NEW CLIENTS | Moon River Transacti

NEW CLIENT INPUT

Please only complete this form if advised by a member of Moon River Transactions.

A consultation is required before new client acceptance.

Thank you!

New Client Form

Have you already completed a consultation with our company?

Yes

How Did you hear about us?

Full Name

Phone Number

License Number

Assistant Information (if applicable)

Assistant Full Name

Assistant Email & Phone Number

Which is your main preferance for communication?

Text

When an Amendment is completed, would you like us to share a copy with your client or limit emails overall?

Please always send my client a copy

Please limit the amount of emails that go out to my client

Would you like us to handle your MLS status changes for your Listings when we are Under Contract?

Yes, please change when needed to Active Contingent, Under Contract and Close

No, either myself or my office will handle MLS changes

Vendor Information

If you would like us to provide Home Inspector and Homeowner Insurance Agent recommendations, please provide at least 2 suggestions per section below

Please also note we do not include Home Inspectors in the initial email, they will be sent by request to the client to minimize the amount of information sent upfront.

Preferred Home Inspectors

Preferred Insurance Agents

Agent Review Sites

If you would like us to send a Review request to your client post-closing, please provide any sites you want included

Review Websites

Please add any necessary login information below.

This includes MLS, Compliance Platform, Document Platform, etc.

Usernames & Passwords

Any Additional Information We Need?

Please add any specific compliance needs, file requests or additional information below

If you have a fully bound contract you would like us to handle, please upload it below

Upload File

Please include either the Buyer Brokerage Agreement or Listing Agreement with the above contract

Upload File

Thank you for submitting! You should receive a copy of our Moon River Client Form for signatures within 24 hours!