Contract to Close Intake Form
Agent Name
*
Property in Docusign or Dotloop (if applicable)
Docusign
Dotloop
Other
NA
Property Address
*
Property Access
Vacant or Occupied?
Vacant
Occupied
Client's Name(s)
*
Client's Phone Number(s)
Client's Email Address(es):
*
Who will pay the Broker fee (if applicable)?
*
Client
Agent
Split
Exempt
NA
Broker Fee Amount
Are all documents signed?
Yes
No
If no, are they out for signatures?
Yes
No
Any information needed that is not in contract
Do you have a referral for this client to be paid at closing?
*
Yes
No
Buyer's Agent fill out this section
For buyer's agent only
Lender
Who will be setting up inspections?
Who will be setting up inspections?
*
Native 615 Transactions
Buyers
Agent
N/A
If agent or client setting up inspections, please share date and time
If Native 615 to set up, which inspections need to be ordered?
Home
Termite
Radon
Septic
Will you be attending the inspection?
Yes
No
Will the buyer provide any % of your commission?
Yes
No
Would you like access to the agent portal?
Yes
No
If yes, please fill out this additional form.
FORM:
https://form.jotform.com/222478397674068
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