Purchase Transaction Intake

Property Information

Street Address

MLS #

Residential or Commercial

Agent & Lead Source

Agent Email (Will receive CC copy)

LEAD or SELF Gen

Orig. Lead Name

Orig. Lead Email

Orig. Lead Phone

⚠️ DOUBLE CHECK! Is this original email or phone connected to the CRM?

Lead Source

⚠️ Indicate lead source in notes section below.

Additional Lead Notes

Buyer and Seller Details

Buyer 1 Name

Buyer 1 Email

Buyer 1 Phone

Seller Name(s)

Offer Terms

Offer Price

Seller Credit

Down Payment

Type of Financing

EMD Amount

EMD Held By

Lender Contact

EMD/Pre Approval Attached

Additional Offer Terms

Logistics & Deadlines

Settlement Date

Settlement Agency

Inspection Deadline (days)

Appraisal Deadline (days)

Finance Deadline (days)

Home Warranty

Termite

Radon

Buyer Occupy?

First Time Buyers

Home Inspection Rights

Additional Logistics & Deadlines Notes

Commission & Referral Details

Commission Due to One Street

Additional Commission Notes

Administrative & Notes

Buyer Agency Needed?

Disclosures Attached?

Additional Administrative Notes

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