New Transaction Data Form
Submitting Agent Information
If you've submitted a form before, we only need your name here. You may skip all other questions in this section.
Agent Name
*
First Name
Last Name
Agent Cell Number
-
Area Code
Phone Number
Broker License #
Agent License #
Agent Email Address
*
You must fill this in if you want a copy of this form to be delivered to you via email.
Agent Role:
Listing Agent
Selling Agent
Both Sides
Property Information
So we may better serve you, please include as much information as possible.
Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
MLS Number
Lockbox Type:
Supra/Electronic
Combo Lock
Other
Lockbox Code:
Sales Price
Deposit Amount
Additional Deposit Amount (if applicable)
Is the property...
Owner Occupied
Vacant
Tenant Occupied
Tenant Name (if Tenant Occupied)
First Name
Last Name
Tenant Phone Number (if Tenant Occupied)
-
Area Code
Phone Number
Seller's Information
Seller 1 Name
First Name
Last Name
Seller 2 Name
First Name
Last Name
Forwarding Address of Sellers
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Seller 1 Phone Number
-
Area Code
Phone Number
Seller 2 Phone Number
-
Area Code
Phone Number
Seller 1 Email Address
example@example.com
Seller 2 Email Address
example@example.com
Buyer's Information
Buyer 1 Name
First Name
Last Name
Buyer 2 Name
First Name
Last Name
Buyer's Current Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Buyer 1 Phone Number
-
Area Code
Phone Number
Buyer 2 Phone Number
-
Area Code
Phone Number
Buyer 1 Email Address
example@example.com
Buyer 2 Email Address
example@example.com
Opposing Agent Information
Opposing Agent Name
First Name
Last Name
Opposing Brokerage Name
Opposing Agent's Phone Number
-
Area Code
Phone Number
Opposing Agent's Email Address
example@example.com
Title/Closing Agent's Information
Title/Attorney Office Name
Closing Agent's Name
First Name
Last Name
Closing Agent's Phone Number
-
Area Code
Phone Number
Closing Agent's Email Address
example@example.com
Lender's Information
Loan Officer's Name
First Name
Last Name
Lender Name
Loan Officer's Phone Number
-
Area Code
Phone Number
Loan Offier's Email Address
example@example.com
Inspection Information
Please be as clear as possible about inspection order information so we may order ASAP.
Home Inspection...
has been scheduled
please schedule
will be scheduled by Buyers
is not needed at this time
Home Inspection Company or Home Inspector's Name
Home Inspection Company's Phone Number
-
Area Code
Phone Number
Home Inspection Company's Email Address
example@example.com
Termite Inspection...
has been scheduled
please schedule
will be scheduled by Buyers
is not needed at this time
Termite/Pest Inspection Company
Termite/Pest Inspection Company's Phone Number
-
Area Code
Phone Number
Termite/Pest Inspection Company's Email Address
example@example.com
Inspection Entry (Please click any that apply)
Buyer's Agent will give Inspector Access
Seller's Agent will be giving access.
Sellers will be giving access.
The Inspector has ability to enter with an eKey, code, etc.
If you need additional inspections, please list them below. Please include the company name, contact person, phone number and email address.
Home Warranty
Home Warranty...
has been ordered
please order
Will be ordered by someone else
Not needed
Home Warranty Company
Home Warranty Contact
First Name
Last Name
Home Warranty Phone Number
-
Area Code
Phone Number
Home Warranty Email Address
example@example.com
Additional Information
Transaction Coordinator
*
Jeannie Johnston
Jessica Pence
Effective Date (VERY IMPORTANT - Your TC cannot select this date for you.)
*
-
Month
-
Day
Year
Date
Closing Date
-
Month
-
Day
Year
Date
Commission
Admin or Processing Fee
Bonus or Other Fee (Please include who receives and amount)
Referral Fee (Please include who receives and amount)
Please check all that apply:
HOA/Condo Buyer Approval Required
Obtain Leases from Seller or Buyer
1031 Exchange
Send/Upload copy of docs to my offce
Additional Information or Instructions
TC's fee will be paid by:
Please submit the fully executed contract, addenda and MLS Broker Synopsis with this form.
Browse Files
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