Transaction Intake Form
Thank you for the opportunity to take this transaction from contract to post-close with you! Please take a moment to fill this form out to the best of your ability. If you have any questions or want to discuss any nuances of this specific deal, please reach out to me at 219-488-7570. Thank you! Betty
Agent Name
*
First Name
Last Name
Agent Email (This is required so that you will get a confirmation of this submission)
*
example@example.com
Agent Cell Number
Fill out for your first transaction only
Format: (000) 000-0000.
Property Information
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contract Information
Type of Lead
*
Please Select
Sphere
OpCity
Referral
Office Lead
Processing Fee Charged to
*
Please Select
Client
Agent
Exempt (VA Buyer)
Acceptance Date
*
/
Month
/
Day
Year
Date
Does this property have an HOA?
*
Yes
No
If you are the LISTING AGENT, would you like a list of property improvements sent to the appraiser?
Yes
No
Client Information
Client #1 Legal Name
*
First Name
Last Name
Client #1 Preferred Name
Client #1 Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Client #1 Email
*
example@example.com
Client #2 Legal Name
First Name
Last Name
Client #2 Preferred Name
Client #2 Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Client #2 Email
example@example.com
Agent on the Other Side Information
Agent on the Other Side Name
*
First Name
Last Name
Brokerage
*
Agent on the Other Side Email
*
example@example.com
Agent on the Other Side Phone #
*
Please enter a valid phone number.
Format: (000) 000-0000.
Lender
Lender Name
First Name
Last Name
Company
Lender Email
example@example.com
Lender Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Title Company
Title Company
Title Company Contact Name
First Name
Last Name
Title Company POC Email
example@example.com
Title Company POC Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Additional Information
Is there anything else about this transaction that would be helpful for me to know? Special situations, delicate client relationships, etc?
Upload fully executed purchase agreement, pre-approval letter, sellers disclosures, LBP, office policy and any additional documents you may have associated with this transaction here, or email them to Betty.Samples.TC@gmail.com
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Contract
Please email the fully executed purchase agreement, pre-approval letter, sellers disclosures, LBP, office policy and any additional documents you may have associated with this transaction to Betty@crossed-dotted.com for processing.
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