Agent Intake Forms
Start every transaction with complete information.
Create reusable intake forms that collect everything your team needs before a transaction is created, reducing back-and-forth and eliminating missing information.
Gather the information your transaction needs upfront.
Start every transaction with complete information.
Create reusable intake forms that collect everything your team needs before a transaction is created, reducing back-and-forth and eliminating missing information.
Collect everyone involved in the transaction.
Request buyers, sellers, agents, lenders, attorneys, title companies, and any other contacts your workflow requires. Collected contacts are automatically available when the transaction is created.
Gather required documents upfront.
Request contracts, disclosures, addendums, identification, and any other documents your transaction requires so everything is organized from the beginning.
Collect missing transaction details.
Instead of chasing agents by phone or email, send questions directly from the transaction. Their responses are recorded with the transaction, creating a complete history of every answer.
Get ready for a simpler, smarter way to manage your entire transaction workflow.