Contract to Close Intake Form
Thank you for taking the time to ensure your Clients receive the best Care and Service! Please note: this form is ONLY for FULLY EXECUTED CONTRACTS. Please do not submit this form if the property is not under contract. We only request this information, which cannot typically be pulled from the contract/other documents, so that we can process your file immediately.
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Who will be our primary client contact?
*
Client #1
Client #2
Unsure/They are both equally involved
Other
Client #1 Name
*
First Name
Last Name
Client #1 Mobile Number
Please ONLY if they text
Format: (000) 000-0000.
Other Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Client #1 E-mail
*
example@example.com
Client #1 Contact Notes
Is there a Client #2
Yes
No
Back
Next
Save
Client #2 Contact Details
Client #2 Name
*
First Name
Last Name
Client #2 Mobile Number
Please ONLY if they text
Format: (000) 000-0000.
Other Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Client #2 E-mail
*
example@example.com
Client #1 Contact Notes
Back
Next
Save
Are you using your preferred title company?
*
Yes
No
Unsure
Back
Next
Save
Client's Title Company
You may skip fields that are in the contract, or just let us know you are using your preferred title company discussed during onboarding.
Name of Title Company
Name of Title Representative
Title Rep or Company Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Title Rep Email
example@example.com
Other Contact Info
What closing location would you like to use?
Back
Next
Save
Escrow and Financing
Is the escrow money already in process of being delivered by the buyer?
*
Yes
No
Is there a Lender on file?
*
Yes
No
Back
Next
Save
Are you using your preferred Lender?
*
Yes
No
Back
Next
Save
Lender Details
Lender Company Name
Lender Representative
First Name
Last Name
Lender Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Lender Email
example@example.com
Back
Next
Save
Inspections and Home Access
How will the property be accessed?
*
Showingtime Appointment
Supra
Combo Lockbox
SentriLock
Gate Code
Garage Door Code
Alarm Code
Other
Combo Lockbox Code
Have you discussed using your preferred inspector with the buyer (if applicable)?
*
Yes
No
There are no inspections
Is this client a Referral
*
Yes
No
Back
Next
Save
Referral
Name of Referral Agent or Company
Email
example@example.com
Name of Referring Brokerage
Referral Fee %
Back
Next
Save
File Upload
Please drop ALL files here: -Agreement of Sale and all offer documents, Pre-Approval, Proof of Funds, Listing Agreement(if Seller and we do not already have it on file), Buyer Agent Agreement, Referral Agreement/W9. We need EVERYTHING to be the most efficient to serve you!
Please drop ALL files here
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Any additional details we need to know about this transaction?
Please note files do not get processed until we have the following information. 1. Fully executed contract 2. Client contact info 3. Escrow contact info
All contracts are processed within 1 business day of receipt of all documents and contact info in order to process file.
Save
Submit
Should be Empty: