New Buyer Under Contract Intake Form
Congratulations on your Buyer's accepted offer! Please complete the information indicated below.
Property Information
Property Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Agent Information
Buyer Agent Name
First Name
Last Name
Buyer Co-Agent (if applicable
First Name
Last Name
Buyer Agent Split (if applicable)
Buyer Co-Agent Split %(if applicable)
Listing Agent Name
First Name
Last Name
Listing Agent Email
example@example.com
Listing Agent Phone Number
Please enter a valid phone number.
Referral Information
Upload Referral Form/W9 Below
Is this a referral?
Yes
No
Referring Agent Name
First Name
Last Name
Referring Agent Email
example@example.com
Referring Agent Company
If Corporate Referral, Referral Source:
Referral Percentage
Transaction Information
Buyer #1 Name
First Name
Last Name
Buyer #1 Email
example@example.com
Buyer #1 Phone Number
Please enter a valid phone number.
Buyer #2 Name
First Name
Last Name
Buyer #2 Email
example@example.com
Buyer #3 Phone Number
Please enter a valid phone number.
Seller #1 Name
First Name
Last Name
Seller #2 Name
First Name
Last Name
Closing Attorney Office (Name and Branch)
Closing Attorney Name
First Name
Last Name
Lender Name
First Name
Last Name
Lender Company
Lender Email
example@example.com
Lender Phone Number
Please enter a valid phone number.
Accepted Sales Price
Due Diligence Fee Amount
Earnest Money Deposit Amount
Do you need assistance with DD/EMD pick up and delivery?
Yes
No
Please note delivery instructions:
Due Diligence Date
-
Month
-
Day
Year
Date
Closing Date
-
Month
-
Day
Year
Date
Which Inspections would you like to order?
Home Inspection
Pest Inspection
Radon Inspection
Survey
Well
Septic
Other
Preferred Home Inspection Company
Preferred Inspection Date
-
Month
-
Day
Year
Date
Preferred Inspection Time
Hour Minutes
AM
PM
AM/PM Option
Preferred Buyer Contact for Inspections
Who will be attending the inspections?
Buyer(s)
Agent
Both
None
The property is:
Vacant
Occupied
Please indicate the following:
All needed documents are complete and in Dotloop.
I will be emailing the needed documents today.
Any additional notes, comments or applicable info:
Promo Code
Transaction Documents
Fully Executed OTP
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Page 16-Acknowledgement of DD/EMD
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Working With Real Estate Agents Disclosure
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Buyer Agency Agreement
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Residential Property Disclosure
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Mineral, Oil, and Gas Rights Disclosure
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eXp ABA Disclosure
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eXp Wire Fraud Disclosure
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Save
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