Agent Intake
Transaction Coordination: New Client Intake
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Login:
*
Contract Management System Login:
*
CRM Login:
*
What are we handling for you:
*
Compliance only
Client Email Communication
Optional Client Phone Communication
Document Prep
System/Checklist Creation
What systems do you have in place that you would like us to adopt + use?
*
What else do we need to know to serve you at the highest level?
*
Inspector Recommendations w/ contact information (minimum of 3) We need this for the email templates we use for client communication during the transaction. If we are not doing client communication for you, please just answer n/a
*
Insurance Recommendations w/ contact information (minimum of 3) We need this for the email templates we use for client communication during the transaction. If we are not doing client communication for you, please just answer n/a
*
Signature
Continue
Continue
Should be Empty: