Transaction Coordinator Services Intake
Please Fill Out our Quick Intake Form
First Name
*
Last Name
*
DRE #
*
Email Address
*
Property Address
*
APN
MLS #
Agency
Listing Agent
Selling Agent
Dual
Referral
Co-Agents for your side of the sale?
*
Yes
No
Other
Related to Client?
*
Yes
No
Price
C.A.R. Form Log In
*
Client Name #1
Email
Phone
Client Name #2
Email
Phone
Client Name #3
Email
Phone
Client Name #4
Email
Phone
How would the client(s) prefer to be communicated with/ Sign Documents
Docusign/Email
Email PDF to Print & Scan
Send to Agent
Preferred Escrow Company & Officer
How Would the Client(s) prefer escrow opening package is delivered?
Docusign
Email
Hard-Copy Mailed
Other
Preferred Title & Officer
Lender Info
Home Warranty, NHD & Other Service Providers
HOA Contact
Package Option
*
Paperwork Only $99
Basic Sale $399
Basic Listing $399
Premium Sale $599
Premium Listing $799
Premium PLUS Listing $1,999
A La Carte Services Only
Other
A La Carte Services
Comps $49
Edit Listing Presentation $49
Create Listing Presentation $199
Escrow/Title Prep $19
City Requirements $19
Obtain Reports $99
Schedule Cleaning $19
Coordinate Repairs $49
Design $99/Hr
Schedule Staging $19
Ordering Marketing $19
Customized Marketing $49/Hr
Create Social Media Content $49/Post
Organize HOA or other reports and info $19
Seller Disclosure Meeting $99/Hr
Arranging Open Houses $19
Expense Reports $49
Arrange & Meet Photographer $49/Hr
Home Walk-Through & Property Description $49/Hr
Prepare Offer Packages $49/Offer
Attend any Inspections/Appraisals $99/Per
Coordinate Utilities & moving Info $19
Attend Final Walk-Through $99/Hr
Upload Any Signed Documents Here
*
Upload any reports Here
Submit CV
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