New Accepted Contract

Submit a New Accepted Contract
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Agent Name

First NameLast Name
Agent Email
example@example.com
Client 1 Name

First NameLast Name
Client Phone Number
Please enter a valid phone number.
Client Email
example@example.com
Client 2 Name

First NameLast Name
Client 2 Phone Number
Please enter a valid phone number.
Client 2 Email
example@example.com
Buyer, Seller, Both?

BuyerSellerBoth Buyer and Seller
Select those that apply:

Loan ProcessAppraisalInspection ProcessHOASepticReferralStaging Process
Other Important Contract Notes that Might Affect the Process/Timing:
File Upload

Cancelof
Was this a referral?

Yes, I have Completed a Referral Form and Uploaded It to Dotloop.Yes, I have NOT YET Completed a Referral form but will complete one and upload it to DotloopNo
If this was a referral, what was the referral percentage? blank
Was this a "Team Lead" from a team lead source or direct referral from a teammate?

YesNo
What is the source of this business?
Which WORKFLOW should AoE apply to this contract in Realvolve:

🍰1RVB2 Buyers Contract to Close - a workflow for TRANSACTIONS🍰1RVS4 Sellers Contract to Close - a workflow for TRANSACTIONS
VERY IMPORTANT TASK for TEAM ASSISTANT/OFFICE MANAGER...

⬜ Start CLOSING WORKSHEET in Dotloop

⬜ Start the WORKFLOW in Realvolve specified above

VERY IMPORTANT TASK for BUYER AGENT OR LISTING AGENT:

⬜ ADD TEAM LEADER IN DOTLOOP AS "TEAM MEMBER". CLICK the checkbox for "ADD TO MY TEAM"

⬜ ADD Nick Lauber (agentnicklauber@gmail.com) IN DOTLOOP AS "TEAM MEMBER". CLICK the checkbox for "ADD TO MY TEAM"
Should be Empty:

Submit a New Accepted Contract