Transaction Intake Form Template
Agent Name:
Co agent name:
Brokerage:
License#:
Cell#:
Email:
Agent represents:
Buyer
Seller
Both
Cooperating Agent
Brokerage
Cell #:
Email
example@example.com
MLS#
Property Address
Sale Price
EM Amount
Represented Client 1 Name
Client Email
example@example.com
Client Cell Phone
Represented Client 2 Name
Client Email
example@example.com
Client Cell Phone
Contract Effective Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Closing Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Home Warranty
Yes Warranty Co Name and Contact
No
Warranty Co Name and Contact
Paid by
Seller
Buyer
Agent
Financing
Cash
FHA
Conventional
Other
Lender Contact
Company
Name
Email
Escrow
Company
Name
Contact Email
Agent Commission
Browse Files
Cancel
of
Submit
Should be Empty: