Tools

Please feel free to use the tools below to assist you with your real estate transactions

Practice

Sale Info Intake Form- enter the information below and submit the form. After you've completed the form but before clicking submit, you may want to print the form out.

Part I. Basic Information

Date:


Name:


Closing Date:


Seller Information

Client Name(s):


Phone Number:


Address for service after closing (line 1):


Address for service after closing (line 2):


Spousal Status:

Single  
Married

If married, to whom:


Is this a matrimonial home?

Yes
No  

Existing Mortgage

Mortgagee:


Branch/Contact Person:


Mortgage Reference No (Necessary):




Property Information:

Total amount of last tax bill: $

Amount of taxes paid to date: $

OR

Amount of monthly payment: $

Payment due:

1st of month   
15th of month

Fax tax bill if possible. If this information is not available we can order a tax certificate at a cost of $60.00.

Is the property tenanted?

Yes
No   

Is there a survey available?

Yes
No   

How is the property heated? Oil   Property   Metered  

For Oil or Propane heated properties please advise client to fill tank prior to closing.

No. of tank(s):

Size of tank(s):

Supplier name:

Phone Number:

Is the property a condominium?

Yes
No   

If property is a condominium, total monthly common expenses: $

Are you a first time home buyer?

Yes
No   

  No