REAL ESTATE INTAKE FORM
E | S
THE LAW OFFICES OF EFFIE SOTER, PC
Real Estate
Intake Questionnaire
REAL ESTATE INTAKE QUESTIONNAIRE
Instructions: Fill out this form in its entirety. Upon completion, you may fax the form with a cover sheet with my name on it to (877) 275-9826; or you may email the form to my attention at effie@. This is the form that I would complete at an initial consultation with you. The firm offers this as a means to make the process easier for prospective clients. You are hereby advised, that filling out this form does not create an attorney-client relationship nor does it mean that this firm will automatically represent you in your matter. Before taking on a case, I will review this form and contact you personally within 1-2 business days to discuss the closing process and any special matters that may need to be dealt with in your particular case. Upon offering my services, I will ask that you sign a retainer for such services prior to my commencing the work.
PROPERTY ADDRESS:________________________________________________________________
COUNTY _____________________ PIN# _____ -_____ -______ -______ -_____ Vol. _________
Sale Price $ ________________________ (SFD / Multi-Unit /Condo/Townhouse/Commercial/ Other)
Client: Seller/Buyer: ____________________________ Marital Status: _____________________
Address: ______________________________________ SSN: _______-______-_______
___________________________________________ ___
Phones: (H) ________________________ and (Pg/Cell) ___________________________
(W) ________________________ and (Fax) ____________________________
E-mail:_______________________________________________________________________________
Contract Acceptance Date: ___________ Costs Paid by Seller: $_______________________
Purchase Price: $ ___________________ Costs Paid by Buyer: $_____________________
Earnest Money: $ ____________________ (Held By: _________________________________)
K Finance Contingency Date: __________ (Days after contract signing)_____________
Finance Commitment Date: ___________ (Days after contract signing)_______________
Inspection Contingency Date: __________ (Days after contract signing)_____________
Closing Date: ____________________________ Time: ____________________________________
Location:
Phone #: _______________ Fax#: ________________ Final Closing Figure $______________
Buyer/Seller:
Address:______________________________________________________________________________
Buyer/Seller Attorney: ____________________ Contact Person:__________________________
Address: ______________________________________________________________________________
Phone#:_______________________________________________________________________________
Fax #: ________________________________________________________________________________
E-Mail: _______________________________________________________________________________
Realtor’s:
SELLER’S Agent: _______________________ BUYER’S Agent: ___________________________
Name: __________________________________ Name: _____________________________________
Company: ______________________________ Company: _________________________________
Address: _______________________________ Address: ___________________________________
________________________________________ ___________________________________________
Phone #’s: ______________________________ Phone #’s: __________________________________
Fax #’s: ________________________________ Fax #’s: ___________________________________
Pager #’s:_______________________________ Pager #’s: __________________________________
Cell/Other: ______________________________ Cell/Other:_________________________________
COMMISSION: __________________________ COMMISSION: ___________________________
Mortgage Broker/Bank:
Name: __________________________________ Loan Amt: $_________________ (FHA/VA/Conv)
Loan Officer: _____________________________ Processor:_________________________________
Phone #: _________________________________ Fax #: ____________________________________
Title Company:
Name: ___________________________________ Commitment #:_____________________________
Phone #: _________________________________ Fax #: ____________________________________
REFERRED BY: ______________________________________________________________________
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