Client Referral Partner Portal

First Name *

Last Name *

Phone *

Email *

Brokerage

Team | Transaction Coordinator

Representation

Buyer

Listing

Dual Agency

Transaction Software

Client Info *

Client 2

Property Address *

Property Type

Land
Apartment
Condominium
Co-op
Single Family Home
Multi-Family Residential (up to 4 Units, can include a commercial space)
Multi-Family Commercial (5+Units Residentia, can include a commercial space)
Commercial Acquisition
Commercial Rental
AXE Investment Fund
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Purchase Price *

$

Earnest Deposit *

$

Preferred Closing Date *

Financing *

Cash
Bank - Lender Financing/Mortgage
Hard Money(private funding)
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Lender *

Pre-Approval Amount? *

$

Reserves *

$

Contingencies

No Contingencies
Home Inspection
Termite
Radon
Sewer Line Scope
Home/Flood Insurance
Zoning
All Contingencies
Appraisal
Mortgage
Deadlines due next business day when fall on weekend
Tenant Occupied
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DownPayment Assistance Programs or grants approved for? *

Yes
No
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if yes, Counselor?

Offer Package

AOS, COOP, Ect

Pre-Approval/POF

Lender Letter/Proof of Funds/Bank Stmt.pdf, .jpeg, .jpg, .png

Proof of Income

PayStubs, 1099, Pension, Social Security, IRA.pdf, .jpeg, .jpg, .png

Company Documentation

LLC Certificate of Org.; EIN #; Operating Agreement; Corporate docs,...

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