Buyer Transaction Intake Form

Buyer Transaction Intake Form

Upload the ratified buyer contract package and key transaction details we we can coordinate through closing.
Agent Information
Agent Name

First NameLast Name
Brokerage
Team Name
Agent Email
example@example.com
Agent Cell Phone
Please enter a valid phone number.Format: (000) 000-0000.
Buyer Information
Buyer 1 Name

First NameLast Name
Buyer 1 Email
example@example.com
Buyer 1 Phone
Please enter a valid phone number.Format: (000) 000-0000.
Is there an additional buyer?
Buyer 2 Name

First NameLast Name
Buyer 2 Email
example@example.com
Buyer 2 Phone
Please enter a valid phone number.Format: (000) 000-0000.
Contract Information
Ratification Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Special Contract Terms / Additional Transaction Notes:
Closing/Title Information
Has the buyer selected a closing/title company?
Title Company/Closing Attorney Name

First NameLast Name
Title Company/Closing Attorney Email
example@example.com
Title Company/Closing Attorney Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Inspection
Will you have a home inspection?
Inspector / Company
Name
Inspector Email
example@example.com
Inspector Phone
Please enter a valid phone number.Format: (000) 000-0000.
Inspection Date / Time

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Hour MinutesAM/PM Option
Document Upload
Upload Ratified Contract Package

Cancelof
Documents included:
Final Notes & Submission
Anything else we should know?
I have provided the information and documents currently available to me and understand that The Transaction Concierge Co. provides administrative and transaction coordination services. I remain responsible for client representation, advice, negotiation, contractual decisions, and brokerage compliance.
I have read and understand the statement above.
Should be Empty:

Buyer Transaction Intake Form

Agent Information

Buyer Information

Contract Information

Closing/Title Information

Inspection

Document Upload

Final Notes & Submission