SS
Addendum

Documents required when the property is being sold for less than the amount owed, requiring lender approval and including specific addenda and timelines.

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SMCO

Also Known As:
SMCO
Agreement

The form a seller signs to finalize which buyer's signed counter offer they're accepting, required whenever a Seller Multiple Counter Offer (SMCO) was used to negotiate with more than one buyer at once.

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Smoke and Carbon Monoxide Detector Compliance

Also Known As:
SCMDC
Disclosure

A disclosure and compliance form regarding the seller's obligation to ensure the property has operable smoke detectors and carbon monoxide detectors as required by California law.

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Statement of Information

Also Known As:
SI
Agreement

A form completed by buyers and sellers providing personal information that helps the title company identify and clear judgments, liens, or other matters affecting title.

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Statewide Buyer and Seller Advisory

Also Known As:
SBSA
Advisory

A comprehensive advisory document covering numerous topics buyers and sellers should investigate, from property conditions to neighborhood issues to legal considerations.

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Supplemental Statutory and Contractual Disclosures

Also Known As:
SSD
Disclosure

A CAR-standard form covering additional statutory disclosures not addressed elsewhere in the standard disclosure package, including Mello-Roos, military ordnance areas, and industrial use zones.

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