Intake Form
Your Name
*
First & Last
Your Email
*
example@example.com
What are we celebrating? Pre-Listing or an Executed Contract?
*
Pre-Listing - Listing Launch!! 🚀
Executed Contract - Let's Get to Closing!🥳
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Client - Contact Info & Location/Signing Condition Notes? POA Needed, Relocation Details, etc...
*
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Next
Contract Details
Service Package
*
Please Select
Closing Coordination (Streamlined!)
Client Concierge (Premium!)
Client Type?
*
Buyer
Seller
Financing?
*
Cash
Loan
Title/Escrow - Point of Contact & Email
PUT: SEE EMAIL IF YOU'VE SENT THIS VIA EMAIL! 😉
Lender - Point of Contact & Email
PUT: SEE EMAIL IF YOU'VE SENT THIS VIA EMAIL! 😉
Signing Conditions
*
At Title
Notary Signing
RON preferred
Other - please explain
Client Location:
*
Local
Remote
Other - please explain
Property Occupant Type
*
Please Select
Owner
Vacant
Tenant
Property Access
*
Please Select
Key with Agent
Supra
Sentri
Combo
Pinpad (Door or Garage)
Access Code (combo box or pinpad)
Is it New Construction?
Yes
No
Est Closing Date & Builder Reps Email
Inspection Status
*
Please Select
Already Done
Already Scheduled
Not Scheduled Yet
No Inspection
Inspection Date/Time/Details
Commission Details
Your Commission Rate
*
Any Commission Deductions/Splits/Etc?
Agent Referral Status
*
Yes
No
Referral Agent & Referral Fee (%/$)
**UPLOAD REFERRAL FORM IF YOU HAVE IT!
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Next
Listing Details
Anticipated Active Date
*
 -
Month
 -
Day
Year
Date
Property Type
*
Single Family
Lot/Land
New Construction
Condo
Multi-Family
Other (provide notes please!)
Which MLS?
*
CTX
ABOR
SABOR
NTREIS
HAR
HOA
*
Yes
No
Agent Referral Status
*
Yes
No
Referral Agent & Referral Fee ($/%)
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Next
Last Chance! Anything Else? Notes or Files?
Final Notes? Status - Timeline - Situational Awareness Items?
*
Any files you'd like to upload? (or fwd via email!)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Congratulations on your new file!! 🙌 We are excited to get started!
Reminder: Send a group text with your Client
Sample Text: Hello XXX!! As previously discussed, I created a group chat with Sara, my Transaction Coordinator. She is here to help facilitate paperwork & communication with all parties so we meet all contract deadlines & have a smooth closing. We'll keep all discussion about the property in this thread so everyone can stay up to speed & she will be sending updates via both email & text along the way.
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