Intake Form

Intake Form

New Client Intake Form-Must be completed to be assigned a TC
Client Information
Your Name
First Name
Last Name
Company/Brokerage Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Communication Preference?
Phone, Text, Email?
Do you have a broker platform/CRM you need us to upload your file to?
Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Client Name (1) (Seller/Buyer)

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Client Name (2) (Seller/Buyer)

First NameLast Name
Phone Number (2)
Please enter a valid phone number.Format: (000) 000-0000.
Email 2
example@example.com
Additional Information (Closing Attorney, Inspectors, Insurance, Etc.) Any additional information on this deal here.
File Upload (Contracts, Addendums, Exhibits, etc) All signed docs can be uploaded here.

Cancelof
Transaction Coordinator contract to close fee is $695 per file and is due at closing. Any write ups or assistance with contracts fee is $30 per write up and is due upon completion of write up. By submitting a new client form for Contract to Close or Listing Services, you hereby agree to provide payment in full upon receipt.

Listing services, prices range, discuss with Melisa or assigned TC. Billed once the listing goes live. Depending on the listing services you plan to use, we will bill you accordingly. A conversation with your TC and/or owner of ECS, will need to be had, before a price is agreed upon.
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Transaction Coordinator contract to close fee is $695 per file and is due at closing. Any write ups or assistance with contracts fee is $30 per write up and is due upon completion of write up. By submitting a new client form for Contract to Close or Listing Services, you hereby agree to provide payment in full upon receipt.

Listing services, prices range, discuss with Melisa or assigned TC. Billed once the listing goes live. Depending on the listing services you plan to use, we will bill you accordingly. A conversation with your TC and/or owner of ECS, will need to be had, before a price is agreed upon.
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Signature
Should be Empty:

Intake Form

Client Information