SALT LAKE BOARD OF REALTORS®
SLBR Transaction Ledger Instructions

The Transaction Ledger may be downloaded in an Excel Spreadsheet HERE.

The SLBR Transaction Ledger must be filled out completely in order to apply for the Rookie of the Year Award, Small Sales Team of the Year, Large Sales Team of the Year and the Salesperson of the Year.

A printable copy of the Transaction Ledger Instructions is available HERE.

(Hint: Most required ledger information can be found by printing out a list of your transaction from the MLS)

A- All closed transactions (Both MLS and non-MLS) are to be listed on ledger in a chronological order (by date closed)

B- Ledgers must be submitted in an Electronic Accessible Format (Using Excel) on a CD or by email.

C- If transaction was reported on the Wasatch Front Regional MLS AND Applicant's and/or Team Member's Name is showing on the MLS as the Sales or Listing Agent, then you can simply copy information onto this ledger.

D- If the transaction was NOT reported through the Wasatch Front Regional MLS, and/or if Applicant's or Team member's name is NOT showing on the MLS as the Sales or Listing Agent, then still include on ledger, but the following additional information is required and must be submitted with the completed transaction ledger:
1- Copy of Executed HUD closing document on that transaction
2- Copy of first page of Listing and/or Sales Agreement showing applicant's or team member's name.
3- Include an explanation of why Applicant's or Team member's name is different than that showing on MLS
4- All documentation must be submitted in a neat, organized form that is easy to read and verify.

E- Where applicant or team is BOTH the Listing AND the Sales agent are to be shown as TWO transactions

F- If "co-agent" was involved who is not on applicant's team, only report a maximum of 50% of actual sales price. (It would be wise to write a note to explain relationship to "co-agent" and what work was performed.)

G- If application and/or transaction ledger is confusing, incomplete or misleading, it will be rejected

Transaction Ledger Key:

Column #1 -- Address of closed property - If Lot without address, then include Lot # and City.

Column #2 -- Enter Wasatch Front Regional MLS # or if a non-MLS transaction leave this area blank.

Column #3 -- Enter appropriate property code:
 R1 = Residential Single Family
 RM(): Multi Residential (with # of units) RM(2) = duplex, RM(3) = triplex, etc.
L = Lease
LAND-D = Developed Land LAND-U = Undeveloped Land
C = Any construction or property that is NOT residential.

Column #4 -- Simply put an "X" if applicant or team member was the Listing Agent (then leave column #5 blank)

Column #5 -- Simply put an "X" if applicant or team member was the Sales Agent (then leave column #4 blank)
Do NOT put an "X" in both column 4 and column 5 on the same line.

Column #6 -- If this transaction had a "co-agent" who was NOT on applicant's team, list co-agents full name
If no "non-team co-agent" leave this column blank

Column #6 -- List "co-agents" company, if applicable - If not, leave blank.

Column #7 -- Closing date in "Month/Day/Year" format (5/15/07) List all transaction in chronological order.

Column #8 -- Full Sold price, unless co-agent (not on team) was involved, then list a maximum of 50% of sales price.

Column #9 -- Indicate if applicant or team member had any ownership in transaction. Put % in this box.

The Award will be presented at the 2009 REALTOR® Awards Event.