Under Contract
Agent Name
*
First Name
Last Name
Agent Email
*
example@example.com
Property Address
*
1234 Main St, Denver, CO 80239
Closing Date
*
-
Month
-
Day
Year
Date
Client Name #1
*
John Jones
Client Phone #1
*
-
Area Code
Phone Number
Additional Client Name(s)
Ann Jones; Matt Jones
Additional Client Phone
-
Area Code
Phone Number
Client Email Address(es) if not already saved in CTM
Client Type
*
Buyer
Seller
Both - Transaction Broker
Lender letter or info in CTM?
*
Yes
No
If not, please provide:
Lender Name & Company
Is the property occupied?
*
Yes
No
Commission modified?
*
Yes
No
Will the client be paying a transaction fee to your brokerage at closing?
*
Yes
No
Other details that would be helpful for communication
Is there a referral fee paid on this transaction?
*
Yes
No
Option 1: If there is a referral, please provide referral agreement and W-9 for referring agent.
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of
Option 2: If you do not have these documents, provide their contact information & we're happy to reach out.
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