Agents need to promptly get a new transaction to their Transaction Coordinator with as many details as possible. This helps streamline each transaction and get it underway quickly.
Each Agent with an Agent Portal can submit an intake form for every transaction. This also includes any secondary intake form found on each of the submitted transactions.
Below are the steps for each option, but you can always jump to the section you need by using the links below.
Submitting a Primary Intake Form
Go to the navigation menu on the left and select Intake Forms. Choose one of the intake forms you would like to use and click Start Form. Complete as much information as you can throughout the different sections of the intake form.
Once you have completed the intake form, click the Submit button on the last page. The form will be sent to the team member tied to that intake form.
Submitting a Secondary Intake Form
When you need to update your TC regarding an existing transaction, you can now send the update as a Secondary Intake Form, as long as your TC has assigned one to you.
The information automatically goes to your TC where they can approve or reject the change. Once approved, it updates the transaction on their side and gives them the guidance they need to move forward.
To get to your Secondary Intake Form, go to the property you want to update and select Secondary Intake Forms from the left side. Click Start Form and fill out all of the necessary information.
Checking the Status of Your Intake Forms
After you submit your intake form, you can check its status by going to the Pending Submissions section. All intake forms you have submitted that have not been approved will appear on this page.
There will be a dedicated property email address per transaction. You can submit additional documents using this email address.
