Agent Intake Form for Transaction Coordinators

There are always simpler ways to do things! one here is seamless Agent Intake Form. Leave it to your site with a form submission and you will get all the necessary details to get started with your new file. Below is the preview of the form you can integrate to your site.

Client & Agent Details

Client Name Client Type Buyer Seller Investor Landlord Tenant Preferred Contact Method Email Phone Text Phone Number Email Agent Name Agent License Number Agent Email Agent Phone Number Brokerage Name

Property Details

Property Address MLS Number Listing / Purchase Price Property Type Single Family Condo Land Commercial Occupancy Status Vacant Owner-Occupied Tenant-Occupied Is this a new construction? Yes No HOA Info (If applicable)

Transaction Specifics

Select Transaction Type Select Transaction Status Contract Acceptance Date Earnest Money Amount Earnest Money Due Date Inspection Due Date Appraisal Ordered? Yes No Loan Type Conventional FHA VA Cash Other Transaction Timeline Enter Specific Transaction Requirements Referral Involved? Yes No Referral Agent Info

Third-Party Contacts

Title / Escrow Company Info Lender Info

Document & Coordination

Document Name Deadline Disclosures Needed? Special Contract Terms / Addenda Who will open escrow? Preferred Closing Date Home Warranty Ordered? Yes No Staging / Photography Needed? Yes No Utilities Transfer Assistance Needed? Yes No Client Introduction Call Scheduled? Yes No Authorization to Contact Client Directly? Yes No Preferred Communication Style / Frequency Who should receive transaction updates? Enter any additional notes or comments regarding the transaction Red Flags or Special Circumstances Language Preferences Other Parties Involved

Upload Documents

Upload Contract Upload Other Files

Submitter Info

Submitter Name Submitter Contact Number Submitter Email Address Submit

Why Are Intake Forms So Important?

✅ Saves Time & Reduces Errors

• No more digging through emails or missed texts for client details.
• Ensures all required information is collected upfront.

✅ Improves Organization & Compliance

• Keeps all transaction details in one place for easy reference.
• Helps meet legal and brokerage documentation requirements.

✅ Enhances Client Experience

• Professional, structured process builds trust with clients.
• Faster response times since all details are readily available.

✅ Boosts Efficiency for Transaction Coordinators

• Reduces repetitive follow-up questions.
• Speeds up contract preparation and submission.

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3. What Makes a Great Agent Intake Form?

✔ Keep It Simple & User-Friendly

• Use clear, concise questions—avoid unnecessary fields.
• Logical flow (start with basic info, then move to property details).

✔ Automate Where Possible

• Prefill known details (e.g., agent info if logged in).
• Conditional logic (show/hide questions based on responses).

Need a ready-to-use Intake form template? here’s the HTML you can integrate to you site – TEMPLATE

Check out Rebillion’s Real Estate Blog or explore how Rebillion.ai can simplify your transactions.