New File Request
This helps us work efficiently and gathers all of the information we need to start a file:
Agent Name
First Name
Last Name
Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Listing or Sale?
Listing
Sale
Lease
Select all that apply:
Over 4 Units
Tenant Occupied
HOA (please provide HOA contact info in notes section)
Probate/LLC/Trust
None
Divorce
Client Name (s) and Emails (s)
Commission %
Any other notes (referrals, credits, etc.)
Please upload all documents you have for the file (listing agreement, purchase agreement, pre-approval, disclosures etc. )
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