Timeshare Exit Payment Authorization Wizard

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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)

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)

Exit Scholar English Agreements(Required)

Monarch + Exit Scholar English Agreements(Required)

TCR Spanish Agreements(Required)

Exit Scholar Spanish Agreements(Required)

Legacy Agreements(Required)

Legacy Approval Confirmation(Required)

I confirm this legacy template is approved for use by Rich Folk.

Agreement Basics

Agreement Effective Date(Required)

Number of Signers(Required)

Number of TS Properties Included?(Required)

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

First Payment Date

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)

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)

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)

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)

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

Analyst

—

Analyst Email

—

PipelineCRM Deal ID

—

Internal Notes

—

Agreement Selection

Agreement Set

—

Agreement Selection

—

Legacy Approval

—

Agreement Basics

Effective Date

—

Number of Signers

—

Timeshare Properties

—

Contract Fee & Payment Terms

Total Contract Fee

—

Estimated Contract Fee

—

Pending Terms Notes

—

Down Payment Amount

—

Monthly Payment Amount

—

# Monthly Payments

—

First Payment Date

—

Client Payment Method

Payment Method

—

NOTE: This is for internal tracking and reference only. It does not affect agreement generation.

Signers

Count: —

#	Name	Email	Street Address (Signer 1)
1	—	—	—
2	—	—	—
3	—	—	—
4	—	—	—

Timeshare Properties

Count: —

#	Developer	Resort	Purchase Date	Mortgage Balance	Location
1	—	—	—	—	—
2	—	—	—	—	—
3	—	—	—	—	—
4	—	—	—	—	—