Transaction Intake Form
What Needs to be created ?
*
Please Select
Buyers Agency Agreement
Listing Agreement
Buyer Offer
Client Name
*
First Name
Last Name
Secondary Client Name (IF going on the contract)
First Name
Last Name
Are they a complete contact in Command/Realgeeks?
Do they already have completed buyers documents? (If yes, they are saved in SYNC)
Please Select
Yes - they are in SYNC
No - they need to be added to offer
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Price of Offer / Listing
EMD Check Amount
First Time Homebuyer?
Please Select
Yes
No
Title Company
Settlement Date / End of Agency Date
-
Month
-
Day
Year
Date
Financing Type?
Please Select
FHA
Conventional
VA
Cash
How many days for financing contingency?
Seller Help? Amount?
Home Warranty?
*
Please Select
Yes
No
Home Warranty Paid By?
Type of Inspection?
Please Select
AS IS w/right to terminate
Regular Property Inspections
AS IS no right to terminate
Days For Inspection?
Pre-Approval Letter
Browse Files
Drag and drop files here
Choose a file
Cancel
of
EMD Check
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: