New Pending Contract to Close - Intake Form
Files received before 2:00 PM will be processed the same business day. Please note that only the items marked with an asterisk (*) are required.
Agent Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
What software platform do you use for transactions & signatures? (First Time Users Only)
Please Select
DocuSign
DotLoop
Form Simplicity
Transaction Desk
SkySlope
Other
Platform Login Credentials (First Time Users Only)
Username
Password
Does your brokerage use an additional platform for compliance, such as Command? If so, please list platform? (First Time Users Only)
Please Provide Login Credentials for Compliance Software - (First Time Users Only)
Username
Password
Property Information
Effective Date
*
-
Month
-
Day
Year
Date
Which Party Do You Represent?
Please Select
Seller
Buyer
Both
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupancy Information
*
Please Select
Vacant
Owner Occupied
Tenant Occupied
Showing Instructions to coordinate the inspection
*
Cooperating Broker/Other Agent
Name
*
First Name
Last Name
Cooperating Brokerage Company
*
Co Broker's Email Address
*
example@example.com
Co Broker's Phone Number
*
Please enter a valid phone number.
Back
Next
Buyer/Seller - Party You Represent
Client #1
*
First Name
Last Name
Client # 1 Email
*
example@example.com
Client #1 Phone Number
*
Please enter a valid phone number.
Client #2
First Name
Last Name
Client # 2 Email
example@example.com
Client #2 Phone Number
Please enter a valid phone number.
Title/Escrow Information
Title Company Name - If Not Listed On Contract
Title Email
example@example.com
Title Phone Number
Please enter a valid phone number.
If Seller Representation, Will They Be Using An Attorney?
Please Select
Yes
No
Not Sure
Seller Attorney's Name
First Name
Last Name
Seller Attorney's Email
example@example.com
Seller Attorney's Phone Number
Please enter a valid phone number.
Lender Information
Loan Type
Please Select
Cash
Conventional
FHA
VA
Other
Lender Name
*
First Name
Last Name
Lender's Company Name
*
Lender Company Name
Lender Email
*
example@example.com
Lender Phone Number
*
Please enter a valid phone number.
CONDO or HOA Contact Details (if applicable and known)
Preferences
Preferred Inspector
Preferred Inspector Email
example@example.com
Preferred Inspector Phone Number
Please enter a valid phone number.
Preferred Inspector
Preferred Inspector Email
example@example.com
Preferred Inspector Phone Number
Please enter a valid phone number.
Preferred Insurance Co.
Preferred Insurance Agent Email
example@example.com
Preferred Insurance Agent Phone Number
Please enter a valid phone number.
Your Transaction Coordinator
*
Please Select
Lorna Vasquez
Kena Harmon
Notes/Special Instructions:
Please upload the fully executed Contract along with all Addenda and/or Riders incorporated into the Contract, the MLS sheet, and the Buyer’s Pre-Approval Letter.
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