Transaction Intake Form Template
Agent Name
Co agent name
Your Brokerage
License#
Cell#
Email
Agent represents:
Buyer
Seller
Both
Property Address
Sale Price
EM Amount
Agent Commission
Represented Client 1 Name
Client Email
example@example.com
Client Cell
Represented Client 2 Name
Client Email
example@example.com
Client Cell
Contract Effective Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Closing Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit 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
Company
Name
Cell
Escrow/Attorney
Company
Name
Contact #
Browse Files
Cancel
of
Submit
Should be Empty: