Contract-to-Close Intake Form

Give your transaction coordination team everything they need to manage a deal from signed contract through closing day.

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Agent Name*

Email*

Phone Number

Client Email(s) and Phone Number(s)*

Preferred Vendors, Communication Method, and Additional Notes*

Property Street Address*

Who Do You Represent?*

Buyer Seller

Property Occupancy Status*

Owner Occupied Tenant Occupied Vacant

Property Access Method*

Lockbox Alarm Code Agent Escort Call to Schedule

Property Access Code

Is the Inspection Already Scheduled?*

Yes No

Inspection Date and Time

Would You Like Us to Coordinate the Earnest Money Deposit?*

Yes No

How Will You Provide the Purchase Agreement and Related Documents?

Upload Here Email DocuSign Other

Notes About Missing Documents*

Purchase Agreement

Max 10 MB per file

Additional Documents

Max 10 MB per file

Is This Transaction Subject to a Referral Agreement?*

Yes No

Referral Details

Your Commission*

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