Agent Intake Form — The Escrow Collective

01

About You

Agent Information

First Name *

Last Name *

Email Address *

Phone Number *

Brokerage Name *

FL License Number

Best Way to Reach You *

Email Text Phone call Any of the above

02

The Transaction

Property & Client Details

Client First Name *

Client Last Name *

Property Address *

Representing *

Transaction Type

Contract Date *

Inspection Deadline

Closing Date *

Sale Price

Earnest Money Deposit

HOA Community?

Yes No Not sure yet

Additional Transaction Notes

03

Your Team

Preferred Vendors & Contacts

If you have preferred vendors, please share their details below. If you don't have a preference, simply leave the field blank and we'll coordinate with whoever is assigned.

Title Company / Closing Attorney

Title Contact Name & Phone

Lender / Mortgage Company

Loan Officer Name & Phone

Home Inspector (if known)

Inspector Contact Info

Co-op Agent (Other Side)

Inspection Scheduling

Please schedule the inspection on my behalf I will schedule it — just remind me of the deadline Already scheduled — I'll provide details separately

04

Working Together

Communication Preferences

How often would you like status updates? *

Daily — I like to stay closely informed At key milestones only (inspection, appraisal, CTC, closing) Weekly summary email is fine Only contact me if something needs my attention

Direct client communication?

Yes — contact them directly for scheduling and updates Yes, but always CC me on every communication No — all communication through me only

Tools & Platforms You Use

Select all that apply — we'll adapt to your workflow.

Anything else about how you like to work?

05

Last Step

Anything Else?

Anything urgent we should address right away?

How did you hear about The Escrow Collective?

You're all set.