Magnolia Transactions Confidential Client Profile

Welcome to Magnolia Transactions! We’re so delighted to have you as a client and look forward to working together! To provide you with the highest level of service, we will create a profile in our office of detailed information about you, your business, and the providers you prefer to work with.

Please notify your coordinator of any changes in the future.

Agent Name*

Referred By (If not applicable, put N/A): *

Phone Number: *

Home Mailing Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Primary Email Address*

example@example.com

Birthday:*

Brokerage Name*

Office Phone

Office Mailing Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

RE License Number: *

Preferred Home Warranty Provider

Phone:

Client #:

User ID and Password:

Preferred Title Company:

Contact Person:

Phone:

Email Address:

example@example.com

Mailing Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

2nd Preferred Title Company:

Contact Person:

Phone:

Email Address

example@example.com

Mailing Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Preferred Lender(s)

Contact Person:

Phone Number:

Email Address:

example@example.com

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Company:

Contact Person:

Phone Number:

Email Address

example@example.com

Mailing Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Preferred Home Inspector(s)

Contact Person:

Phone:

Email Address:

example@example.com

Company

Contact Person:

Phone:

Email Address:

example@example.com

Send a copy of my contract and other applicable documents to my office via

Upload Online to:

Upload Online To:

Username:

Password:

Upload Online To:

Username:

Password:

Email Address to Send Docs to (if applicable):

example@example.com

Additional Information:

We respect your privacy; your information will never be sold or shared with anyone, for any reason, ever!