Compliance Only 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 🙂 NOTE: If you want full contract to close service, please go back and use the Contract to Close Intake Form. This form is for our Compliance Only package, which is very limited service. If you have any questions, please call us at 727-291-9117. Thanks!
Your Name:
*
Property Street Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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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Next
Our Client's Title Company
You may skip fields that are in the contract, or just use 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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Next
Cooperating Agent
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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Next
Other Contact Info
Other Contact Info (Lender, if preapproval letter not attached; TC's/Assistants etc):
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Next
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
Cancel
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. Broker compliance information is entered and documents are uploaded the same day or by 12:00 pm EST the next business day. As you have more fully executed documents along the way, just email them to trena@cooktransactionservices.com. Thanks! We appreciate your business!
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