Contract-to-Close
Mutual Transaction Intake Form
Contact Details
Agent Name
*
First and Last
Email
*
example@example.com
Order Type
*
Contract-to-Close ($400)
Double-Sided Contact-to-Close ($600)
Brokerage Compliance Only ($125)
Client Email(s) and Phone(s)
*
Client's Preferred Contact Method
*
(e.g. Email, Call, Text)
Transaction Details
Subject Property Address
*
Mutual Date (The date the mutual contract was delivered to the Buyer/Seller, not signed)
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Escrow Company with Closer Name and Contact Info
*
Lender Name and Contact Info (Type N/A if not applicable)
*
Inspection Already Scheduled?
*
Yes
No
N/A
Don't Know
Inspection Date and Time?
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
File Delivery
How will you be providing the purchase agreement and associated docs?
Docs are attached to this form - See notes for docs
Docs to be emailed separately - See notes for docs
Notes About Docs
*
Purchase Agreement
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Additional Documents
Browse Files
Drag and drop files here
Choose a file
if applicable
Cancel
of
Financial Details
Is This Transaction Subject to a Referral Agreement?
*
Yes
No
Referral Details
Agent contact info, percentage, etc.
Your Commission?
*
Additional Notes about Transaction
Please verify that you are human
*
Submit
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