Buyer Intake.

This one form gives us everything we need to prepare your offer and contracts without a round of phone tag.

Anything you are unsure of can be left blank. Your information is used only to prepare your transaction.

Buyers and Title

Use full legal names exactly as they appear on your government ID. These names go on the contract and, at closing, on the deed.

Property address

Full legal name

Date of birth

Marital status

Mobile phone

Full legal name

Date of birth

Marital status

Mobile phone

Current mailing address

How do you intend to hold title

Is a business entity or trust taking title?

This drives your financing terms and lender coordination.

Offer amount

How are you paying?

Do you have a pre-approval letter or proof of funds?

Upload your pre-approval letter or proof of funds

PDF, JPG, or PNG. You can upload more than one file.

Click to select files

Desired closing date

Do you currently rent or own

Any hard deadline driving the timeline?

If completing this purchase depends on selling or closing another home, we write your offer with the correct contingency.

Does this purchase depend on selling or closing another property?