Legacy
Real Estate Partners
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Submitted to TC
Krista has been notified. Your deal is now in the TC queue.
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Deal Snapshot
Loaded from your opportunity — read-only
Agent
—
Client
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Property
—
Transaction Type
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Sale / List Price
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Closing / Expiration
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MLS #
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Client Email
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If any of this is wrong, fix the opportunity in your GHL sub-account first, then reload this page.
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Deal Reference
Auto-filled from your opportunity — or paste it in
Your Opportunity ID
*
Your Sub-Account
*
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Deal Type
Pick the one that fits
🤝
Buyer
— Legacy represents the buyer, under contract
🏷️
Seller — Pending
— Legacy listing, under contract
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Seller — New Listing
— Legacy listing, no PA yet
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Dotloop
The folder that holds your documents
Dotloop File Name
*
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Legacy Services on This Deal
Tell us what you've ordered
Using Legacy's TC Services?
*
Yes
No
Using Legacy's Listing Services?
Yes
No
Using Legacy's MLS Listing Service ($50)?
Yes
No
Home Warranty Involved?
Yes
No
Home Warranty Notes
Vendor Services Needed
Title Referral
Home Warranty
Inspection
Appraisal
Survey
Lender Coordination
Vendor Notes
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Referral Agreements
Who else needs to get paid on this?
Any Referral Agreements?
Yes
No
Referring Party Name
Referral Amount
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Seller Contact
So TC can reach them if needed
Seller Email
Seller Phone
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New Listing Specifics
Only for new listings
Delayed Submission?
Yes
No
Delay Until
Marketing Highlights
Recent Renovations or Updates
Repairs / Prep Required?
Yes
No
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Notes for TC
Anything Krista should know
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Agent Attestations
Confirm before submitting
All documents are executed and uploaded in Dotloop
Contingency deadlines are tracked or acknowledged
I've reviewed the commission structure on this deal
I authorize the TC team to process this file on my behalf
✍️
Agent Signature
Type your name to sign
Agent Signature
Submit Deal to TC
Legacy Intake · v1.0