Transaction Intake Form
Agent Name
First Name
Last Name
Co- Agent Name
First Name
Last Name
Brokerage
License #
Email
example@example.com
Phone Number
Agent Represents
Buyer
Seller
Both
CO-OP Agent Information
Co-op Agent
First Name
Last Name
Brokerage
Phone Number
Please enter a valid phone number.
Email
example@example.com
MLS#
Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Sales Price
Compensation Agreement Ratified
yes
no
Compensation is on contract
Agent Commission %
Upload Buyer Agency or Listing agreement
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Client Information
Client Name
First Name
Last Name
Client Email
example@example.com
Client Phone
Please enter a valid phone number.
Additional Client information
Contract Information
Contract Ratified Date
-
Month
-
Day
Year
Date
Closing Date
-
Month
-
Day
Year
Date
EM Amount
Home Warranty
Yes
No
Undecided
Warranty Company name and contact
TC Needs to Coordinate warranty
yes
No
Financing
yes
Cash
Lender Contact Information
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Escrow Attorney
Company
Paralegal Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Inspections
CL-100- Termite Inspection
scehduled
Needs to be scheduled
Preferred Date
-
Month
-
Day
Year
Date
Preferred Company
Phone Number
Please enter a valid phone number.
Email
example@example.com
Home Inspection
scehduled
Needs to be scheduled
Preferred Date
-
Month
-
Day
Year
Date
Preferred Company
Phone Number
Please enter a valid phone number.
Email
example@example.com
Upload Ratified Contract- SPD-Comp Agreement
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: