Listing / seller-side file

Seller Intake Form

Takes about 5 minutes. Answer what you know — anything marked optional can be filled in later. Upload the listing contract at the end and I'll take it from there.

01Property

Property address

Primary residence?

Yes No

1031 exchange?

Yes No

Tenant occupied?

No Yes — tenant remains Yes — delivered vacant

02Sellers

Seller 1 — first name

Middle (optional)

Last name

Seller 1 — phone

Seller 1 — email

Seller 2 (leave blank if none)

First name

Middle

Last name

Phone

Mailing address (if anything needs to be mailed — enter n/a if not)

03Document signing preferences

Escrow instructions

Give to agent DocuSign Mail to client Sign with escrow

Deed (needs to be notarized)

Give to agent Mail to client Sign with escrow

Disclosures

Give to agent DocuSign Mail to client

Title company & officer (if known)

NHD report company (if known)

04Loans & encumbrances

Does the property have a first loan?

Yes No

Lender & servicer (if yes)

Loan number (if yes)

Are taxes or insurance impounded?

Yes No Not sure

Second loan or HELOC?

No Yes — second loan Yes — HELOC

Any additional loans or encumbrances? (check all that apply)

05Solar, water stock & HOA

Is there solar at the property?

No Yes — leased Yes — loan Yes — paid off

Solar company (if yes)

Solar account # (if yes)

Water stock company (only if you hold water stock shares)

Is there an HOA?

No Yes — one Yes — two

HOA 1 — name & management co. (if yes)

HOA 1 — monthly dues (if known)

HOA 2 — name & management co.

HOA 2 — monthly dues

06Listing contract & notes

Upload the listing contract

Listing agreement (RLA) and any signed addenda. PDF preferred, up to 8 MB per file.

Files too large or not handy right now? Submit the form and email documents to aaron@yourgotoTC.com instead.

Additional instructions (optional)

Your listing agent's name

Agent email or phone

SENT SECURELY TO AARON T. · DRE #02040987 · YOU'LL HEAR BACK WITHIN ONE BUSINESS DAY