Vendor Intake Questionnaire

Vendor Intake Questionnaire

Please complete the vendor intake details for the property. All fields are optional unless clearly required in the original PDF. Follow the field labels closely and provide any conditional details where requested.
Property Details
Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #1 Details
Vendor #1 - Full Legal Name

First NameMiddle NameLast Name
Vendor #1 - Any previous names or spelling variations
Vendor #1 - Australian residential address
Vendor #1 - Same as property being sold
Vendor #1 - Postal address
Vendor #1 - Mobile number
Please enter a valid phone number.Format: (000) 000-0000.
Vendor #1 - Email address
example@example.com
Vendor #1 - Date of birth

MonthDayYear
Date
Vendor #1 - Tax File Number
Vendor #1 - Are you an Australian citizen and Australian tax resident?
Vendor #1 - If no, please provide details
Vendor #1 - When did you last lodge an Australian tax return?
Vendor #2 Details
Vendor #2 - Full Legal Name

First NameMiddle NameLast Name
Vendor #2 - Any previous names or spelling variations
Vendor #2 - Australian residential address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #2 - Same as property being sold
Vendor #2 - Postal address
Vendor #2 - Mobile number
Please enter a valid phone number.Format: (000) 000-0000.
Vendor #2 - Email address
example@example.com
Vendor #2 - Date of birth

MonthDayYear
Date
Vendor #2 - Tax File Number
Vendor #2 - Are you an Australian citizen and Australian tax resident?
Vendor #2 - If no, please provide details
Vendor #2 - When did you last lodge an Australian tax return?
There are more than two people on title
Property Features, Sale Method, and Tenancy
Improvements

Other
Improvements - Other
Inclusions

Other
Inclusions - Other
Exclusions
Have you engaged an agent to sell your property?
Agency's Name
Agency Address
Agency Phone
Please enter a valid phone number.Format: (000) 000-0000.
Agency Email
example@example.com
Agent's Name
Agent Contact Email
example@example.com
Agent Contact Mobile
Please enter a valid phone number.Format: (000) 000-0000.
Method of Sale
Auction Date

MonthDayYear
Date
Hour MinutesAM/PM Option
Tenancy
If sold vacant, is there anyone besides you in possession of the property?
Managing Agent and Land Tax
Managing Agent - Agency’s Name
Managing Agent - Phone
Please enter a valid phone number.Format: (000) 000-0000.
Managing Agent - Address
Managing Agent - Email
example@example.com
Managing Agent - Agent’s Name
Managing Agent - Contact Email
example@example.com
Managing Agent - Contact Mobile
Please enter a valid phone number.Format: (000) 000-0000.
Land Tax
Works and Council Approvals
Have any works been undertaken at the property by you or a previous owner?
Describe the works you have undertaken in detail, including date completed
Have these works been completed under an owner builder permit?
Have all these works been approved by council?
If works were not approved by council, please provide details
Are you aware of any structure not approved by council, including those built by previous owners?
If any structure is not approved by council, please provide details
Are you aware of any matter in relation to any structure that would justify an upgrade or demolition order?
If any matter would justify an upgrade or demolition order, please provide details
Property Condition, Certificates, and Legal Issues
Does your property have a swimming pool and/or spa?
Survey Report available?
Building Certificate available?
Occupation Certificate available?
Other reports or certificates available?
Other reports or certificates
Are there any unregistered easements or restrictions on use?
Please describe any unregistered easements or restrictions on use
Are there any encroachments?
Please describe any encroachments
Are there any disputes?
Please describe any disputes
Are there any court proceedings or related matters?
Please describe any court proceedings or related matters
Settlement and Mortgage Details
Settlement Period
Longer Settlement Period
Shorter Settlement Period
Simultaneous Settlement Date

MonthDayYear
Date
Do you have a mortgage?
Name of Lender
Account Number(s)
Loan Amount
Is this mortgage secured by any other property apart from the subject property?
Surplus Funds - Account Name
Surplus Funds - Bank
Surplus Funds - BSB
Surplus Funds - Account Number
Special Levies, Strata Manager, and Signatures
Special Levies
If yes, please describe proposed special levies
Strata Manager Agency Name
Strata Manager Address
Strata Manager Email
example@example.com
Strata Manager Phone
Please enter a valid phone number.Format: (000) 000-0000.
Vendor 1 Signed
Vendor 1 Date

MonthDayYear
Date
Vendor 2 Signed
Vendor 2 Date

MonthDayYear
Date
Should be Empty:

Vendor Intake Questionnaire

Property Details

Vendor #1 Details

Vendor #2 Details

Property Features, Sale Method, and Tenancy

Managing Agent and Land Tax

Works and Council Approvals

Property Condition, Certificates, and Legal Issues

Settlement and Mortgage Details

Special Levies, Strata Manager, and Signatures