Contract to Close Intake Form
We only request this information, which cannot typically be gleaned from the contract/other initial docs, so that we can start right away 🙂
Your Name:
*
State Where Property is Located:
*
Florida
Illinois
Louisiana
Missouri
Tennessee
Property Street Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Lead Source (if you want us to track this for you):
Is this a Dual Transaction (you represent both parties)?
*
Yes
No
Who will likely be our primary client contact (who's the decision maker)?
*
Client #1
Client #2
Unsure/Not Applicable/They both are equally involved
Other
Name of Client #1:
*
Cell Phone Number:
Only use this field if you KNOW they text!
Other Phone Number:
Please enter a valid phone number.
Email:
*
example@example.com
Client #1 Contact Notes:
Client #2 Information (Click to add or hit Next if not applicable)
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Name of Client #2:
Cell Phone Number:
Only use this field if you KNOW they text!
Other Phone Number:
Please enter a valid phone number.
Email:
example@example.com
Client #2 Contact Notes (or Contact info for more clients, if applicable):
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Our Client's Title Company
You may skip fields that are in the contract, or just use the Title Rep field if it's your usual person. We will get the rest or already know the rest!
Name of Client's Title Representative:
Name of Title Company:
Title Rep or Company Phone:
Please enter a valid phone number.
Title Rep Email:
example@example.com
Other Contact Info:
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Cooperating Side's Title Company
(Type "Same" if it's the same company as our side)
Name of Their Title Representative:
Name of Title Company:
Title Rep or Company Phone:
Please enter a valid phone number.
Title Rep Email:
example@example.com
Other Contact Info:
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Cooperating Agent
Skip if ALL this info is in the contract.
Name of Cooperating Agent:
Cell Phone Number:
Only use this field if you KNOW they text!
Other Phone Number:
Please enter a valid phone number.
Email:
example@example.com
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Other Contact Info
Other Contact Info (Lender, if preapproval letter not attached; TC's/Assistants etc):
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Property Information
Property Type?
*
Single Family
Multifamily (Townhome, HPR attached)
Condo
Mobile Home
New Construction
Commercial
Land
Is property Occupied?
*
Yes, by Sellers
Yes, by Renters**
No, it's Vacant
**If renters are in the home, type in their contact info below (name, cell, email) IF we are expected to contact them to schedule inspections, appraisals, walk throughs etc. If Sellers will contact them for us, just type SELLERS below.
How will property be accessed? (Mark all that apply and add combo #/codes in Other field, if applicable)
*
ShowingTime Appointment
Supra Box
SentriLock
Gate Code
Garage Door Code
Alarm Code
Other
Please type any special showing instructions (dog in crate, remove shoes, cat in home etc) that we will need to pass along to service providers we might schedule later.
If applicable, were HOA CCRs & ByLaws/Condo docs attached to the MLS Listing? (If so, please download them and send to us, if we don't have access to your MLS.)
*
N/A
Yes
No
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Inspections
What Inspections does Buyer want done? (Mark all that apply)
*
NOT APPLICABLE
Home/Building
Sewer
Radon
Termite/Pest
Stake/Boundary Survey
Fireplace
Pool/Spa
Septic
Well
Not Sure Yet, Please Contact Buyer
Other
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Is this client a Referral? (Click if Yes or hit Next if no)
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Name of Referral Agent:
Referral Agent's Email:
example@example.com
Name of Referring Brokerage:
Referral Fee %:
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File Upload
Please drop ALL files here: Contract/other offer docs, MLS Sheet, Tax Record, Pre-Approval or Proof of Funds, Listing Agreement if Seller and we don't already have it, Buyer Rep Agreement, Referral Agreement/W9, HOA docs, etc. We need EVERYTHING to do an effective job for you! :) NOTE: If we have access to the app you have it stored in, we can grab it from there! But remember, if we don't have an admin login for your MLS, we need all docs from there from you.
Browse Files
Drag and drop files here
Choose a file
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of
Any last minute info we need to know about this transaction?
That's it!
We will get the rest from the documents you've uploaded. Introductory emails go out the same day or by 10 a.m. EST the next business day. We appreciate your business!
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