Transaction Intake | Contract-to-Close Coordination

1
Agent Full Name* This field is required.Please provide your contact information to ensure clear and efficient communication throughout the transaction.
2
Agent Email* This field is required.Enter your preferred email for communications related to this transaction.
example@example.com
3
Agent Phone* This field is required.Enter your phone number.
Please enter a valid phone number.
4
Brokerage Name* This field is required.Enter your Broker Name.
5
Preferred Method of Communication* This field is required.Select your preferred method of communication.
Please Select
Please Select
Email
Phone
Text
6
Client Full Name* This field is required.Enter Client's name.
First Name
Last Name
7
Client Email* This field is required.Enter Client's Name.
example@example.com
8
Client Phone* This field is required.Enter Client's Phone.
Please enter a valid phone number.
9
Lender NameInclude lender details if financing is involved.
10
Lender EmailInclude lender email if financing is involved.
example@example.com
11
Lender PhoneInclude lender phone if financing is involved.
Please enter a valid phone number.
12
Title Company Name* This field is required.Required for coordination and preparation of closing.
13
Title Company Email* This field is required.Enter title company email.
example@example.com
14
Title Contact NameEnter title contact name.
15
Title PhoneEnter title contact phone.
Please enter a valid phone number.
16
Additional ContactsInclude any additional parties such as co-agents, assistants, or other stakeholders, if applicable.
Include any additional parties such as co-agents or assistants, if applicable.
17
Property Address* This field is required.Enter property address for this transaction.
18
Transaction Type* This field is required.Select the transaction type.
Please Select
Please Select
Buyer Side
Listing Side
19
Contract Date* This field is required.Select the contract date.
Date
Month
Day
Year
20
Closing Date* This field is required.Select the closing date.
Date
Month
Day
Year
21
Purchase Price* This field is required.Enter the purchase price of the property.
22
Financing Type* This field is required.Select financing type.
Please Select
Please Select
NONE
Cash
Conventional
FHA
VA
Other
23
Executed Contract* This field is required.Please upload the fully executed contract. If needed, documents can also be emailed to: myclosingconcierge@gmail.com
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Please upload the fully executed contract.
Cancelof
24
Additional DocumentsUpload any supporting documents, addenda, disclosures, or related files if available.
Drag and drop files here
Select files to upload
Max. file size: 10.0MB
Upload any supporting documents, addenda, disclosures, or related files if available.
Cancelof
25
Special Terms or NotesInclude any important details such as contingencies, special agreements, or notes I should be aware of.
Include any important details such as contingencies, special agreements, or notes I should be aware of.
26
How would you like this transaction managed?* This field is required.
Please Select
Please Select
Full-service coordination (I manage all details)
Balanced updates (I keep you informed)
High involvement (frequent check-ins and approvals)
27
Preferred Update Frequency
Please Select
Please Select
As needed
Key milestones only
Regular updates
28
Are there any specific details or considerations I should be aware of for this transaction?
29
Is this your first transaction with Legacy Solutions?* This field is required.
No - Returning client
Please Select
Yes - First Transaction
No - Returning client
30
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ORDER SUMMARY
Total costUSD
Transaction Coordination ServiceFull contract-to-close transaction coordination including compliance tracking, deadline management, document oversight, and communication with all parties to ensure a smooth and on-time closing.
$500.00Edit
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5 Pack - Transaction Coordination
$2,250.00Edit
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10- Pack Transaction Coordination
$4,000.00Edit
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