TMS Transaction Coordinator Intake Form
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  • TRANSACTION COORDINATOR INTAKE FORM

    Contracts received within 24 hours of the binding date receive maximum leverage. All submissions received after 2:00 p.m. central time will be processed the following business day. We will follow up with you ASAP to discuss contract details and the next steps.
    • SELECT A SERVICE PACKAGE 
    • (Save $25) on Contract-to-Close after Listing Conversion (from Active to UC)*
    • NEW OR RETURNING CUSTOMER 
    • I am a...*

    • WELCOME BACK!

      It is a pleasure coordinating your listings and transactions. You mean a GREAT DEAL to us. Your success is our success!

      Thank you for your continued trust!

    • IMPORTANT AND REQUIRED INFORMATION FOR NEW CUSTOMERS

       

      Your transaction coordinator must have access to your MLS and office suite to monitor contract compliance, obtain client signatures, make changes to your MLS, and carry out the tasks associated with contract-to-close and listings.

       

      Please review the following information and provide the requested credentials on the following pages.

       

      All passwords and login information received by TMS are kept strictly confidential. TMS does not and will not share or sell your information.

        

      Here is an example of what we need for each of your platforms:

       

      My MLS is Realtracs

      The URL is www.realtracs.net

      My Username is Tmsagent

      My Password is tms123

       

      My TREC FORMS are kept in Docusign

      The URL is www.docusign.com

      My username is un@example.com

      My password is tms123

       

      My brokerage back office is KW Command

      The URL is agent.kw.com

      My username is Tmsagent

      My password is Passw00rd123

    • Now, let's share details about logging in to your MLS and back office:

    • My MLS is*

    • My MLS Username is *
      My Password is *

      My TREC FORMS are kept in      
      The URL is    
      My Username is      
      My Password is      

      My brokerage back office is      
      The URL is      
      My Username is      
      My Password is      

    • Are there other platforms to which we'll need access?

    • Next: Let's complete your Profile and add your Brokerage info

    • Format: (000) 000-0000.
    • Are you an individual agent or a part of a team*
    • Are there any changes to your Brokerage affiliation?
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • WELCOME TO TMS 

    • WELCOME to TMS!

      It is a pleasure coordinating your listings and sales. You can always reach us at 615-405-1800.

    • REPRESENTATION 
    • I represent...*
    • CONTRACT PROPERTY ADDRESS 
    • Binding Date*
       - -
    • Closing Date*
       - -
    • Please confirm*
    • BUYER CONTACT 
    • The Buyer is...*

    • Buying a property in a TRUST can be complicated. We want to be sure the title company is aware of the trust and handles it accordingly.

      What are the Main Types of Trusts?

      1. A Revocable Trust offers flexibility and control during your lifetime, allowing you to modify or cancel it if your circumstances change.
      2. An Irrevocable Trust is a powerful tool to protect your assets from creditors and ensure they pass to your beneficiaries without being subject to estate tax.
      3. A Living Trust is a flexible and popular estate planning tool that allows you to transfer your assets to your beneficiaries while avoiding probate.
      4. A Testamentary Trust is created through your Will and takes effect after your death. It allows you to provide for your beneficiaries while ensuring that your assets are managed according to your wishes.

    • When a property is purchased by an LLC, it means that the business will be holding the title to the property. While the purchase isn’t too different from a traditional purchase, there are quite a few documents that will be requested by title in the transaction.

      It is important to know the documents that will need to be collected for title.

      Please be prepared, the Title Company will request the following documents:

      1. a copy of the Operating Agreement
      2. a copy of the Articles of Organization (signing Authorization)
      3. the EIN # for the LLC
      4. a Proceeds Disbursement Authorization


      The title company will also need to verify that the LLC is in good standing with the state.

      When writing purchase contract for an LLC, be sure to have the name of the LLC as the buyer, and the signatures to be “*Name of LLC by Name of Signer*” and their member status. For example, Tenneessee LLC by Rick Marino, Member.

    • Format: (000) 000-0000.
    • Buyer 1 Preferred Method of Contact
    • Format: (000) 000-0000.
    • Buyer 2 Preferred Method of contact
    • OTHER AGENT 
    • Format: (000) 000-0000.
    • BUYER CLOSING COMPANY 
    • Will the Buyer and Seller be using the same title company?
    • Format: (000) 000-0000.
    • Will TMS be coordinating Earnest Money submission?
    • SELLER CONTACT 
    • The Seller is...*

    • FYI: Selling a property held in a trust can be complicated, especially if the property was inherited through the trust. But still, you can do that.

      We want to be sure the title company is aware of the trust and handles it accordingly.

      What are the Main Types of Trust?

      1. A Revocable Trust offers flexibility and control during your lifetime, allowing you to modify or cancel it if your circumstances change.
      2. An Irrevocable Trust is a powerful tool to protect your assets from creditors and ensure they pass to your beneficiaries without being subject to estate tax.
      3. A Living Trust is a flexible and popular estate planning tool that allows you to transfer your assets to your beneficiaries while avoiding probate.
      4. A Testamentary Trust is created through your Will and takes effect after your death. It allows you to provide for your beneficiaries while ensuring that your assets are managed according to your wishes.

    • FYI: When a property is owned by an LLC, it means that the business is holding the title to the property. While the sale isn’t too different from a traditional owner sale, there are quite a few documents that will be requested by title in the transaction.

      It is important to know the documents that will need to be collected for clearing the title.

      Please prepare your seller, the Title Company will request the following documents:

      1. a copy of the Operating Agreement
      2. a copy of the Articles of Organization (signing Authorization)
      3. the EIN # for the LLC
      4. a Proceeds Disbursement Authorization

      The title company will also need to verify that the LLC is in good standing with the state.

      When writing the contract of sale, be sure to have the seller as the name of the LLC and the signatures to be “*Name of LLC by Name of Signer*” and their member status. For example, Tenneessee LLC by Rick Marino, Member.

    • Format: (000) 000-0000.
    • Seller 1 Preferred Method of Contact
    • Format: (000) 000-0000.
    • Seller 2 Preferred Method of Contact
    • Does the Seller's mailing address differ from the Listing address
    • OTHER AGENT 
    • Format: (000) 000-0000.
    • SELLER CLOSING COMPANY 
    • Is this a split closing?
    • Format: (000) 000-0000.
    • MLS STATUS 
    • Does TMS need to update the status on the MLS?*
    • To what?
    • FINANCIALS 
    • Is this a Cash Transaction or Short Sale?*
    • Do you have Buyer's proof of funds?
    • Loan Type
    • Format: (000) 000-0000.
    • Do you have an Approval or Pre-Approval Letter?
    • BROKER-REQUIRED TRANSACTION FEE 
    • Is a Broker-Required Transaction Fee due at closing?
    • OPTIONAL TRANSACTION FEE 
    • Will a transaction fee need to be collected at closing?*
    • Who pays?
    • REFERRAL 
    • Is there a referral fee to be paid at closing?*
    • Format: (000) 000-0000.
    • RELOCATION 
    • Is this RELO?*

    • Please, either UPLOAD the Relocation Agreement or provide the info below:

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    • Format: (000) 000-0000.
    • OCCUPANCY TYPE 
    • Is the home Occupied*
    • Format: (000) 000-0000.
    • INSPECTIONS 
    • Have the inspections been ordered?*
    • Would you like your TC to schedule the inspections?*
    • Select all Inspections that apply
    • Are utilities connected?
    • HOMEOWNERS ASSOCIATION 
    • Is there an HOA/COA?*
    • Format: (000) 000-0000.
    • HOME WARRANTY 
    • Is there a Home Warranty?*
    • Would you like your TC to order the home warranty using your preferred vendor?
    • HOME ACCESS 
    • Type of Lockbox?*
    • ALARM SYSTEM 
    • Is there an alarm system?*
    • COMMISSION DISBURSEMENT AUTHORIZATION 
    • FINAL STEP: CONTRACT UPLOAD / SUBMIT 

    • CONTRACT UPLOAD:

      Upload a fully executed contract and all supporting documents including the Purchase & Sale Agreement, counteroffers, disclosures, referral forms, etc.

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