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Intake for Sale or Purchase Of Residence
Email *
Personal Information
Name *
Email *
Phone Number *
Today's Date *
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DD
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YYYY
Date of Birth *
Preferred Pronouns
Your Mailing Address  *
Are you buying br selling this property? 
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Other Names
Preferred Contact Method
Address of the Subject Property  (if Different then your mailing address) *
What type of Home 
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Terms of Contract. (purchase price, timeframe for closing, mortgage/cash transaction etc.) 
Is the property subject to any mortgages/liens.  *
Additional terms of deal.  *
Is this a rental property for you?  Do you have a tenant in possession of the unit? *
Is there a written lease or rental agreement? (please forward a copy)  *
Are there any repairs that need to be made?
Any additional details you would like to share?
Names and Contact information for the Other Party  (phone/Email) *
Name and Contact information for the other parties attorney.  (phone/Email)
How did you hear about us? If it was through a legal plan then we need you to share your id number (case assist/member/eligibility) so we can confirm your eligibility. *
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