New Transaction Intake Form
Submitting Agent Information
If you've submitted a form before, we only need your name here. You may skip all other questions in this section.
Agent Name
*
First Name
Last Name
Agent Cell Number
Please enter a valid phone number.
Agent Email Address (This is required so that you will get a confirmation of this submission)
*
example@example.com
Type of Coordination Neeeded
*
Contract to Close (Full coordination with outreach to all parties)
Compliance Only (Compliance input only with no outreach to parties)
Agent Role
*
Listing Agent
Buyer's Agent
Both Sides
Are you co-selling/listing this property with another agent from your brokerage? If yes - Please list their information below as we will need to add them to your back office compliance file.
*
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Property Information
Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
MLS Number
Lockbox Type:
Supra/Electronic
Combo Lock
Other
Lockbox Code
Is the property...
*
Owner Occupied
Vacant
Tenant Occupied
Tenant Name (if applicable)
First Name
Last Name
Tenant Phone Number (if applicable)
Please enter a valid phone number.
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Seller's Information
If you have the seller side, please be sure to provide your seller(s) email address(es) AND phone number(s).
Seller 1 Name
First Name
Last Name
Seller 2 Name
First Name
Last Name
Forwarding Address of Sellers
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Seller 1 Phone
Please enter a valid phone number.
Seller 2 Phone
Please enter a valid phone number.
Seller 1 Email Address
example@example.com
Seller 2 Email Address
example@example.com
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Buyer's Information
If you have the buyer side, please be sure to provide your buyer(s) email address(es) AND phone number(s).
Buyer 1 Name
First Name
Last Name
Buyer 2 Name
First Name
Last Name
Buyer's Current Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Buyer 1 Phone Number
Please enter a valid phone number.
Buyer 2 Phone Number
Please enter a valid phone number.
Buyer 1 Email Address
example@example.com
Buyer 2 Email Address
example@example.com
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Opposing Agent's Information
Please, be sure to provide the opposing agent's (if applicable) email AND Phone number.
Opposing Agent Name
First Name
Last Name
Opposing Brokerage Name
Opposing Agent's Phone Number
Please enter a valid phone number.
Opposing Agent's Email Address
example@example.com
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Title/Closing Agent's Information
Title/Attorney Office Name
Closing Agent's Name
First Name
Last Name
Closing Agent's Email Address
example@example.com
Closing Agent's Phone Number
Please enter a valid phone number.
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Lender's Information
Loan Officer's Name
First Name
Last Name
Lender Name
Loan Officer's Email Address
example@example.com
Loan Officer's Phone Number
Please enter a valid phone number.
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Inspection Information
Please be as clear as possible about inspection order information so we may order ASAP.
Home Inspection...
*
has Been Scheduled
please Schedule
will be scheduled by Buyers
is not needed
If Inspection has been scheduled, please share the scheduled date AND time. *NOTE - We need to know the time the inspection is starting so we can add it to the calendar and provide this information to applicable parties.
Home Inspection Company Name/Contact Name
Home Inspector's Phone Number
Please enter a valid phone number.
Home Inspector's Email Address
example@example.com
Termite Inspection...
*
has been scheduled
please schedule
will be scheduled by Buyers
is not needed
If Termite Inspection has been scheduled, please share the scheduled date AND time. *NOTE - We need to know the time the inspection is starting so we can add it to the calendar and provide this information to applicable parties.
Termite/Pest Inspection Company
Termite/Pest Inspection Company Phone Number
Please enter a valid phone number.
Termite/Pest Inspection Company Email Address
example@example.com
If you need additional inspections, please list them below. Please include the company name, contact person, phone number, and email address.
Inspection Entry (Please check any that apply)
Buyer's Agent will give Inspector Access.
Seller's Agent will be giving access.
Sellers will be giving access.
The Inspector has ability to enter with an eKey, code, etc.
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Home Warranty
(if applicable)
Home Warranty...
*
Has been ordered
Please order
Will be ordered by someone else
Is not needed
Home Warranty Company Name
Home Warranty Contact
First Name
Last Name
Home Warranty Email Address
example@example.com
Home Warranty Phone Number
Please enter a valid phone number.
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Additional Information
Contract Effective/Binding Date (VERY IMPORTANT as this date determines most of the Contingency Dates. Please provide the CORRECT effective date - Your TC cannot select this date for you)
*
-
Month
-
Day
Year
Date
Closing Date
-
Month
-
Day
Year
Date
Listing Commission Amount (%) - if you're on the listing side
Buying Commission Amount (%)
*
Who is paying the buyer side commission? **Be sure to have an EBBA and Compensation Agreement in your file or uploaded with this intake form**
Seller's Broker
Seller
Buyer
No commission
Broker Admin or Processing Fee
*
Will your client(s) be present for closing?
Please Select
Yes
Mail-away
Unsure
Your Client's Mailing Address (for AFTER closing). This will either be the property address (if they are purchasing as owner occupant, or it will be a forwarding address (if they are a non-occupant buyer or if they are a seller).
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Bonus or Other Fee (Please include who receives and what amount)
Referral Fee (Please include who receives and what amount)
Source of Lead (for eXp Realty Agents Only)
Please Select
SOP (Sphere of Influence)
Personal Referral (no Referral Fee due)
Referral from Outside Agent (Referral Fee due)
Online Marketing
Other
Please Check all that apply:
HOA/Condo Buyer Approval Required
Obtain Leases from Seller or Buyer
1031 Exchange
Send/Upload copy of docs to my office
Additional Information or Instructions
IMPORTANT -- Please, submit ALL applicable fully executed contract documents, addenda, and pre approval letter with this form, unless otherwise provided.
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