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
If Native 615 is to set up inspections, what company do you prefer?
If agent or client setting up inspections, please share date and time
Which inspections need to be ordered?
Home
Termite
Radon
Septic
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
Promo Code
Submit
Should be Empty: