Contract Intake
Your Name
*
First & Last
Your Email
*
example@example.com
State
*
Please Select
Oregon
Tennessee
Texas
Contract Client Type
*
Please Select
Buyer
Seller
Service Type
*
Please Select
Closing Coordination (Limited Service)
Client Concierge (Full Service)
Client Details
***This is the section that is super helpful to us!!***
Client Communication - Name, Phone & Preferences
*
Client Location (in relation to the property/area)
*
Please Select
Local
Remote
Other - please explain
**Where is the client in relation to the property - local or remote?
Closing Conditions (select all that apply!)
Notary Signing
Split Signing
POA Needed
Estate Transaction
FIRPTA Applies
Other - please explain
Situational Awareness - Hot Buttons/Pain Points - Closing Arrangements/Notes
*
Ex: might not appraise, buye/seller needs to close by a certain date, possible lender req'd repairs, parties might not agree on repairs/property condition, etc... ANYTHING! The more details we have the better we can watch over the file. Describe location/variables around closing, location, or special transaction conditions
Transaction & Property Details
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Executed Date
Financing Type
*
Please Select
Cash
Conventional
FHA
VA
Lender - Company Name & Loan Officer
Lender Email
example@example.com
Title Company & Escrow Officer/Team
*
Escrow Email
*
example@example.com
Occupant Type
*
Please Select
Owner
Vacant
Tenant
Property Access
*
Please Select
Key with Agent
Supra
Sentri
Combo
Pinpad (Door or Garage)
Access Code (combo box or pinpad)
Property Type
Please Select
Residential
Residential New Constructions
Condo
Land
Manufactured Home
Multi Unit
Other
Is it New Construction?
Yes
No
Est Closing Date & Builder Reps Email
Closing Date
Submit to Utility Helpers
Please Select
Yes
No
Commission Details
Commission Rate
*
Other Deductions/Splits/ Special Instructions
Agent Referral Status
*
Yes
No
Referral Agent & Referral Fee (%/$)
**UPLOAD REFERRAL FORM IF YOU HAVE IT!
The Handoff - let us know where we are jumping into the file!
Will Buyer Owner-Occupy?
Please Select
Yes
No
Earnest Money
*
Please Select
Already Delivered/Sent
I have checks in hand
Buyer delivering checks
Wiring Instructions Requested
Buyer Needs Wiring Instructions
Inspection Status
*
Please Select
Already Conducted
Already Scheduled
TC Help Facilitate (for buyer files)
Confirm w/ Buyer Agent (for seller files)
No Inspection
Which Inspector? How quickly/ideal date?
Inspection Date
 -
Month
 -
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
SDN Status
*
Please Select
None on File Yet
Seller Completed on File
Buyer Already Signed
Not Required Per Contract
SDN Status
*
Please Select
Not Completed Yet
Seller Completed on File
Buyer Signed on File
Not Required Per Contract
Survey Status
*
Please Select
Existing - Not on File
Existing - On File
New Survey
Not Required
Handoff Notes (any other arrangements discussed w/ client or co-op agent??)
*
Any docs we don't have in our email or your signing platform - upload here if you'd like!
Browse Files
Drag and drop files here
Choose a file
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Reminder: Send a group text with your Client
Sample Text: Hello XXX!! As previously discussed, I created a group chat with Sara, my Transaction Coordinator. She is here to help facilitate paperwork & communication with all parties so we meet all contract deadlines & have a smooth closing. We'll keep all discussion about the property in this thread so everyone can stay up to speed & she will be sending updates via both email & text along the way.
Reminder: Send a group text with the Other Agent
Sample Text: Hello, XYZ Agent! This is my TC Sara Parks, please keep her cc'd on all texts during this transaction. She'll be sending out an email intro as well so you have her contact info.
Congratulations on your contract!! 🙌 We are excited to get started!
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