New Escrow Intake Form

New Escrow Intake Form

Fill out the form below and please include any notes or details your transaction coordinator should be aware of. Please note: All contracts are processed within 1 business day of receipt of all documents and contact information needed to process the file. Any Questions please reach out : mariagomeztc@outlook.com
Agent Name

First NameLast Name
California DRE #
Agent Represents
Cooperating Agent
Name

First NameLast Name
Brokerage
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Is there an HOA?
Clients Information

Please provide your clients information only.
Clients Name #1

First NameLast Name
Clients #1 Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Clients #1 email
example@example.com
Clients Name #2

First NameLast Name
Clients #2 Phone
Please enter a valid phone number.Format: (000) 000-0000.
Clients #2 email
example@example.com
Client #3 Name

First NameLast Name
Client #3 Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Client #3 Email
example@example.com
Client #4 Name

First NameLast Name
Client #4 Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Client #4 email
example@example.com
Property Details

provide all information regarding the property in escrow
Sale Price
EM Amount
Contract Effective Date

MonthDayYear
Date
Contract Closing Date

MonthDayYear
Date
MLS #
Please upload a copy of the MLS Pending/Active

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NHD ?
If Complete, Please Upload NHD

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Home Inspection
Inspection Contact Info
Home Warranty?
Warranty Company Name
Warranty Co. Phone
Please enter a valid phone number.Format: (000) 000-0000.
Warranty Paid by
Title Company Name
Title Company Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Title Company Email
example@example.com
Lender Name/ Company
Lender Email
example@example.com
Lender Cell Phone
Please enter a valid phone number.Format: (000) 000-0000.
Escrow/ Attorney
Escrow/Attorney Email
example@example.com
Escrow/ Attorney Phone
Please enter a valid phone number.Format: (000) 000-0000.
Agents Commission or Dollar Amount
Please add any notes that is pertinent for the transaction that i should be aware of.
File Upload

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Please note files do not get processed until we have the following information.
1. Fully executed contract
2. Client contact info
3. Escrow contact info

***If for any reason the form notifies you that the document upload limit has been reached please email the documents directly to mariagomeztc@outlook.com***
Should be Empty:

New Escrow Intake Form

Cooperating Agent

Clients Information

Property Details