Real Estate Intake Form
Property Address
Property Address Line 2
City of Property Address
State of Property Address
Zip Code of Property Address
County Pin Number
Sale Price
Type of Property
SFD
Multi-Unit
Condo
Townhouse
Commercial
Other
Client First Name
Client Last Name
Are you the Seller or Buyer
Seller
Buyer
Marital Status
Mailing Address
Mailing Address Line 2
City of Mailing Address
State of Mailing Address
Zip Code of Mailing Address
Social Security Number
Best Phone Number to Contact
Home Phone Number
Cell Phone Number
Work Phone Number
Email Address
Contract Acceptance Date
Costs Paid by Seller
Purchase Price
Costs Paid by Buyer
Earnest Money
Held By
K Finance Contingency Date
Finance Commitment Date
Inspection Contingency Date
Closing Date
Closing Time
:
HH
MM
AM
PM
Closing Location
Final Closing Figure
Other Party's Address
Other Party's Attorney
Contact Person for Other Party
Address of Contact Person for Other Party
Phone Number of Contact Person for Other Party
Email Address of Contact Person for Other Party
Realtors for Other Party
Name of Seller's Agent
Company of Seller's Agent
Address of Seller's Agent
Phone Number of Seller's Agent
Commission
Name of Buyer's Agent
Company of Buyer's Agent
Address of Buyer's Agent
Phone Number of Buyer's Agent
Commission of Buyer's Agent
Mortgage Broker/Bank
Loan Amount
Loan Officer
Loan Processor
Phone Number of Loan Contact
Title Company
Commitment Number
Title Company Phone Number
Referred By