DUAL FILE SUBMISSION
Agent representing both seller & buyer
(Contract to Close Coordination + Inspection/Repair Coordination & Reminders)
Please complete the form below and upload all fully executed documents necessary to begin transaction coordination services. A confirmation email will be sent once the file has been received and reviewed. Applicable onboarding invoices will be sent separately prior to file activation.
Agent Information
Agent Full Name
*
Brokerage
*
Email
*
example@example.com
Phone Number
*
Preferred Method of Communication
*
Call/Text
Email
Assistant/Team Contact (if applicable)
Seller Information
Seller Full Name(s)
*
Seller Email(s)
*
Seller Phone Number(s)
*
Buyer Information
Buyer Full Name(s)
*
Buyer Email(s)
*
Buyer Phone Number(s)
*
Transaction Information
Property Address
*
Purchase Price
*
EMD Amount
*
Has EMD been deposited?
*
Yes
No
EMD Holder
*
Title Company
Seller
Brokerage
N/A
Attorney
Financing Type
*
Conventional
RD/USDA
FHA
Cash
VA
Other
Estimated Close Date
*
-
Month
-
Day
Year
Date
Has inspection been scheduled?
*
Yes
No
Inspection Waived
If Inspection Coordination is needed please provide inspectors contact info
Inspection deadline:
Full Name:
Phone Number:
Email:
Occupancy Terms
*
Ex: "At close" or "14 days, $$ per PITI, daily overage fee, damage/occupancy deposit"
Vendor Information
Title Company
*
Title Company Email
*
Title Company Phone
*
Has title been opened?
*
Yes
No
Lender
*
Lender Email
*
Lender Phone
*
Has the buyer completed the loan application?
*
Yes
No
Cash
Additional Parties Involved
Attorneys, co-signer/parents, relocation company, trust, POA, etc.
Required Document Uploads
Please upload all documents necessary for file management and coordination. Documents may include, but are not limited to: fully executed Listing Agreement and Purchase Agreement, Seller's Disclosure Statement, Lead-Based Paint Disclosure (if applicable), any agency disclosures, buyer pre-approval letter or proof of funds, all signed addenda, counteroffers, amendments, and any additional documents relevant to the transaction.
Upload all fully executed documents in PDF format
*
Browse Files
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Acknowledgement
*
I understand incomplete or delayed documentation may affect file processing timelines.
I understand the $200 non-refundable setup/initiation fee is due upon file submission.
Additional notes
Hidden Item Name
Hidden Price
Hidden Invoice Date
-
Month
-
Day
Year
Date
Submit
Should be Empty: