Transaction Coordinator Intake Form
Please complete all sections and if no answer, type in N/A
Section 1
Agent Information
Agent Name:
First Name
Last Name
Email:
example@example.com
Phone Number:
Please enter a valid phone number.
Business Brokerage Name:
Section 2
Client Information
Name 1:
First Name
Last Name
Name 2:
First Name
Last Name
Email 1:
example@example.com
Email 2:
example@example.com
Phone Number 1:
Please enter a valid phone number.
Phone Number 2:
Please enter a valid phone number.
Agent Representing:
Please Select
Buyer
Seller
Both
(Single Choice)
Section 3
Property Details
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
MLS Number:
Listing Price or Purchase Price:
Contract Execution Date:
-
Month
-
Day
Year
Date
Contract Closing Date:
-
Month
-
Day
Year
Date
Section 4
Contract & Transaction Details
Is there a HOA?
Please Select
YES
NO
HOA Name and Contact:
If no HOA, type N/A
Escrow/Title Company Company Name:
Escrow Officer Name:
Escrow Officer Email:
Lender Name:
If no lender, type N/A
Lender Name:
Lender Email:
Home Warranty Ordered?
Please Select
YES-Listing Agent to Provide
YES-Selling Agent to Provide
NO
If yes, please provide home warranty information BELOW in Special Instructions
Commission Details and/or Split Information:
Section 5
Deadlines & Inspections
Inspection Deadline:
-
Month
-
Day
Year
Date
Loan Approval Deadline:
-
Month
-
Day
Year
Date
Appraisal Ordered?
Please Select
YES
NO
If yes, please provide appraisal contact information BELOW under Special Instructions
Other Key Deadlines or Notes:
Upload Fully Executed Contract
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Upload Addenda/Disclosures (if any)
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Upload MLS Sheet (optional)
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Section 7
Additional Notes
Special Instructions or Notes:
I confirm that all information provided is accurate to the best of my knowledge.
Please Select
YES
NO
Submit
Should be Empty: