Contract to Close Intake Form
Submit this form within 24 hours of your contract acceptance date for maximum leverage and the smoothest transition. Please ensure the fully executed Purchase Agreement and Disclosures are uploaded, and let us handle the rest! Submissions received after 4:00 PM ET will be processed the next business day.
File Submission Date
*
-
Month
-
Day
Year
Date
MLS #
*
Which side do you represent?
*
Buyer
Seller
Buyer AND Seller
Is your client an investor?
*
Yes
No
Is this an investment property?
*
Yes
No
AGENT INFO
Your Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
PROPERTY INFO
Address
*
Street Address
Street Address Line 2
City
State
Zip Code
Contract Acceptance Date:
*
-
Month
-
Day
Year
Date
Is the property furnished?
*
Turnkey
Partially Furnshed
Not furnished
CLIENT INFO
Buyer/Seller #1 Name
*
First Name
Last Name
Buyer/Seller #1 Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Buyer/Seller #1 Email
*
example@example.com
Buyer/Seller #2 Name
First Name
Last Name
Buyer/Seller #2 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Buyer/Seller #2Email
example@example.com
Commission Split
*
Are you charging your client an admin fee?
*
Yes
No
Admin fee $
Is there a referral fee paid out on this transaction?
*
Yes
No
Referral Fee %
Property Type?
*
Vacant
Owner Occupied
Tenant Occupied
Land/Lot
Is this property in a community with a HOA?
*
Yes
No
How will your client(s) sign closing documents?
*
In Person
Mobile Notary
POA
E-Sign
Lockbox
*
Supra
Combo
Other
Lockbox Code:
TITLE/ ATTORNEY
Title Company/ Law Firm - Business Name (if not known please let us know below)
*
Title Company Rep / Attorney Name
*
First Name
Last Name
Title Company Rep / Attorney Email
*
example@example.com
Title Company Rep / Attorney Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
LENDER
Lender - Business Name (if applicable)
Loan Officer Name (if applicable)
First Name
Last Name
Loan Officer - Email (if applicable)
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Anything else we should know? (Example: Divorce, death in family, or any other special communication instructions)
DOCUMENTS
Please upload Contract Documents
Browse Files
Drag and drop files here
Choose a file
Please upload the executed Listing Agreement and all Addenda, Riders, Disclosures, etc.
Cancel
of
*** Please click the SUBMIT button after signing below ***
Agent's Signature
Continue
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