Seller Intake Form

We are good to go! Just to make our time as effective as possible, please complete this form.

"*" indicates required fields

1Start Here

2Mailing Address

3Property Details

4Lifestyle

5Finances

6Association information

7Priorities

Seller #1

Name*

First Last

Phone*

Email*

Birthday

If you like presents, leave your birthday here:

MM slash DD slash YYYY

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Seller #2

Name

First Last

Phone

Birthday

If you like presents, leave your birthday here:

MM slash DD slash YYYY

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Are there any other indirect decision makers involved in your purchase?

If there is anyone whose opinion value during this process, include them here.

Occupancy Of Property

Property Address*

Street Address Address Line 2 City State ZIP Code

When is the tenant's lease up?

If the tenant is month-to-month, select today's date.

MM slash DD slash YYYY

Bedrooms*

Full Baths*

Half Baths*

Garage Stalls*

Age of Oldest A/C*

Water Heater Age*

Roof Age*

Pool*

Heated Pool*

Age of Pool Pump

Waterfront?*

Type of Property*

# Of Stories in Property*

Have you updated any of the plumbing or electrical in the house?

Do you have any warranties on your home?

Please include if they are transferrable to the buyer. This may include pest control, the roof, appliances, etc.

Have you ever had an insurance claim?

Don't worry, this won't affect your ability to resell the property. I just want to know so we don't have any surprises during the buyer's inspection period.

Please upload any invoices or documents you have from the claim:

You don't need to upload these now but you should start getting them together as it may come up during the inspection or on the seller's disclosure. Having invoices or documentation will ensure the buyer doesn't try to use it against us.

Accepted file types: jpg, pdf, Max. file size: 1 MB.

Have you done any updating on the property since you purchased it?*

Try to be as specific as possible and feel free to include any details like brands of appliances, styles of floors, etc. This will help us find more relevant properties that have also sold in your area.

Did you pull permits for the work you did?

This will help in bulletproofing our transaction so there's no surprises.

Yes, we pulled permits for everything

Yes, we pulled permits for the necessary renovations

Yes, we pulled permits for some of the renovations

No, we didn't pull permits

Are there any outstanding open/expired permits that you are aware of?

We will need to get these closed prior to closing. We have a permit expeditor that can help with this and would rather be proactive than waiting til closing to do it.

Yes

If you have any photos of the property, please upload them here:

This will help us better visualize the property and give a more accurate valuation once we meet. Please make sure to include pictures of full rooms (rather than detail shots). Don't worry about the photos being perfect - this is for our eyes only and will not be used for any purpose other than for us to get an idea of what the property is like.

Drop files here or

Accepted file types: jpg, Max. file size: 1 MB, Max. files: 6.

Exterior Features*

Interior Features*

Is there anything you do NOT want to stay with the property?

Washer/dryer, light fixtures, appliances and window treatments generally stay. If there’s anything that you want to take with you, let us know here.

Is there any work you were planning on doing to the property before we list it that hasn't been done yet?

Is there anything that you want to make sure we include in the listing description?

Is there a bedroom on the first floor?

Yes, the owner's suite is on the first floor

Yes, there is a bedroom that's not the owner's suite on the first floor

Yes, there are multiple bedrooms on the first floor

There is an office/den on the first floor

No, no bedrooms on the first floor

Do you have an association?*

Yes

Are there any liens that you are aware of?

This will help us address any issues up front so that we’re not surprised on the backend.

How did you find us?*

Let us know who we have to thank for sending you our way!

Do you need the cash out of this property to purchase another?*

After you sell, where will you go?

Ideally, when would you like to sell and have your check in hand?*

MM slash DD slash YYYY

Do you have any concerns about the process that you’d like us to address?

What is your showing availability like?*

We like to know this up front so that as we are prepping your property for sale, we can plan showings around your schedule.

How much are you hoping to get for your property?*

If you have a mortgage, how much do you owe?

We will prepare a document called a net sheet that shows you how much you’ll walk away with after taxes, commission, your mortgage payoff, etc. We need to know this in order to prepare that document.

Are you current on your mortgage?

Association Type

Homeowner's Association

Condo Association

Co-Op

Other

Frequency*

What is included in your association fee?*

Please mention any amenities or features of the community. We will use this information to input the listing into the MLS and for buyers to search.

Name of Association/Management Company

If there is more than one association, include the names of all of them.

Contact Name And Number At Association

This will help us collect the information we need when marketing the property.

Rental Restrictions*

Please select all that apply:

No Rental Restrictions

No Rentals Are Allowed

No Corporate Rentals

Limit On # Of Times Leased Per Year (Explain Below)

Must Own For One Year Before Leasing

Must Own For 2 Years Before Leasing

Credit Requirement For Tenant

Parking Restrictions*

Please select all that apply:

Private Parking (Driveway, Garage, etc.)

Designated Spots For Owners In Lot (Please Explain Below)

Open Parking (For Example, No Numbered Spots In Lot)

No Commercial Vehicles

Designated Guest Parking

Guests Must Register

Decal/Sticker Needed For Registered Vehicles

Pet Restrictions

Please select all that apply:

No Pet Restrictions

No Pets Allowed Except Service Animals

Dogs Ok

Cats Ok

Dog Restrictions (Breed/Size)

Limit On Number Of Pets

Are there any security measures in place?

Please select all that apply:

Keycard/Code Access

Manned gated community

Security drives around

Security At Front Desk (For Condos)

Explain Any Restrictions Here:

This is one of the most common questions asked by buyers so we want to give them great information:

Is this a 55+ community?

Yes

Are there any assessments you are aware of?

We will need to disclose this to the buyer at the time of the contract. If we do not disclose it, the contract states that we are responsible for paying the assessment in full at closing:

Yes

If there is an assessment, please explain the terms and what it's for:

Please Upload Any Docs From The Association You Have:

If you are in a condo association, we are required by the contract to provide the condo docs (rules & regulations, budget and bylaws to the buyer within 3 days of going under contract. If you don't have them, they will need to be ordered from the association).

Accepted file types: jpg, pdf, Max. file size: 1 MB.

What is important to you about the agent that you decide to hire for the sale of your property?*

Having a sign in front of your property can help get more inquiries and showings for your property. Are you open to having a “For Sale” sign in front?

Yes, let's get tons of calls

No, I don't want a sign

My association doesn't allow it

Are you comfortable with having an open house launch event?

We hold all showings until the launch event to build buzz. It takes a bit longer to launch a listing because we do mailings to the neighborhood, but this will often drive more offers faster due to the perceived competition between buyers.

Yes, I'm open to it and would like to have it marketed publicly

Yes, I'm open to it if we can limit who is invited (ie. agents with clients, neighbors and our targeted database)

No, I'm not comfortable with that

How would you like showings to go?

Limit to a few hours each week based on a set schedule

Put it on a timed Supra lockbox so only licensed agents can show during designated times

We will need to coordinate with the tenant

I'm flexible!

Would you like to be present at the closing?

Yes, I will be there

No, I'd like to do a mail away closing

Not sure yet

When do you want the property to hit the market?

MM slash DD slash YYYY

Have you considered selling your home by owner?

Are you interviewing other agents? If so, who?

Our business is very collaborative so we always like to know who.

Is there anything else that you would like us to know before our meeting?

Name

This field is for validation purposes and should be left unchanged.