TRIO OFFER SUBMISSION FORM
Trio reviews all executed purchase and sale agreement (“PSA”) for conformance with its requirements based on submission date.
Real estate professionals working with Trio Customers should complete this form along with an agent prepared Comparative Market
Analysis (“CMA”) with a submitted home for financing with Trio. Further guidance is available for real estate professionals at
trioresidential.com or by contacting us at partners@thinktrio.com. Incomplete forms may cause a delay in Trio approval.
Trio Customer __________________________________________ Cust ID #: _______________________
Property Address: ____________________________________________________________________________
Agent Name: ___________________________ Phone #:_____________ Email:___________________________
Date of PSA Acceptance: ____________ Closing Date: ____________
List Price: $___________ Property Taxes: $___________
Negotiated Price: $___________ Assessor’s Office Location: ___________________ (County, City, etc.)
CMA Value (by Agent): $___________ HOA Dues: $___________ ☐ Monthly ☐ Yearly
Earnest Money: $___________ HOA Rental Restrictions:
☐ Yes or ☐ No
Year Built: ___________ Interior Sq Ft: ___________
Bed / Bath: _____ / _____ New Construction:
☐ Yes or ☐ No
Trio Contract Requirements (Check if Conforms with Requirements):
☐ Meets Trio Maximum Approved Payment
(Equal or Lower than Trio Customer Approval and Trio Area Approved Maximum)
☐ FHA Financing Contingency Included
☐ Buyer’s agent has confirmed with listing agent that NO other FHA appraisal has been ordered for this property
in the last six months. ☐ Yes ☐ No
☐ Trio Assignment Addendum or Assignment Language Included
☐ Home Inspection Included. Copy Provided to Trio: ☐ Yes ☐ No
Unresolved Issues: __________________________________________________
☐ Seller Paid Home Warranty. ☐ Yes ☐ No; If yes, amount paid: $______________
Visit www.homewarranty.com to place the warranty order and upload a copy of the Initiating Agent Order Confirmation to
your transaction upon receipt.
☐ Home Condition: ☐ New ☐ Built within the last 10 years ☐ Older than 10 years ☐ Renovated in last 10 years
Age of: _____ Roof; _____ HVAC; _____ Plumbing; Roof Certification if Older than 10 Years ☐ Yes ☐ No
☐ Targeted 3% Price Seller Credit for Closing Costs.
Amount of Concession: $___________. Percentage of List Price: ___%
If not met in contract, how will the minimum be paid?
☐ Trio Customer $_________; ☐ Agent Commission $__________; ☐ Other $___________
If a Trio prescribed requirement is not met, the following is the proposed resolution:
Items Included:
☐ Stove/Range ☐ Refrigerator ☐ Dishwasher ☐ Microwave ☐ Washer ☐ Dryer ☐ Fireplace Insert ☐ Wood Stove
☐ Security System ☐ Attached Television ☐ Attached Speakers ☐ Satellite Dish/Operating equipment ☐ Hot Tub ☐ Pool
☐ Other ____________________________________________________________________________________________
Closing Agent: Closing Office: __________________________________________________________________________
Closer Name: ______________________________ Phone: __________________ Email: ___________________________
Submitted By: _________________________________________ (Agent) Date: ____________________________
Agent Phone #: _____________________________________ Email Address: _____________________________
