Please complete this intake form. This will prepare us to be as effective as possible when we meet.
Fields marked with an * are required
Please complete the required fields in steps highlighted in red, and then re-submit your application.
Seller #1
Birthday
Optional. But if you like presents, leave your birthday here.
Occupation and Company
One of the benefits of working with us is our network — We like to know what our clients do so we can make connections with other clients who may be help you reach your goals!
Seller #2
Other decision makers?
If there is anyone whose opinion value during this process, include them here.
Please include if they are transferable to the buyer.
This won’t affect your ability to resell the property. This is to prevent any surprised from the inspection.
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.
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 get permits for the work you did?
This will help in solidify our transaction so there are no surprises.
Do you have any open or expired permits on the house?
We will need to get these closed prior to closing. We can help with this and I would rather get these together before closing if possible.
This will help us better visualize the property and give a more accurate valuation when 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.
Exterior Features
Interior Features
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.
Do you have a home owners association?
Does the buyer need a mailbox key?
Does the buyer need keys to access community amenities?
If the tenant is month to month, select today’s date
Let us know so we can thank the appropriate source.
We like to know this up front so we can plan showings around your schedule.
Association Type
Please mention any amenities or features of the community. We will use this information to input the listing into the MLS. Buyers will be able to search with these features
If there is more than one association, include the names of all of them.
This will help us collect the information we need when marketing the property
Rental Restrictions
Please select all that apply:
Parking Restrictions
Pet Restrictions
Security Measures in Place?
This is one of the most common questions asked by buyers so we want to give them great information:
Is this a 55+ community?
Are there any assessments on the property?
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:
If you are in a condo association, we are required 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).
Can we put a For Sale sign in your front yard?
Are you okay having an open house launch event?
In order to build buzz, and get offers faster, we hold all showings until the launch event. We will do mailings to the neighborhood, which takes a little time, but this will often drive more offers faster due to the perceived competition between buyers.
How would you like to show your home?
Would you like to be present at the closing?