Let's GREAUX Together
Consultation Questionnaire
SECTION 1: Contact + Basic Info
“Let’s get the basics so we can serve you best.”
Name
*
First Name
Last Name
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
What’s your role in this deal?
*
Buyer
Seller
Agent
Wholesaler
Investor
TC for Other Party
Company Name / Brand (if applicable)
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🏠 SECTION 2: Property & Deal Info
“Let’s talk about the property and what kind of deal we’re coordinating.”
Property Address
*
Type of Transaction
*
Standard Cash
Standard Financed
Subject-To
Seller Finance
Hybrid
Agreement for Sale
Private Money/Hard Money
Wholesale
Other (specify below)
Closing Attorney / Title Company Involved?
YES
NO
If yes, provide name and contact information of Closing Attorney / Title Company
Requested COE (Close of Escrow) Date
*
-
Month
-
Day
Year
Date
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🏠 SECTION 2: Property & Deal Info
“Let’s talk about the property and what kind of deal we’re coordinating.”
Is the Purchase Contract already signed?
YES
NO
Upload the signed purchase agreement
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Addendums / Disclosures
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💸 SECTION 3: Financial & Deal Metrics
“These details help us manage disbursements, timelines, and documents accurately.”
Purchase Price
Upload: Mortgage Statement / Visible Screenshot (permitted) (File upload)
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Earnest Money Deposit (EMD)
Cash to Seller (if known)
Assignment Fee (if applicable)
Realtor Fee (if applicable)
Monthly PITI Payment
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📅 SECTION 4: Timeline & Title
“Help us coordinate with escrow and prep everyone for closing.”
Mortgage Balance
Are there any known liens?
YES
NO
UNSURE
Do you have a title report yet?
YES
NO
Title not yet opened
Upload any current title docs or commitment report
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Inspection Period End Date
*
-
Month
-
Day
Year
Date
Are there any balloon payments?
YES
NO
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Balloon Date
-
Month
-
Day
Year
Date
Any seller carry terms or notes we should know?
👥 SECTION 5: Parties Involved
“Who are we working with? Let’s stay organized and on top of communication.”
Key Dealmakers
ROLES
NAME
PHONE
EMAIL
Buyer
Seller
Assignor (if applicable)
Title Company
Buyer Agent
Seller Agent
Any other involved party?
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SUBMIT
📩 SECTION 6: Wrap-Up
“We’re almost done — just a few more things before we get to work!”
What services are you requesting? (Choose all that applies)
*
Full TC Coordination
Contract Audit Only
Post-Close Compliance
CRM Setup / Automation
Consultation Only
Preferred Communication Channel (Choose all that applies)
*
Text
Email
Phone
Weekly Updates via Google Drive Link
Anything else you want to disclose about this deal?
Additional Documents
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Should be Empty: