Client Intake Form
Welcome to Harrison Transaction Management!
Please complete this form before your first transaction. This ensures we can tailor your experience and communication.
Agent Information
Full Name:
First Name
Last Name
Brokerage:
License #:
Office Address:
Cell Phone:
Email:
Transaction Preferences
Preferred Title Company:
Preferred Lender:
Typical Contract Timeline (in days)
Payment Method
Deposit
At Closing
Communication Preference
Email
Text
Call
Branding & Access
File Access Preference:
Google Drive
Dropbox
Emergency or Backup Contact
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Role
Submit
Should be Empty: