Transaction Intake Form
Agent Name:
Co agent name:
Brokerage:
Cell#:
Email:
Agent represents:
Buyer
Seller
Both
Co-Agent (if applicable)
Brokerage
Cell #:
Email
example@example.com
MLS#
Property Address
Sale Price
EM Amount
Represented Client 1 Name
Client Email
example@example.com
Client Cell
Represented Client 2 Name
Client Email
example@example.com
Client Cell
Mutual Acceptance Date
/
Month
/
Day
Year
Date
Closing Date
-
Month
-
Day
Year
Date
Home Warranty
Yes Warranty Co Name and Contact
No
Warranty Co Name and Contact
Paid buy
Seller
Buyer
Agent
Do you want me to coordinate Warranty?
Yes
No
Financing
Yes
Cash
Type of Financing
Lender Contact
Company
Lender Name
Lender Phone #
Title/Escrow
Company
Name
Contact #
Escrow File #
Home Inspection
Scheduled (Put date below)
Not Scheduled Yet
Inspection Date
/
Month
/
Day
Year
Date
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Agent Commission
Split With Co-Agent (if applicable)
Browse Files
Cancel
of
Submit
Should be Empty: