If you are an agent and have an Agent Portal, you can submit intake forms through your portal. In order to do this, your Transaction Coordinator needs to assign an intake form to you from their main account. Once they have, you will be able to fill it out and submit it.

Log into your Agent Portal and go to the Intake Forms page. Find the intake form you want to use and click on Start Form.

It's important to fill out as much information as possible for your TC. The more you provide to them the more likely they can immediately get started with the transaction rather than going back and forth to get the information.

Once you have reviewed the Details, Documents, and Contacts pages, go to the Review page to check everything. Click on the Submit button to send it to the TC.

To check the status of any intake form(s) you have submitted, go to the Intake Forms page in your Agent Portal and select Pending Submissions. This will show you any intake form(s) waiting to be approved by the TC.

If you need to send additional documents to your TC for the transaction, you can do so by using the property document email address. Copy the email address and use it to email any missing or updated documents to the TC.

Once the intake form is approved, you can continue to use the property document email address to send documents for any of the transactions you have in your agent portal view. You can also send documents to your TC by uploading them to the property.

To do this, go to the transaction you want to send the documents for and click Documents from the list on the left side. The property document email address will be at the top of the page. You can also upload the documents by clicking on Upload.