Buyer Intake Form
MUST be completed when submitting your Executed Buyer Contract to Katie.
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Buyer Agent *
Client Name (as we would find it in Lofty) *
Address *
Executed Date *
MM
/
DD
/
YYYY
Lead Source (how did it come into the CRM - look at the very bottom of the page/notes    *
Did you send Katie Lender information?  If not, who is it?  *
Referral fee to be paid? *
If yes to above, referral fee to be paid to who? *
How does your client like to communicate? *
Is there an HOA? *
Gate Code or Alarm to note? *
Vacant or Occupied? *
Did you offer Home Warranty via Promise Agreement? *
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