Transaction Intake Form
Agent Name:
Co agent name:
Brokerage:
License#:
Cell#:
Email:
Agent represents:
Buyer
Seller
Both
Cooperating Agent
Name
First Name
Last Name
Brokerage
Cell #:
Email
example@example.com
Transaction Details
MLS#
Property Address
Sale Price
EM Amount
Represented Client 1 Name
Client 1 Email
example@example.com
Client 1 Cell
Client 1 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Represented Client 2 Name
Client 2 Email
example@example.com
Client 2 Cell
Client 2 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Executed Contract Date
/
Month
/
Day
Year
Date
Closing Date
/
Month
/
Day
Year
Date
Home Warranty
Yes Warranty Co Name and Contact
No
Warranty Co Name and Contact
Paid buy
Seller
Buyer
Agent
Financing
Yes
Cash
Lender Contact
Lender Company
Lender Contact Name
Lender Contact Email
example@example.com
Lender Contact #
Title Company
Title Company
Title Contact Name
Title Contact Email
example@example.com
Title Contact #
Escrow/Attorney
Escrow Company
Escrow Contact Name
Escrow Contact Email
example@example.com
Escrow Contact #
Inspection Company Contact
Inspection Company
Inspection Contact Name
Inspection Contact Email
example@example.com
Inspection Contact #
Home Inspection
Scheduled
Needs to be scheduled
Preferred Date
/
Month
/
Day
Year
Date
Commission
Agent Commission
Co-Op Agent Commission
Please upload all transaction documents
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