Contract Intake Form
Please only fill out the fields that apply to your transaction, thank you!
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
What type of Contract to Close Service would you like?
*
Contract to Close
Epique Transaction Services (Epique Agents Only)
Please select services you would like included (Epique Only)
Skyslope File Creation/ Convert My Listing to Under Contract
Document Review
Dates Added to Agents Calander
Send Out Intro Emails (to Attorney and Client with Copy of Documents)
Request EMD and Prelim ALTA from Closing Attorney/Title Company
Send Out Finance and Inspection Period Ending Emails
Send Out Lender Check In Emails
Please let me know if you are on a team, have an team admin or anyone else who should include in this transaction
Transaction Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Transaction Side
Please Select
Seller
Buyer
Dual
Purchase Price
Your Commission %
Effective Date
-
Month
-
Day
Year
Date
Due Diligence End Date
-
Month
-
Day
Year
Date
Do you need your TC to help schedule the Home Inspection (Elite Only)
Yes
No
Is there a specific date/time that works best for your schedule? Do you have a preferred Home Inspector?
Finance Period End Date
-
Month
-
Day
Year
Date
Closing Date
-
Month
-
Day
Year
Date
Buyer #1 Name
First Name
Last Name
Buyer #1 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Buyer #1 Email
example@example.com
Buyer #2 Name
First Name
Last Name
Buyer #2 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Buyer #2 Email
example@example.com
Seller #1
First Name
Last Name
Seller #1 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Seller #1
example@example.com
Seller #2
First Name
Last Name
Seller #2 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Seller #2
example@example.com
Attorney/Title Company Name
Attorney/Title Company Email
example@example.com
Lender Name
Lender Email
example@example.com
Where can I find the documents?
I emailed them to you
Attached to this form
In Skyslope, file already created
In Skyslope Forms
Is there anything I should be aware of? (Client's preferred communication, divorce, POA, LLC, referral, etc.)
File Upload
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