New Transaction Intake Form
For optimal leverage and a seamless transition, please submit this form within 24 hours of receiving the Binding Agreement.
Agent Name:
*
First Name
Last Name
Agent Phone:
*
Please enter a valid phone number.
Agent Email:
*
example@example.com
Brokerage:
*
Who are you representing?
*
Please Select
Buyer
Seller
Dual
Property Info
Property Address:
*
Street Address
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
MLS Number:
Lockbox Code (if your listing)
Binding Agreement Date:
*
-
Month
-
Day
Year
Date
Has the Home Inspection been scheduled?
Yes
No
Date & Time of Inspection
Inspection Company Name:
Inspection Company Phone Number:
Please enter a valid phone number.
Client Info
Client 1:
*
First Name
Last Name
Client 1 Email:
*
example@example.com
Client 1 Phone Number:
*
Please enter a valid phone number.
Client 2:
First Name
Last Name
Client 2 Email:
example@example.com
Client 2 Phone Number:
Please enter a valid phone number.
Attorney and Lender Info
Closing Attorney/Law Firm:
Office Location:
Is the Pre-Approval Letter attached?
*
Yes
No
Lender Name:
Lender Email and/or Phone Number:
Uploads
To begin working on your file, please upload the Purchase and Sale Agreement w/ Exhibits
*
Browse Files
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Choose a file
Cancel
of
Upload other documents/agreements here
Browse Files
Drag and drop files here
Choose a file
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Please select from the following options:
*
Please Select
I have attached all needed documents
I will be sending these documents in a separate email
All needed documents are in my compliance tool (Dotloop, Skyslope, Docusign, etc.)
Additional Comments/Notes:
Submit
Should be Empty: