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Transaction Coordination - Agent Intake

Welcome to our Transaction Coordination Agent Intake!

This form is designed to provide our TC team with all the details we need to work seamlessly with you. By sharing your preferred vendors, working style, and client communication preferences, we can tailor our services to suit your needs.

We’re thrilled that you’ve chosen to leverage our TC services, and we’re excited to partner with you on this transaction! Our goal is to help you reclaim your time, focus on growing your business, and make the most of the resources available through our Market Center.

Let us handle the details so you can focus on what you do best – serving your clients.

Let’s work together

Agent

First Name

Last Name

Preferred Contact Method

Phone

Text

Email

What Are Your Expectations for Updates

Should We Communicate with Your Clients?

Yes, always with me CC'd

Relay updates to me and I will contact my client

On a case by case basis

Preferred Title Companies

Preferred Escrow Agent(s)

Preferred Inspector(s)

Preferred Photographer(s)

Preferred Home Warranty Provider(s)

Preferred Lender(s)

Any Additional Vendors You Work With Regularly

Do You Have Any Unique Practices or Requirements You’d Like Us to Be Aware Of?

Is There Anything We Can Do to Make This Process Easier or More Effective for You?