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New Transaction Intake Form
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Your name (agent)
*
First
Last
Your email address (to receive a copy of this when submitted):
*
Are you representing the Buyer or Seller?
*
Buyer
Seller
Dual
Buyer name(s):
*
Please enter the main buyer's email address:
*
If there is a second buyer, please enter their email address:
Please enter main buyer's phone number:
*
If there's a second buyer, please enter their phone number:
What is the buyer's preferred method(s) of communication?
Seller name(s):
*
Please enter the main seller's email address:
*
If there is a second seller, please enter their email address:
Please enter main seller's phone number:
*
If there's a second seller, please enter their phone number:
What is the seller's preferred method(s) of communication?
Will your buyer(s) be in town for closing?
*
Yes
No
Not sure
Will your seller(s) be in town for closing?
*
Yes
No
Not sure
Seller(s) vesting:
*
Husband/Wife
Sole/Separate
Single
Trust
LLC
Divorced
Widowed
Not Sure
Other
Buyer(s) vesting:
*
Husband/Wife
Sole/Separate
Single
Trust
LLC
Divorced
Widowed
Not sure
Other
Has the inspection been scheduled (if applicable)? If so, when?
*
If you haven't emailed your contract documents to the TC, you can upload them here. (Make sure all docs have uploaded before submitting)
Click or drag files to this area to upload.
You can upload up to 10 files.
Anything else you'd like us to know about your Buyer(s)/Seller(s)?
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