C21 Redwood - Client Intake Form - Transaction Concierge

  • Client Intake Form - Transaction Concierge

    C21 Redwood

  • Agent Information

  • Format: (000) 000-0000.
  • Communication Preference*
  • TIME SENSITIVE - Communication Preference*

  • Brokerage Information

  • Login Information

  • Transaction Processing Questions

  • When do you prefer your resale disclosure packages are ordered?*
  • When a listing goes under contract do you want "Pending" or "Active Under Contract" as the status?*

  • Premium Task

  • Select ONE premium task*

  • How to get a google review link:

    1. Log in with the account you used to sign up for your Business Profile.

    2. Search on Google for your exact business name. You can also search for “my business.”

    3. Select Customers And then Reviews And then Get more reviews.

    4. Copy the link and send to the TC

  • Home Warranty questions

  • Do you have a preferred home warranty company you use and/or a preferred policy when you order for buyers (when applicable per the contract)?
  • When your side orders the home warranty, we order it 21 DAYS prior to settlement. Does that work for you?

  • Preferred Vendors

  • When representing a SELLER, do you prefer to use your preferred title company instead of the one selected by the buyer?*

  • Settlement / Walk-Through

  • FOR BUYERS - When do you want to schedule the walk-through?*
  • We usually schedule your settlement about 14 days prior to settlement. Does that work for you?*
  • Do you always want to split settlement (sellers and buyers sign at different times)?
  • Current / Past
  • Fee
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  • Should be Empty: