Feature · Intake forms
Get names, vesting and payoff details without the phone tag
Instead of calling back and forth to collect the basics, send the buyer or seller a short form. Their answers show up on the file, ready for your team.
Make a link from the file
Choose buyer or seller and copy the private link, or email it straight from Closing Desk.
Buyers tell you
Full legal names as on their photo ID, how they’ll hold title (with a “not sure, please explain” option), a trust or company name if any, mailing address, phone, email, best time to reach them and their insurance agent.
Sellers tell you
Legal names as on the deed, forwarding address after closing, contact details, who holds the mortgage, any second lien or home equity line, and the HOA.
Answers land on the file
The file shows “Waiting,” then “Received” with the date, and the answers appear right there for whoever is working the file.
Good to know
- The form refuses anything that looks like a Social Security, account or routing number. Collect those through your secure process.
- Links last 30 days and stop working once the file is closed.
- A form and its answers can be deleted from the file at any time.
Try it on your own files
Included on every plan. Every plan starts with a 14-day free trial of Pro. No card needed.