Seller Intake Form

Seller #1

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

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.

Mailing Address

Property Details

When is the tenant's lease up?

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

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.

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.

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.

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.

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.

Lifestyle

How did you find us?*

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

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.

Finances

Association Information

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.

Parking Restrictions

Please select all that apply:

Pet Restrictions

Please select all that apply:

Are there any security measures in place?

Please select all that apply:

Explain Any Restrictions Here:

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

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:

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.

Priorities

Are you interviewing other agents? If so, who?

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