C21 Redwood - Client Intake Form - Transaction Concierge

Client Intake Form - Transaction Concierge

C21 Redwood
Agent Information
Agent Name*

First NameLast Name
Agent Cell Phone*
Agent Email*
example@example.com
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Team Name (if applicable)
Birthday Month
Birthday Day
GOAL: How many transactions do you plan to close this year?
How many transactions did you close in the last year?
Communication Preference*

EmailTextPhone
TIME SENSITIVE - Communication Preference*

EmailTextPhone
Brokerage Information
C21 Redwood Office*
Login Information
How do you access Zipforms?*
How do you access Docusign?*
How do you access "Access Redwood"?
Transaction Processing Questions
IF you charge an admin fee to your clients, how much is your Admin Fee?*
When do you prefer your resale disclosure packages are ordered?*

After signed listing agreementAfter listing goes LIVE in the MLSAfter contract ratification
When a listing goes under contract do you want "Pending" or "Active Under Contract" as the status?*

PendingActive Under Contract
Premium Task
Select ONE premium task*

Get Google Review/TestimonialPreferred Client ClubHandwritten NoteAdd to CRMClient Gift
Handwritten Note (please provide verbiage to be used)
Preferred Client Club Access information - c21online.com (services are ordered only - CC information must already be saved at the site)*
What is your Google review link ?*
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
CRM Access information*
Gift Company Access information (gift is ordered only - CC information must already be saved at the site)*
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)?

YESNO
Home Warranty
When your side orders the home warranty, we order it 21 DAYS prior to settlement. Does that work for you?

YESNO
How would you prefer this to be handled?
Preferred Vendors
Title Company*
When representing a SELLER, do you prefer to use your preferred title company instead of the one selected by the buyer?*

YESNO
Lender
Home Inspection
Radon Inspection
Septic Inspection
Well Inspection
Water Testing
Yard Sign*
Pest Inspection*
Settlement / Walk-Through
Do you have times of the day when you do not want final walkthroughs (buyers) or settlements scheduled? (time block) example, lead generation times?
FOR BUYERS - When do you want to schedule the walk-through?*

Day of SettlementDay BEFORE settlementSunday BEFORE settlementOther
We usually schedule your settlement about 14 days prior to settlement. Does that work for you?*

YESNO
If NO, please specify when you prefer this scheduled
Do you have a preferred location to settle at (i.e. C21 office, Highland Title -Arlington office.,) ?
Do you always want to split settlement (sellers and buyers sign at different times)?

YESNOOnly when representing the sellerOnly when representing the buyer
Current / Past

CurrentPast
Fee

Invoice Brokerage - WeeklyN/A
Should be Empty:

Client Intake Form - Transaction Concierge

Agent Information

Brokerage Information

Login Information

Transaction Processing Questions

Premium Task

Home Warranty questions

Preferred Vendors

Settlement / Walk-Through