Transaction Team Intake Form
Congrats on your new contract! We're excited to help you and your client get to the closing table!
Transaction Side
*
Please Select
Buyer
Seller
Dual
Please let us know what side of the transaction you're representing.
Who's your assigned TC?
*
Please Select
Lashun Shipman
Sara Denny
Holly Simper
Elliott Smith
YOUR Name (This helps us know what agent we're servicing.)
*
First Name
Last Name
Your Email
*
example@example.com
Firm or Team Name
Ex: XYZ Realty
Property Information
In this section, you'll provide information regarding the details of the property.
Property Type
*
Please Select
Airbnb/STR
Condo/Apartment
Duplex
Land
Multi-family
New Construction
Quadplex
Single Family
Townhome
Other
Property Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
County
MLS Number
Square Footage
*
Parcel ID/PIN #
Year Built
*
Foundation Type
*
Please Select
Basement
Crawlspace
Slab
Other
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Contract Details
Please provide the needed information regarding the contract to help us get the data in our systems efficiently.
Closing Type
*
Please Select
Electronic Closing
In Person
Mail-Away
Power of Attorney
Other
Financing Type
*
Please Select
Cash
Conventional
FHA Loan
Hard Money
Line of Credit
Ribbon Program
VA Loan
Other
USDA Loan
Purchase Type
Please Select
First Home
Second Home
Investment Property (AirBnB/STR)
Investment Property (Rental)
Investment Property (Flip)
Purchase Amount
*
Due Diligence Fee
*
Due Diligence Fee Delivery Instructions:
Earnest Money Deposit
*
Earnest Money Deposit Delivery Instructions:
Seller Concessions
Executed Contract Date
*
-
Month
-
Day
Year
Due Diligence Period
-
Month
-
Day
Year
Closing Date
*
-
Month
-
Day
Year
Home Warranty (If Applicable)
Who pays for the Home Warranty?
Seller Provided
Seller Pays At Closing
Buyer Pays At Closing
Agent Is Gifting A Warranty
What Home Warranty Company?
Please Select
America's Preferred (eXp Preferred Vendor)
2-10 Home Warranty
American Home Shield
Other
Price of Home Warranty?
Please provide any Additional Provisions (If Applicable):
Homeowner's Association (If Applicable)
Name of HOA
ex: Windsor Pointe Estates
HOA Management Company
ex: Little & Young
HOA Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
HOA Dues
When are dues paid?
Monthly
Quarterly
Yearly
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Entry Info, Inspections, & or Professional Services
In this section, you'll provide information on how to access the property and what inspections or professional services we will need to order.
Occupancy Type
*
Please Select
Vacant
Owner Occupied
Tenant Occupied
AirBnB/STR
Tenant's Name
Tenant's Phone Number
Please enter a valid phone number.
Property Access
*
Please Select
Combo
Contact Owner
Contact Property Manager
Contact Tenant
Door Keypad
SentriLock
Supra iBox
Other
Code/Combination
Alarm Code and Location (if applicable)
Additional Property Access Notes:
If you have any additional notes on how to enter the property, please put them here.
Would your buyer like to attend inspections?
Please Select
Yes
No
Home Inspection
Choose your Home Inspection company:
Please Select
Asheville Home Inspections
Atlas Inspections
Brad Inspects
Cardinal Home Inspections
Carefree Home Inspections
Certified Inspectors of NC
ClearVue Home Inspections
New Leaf Home Inspection
Open Window Home Inspections
Parker & Company - Ed Parker
Pillar to Post - Holt Group
Pillar to Post - Tiffany Tigh
R2G Home Inspections - Sean Whitaker
Silk Inspections
-OTHER-
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Septic Inspection
Choose your Septic Inspection company:
Please Select
Belton-John Septic
Brad Inspects
R&J Septic - Reggie Carter
-OTHER-
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Termite Inspection
Choose your Termite Inspection company:
Please Select
AAA Exterminating
Brad Inspects
Bug-N-A-Rug
Canady's Pest Inspection
Cardinal Home Inspections
EcoAdvantage
May Exterminating
-OTHER-
How many detached sheds or structures does the inspector need to inspect?
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
HVAC Inspection
Choose your HVAC Inspection company:
Please Select
Southern Comfort (Fay)
Carolina Copper (Char)
-OTHER-
Number of HVAC units
This helps us ensure the inspector is well informed and provides an accurate quote.
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Pool Inspection
Choose your Pool Inspection company:
Please Select
Certified Inspectors of NC
Pillar to Post - Holton Group
-OTHER-
Type of pool?
Salt Water
Chlorinated
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Radon Inspection
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Water Testing
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Survey
Company Name or Inspector Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Website
Clients reason for getting a Survey?
Surveyors asks us this question so that they understand how to approach their proposal/estimate.
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Commission & Referral Details
Your Commission % or $ Amount
*
Who's paying your commission?
*
Please Select
Seller Pays at Closing
Buyer Pays at Closing
See Commission Notes For Breakdown
NOTE: If the seller is paying your commission, please have the Cooperating Compensation Agreement! If there are additional details about your commission, please put in the commission notes box.
Cross Agent Commission % or $ (if applicable)
Admin Fee (If Applicable)
The Admin Fee is a fee that your client will be responsible to paying to you at closing.
Additional Flat Fee or Commission Notes:
Referral
Referral Name
First Name
Last Name
Referral Phone Number
Please enter a valid phone number.
Referral Email
example@example.com
Additional Referral Notes
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Contact Details
In this section you will provide information for all parties that need to be contacted.
Buyer or Seller Contact Information
Client Contact Information
*
Please Provide Spouse's name if not provided above.
Attorney Information
Choose Your Attorney:
Please Select
Harry Marsh Law
Hejirika Law (Solomon)
Hoard Law (Charlotte Area)
Humphries Law Office - Justin Humphries
Hutchens Law Firm - closings@hutchenslawfirm.com
Hutton Law Firm (Alex Bunce)
Lanier, Fountain, & Ceruzzi - Elizabeth Haley
Law Office of Teta L. Jackson
Lewis, Deese, & Ditmore LLP - Shanika Horne
Sholar Law - Kadesh Summers
Silva, Kiernan, & Associates
Single Source - Ashish Lakhiani
Single Source - Joel Jenkins (Yellow Team)
Starling Law
Tiago Title
The Shoaf Law Firm, P.A. (Eva Abdallah)
The Shoaf Law Firm, P.A. (Jerry Holmes)
-OTHER-
Law Office
Point of Contact Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Lender Information
Choose Your Mortgage Professional:
Please Select
Brad Strubel - Veterans United
Brittany Eslinger - Atlantic Bay Mortgage
Brittany Rose - Movement Mortgage
Chet Mann - Guild Mortgage
Dalton Scearce - Motto Mortgage
David Macaione - Atlantic Bay Mortgage
Michael Glaspie - MC Mortgage
Morgan Rose - Movement Mortgage
Patrick Stoy - MC Mortgage
Renzo Russi
Strider Shanks
Tim Horst - LoanSteady
-OTHER-
Mortgage Company
Loan Officer Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Homeowner's Insurance Information
Choose Your Insurance Professional:
Please Select
April Jones - April Jones Insurance
David Batson - April Jones Insurance
Hernán Lois - Coastal Insurance
Ian Brinkley
Jackson Kysar - Goosehead Insurance
Sally Knott - Compass Insurance
Stephanie Foley - Insurance Service Center
-OTHER-
Homeowner's Insurance Company
Insurance Agent Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Cross Agent Information
Cross Agent Name
*
First Name
Last Name
Brokerage
*
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Notes
If the agent has a TC or Assistant that we need to include you may enter the information here.
Property Manager Information
Choose your Property Manager
Please Select
Alotta Properties
At Home Realty Property Management
Cedar Ridge Management
Coastal Carolina Property Management
HomeFront Realty Services
Pineland Property Management
-OTHER-
Property Manager Name
First Name
Last Name
Property Management Company
Phone Number
Please enter a valid phone number.
Email
example@example.com
Notes
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Additional Comments and File Upload
Additional Notes
Please provide any important notes that our Transaction Team will need when processing this file.
File Upload
Browse Files
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Choose a file
Please provide any W9, Referral Agreements, and also contract docs if you are not using Dotloop.
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