Transaction Coordination Intake Form

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Charlene Diaz Consulting Group, LLC

Thank you for choosing Charlene Diaz Consulting Group, LLC for your transaction coordination support. Please complete this form so we can open your transaction file, confirm key deadlines, identify required parties, organize documents, and begin coordinating your file.

As a reminder, all contract requests received after 3 PM EST, will be started the next business day.

Please note: If you do not have all information readily available, you may leave the field blank if the information is already included in the contract or supporting documents uploaded below. Missing details may also be provided later by follow-up email or correspondence.

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Agent Information

Agent’s Name

First name

Last name

Agent Email Address

Agent Phone Number

Brokerage/Firm Name

Preferred Method of Communication

Phone

Text

Other

Representation

Who are we representing?

Seller

Buyer

Dual

Other

Client Information

Client #1

Client #1’s First Name

Client #1’s Last Name

Client #1’s Email Address

Client #1’s Phone Number

Client #2, if applicable

Client #2’s First Name

Client #2’s Last Name

Client #2’s Email Address

Client #2’s Phone Number

May Charlene Diaz Consulting Group, LLC communicate directly with the client(s)?

Yes

Agent will handle client communication

Ask me first

Property Information

Property Address

Property Address

Country/Region

Address

City

Zip / Postal code

MLS Number, if applicable

Contract Details

Cooperating Agent’s First Name

Cooperating Agent’s Last Name

EmailCooperating Agent’s Email Address

Cooperating Agent’s Phone Number

Contract Acceptance/Effective Date

Due Diligence Date

Closing Date

Seller Possession After Closing Date, if applicable

Due Diligence Fee

Earnest Money Deposit

Earnest Money Deposit Due Date

Sales Price

Financing/Loan Approval Deadline, if applicable

Appraisal Deadline, if applicable

Other Important Deadlines or Contingencies

Closing Type

Lender Information

Complete if applicable

Lending Company Name

Lender’s First Name

Lender’s Last Name:

Lender’s Email Address

Lender’s Phone Number

Title Company / Closing Attorney Information

Closing Office / Title Company Name

Closing Attorney’s First Name

Closing Attorney’s Last Name

Closing Attorney’s Email Address

Closing Attorney’s Phone Number

Inspections

Have inspections been ordered?

Yes

Not Sure

Preferred Vendor(s), if any:

Commission Details

Commission Details / Broker Compensation Notes. Please include any commission, compensation, referral, or transaction fee details that need to be tracked for this file.

HOA / Community Information

Is there an HOA, condo association, or property management company?

Yes

Not Sure

HOA / Management Company Name

HOA Contact Name

HOA Email Address

HOA Phone Number

Are HOA, condo, or community documents required?

Yes

Not Sure

HOA deadlines, fees, or special instructions, if known:

Transaction Platform & Compliance

Transaction Management Platform Used

Examples: TransactionDesk, Dotloop, ZipForms, Paperless Pipeline, SkySlope, Brokermint, Command, DocuSign, Authentisign, tcDocs, etc.

Platform Name:

Document Signing Platform Used, if different

Will Charlene Diaz Consulting Group, LLC need access to the platform?

Yes

Not Sure

Does your brokerage require compliance submission?

Yes

Not Sure

How does your brokerage accept compliance files?

Transaction platform

Website/portal

Option 4

Compliance submission email or portal name

Security Notice:

Please do not submit passwords through this form. Access should be provided through a secure invitation, delegated access, or another approved secure method.

Document Uploads

Please upload all available documents needed to start the transaction file

Upload Pre-Approval or Pre-Qualification Letter

Upload Contract and Supporting Documents

Upload Disclosures

Upload Addenda, Amendments, or Counteroffers

Upload Earnest Money Receipt, if available

Upload Inspection, HOA, Title, Lender, or Other Documents

Service Selection

Please select one of the following:

New Transaction Coordination Request

Dual-Side / Complex Transaction Support

Other

Additional Notes or Comments

Please include any additional instructions, special circumstances, deadlines, communication preferences, or transaction details we should know.

Authorization Statement

By submitting this form, I authorize Charlene Diaz Consulting Group, LLC to review the information and documents provided and begin transaction coordination administrative support for this file. I understand that services may include organizing the transaction file, tracking deadlines, communicating with approved transaction parties, monitoring required documents and signatures, assisting with scheduling, supporting compliance submission, and providing transaction status updates.

I understand that Charlene Diaz Consulting Group, LLC does not provide legal advice, real estate brokerage services, contract interpretation, negotiation services, or financial advice. I remain responsible for all client representation, contract terms, negotiations, legal decisions, brokerage compliance requirements, and final review and approval of all documents before submission or signature.

I confirm that the information provided is accurate to the best of my knowledge and that I have authority to submit this transaction for coordination support. I also understand that if certain details are not provided in this form, Charlene Diaz Consulting Group, LLC may obtain them from the uploaded contract documents or request them through follow-up correspondence.

I agree to the authorization statement above.

Agent Name:

Electronic Signature:

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Date: