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Welcome to the Transaction Intake Form
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20
Questions
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1
Name
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2
Name
First Name
Last Name
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3
Type of New Transaction
New Pending Contract
Closed Transaction
New Listing Agreement
Cancellation
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4
Are you Co-Buying or Co-Listing with another agent?
If yes, please list the agent name. If no, please input No.
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5
Cancellation Information: Cancelled Date
-
Date
Year
Month
Day
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6
Cancellation Information: Property Address
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7
New Listing Information: Property Address
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8
New Listing Information: Contract Signed Date
-
Date
Year
Month
Day
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9
New Listing Information: Estimated Going Live Date
When will this listing go live?
-
Date
Year
Month
Day
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10
New Listing Information: List Price
What will be the list price for this property?
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11
New Listing Information: What is the lead source?
Where did this lead came from? (Ex. SOI, social media, open house, cold calling, door knocking, paid ad, client referral, referral agent)
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12
Pending Transaction Information: Property Address
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13
Pending Transaction Information: Contract Acceptance Date
-
Date
Year
Month
Day
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14
Pending Transaction Information: Purchase Price
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15
Pending Transaction Information: Estimated Closing Date
-
Date
Year
Month
Day
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16
Pending Transaction Information: Lead Source
Where did this lead came from? (Ex. SOI, social media, open house, cold calling, door knocking, paid ad, client referral, referral agent)
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17
Closed Transaction: Property Address
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18
Closed Transaction: Closed Price
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19
Closed Transaction: Closed Date
-
Date
Year
Month
Day
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20
Closed Transaction: Lead Source
Where did this lead came from? (Ex. SOI, social media, open house, cold calling, door knocking, paid ad, client referral, referral agent)
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21
Please Upload A Property Photo
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
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