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Home
Exit
Process
FAQs
Podcasts
Testimonials
Blog
About Us
Contact
Home
Exit
Process
FAQs
Podcasts
Testimonials
Blog
About Us
Contact
Home
Exit
Process
FAQs
Podcasts
Testimonials
Blog
About Us
Contact
TIMESHARE EXIT SERVICE AGREEMENT (SA) WIZARD
Step
1
of
9
11%
Company
This field is for validation purposes and should be left unchanged.
Analyst / Deal ID Setup
A guided workflow for generating branded service agreements for new Exit Scholar/Monarch/TCR clients. Includes agreement selection, signer details, property information, and contract terms.
Analyst
(Required)
Please select an Analyst...
Bickel, Grady
Folk, Heide
Gard, Walter
Goodman, James
Kerns, Joanne
McGinnis, Joseph
McMullin, Tara
Reyes, Jonathan
Testing, Scott
Williams, Vernon
Other…
Pipeline CRM | Deal ID
(Required)
Analyst First Name
Analyst Last Name
Analyst Email Address
Internal Reference / Notes
The info in this field can only be viewed internally. Please document any exceptions or special instructions here.
Brand & Language Selection
Select a Brand & Language
(Required)
TCR (English)
TCR (Spanish)
Exit Scholar (English)
Exit Scholar (Spanish)
Monarch + Exit Scholar (English)
Legacy Agreements (Approval Required)
Choose a Brand & Language needed.
Agreement Selection
Legacy agreements will require approval.
TCR English Agreements
(Required)
Select an English agreement template…
TCR SA Current – $1,449 – Pend Terms
TCR SA Current – $1,449 – PIF
TCR SA Current – $1,449 – Terms
TCR - PAYMENT AUTH - ACH One-Time
Exit Scholar English Agreements
(Required)
Select an English agreement template…
Exit Scholar SA Current - $1,449 - Pend Terms
Exit Scholar SA Current - $1,449 - PIF
Exit Scholar SA Current - $1,449 - Terms
Exit Scholar - PAYMENT AUTH - PIF
Monarch + Exit Scholar English Agreements
(Required)
Select an English agreement template…
Monarch + Exit Scholar SA Current - $1,250 - Terms
Monarch + Exit Scholar SA Current - $?,??? - Terms
TCR Spanish Agreements
(Required)
Select a Spanish agreement template…
TCR SA Current - $1,449 - PIF
TCR SA Current - $1,449 - Terms
Exit Scholar Spanish Agreements
(Required)
Select a Spanish agreement template…
Exit Scholar SA Current - $1,449 - Terms
Exit Scholar SA Current - $1,449 - PIF
Legacy Agreements
(Required)
Select a "Legacy" agreement template…
OLD - TCR SA - $950 - Flat Fee
OLD - TCR SA - $950 - Terms
OLD - TCR SA - Flat Fee+$950 - PIF
OLD - TCR SA - $950 PIF
OLD - TCR SA - $950 DP Terms
OLD - Exit Scholar SA - $950 - Terms
Legacy Approval Confirmation
(Required)
I confirm this legacy template is approved for use by Rich Folk.
Agreement Basics
Agreement Effective Date
(Required)
MM slash DD slash YYYY
Number of Signers
(Required)
Please select the number of signers
1
2
3
4
Number of TS Properties Included?
(Required)
Please select the number of timeshare properties
1
2
3
4
Estimated Contract Terms (Pending Final Approval)
Estimated Contract Fee
Notes for Pending Terms
Agreement Payment Structure
Total Contract Fee
(Required)
This field is hidden when viewing the form
WPES Template Title
Down Payment Amount
Monthly Payment Amount
Number of Monthly Payments
Please select the number of Monthly Payments
1
2
3
6
12
18
24
30
36
First Payment Date
MM slash DD slash YYYY
Legacy Approval Confirmation
(Required)
I confirm this legacy template is approved for use by Rich Folk.
Client Payment Method
Payment Method Indicator
ACH / Bank Draft (Electronic Withdrawal)
Credit / Debit Card Authorization
Lender Financing (UCFS)
Check / Cashier's Check (Manual Payment
Payment Method Pending (Unknown)
Other (Specify)
NOTE: This field is for internal tracking and reference only. It does not affect agreement generation.
Signer #1
Signer #1 | Legal Name
(Required)
First
Last
Signer #1 | Email Address
(Required)
Signer #1 | Primary Address
(Required)
Signer #2
Signer #2 | Legal Name
First
Last
Signer #2 | Email Address
Signer #3
Signer #3 | Legal Name
First
Last
Signer #3 | Email Address
Signer #4
Signer #4 | Legal Name
First
Last
Signer #4 | Email Address
Timeshare/Property #1 Specifics
Property #1 | Developer Name
(Required)
Property #1 | Resort Name (if separate)
Property #1 | Purchase Date
(Required)
MM slash DD slash YYYY
Mortgage Balance
(Required)
Please enter a number from
0
to
1000000
.
Property #1 | Location (city/st)
(Required)
Timeshare/Property #2 Specifics
Property #2 | Developer Name
(Required)
Property #2 | Resort Name (if separate)
Property #2 | Purchase Date
(Required)
MM slash DD slash YYYY
Property #2 | Mortgage Balance
(Required)
Please enter a number from
0
to
1000000
.
Property #2 | Location (city/st)
(Required)
Timeshare/Property #3 Specifics
Property #3 | Developer Name
(Required)
Property #3 | Resort Name (if separate)
Property #3 | Purchase Date
(Required)
MM slash DD slash YYYY
Property #3 | Mortgage Balance
(Required)
Please enter a number from
0
to
1000000
.
Property #3 | Location (city/st)
(Required)
Timeshare/Property #4 Specifics
Property #4 | Developer Name
(Required)
Property #4 | Resort Name (if separate)
Property #4 | Purchase Date
(Required)
MM slash DD slash YYYY
Property #4 | Mortgage Balance
(Required)
Please enter a number from
0
to
1000000
.
Property #4 | Location (city/st)
(Required)
SUMMARY
Review & Confirm
Confirm the agreement selection, contract fee/payment terms, signer details, and property details before generating the Service Agreement.
Selected Agreement
—
Analyst & Deal
Edit
Analyst
—
Analyst Email
—
PipelineCRM Deal ID
—
Internal Notes
—
Agreement Selection
Edit
Agreement Set
—
Agreement Selection
—
Legacy Approval
—
Agreement Basics
Edit
Effective Date
—
Number of Signers
—
Timeshare Properties
—
Contract Fee & Payment Terms
Edit
Total Contract Fee
—
Estimated Contract Fee
—
Pending Terms Notes
—
Down Payment Amount
—
Monthly Payment Amount
—
# Monthly Payments
—
First Payment Date
—
Client Payment Method
Edit
Payment Method
—
NOTE: This is for internal tracking and reference only. It does not affect agreement generation.
Signers
Count: —
Edit
#
Name
Email
Street Address (Signer 1)
1
—
—
—
2
—
—
—
3
—
—
—
4
—
—
—
Timeshare Properties
Count: —
Edit
#
Developer
Resort
Purchase Date
Mortgage Balance
Location
1
—
—
—
—
—
2
—
—
—
—
—
3
—
—
—
—
—
4
—
—
—
—
—
TCR Service Agreements
Eligible for matching
English:
TCR Terms SA – $1,449 (Rev. 01/05/2026)
TCR Pending Terms SA – $1,449 (Rev. 11/20/2025)
TCR PIF SA – $1,449 (Rev. 01/14/2026)
TCR One Time ACH Payment Authorization (Rev. 11/24/2025)
Spanish:
TCR Terms SA – $1,449 (Rev. 01/26/2026)
TCR PIF SA – $1,449 (Rev. 01/26/2026)
Exit Scholar Service Agreements
Eligible for matching
English:
ExitScholar_ClientServiceAgrmt_2 (Rev. 01/13/20026)
Exit_Scholar_PIF w/Client Understanding (Rev. 01/13/2026)
Exit_Scholar_-_Client Service_Agrmt_PIF (Rev. 01/08/2026)
ES (PIF) PA Form (Rev. 10/09/2025)
Close ExitScholar_ClientServiceAgrmt_1 (Rev. 06/17/2025)
Monarch Service Agreements
Eligible for matching
English:
Monarch SA – $1,250 (Rev. 01/22/2026)
Monarch/Exit Scholar SA (Rev. 12/15/2025)
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