Transaction Intake Form Template
Agent Name:
Co agent name:
Brokerage:
License#:
Cell#:
Email:
Agent represents:
Buyer
Seller
Both
Cooperating Agent
Brokerage
Cell #:
Email
example@example.com
MLS#
Property Address
Sale Price
EM Amount
Represented Client 1 Name
Client Email
example@example.com
Client Cell
Represented Client 2 Name
Client Email
example@example.com
Client Cell
Contract Effective Date
/
Month
/
Day
Year
Date
Closing Date
/
Month
/
Day
Year
Date
Home Warranty
Yes Warranty Co Name and Contact
No
Warranty Co Name and Contact
Paid buy
Seller
Buyer
Agent
TC Coordinate Warranty
Yes
No
Financing
Yes
Cash
Lender Contact
Company
Name
Cell
Escrow/Attorney
Company
Name
Contact #
Home Inspection
Scheduled
Needs to be scheduled
Preferred Date
/
Month
/
Day
Year
Date
Inspection Company Contact
Company
Name
Cell#
Agent Commission
Browse Files
Cancel
of
Submit
Should be Empty: