New Contract Intake Form
Thank you! I look forward to working with you on this transaction.
Agent Name (Your Name)
*
First Name
Last Name
Your Email Address
If you'd like a copy of this form submission, please enter your email address here.
Share a copy of this with your Team Lead?
If you'd like your team lead to be notified of this new contract (and all the details), enter their email address here.
Your Phone Number
If your number has changed or you want to ensure our current database is complete/correct, enter your phone number here.
What services are you using for this transaction?
*
FULL transaction management
ONLY Command (Opportunity, Compliance & Commission)
For "FULL transaction management", use the
next
button to proceed to the related page and submit on the bottom of that form.
If you answered "Only Command", use the
next
button to proceed to the related page and submit on the bottom of that form.
Back
Next
Property Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Sales Price:
Closing Date:
/
Month
/
Day
Year
Co-Op Agent(s) Contact Info:
Please include name, email, phone, and brokerage
Client(s) Contact Info:
List ALL here & notate buyer/seller. Please include name, email, and phone.
Attorney(s) Contact Info:
List all here & notate buyer/seller attorney. Please include name, email, and phone.
Lender Contact Info:
Please include name, email, phone, and business name.
Title Contact Info:
Please include name, email, phone, business name, and business location.
Is the Home Vacant?
Yes
No
Other
How Can the property be accessed?
Type of lockbox, code, use ShowingTime, where it's located, etc...
This is a _______ transaction
Buyer
Seller
Dual
Is this a referral?
Yes
No
Referral Details:
Who? (Contact info, please), pay breakdown, etc....
Commission Breakdown:
~ %/fixed commission to each side of the transaction. ~ Are there any team splits among yours? ~ Are you donating to KW Cares and/or Revolution Cares? ~ Advise is buyer agent's commission is being paid by buyer!!!!!!!!!!!
Is the Buyer Contributing to the Commission?
Yes
No
Please clarify w/ Listing Agent
Please clarify w/ Buying Agent
Buyer Commission Contribution Details:
% or amount they will pay the selling agent. Plus any other details to know.
Does this property have an HOA?
Yes
No
HOA Details:
Fees, dues, contact(s), etc...
Will there be a survey?
Yes
No
Survey Details:
1) Has it already been scheduled, if so, when/with who? 2) Survey Company & Contact Info 3) Any other details...
Will there be a home inspection?
Yes
No
Home Inspection Details: (****notate here if you already have permission from buyer for me to schedule their inspections on their behalf****)
1) Has it already been scheduled, if so, when/with who? 2) Inspection Company & Contact Info 3) Any other details...
Will there be a termite inspection?
Yes
No
Termite Inspection Details:
1) Has it already been scheduled, if so, when/with who? 2) Inspection Company & Contact Info 3) Any other details...
Will there be a radon inspection?
Yes
No
Radon Inspection Details:
1) Has it already been scheduled, if so, when/with who? 2) Inspection Company & Contact Info 3) Any other details...
Will there be a mold inspection?
Yes
No
Mold Inspection Details:
1) Has it already been scheduled, if so, when/with who? 2) Inspection Company & Contact Info 3) Any other details...
Will there be a septic and/or sewer inspection?
Yes
No
Septic and/or Sewer Inspection Details:
1) Has it already been scheduled, if so, when/with who? 2) Specify sewer or septic, or both 3) Inspection Company & Contact Info 4) Any other details...
Will there be a well inspection?
Yes
No
Well Inspection Details:
1) Has it already been scheduled, if so, when/with who? 2) Inspection Company & Contact Info 3) Any other details...
Will there be a fireplace/chimney inspection?
Yes
No
Fireplace/Chimney Inspection Details:
1) Has it already been scheduled, if so, when/with who? 2) Inspection Company & Contact Info 3) Any other details...
is there a buyer contingency (of their current home)?
Yes
No
Buyer Contingency Details:
Is a Pay-Off form necessary?
Yes
No
I don't know
NA-Seller has an attorney (who will handle this)
Let me know if you'd like me to send off the form for completion, if you're handling it, or if I need to ask title if it's necesarry....
Plus any other helpful details.
Other Transaction Details/Things to Note:
Anything else I need to know regarding this new transaction?
Required Documents (Fully Executed): Contract, Disclosures, EMD Receipt, Compliance Docs
Browse Files
Drag and drop files here
Choose a file
*If there are issues with uploading the documents, please complete this form then send docs by email*
Cancel
of
'Submit' here!
Back
Submit
Next
The below is only if you are utilizing ONLY Command Compliance and/or Commission services
Are you utilizing me for:
*
Creating the opportunity, uploading compliance docs, and commission
Only Commission (you will be responsible for creating an opportunity and submitting compliance docs)
Property Address
Street Address
Street Address Line 2
City
State
Zip Code
This is a _______ transaction.
Buyer
Seller
Dual
Client(s) Name & Email Address:
Co-Op's Client Name:
Co-Op Agent Name:
Contract Acceptance Date:
-
Month
-
Day
Year
Closing Date:
-
Month
-
Day
Year
Closing Time (if already scheduled):
Is this financed or cash?
Financed
Cash
Sales Price:
Earnest Money Amount:
Any Seller contribution?
Yes
No
Seller Contribution Info:
Amount, towards closing?, towards contract?
Is this in the MLS?
Yes
No, not applicable
Commission percent to be received:
Is there a team split?
Yes
No
Team Split Details:
Is there a referral?
Yes, Inside
Yes, Outside
No
Inside Referral Details:
Agent name, % or amount to be received.
Outside Referral Details:
Name, Business Name, Address, EIN/SSN, Phone #, Email, % or amount to be received. __________________**Include a W9 and/or referral form in the document upload area if available**
Anything else you'd like me to know?
Required Documents (Fully Executed): Contract, Disclosures, EMD Receipt, and Compliance Docs - ___________________________________________________________________________ ***BUYER: Buyer rep form ______________________________________ ***SELLER: MLS agent full, listing contract, continue to show form (MIRA agents only) _________________________________________________________________________ ***DUAL: Dual agency disclosure (from both sides)
Browse Files
Drag and drop files here
Choose a file
*If there are issues with uploading the documents, please complete this form then send docs by email*
Cancel
of
Submit
Should be Empty: