Client Under Contract
Agent Name (Your Name)
*
First Name
Last Name
Co - Agent Name
First Name
Last Name
Your Client Name
*
First Name
Middle Name
Last Name
Your Client E-Mail
*
example@example.com
Your Preferred Client Number
*
Format: (000) 000-0000.
Your 2nd Client Name
First Name
Last Name
Your Client E-Mail
example@example.com
Your Preferred Client Number
Format: (000) 000-0000.
Address for Property Under Contract
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Have the inspections been scheduled?(If YOUR client is the Buyer)
*
Yes and I have confirmed with the listing agent.
No - Please Assist and Send Out my Preferred Inspectors
No - I (buyer's agent) will handle scheduling
NA - I am the listing agent
Has the Buyer's Agent Scheduled Inspections? (If YOUR client is the Seller)
*
Yes and I have notified the seller
Yes, but I have not notified the seller - please let them know
No, I have not heard anything from the buyer's agent on inspections
NA - I am the buyer's agent
If inspection has been scheduled, what is the time/date? (TC will add to transaction calendar)
Is there any information that needs to be tracked down? If yes, who is owning the responsibility for tracking the information down?
*
Please Select
Me, the agent
You, the Transaction Manager
The cooperating agent
What information is being tracked down?
Source Of Business:
Please Select
YouTube
Sphere of Influence
Referral from Outside Agent
Sign Call
Open House
Previous Customer
Prospecting
Door Knocking
Realtor.com
Please use drop down to select source of business.
Lender Contact Information:
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please upload lender letter here:
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Additional information the TC needs to be aware of for the transaction:
Are You Charging Your Client the TC Fee?
Yes - they are paying your fee
No - I am paying your fee
Is there a referral agreement or any other payment that needs to be paid out of your commission?
*
No referral
Yes, a referral
I have a credit I need to pay from my commission. See notes.
Other
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