Intake Forms

Disclaimer

Lease Input

Agent Name *

First

Last

Name of Client/Landlord #1 *

First

Last

Phone Number Client #1 *

Email of Client #1 *

Name of Client #2 *

First

Last

Phone Number Client #2 *

Email of Client #2 *

Property Address

Address Line 1

Address Line 2

City

State

Zip Code

Go Live Date & Time

Date

Time

Monthly Rent Price

Security Deposit

Pet Deposit

Lease Term Length

Accurate Sqft

Any Specific public remarks? (Supra, combo, or code for property? Any Showing Instructions (i.e.: Go and Show, confirm showing requests with owner, lead time for showings, etc.))

Listing Agent Commission Amount

Showing Agent Commission Amount

Total Commission Charged to Client

Is your client responsible for paying for any services (Cleaning, Photography, Lawn?)

Yes
No

Hire a cleaning Service?

Yes
No

Hire a photographer?

Yes
No

Hire a lawn service?

Yes
No

Which MLS(s) do you want this lease to be active in?

Any additional requests or important information?

RUSH-Want listing live within 48 hours? Rush fee of $50 will be applied to invoice.

Yes
No

Trinity Partnership Disclaimer and limitations-Waiver

Have you read the Trinity partnership disclaimer? By clicking yes, you have signed that you agree with this waiver. *

Yes, I have read the waiver form

Credentials and Vendors List

CREDENTIALS

Name *

First

Last

Email *

Date of Birth

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Brokerage Name

Please list all MLS Credentials

What Technology/Backend System(s) to do you use to manage transactions?

Documentation Portal-what system do you use to fill out broker and contract documents? ie: Zipforms

Sellers Shield Account (Sellers Discloure Notices)

Any addtional portals or systems used in your transactions?

VENDORS

List of Inspectors and Contact Info

List of Photograpers and Contact Info

List of Staging Companies and Contact Info

List of Lawn Service and Contact Info

List of Cleaning Service and Contact Info

List of Home Warranty Companies and Contact Info

Seller Intake Form

Agent Name *

First

Last

Name of Seller # 1 *

First

Last

Seller Phone # 1 *

Seller Email # 1 *

Name of Seller # 2

First

Last

Seller Phone # 2

Seller Email # 2

Property address of listing *

Address Line 1

Address Line 2

City

State

Zip Code

Did we do the pre-listing paperwork on this property?

Yes
No

Is there an outside referral payout on this transaction?

Yes
No

What is the commission breakdown for your CDA?

Charge clients any fees on listing agreement?

Yes
No

Are you wanting the FULL Contract to Close Package

Yes
No

Any addition information we need to know?

Upload any necessary files.

Click or drag files to this area to upload. You can upload up to 10 files.

Custom Captcha *

What is 8+11?

Offer Request Intake Form

Agent Name *

First

Last

Agent Phone Number *

Property Address for Offer *

Address Line 1

Address Line 2

City

State

Zip Code

Buyer Name # 1 *

First

Last

Buyer # 1 Email *

Buyer Name # 2

First

Last

Buyer # 2 Email

Financed Amount

Total Price

Loan Type

Closing Costs Paid by Seller

Option Amount of Days

Option $

Earnest $

Closing Date

When are you available for a phone call from a Transaction Coordinator today to go over offer details (list several times for availability)

Upload any necessary files.

Click or drag files to this area to upload. You can upload up to 10 files.

Custom Captcha *

What is 8+11?

Back to Home

Intake Forms

Pre-Listing Intake Form

Offer Request Intake Form

Seller Executed Contract Intake Form

Buyer Executed Contract Intake Form

Lease Input Form

Trinity Partnership Disclaimer and limitations-Waiver

Trinity Partnership Disclaimer and limitations-Waiver

CREDENTIALS

VENDORS