New Intake Form
Name
*
First Name
Last Name
Email
*
example@example.com
Is this for a listing or a pending?
Please Select
Listing
Pending
Are you representing the Buyer or Seller?
*
Please Select
Buyer
Seller
Dual
Buyer name(s):
*
Please enter the main buyer's email address:
*
If there is a second buyer, please enter their email address:
Please enter main buyer's phone number:
Please enter a valid phone number.
Format: (000) 000-0000.
If there is a second buyer, please enter their phone number:
Please enter a valid phone number.
Format: (000) 000-0000.
What is the buyer's preferred method of communication?
Seller name(s):
*
Please enter the main seller's email address:
*
If there is a second seller, please enter their email address:
Please enter main seller's phone number:
Please enter a valid phone number.
Format: (000) 000-0000.
If there's a second seller, please enter their phone number:
Please enter a valid phone number.
Format: (000) 000-0000.
What is the seller's preferred method(s) of communication?
Will your buyer(s) be in town for closing?
Will your seller(s) be in town for closing?
Buyer vesting:
*
Please Select
Husband/Wife
Sole/Separate
Single
Trust
LLC
Divorced
Widowed
Not Sure
Other
Seller vesting:
*
Please Select
Husband/Wife
Sole/Separate
Single
Trust
LLC
Divorced
Widowed
Not Sure
Other
Has the inspection been scheduled (if applicable)? If so, when?
Access code (CBS, garage code, etc) to give to listing agent for inspection:
What is the address of the home being listed?
*
Which listing package would you like?
*
Please Select
a) Listing Input Only $100 - agent completes all listing forms / TC creates partial listing & uploads docs and photos / TC submits signed docs to Brokerage Compliance)
b) Full Listing Coordination $199
c) Unsure - bill accordingly
When is the estimated Go Live date?
*
Is photography scheduled?
Please Select
Yes
No, I will schedule.
No, TC to schedule.
Which photographer would you like used?
What is the preferred date to schedule the photography?
Any additional notes regarding scheduling photography?
Would you like the TC to schedule the post install?
*
Please Select
Yes
No
When would you like the post installed?
What company would you like us to order the post install with?
If you'd like your TC to complete the listing paperwork, please provide the following information:
Start date of listing agreement:
-
Month
-
Day
Year
Date
Expiration date of listing agreement:
-
Month
-
Day
Year
Date
Listing price:
Commission splits for RE-16:
Is the home vacant or occupied?
Please Select
Vacant
Occupied
Other
Is there a mortgage on the property?
None
1st Mortgage
2nd Mortgage
Home Equity Loan
Other
Finance types accepted:
FHA
VA
Conventional
IHFA
RD
Cash
Assumption of Loan
Included items:
Excluded items:
Any Terms & Conditions?
Would you like the TC to send out the Seller's Property Disclosure (RE-25) electronically to your seller(s) to complete?
*
Please Select
No, I will have them fill out in person.
Yes, please send to the sellers to fill out and sign.
Any additional notes you'd like to add?
Please upload any fully executed listing documents here if applicable.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
If you haven't emailed your contract documents to the TC, please upload them here.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Anything else you'd like us to know about your Buyer(s)/Seller(s)?
Submit
Should be Empty: