Transaction Coordination - ConciergeClose.co

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Submit Transactions

(Transaction Coordination)

Please submit the form below completely and accurately to ensure your file is processed as timely as possible.

Transaction Submission (Transaction)

Client Information

First Name

Last Name

Brokerage / Business Name

Mobile No.

Office No.

Email

Service Request

Your Role

Your Role (Other)

Cooperating Broker / Agent

Is there a Cooperating Broker?

Yes

No

Name

Brokerage / Business Name

Mobile No.

Office No.

Email

Seller Information

Is the Seller a Corporation, LLC, Trust, or Estate?

Yes

No

Do you have the Corporation, LLC, Trust, or Estate Documents?

Yes

No

Name of the Corporation, LLC, Trust, or Estate

Seller #1

Phone/Mobile

Email

Seller #2

Mobile No.

Email

Seller(s) Preferred Method of Communication

SMS

Email

Phone

How do the Seller(s) prefer to sign documents?

Electronically

Hand Signature

I understand that there is an additional fee of $30.00 for each visit to the Seller's location for hand-written signatures.

Buyer Information

Buyer #1

Phone/Mobile

Email

Buyer #2

Mobile No.

Email

Buyer(s) Preferred Method of Communication

SMS

Email

Phone

How do the Buyer(s) prefer to sign documents?

Electronically

Hand Signature

I understand that there is an additional fee of $30.00 for each visit to the Buyer's location for hand-written signatures.

Property Information

* Address

Street Address

City

State

Zip Code

Has the Seller provided a copy of the Survey and/or Elevation Certificate?

Yes

No

Is there a Condo/HOA?

Yes

No

Is there a Condo/HOA Management Company?

Yes

No

Condo/HOA Association

Association Phone No.

Association Email

Have you collected the Condo/HOA Docs from the Seller?

Yes

No

Condo/HOA Management Company

Condo/HOA Management Company Phone No.

Condo/HOA Management Company Email

Condo/HOA Website

Contract Details

Contract Date

Closing Date

Purchase Price

Binder Deposit

Binder Deposit Due Date

Closing Attorney / Title Company

Closing Attorney / Title Company Phone

Closing Attorney / Title Company Email

Contract Details (Inspections)

Is there an Inspection / Due Diligence Period?

Yes

No

How many days is the Inspection / Due Diligence Period?

Will there be a Home Inspection?

Yes

No

Not Sure

Is there a Preferred Home Inspector

Yes

No

Preferred Home Inspector

Preferred Home Inspector Phone No.

Will there be a WDO Inspection?

Yes

No

Not Sure

Is there a Preferred WDO Inspector

Yes

No

Preferred WDO Inspector

Preferred WDO Inspector Phone No.

Will there be a need for any other inspections (Sewer, Roofer, Electrician etc.)?

Yes

No

Not Sure

Are there Preferred Inspector for those Inspections?

Yes

No

Other Preferred Inspectors (Inspection Type + Company Name)

Documents

Executed Listing Documents

Choose File(s)

Executed Purchase Contract

Choose File(s)

Survey/Elevation Certificate Documents

Choose File(s)

Condo/HOA Documents

Choose File(s)

***If for any reason the form notifies you that the document upload limit has been reached please email the documents directly to support@ConciergeClose.co***

Additional Information

Please include any additional information you believe is important for this Transaction.

We serve and support Brokerages, Agents, and Investors as an extension of their teams to facilitate the real estate transaction process from Contract to Successful Close.

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Services

Who We Serve

Brokerages & Teams

Real Estate Agents

Real Estate Investors

For Sale By Owners

Short Sale Processing

Submit Transactions

Transaction Coordination

Listing Coordination

Listing + Transaction

For Sale By Owner

Short Sale Processing

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13745 Atlantic Blvd, Ste. 8
Jacksonville, FL 32225

(888) 555-1212

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