Managing real estate transactions can be chaotic — with dozens of documents, dates, contacts, and moving parts. To streamline this process, I’ve created a fully customizable Transaction Coordinator Intake Form and Agent Onboarding tool you can embed on your website and start using immediately.
This blog will walk you through:
- ✅ What the tool does
- 📋 What’s inside the form
- 💡 How you can customize and embed it on your own site
- 🔐 Tips on making it secure and efficient
- 🚀 Ideas to integrate it with automation (like email or CRM)
✅ What the Tool Does
This tool is a comprehensive intake form designed for real estate professionals, brokerages, or transaction coordinators. It captures everything needed for a smooth transaction, including:
- Client and agent details
- Property and contract info
- Third-party contacts
- Uploads for contracts or supporting docs
- Coordination preferences and red flags
Why it’s useful: Instead of juggling spreadsheets, emails, and texts, you get a single clean submission with all the essentials in one place — saving hours of back-and-forth and minimizing errors.
💡 How to Use or Embed This on Your Own Website
You don’t need a backend or complicated tools to start using this.
✅ Step 1: Host the HTML
Use your web builder or website platform to add a custom HTML page. Simply paste the entire form HTML code I provided into your:
- WordPress custom page (via HTML block)
- Wix/Weebly site (custom embed)
- Or any static site
✅ Step 2: Set Up Form Submission
This version uses FormSubmit to collect responses and send them to your email. No coding required. Just:
- Replace
your@email.comin the form’sactionattribute. - FormSubmit will auto-email you the responses in a clean format.
Optional: You can upgrade to use integrations like Google Sheets, Zapier, or webhook endpoints.
🔐 Tips for Security & Reliability
- Use CAPTCHA or spam filters: Add hidden honeypot fields or enable CAPTCHA via FormSubmit or similar.
- Secure uploads: If handling sensitive documents, consider routing uploads through secure cloud storage.
- Redirect to a thank-you page: This improves UX and reassures users their submission went through.
🚀 Bonus: Automate the Workflow
You can integrate the tool into a broader workflow with tools like:
- Zapier to send responses to CRMs (e.g., HubSpot, Trello)
- Google Sheets for centralized tracking
- Slack / Email alerts for team notifications
- Notion or Airtable for document storage or task management
🎯 Final Thoughts
This tool is built to save time and keep your transactions on track. Whether you’re a solo agent or part of a growing team, this intake form helps you:
- Stay organized
- Reduce missed deadlines
- Simplify communication
- Scale your workflow with ease
If you’d like to get the full HTML code, check out Agent Onboarding Form and File Intake Form. The templates are available in the blog explaining the form in detail.
