Real Estate Transaction Coordinator Intake Form

Real Estate Transaction Coordinator Intake Form — Form Fields

This real estate template includes 10 fields. Provide deal details to a transaction coordinator at the start of a new real estate transaction. Free to customize and use on ZenBuild.

• Property Address (text, required)
• Transaction Type (dropdown selection, required) — options: Purchase, Sale, Refinance, Lease, Exchange
• Agent Name (text, required)
• Agent Email (email, required)
• Buyer/Seller Name (text, required)
• Accepted Offer Date (text, required)
• Projected Closing Date (text, required)
• Escrow Company Name (text, required)
• Lender Name (if applicable) (text, optional)
• Special instructions or notes (long text, optional)