Intake Form
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
Client Location:
*
Local
Remote
Relocating During Contract
Other - please explain
Signing (select all that apply!)
*
At Title
Notary Signing
Split Signing
POA Needed
RON preferred
Other - please explain
Client - Contact Info & Anything Notes? Communication, Move Details, etc...
*
Client Communication - Name, Phone & Preferences
Signing Will Be:
*
Please Select
At Title
Notary
RON
Split Signing - Separate Locations
Other - please explain
**Where is the client in relation to the property - local or remote?
Transaction & Property Details
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Financing?
*
Loan
Cash
Lender - Point of Contact & Email
PUT: SEE EMAIL IF YOU'VE SENT THIS VIA EMAIL! 😉
Title/Escrow - Point of Contact & Email
PUT: SEE EMAIL IF YOU'VE SENT THIS VIA EMAIL! 😉
Property 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
lender old field
example@example.com
Financing Type
Please Select
Cash
Conventional
FHA
VA
title old field - email
*
example@example.com
Est Closing Date & Builder Reps Email
Closing Date
Executed Date
Will Buyer Owner-Occupy?
Please Select
Yes
No
Submit to Utility Helpers
Please Select
Yes
No
Commission Details
Any Commission Deductions/Splits/Etc?
Agent Referral Status
*
Yes
No
Referral Agent & Referral Fee (%/$)
**UPLOAD REFERRAL FORM IF YOU HAVE IT!
Commission Rate
The Handoff - What do we need to know to get started?
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
Handoff Notes (any other arrangements discussed w/ client or co-op agent??)
*
Upload here or email to us if the docs aren't in your signing platform/broker platform - pretty please!!
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Earnest Money
Please Select
Already Delivered/Sent
I have checks in hand
Buyer delivering checks
Wiring Instructions Requested
Buyer Needs Wiring Instructions
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
Congratulations on your contract!! 🙌 We are excited to get started!
Submit
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.
Should be Empty: