Before you begin

Plan for 4–7 minutes to complete this form.
This form does not auto-save, so please finish in one session.
Have the fully executed contract + contact info for escrow, lender, and the other agent ready (if available).
Don’t worry if you don’t have everything yet, submit what you can and we’ll follow up.
Make sure you have a reliable internet connection.

What you get after submitting

We’ll confirm receipt and next steps
Clear milestone tracking from contract to close
Proactive communication with escrow/lender/agent
A smoother closing experience for you and your client

Agent & Transaction Setup

Primary Agent Name *

Primary Agent Email (Point of Contact) *

Primary Agent Phone *

Is there a Co-Agent? *

Who do you represent in this transaction? *

Authorize direct communication with your client? *

Is this escrow related to a previously cancelled transaction? *

Buyer Info

How many buyers are involved? *

Buyer Legal Name(s)

Buyer Email *

Buyer Phone *

Is the Buyer a Individual, Trust, LLC, or Entity? *

Buyer#2 Legal Name *

Buyer#2 Email

Buyer#2 Phone

Is the Buyer#2 a Individual, Trust, LLC, or Entity? *

Buyer#3 Legal Name *

Buyer#3 Email

Buyer#3 Phone

Is the Buyer#3 a Individual, Trust, LLC, or Entity? *

Buyer#4 Legal Name *

Buyer#4 Email

Buyer#4 Phone

Is the Buyer#4 a Individual, Trust, LLC, or Entity? *

Buyer Notes (if any)

Property Snapshot

Address

Subject Property Address

Country

State

City

Postal Code

Is there a Tenant living in the property?

Is the property part of an HOA? *

Does the property have Solar? *

Does the property have Septic?

Referral Agreement (If Applicable)

Is there a referral fee involved? *

Executed Contract Delivery

How will the executed contract be delivered? *

Upload Executed Contract

Please upload executed contract here if applicable. Multiple files allowed to upload.

Escrow & All Parties Contacts Details

Escrow Company Name

Escrow Officer Direct Phone *

Have you already opened escrow?

Mortgage Company Name

Loan Officer Name *

Loan Officer Email *

Loan Officer Phone Number *

Title Company Name

Title Officer Name *

Title Officer Email *

Title Officer Phone Number

Commission Instruction

Buyer-Side Commission (%)

Seller-Side Commission (%)

Who is paying Buyer’s Broker Compensation?

Does your broker require a CDA?

Commission notes (if any)

Agreement

Please confirm:

I have read and agree to the Transaction Coordination Service Agreement.

ATTENTION: TARGET AUDIENCE

RPA Intake