New Listing Intake Form

OPTIMZED TRANSACTION MANAGEMENT, LLC.

8405 Bijou Creek Avenue,

Littleton, CO 80125

kristincoordinates@gmail.com

https://myoptimizedtc.com/

925.997.7747
New Transaction Intake Form

**Deadline for same day processing is 4pm PST, if submitted after 4pm your file will be processed the following business day**
Buyer's Agent Information
Your Name (Agent)*

First NameLast Name
Your Preferred Email
example@example.com
Your Phone Number
Please enter best contact number for me to reach you
Buyer(s) Information
Main Contact (Buyer) Full Name*

First NameLast Name
Buyer Phone Number
Buyer E-mail*
example@example.com
Buyer #2 (If Applicable)

First NameLast Name
Buyer #2 Phone Number
Please enter a valid phone number.
Buyer #2 Email
example@example.com
How is/are buyer(s) taking title?
Purchase Agreement & Any Other Supporting Documents (Counter Offers, Proof of Funds, Pre-Approvals, Addendums, Signed Disclosures, etc)*

Please upload the Purchase Agreement as well as any other documents, reports or disclosures you have on hand or completed already.
Cancelof
Property Information:
Property Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What type of property is this?*
Is there an HOA?*
Transaction Information
Purchase Price*
Close of Escrow Date (or Best Guess)*

MonthDayYear
I use this date to determine order of urgency when working on my files - this is especially important if it is a short escrow (10 days or less)
What Contingencies Remain?*

Inspection ContingencyAppraisal ContingencyLoan ContingencyNone - All Contingencies Removed with OfferOther
Listing Agent Information:
Listing Agent Name*

First NameLast Name
Listing Agent Broker*
i.e. Compass, Keller Williams, Etc
Listing Agent Email*
example@example.com
Listing Agent Phone Number
Please enter best contact number for me to reach you
Does the Listing Agent have a Transaction Coordinator or Assistant?*

Yes, and I have their contact informationYes, but I don't have their contact informationNoI'm not sureOther
Listing Agent's Transaction Coordinator or Assistant

First NameLast Name
Escrow Information:
Have you already opened Escrow?*
What Escrow Company?*
Escrow Company Name (i.e. First American Title)
Who is the Escrow Officer?*
Escrow Officer First and Last Name
Escrow Officer Email Address*
example@example.com
Other Miscellaneous Information:
Has(ve) the buyer(s) signed the disclosures yet?*

Yes, and I have uploaded them here for youNo, I don't have them from the Listing Agent yetNo, but I do have them and will send them out and cc youNo, but I do have them and would like you to send them outOther
Inspections
Are the buyers conducting any inspections?

Yes, they've been scheduled and I will send you the scheduleYes, but they haven't been scheduled yetNoI'm not sure yet
Do you want help scheduling any inspections?*
What Inspections?

Home/PropertyPest/TermiteRoofPoolSepticNoneOther
Is there anything else I should be aware of or any special requests?
OPTIMZED TRANSACTION MANAGEMENT, LLC.

8405 Bijou Creek Avenue,

Littleton, CO 80125

kristincoordinates@gmail.com

https://myoptimizedtc.com/

925.997.7747
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