Transaction Intake Form

Address 1

Address 2

City

Zip Code

Your Email

Client Type Client TypeBuyerSeller

Property Type Property TypeSingle-FamilyCondoLotAttached Single-Unit/Townhome

Occupancy OccupancyVacantVacation RentalLong-Term Rental

Access AccessComboSupraOther

Extra Instructions for Access

Buyer 1 First & Last Name

Buyer 1 Email

Buyer 1 Phone

Buyer 2 First & Last Name

Buyer 2 Email

Buyer 2 Phone

Is this a referral? Is this a referral? Yes No

Is Buyer Financing? Is Buyer Financing? Yes No

Lender Name

Point of Contact

Lender Email

Lender Phone

Selling Commission:

Who is Paying Your Commission?

Is there a Team Split?

Is there an HOA? Is there an HOA? Yes No

Is there a current survey? Is there a current survey? Yes No

Closing Type: Closing Type: In Town Mail-Away Not Sure

Is the property on septic? Is the property on septic? Yes No

Home Inspection: (Leave blank if this hasn't been discussed with your client) Home Inspection: (Leave blank if this hasn't been discussed with your client) Home Inspection Add Pool Inspection Add Outbuilding 4-Point Wind Mitigation

Home Inspector Name:

Home Inspector Phone:

WDO Inspection: WDO Inspection: No Yes, with detached structures Yes, without detached structures

WDO Inspection Company:

WDO Inspection Phone: