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? *

Co-Agent Name

Co-Agent Email Address

Co-Agent Phone Number

Does Co-Agent have a license with same brokerage as the Primary Agent?

Co-Agent Broker Info *

Name of Brokerage, Address & License is required.

Who do you represent in this transaction? *

Authorize direct communication with your client? *

Is this escrow related to a previously cancelled transaction? *

Is this escrow related to a property flip/investment sale? *

If yes, does this property meet the minimum 90 day FHA rule?

If no, please select the date (90 days after purchase)

Please use date picker

Acknowledgment of TC fee responsibility terms *

Read & acknowledge checkbox: If your client declines payment, responsibility defaults to the agent unless otherwise agreed in writing prior to acceptance.

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)

Buyer Signing Preference

Referral Agreement (If Applicable)

Is there a referral fee involved? *

Referral fee details

Executed Contract Delivery

How will the executed contract be delivered? *

Upload Executed Contract

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload executed contract here if applicable.

Escrow & All Parties Contacts Details

Escrow Company Name *

Escrow Officer Name *

Escrow Officer Email *

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?

Any invoices or receipts for reimbursement through escrow?

Commission notes (if any)

Financing Type

Financing Type (Required) *

Who would you like to order inspection with?

Is Termite inspection part of the contract?

Timeline & Notifications

Send calendar invites for key milestones?

Add additional recipients to confirmation emails?

Enter additional recipients email address(s), separated by commas. (ie. assistants or team leader)

Agreement

Please confirm:

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

ATTENTION: TARGET AUDIENCE

RPA Intake