Real Estate Forms

Financing Notes

Staff / agents ONLY.

Click the button below to enter financing notes.

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New Listing Intake Form

Staff / agents ONLY.

When you get a new listing (non-REO), fill out the form and upload your owner-signed exclusive right to sell agreement, agency disclosure, lead disclosure (if applicable) and any other disclosures like the property disclosure. This is not for REO/Bank owned listings.

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New Deal Intake Form

Staff / agents ONLY.

When you get an offer accepted on deal, in or out of house, for either side of the transaction (or both) where have we no information in our system. Be sure to upload a copy of your written purchase agreement, proof of funds / pre-qual and any required disclosures. Typically, these are outside deals, but sometimes they are RETAIL deals or short sales you are listing where the properties haven’t previously been boarded.

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Are you buying or selling a home?

Buying
Selling
Both
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When are you planning on buying a new home?

1-3 Mo
3-6 Mo
6+ Mo
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Are you pre-approved for a mortgage?

Yes
No
Using Cash
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Would you like to schedule a consultation now?

Yes
No
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When would you like us to call?

Thanks! We’ll give you a call as soon as possible.

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When are you planning on selling your home?

1-3 Mo
3-6 Mo
6+ Mo
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Would you like to schedule a consultation or see your home value?

Schedule Consultation
My Home Value
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