Transaction Intake Form
Step 1
Choose Your Service
*
Please Select
Listing Management ($650)
Transaction Coordination ($850)
Offer Writing ($200)
Draft 35R/Buyer Repair Addendum ($75)
Draft Form 34 Addendum to the PSA ($25)
Inspection Hosting ($75/hr)
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Information for the Listing Contract
Client 1 Name
*
First Name
Last Name
Client 2 Name (If On Contract)
*
First Name
Last Name
If legal representative or attorney-in-fact state capacity and name of real party in interest. (example: Tina Becker, Personal Representative, on behalf of the Estate of Jim Beam, Dated September 1, 2003)
Can these clients be found in your CRM?
*
Please Select
Yes
No
Client 1 Email Address
Client 1 Phone Number
Client 2 Email Address
Client 2 Phone Number
Clients' Preference of Communication
*
Phone Call
Email
Text
If known, what is your clients' DISC profile? (D= The Boss, I= The Social Butterfly, S= The Supporter, C= The Perfectionist)
Anything we should know about this listing that is sensitive in nature? If so, please provide details so we can provide the best client experience.
Address
*
Street Address
Street Address Line 2
City
State
Zip Code
List Date
*
Expiration Date
*
Type of Listing
*
Please Select
Active
Coming Soon
Listing with Authorization to Exclude from RMLS
List Price
*
Commission %
*
Amount Owed on Mortgage
*
Additional Information for Net Sheet
Information About The Listing
Information for Data Input (Special Remarks, Features)
Showing Instructions for Aligned Showings (Go and Show? Required Notice? Black Out Dates/Times?)
Lockbox Location Preference
Special Instructions for Sign Installation (Placement, Sign Rider Preference, Permaflyer, Flyer Box)
Preferred Dates/Times for Photography? Please provide special instructions for the photographer, if applicable.
Listing Home Warranty?
Please Select
Yes
No
Please provide home warranty company preference
Do you need open house flyers? Door knocking flyers? If so, please provide your OH details below:
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Congrats on your Pending!
Tell us all the details!
Client Name 1
First Name
Last Name
Client Name 2
First Name
Last Name
Can these clients be found in your CRM?
Please Select
Yes
No
Client 1 Email Address
Client 1 Phone Number
Client 2 Email Address
Client 2 Phone Number
Clients' Preference of Communication
Phone Call
Email
Text
If known, what is your clients' DISC profile? (D= The Boss, I= The Social Butterfly, S= The Supporter, C= The Perfectionist)
Anything we should know about this transaction that is sensitive in nature? If so, please provide details so we can provide the best client experience.
Property Address
Mutual Acceptance Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Close of Escrow Date and Time (add on or before, if applicable)
Possession Date and Time (if it's upon recording, type in upon recording)
Purchase Price
Type of Financing
Seller Concessions, if applicable
Buyer Sale Contingency
Please Select
Yes
No
Buyer Sale Contingency Period
Additional Provisions
Lender Company & Lender
Lender Email
Escrow Company & Officer
Escrow Officer Email
Co-op Agent Name
Co-op Agent Email
Is this transaction an agent referral?
Please Select
Yes
No
Agent Referral Name
Agent Referral Company
Agent Referral Email
We'll get a referral agreement drafted for you! What's the Referral Percentage?
Are you representing the buyer or the seller?
Please Select
Buyer
Seller
Have you received the seller disclosures from the listing agent?
Please Select
Yes
No, TC please request
Are the seller disclosures signed by the client and sent back to the listing agent?
Please Select
Yes
No, TC please send.
Have you received the Exhibit A from the listing agent?
Please Select
Yes
No, TC please request
Is the Exhibit A fully executed and sent back to the listing agent?
Please Select
Yes
No, TC please send.
Have you received Earnest Money?
Please Select
Yes, client delivered to title.
Yes, client delivered to me.
No, client will deliver to title.
No, client will deliver to me.
No plan of action yet.
Has the inspection been scheduled yet? If so, which inspections and when?
Please provided additional details about this transaction, if necessary. (Clients out of town schedule, Agent out of town schedule, etc)
Upload Fully Executed Contract Documents
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Choose a file
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Upload Pre Approval Letter, if financed.
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Check The Service to Pay
These services require payment upon submission
My Services
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( X )
Offer Writing
This will include an email to the Listing Agent submitting the offer on your behalf.
$200.00
$
200.00
Quantity
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35R/Buyer Repair Addendum
$75.00
$
75.00
Quantity
1
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3
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8
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10
34 Addendum to the PSA
$25.00
$
25.00
Quantity
1
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7
8
9
10
Credit Card
Provide Your Email Address for Invoicing
example@example.com
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If you'd like us to host an inspection, please provide the date, time, and inspector we will be meeting at the house. This service will be invoiced and due upon completion of the service.
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Should be Empty: