intake

Agent Information:

Important! Before completing this form, please have the following documents handy, because you'll be
asked to upload these before clicking on the "submit" button.

- A blank purchase contract from your state

- A copy of the last offer you submitted for the buyer we're setting up (this will
help us properly program your account without missing any important details)

- A blank HOA addendum/ document for your state (if a separate document and required at initial offer)

- Buyer's Proof of Funds Letter (the POF should be non-property specific, so
it can be sent out automatically with each and every offer)

Agent Name *

First

Last

Agent MLS Code *

Agent State License # *

Agent Phone *

Agent Email *

Agent's Broker's Name *

Broker MLS Code *

Broker State License # *

Brokerage Company Name *

Brokerage Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Select One *

What state will you be making offers in? *

Property alerts you want to receive (update any time): *

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Property Search Criteria

You can change or add additional searches at any time.

List Price Minimum *

List Price Maximum *

Equity Percentage (i.e. 15%, 20%) *

ROI Percentage (i.e. 4%, 5%, 6%) Only if you are looking for rentals

Minimum Sq Ft

Maximum Sq Ft

Minimum Lot Sq Ft

Maximum Lot Sq Ft

Bedrooms

Bathrooms

Garages

Carports

Year Built Minimum

Year Built Maximum

Pool

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Buyer Set Up

Buyer’s Name *

Signer’s Name *

Buyer's Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Buyer's Phone Number *

Buyer's Email Address *

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Notifications & Timelines

Which email addresses do you want to receive BCC’s of submitted offers? *

What “Reply Name” would you like to use when Listing Agents reply to emailed offers? *

What “Reply To” email would you like to use so Listing Agents can respond to your offers? *

Number of work days to Close of Escrow *

Number of days to complete inspections *

Number of day(s) for Seller to Accept the offer *

Time of day for the Seller to Accept the offer *

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Title Company Information

You may add and/ or edit this information any time

Title Company Name *

Escrow Officer *

First

Last

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

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Earnest Money & Additional Terms

Earnest Money to be paid by: *

Please list any additional terms you would like to include on all your purchase contracts?

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SmartMap Systems Default Offer Email Setup

Here is a sample default offer email we use that is sent through offer maker
along with our pre-filled and signed documents attached automatically.

Hello [[First]],

Attached is an all-cash offer for the above referenced property.
The offer price is: [[Purchase]] As-Is with a [[Inspect]] day inspection
period and a [[DTC]] (work day) close of escrow. No concessions, no home
warranty and flexible on the COE.

My buyer will normally inspect the property within 48 hours of the
offer acceptance and will not ask for any repairs to be done
by the seller.

Please confirm receipt and let me know when you will be able to present
the offer to your clients!

Thanks,

Your Signature

Please enter what you want your "Default Offer Email" to say in the space below: *

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SmartMap Systems Follow Up Email Setup

IMPORTANT! Please follow the steps below to create your own custom emails for each
of the 3 follow up campaigns. Included is a sample email for each follow up, but it's important
that you create custom emails in your own words in order to avoid duplication with other users.

The three campaigns are as follows:

Active - A property you've submitted an offer on is still "Active" on the MLS
Pending - A property you've submitted an offer on is now "Pending" on the MLS
Back On Market - A property you've submitted an offer on is now "Back On Market" on the MLS

Active Email Sample 1

Just following up on the offer I sent you below. My buyer remains very interested
in your property and is hoping to put a deal together.

You can rest assured that my buyer is a serious buyer and we would love to close
this quickly for you.

Please enter what you want your "Active Email 1" to say in the space below: *

Number of days "After Offer Date" to send out?

Active Email Sample 2

My client is still interested if something changes. I would love an
update when you have a chance.

You can rest assured that my buyer is a serious buyer and we would
love to close this quickly for you.

Enter Your Active Email 2 in the space below: *

Number of days "After Offer Date" to send out?

Active Email Sample 3

My buyer remains interested in the property. Please update me when you have a chance.

You can rest assured that my buyer is a serious buyer and we would love to close
this quickly for you.

Enter Your Active Email 3 in the space below: *

Number of days "After Offer Date" to send out?

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Pending Email Sample 1

Congrats on the accepted offer! I'm following up to see how things are working
out with your current buyer on the sale of your listing.

My client is still very interested if something changes. I would love a quick update
when you have a chance.

Enter Your Pending Email 1 in the space below: *

Number of days "After Offer Pending" to send out?

Pending Email Sample 2

Just checking in on your current buyer for your listing. Is everything
still moving forward smoothly?

My buyer is still interested, so please update me when you have a chance.

Please enter what you want your "Pending Email 2" to say in the space below: *

Number of days "After Offer Pending" to send out?

Pending Email Sample 3

I thought I would check in again and see how everything was going on
the sale of your listing.

All good with the current buyer? Still progressing well? I would love
a quick update when you have a chance.

Please enter what you want your "Pending Email 3" to say in the space below: *

Number of days "After Offer Pending" to send out?

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Back On Market Email Sample 1

I see your listing is Back on Market. My buyer is still very interested
and we would love to close this quickly for you and your seller.

Please update me when you can.

Please enter what you want your "Back On Market Email 1" to say in the space below: *

Number of days "Back On Market" before sending? (select 0 to send within 5 minutes)

Back On Market Email Sample 2

Just checking in. My buyer is still interested in this property.

Is your seller ready to put a deal together?

Please enter what you want your "Back On Market Email 2" to say in the space below: *

Number of days "Back On Market" before sending?

Back On Market Email Sample 3

Hope all is well. Just a quick follow up to see where your seller is
with this property.

Please shoot me an update when you can.

Please enter what you want your "Back On Market Email 3" to say in the space below: *

Number of days "Back On Market" before sending?

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Congratulations! You're almost finished!

Once you submit your information, here's what happens next:

1. We will set up your SmartMap account with the information you provided.

2. You will start receiving property alerts via email and/or text messages immediately.

IMPORTANT: If you dont receive email alerts within a couple of days of submitting this form,
check your spam/junk folder and be sure to white list "alerts@smartmapcomps.com" right away.

3. We will begin setting up the "Offer Maker" section of your account by pre-filling your specific
state's purchase contract and HOA addendum (if required in your state), to prepare them for your
buyer's electronic signature.

4. Once completed, we will email the purchase document templates to you to be signed by
your buyer electronically.

5. Once your signed purchase document templates are returned, we will upload them to your
account and complete the setup process. You'll then be ready to submit offers in minutes!

Ok..last step...

Please attach all of the following documents before hitting the submit button:

- A blank purchase contract from your state

- A copy of the last offer you submitted for the buyer we're setting up (this will help us
properly program your account without missing any important details)

- A blank HOA addendum/ document for your state (if a separate document and required at initial offer)

- Buyer's Proof of Funds Letter (the POF should be non-property specific, so it can be
sent out automatically with each and every offer)

IMPORTANT! If you don't have the documents available right now, or you have not completed the
intake form in its entirety, please do not click to submit!

Please click on "Save and Resume Later"

You will receive a link via email where you will have the opportunity to finish up when you have
more time to complete these necessary steps!

If you have questions, please don't hesitate to contact us!

Upload the requested documents below: *

Click or drag files to this area to upload. You can upload up to 5 files.

Terms of Service & Fee Agreement *

I agree to the Terms of Service & Fee Agreement below.

Terms of Service & Fee Agreement: By submitting your information to SmartMap Systems LLC, you are agreeing to our terms of service and fee agreement. SmartMap Systems LLC will not charge you any upfront fees or recurring monthly fees, but instead, you agree to pay SmartMap Systems LLC a fee for each successfully closed transaction that originated from our software. “Originated” means you received a specific property alert directly from our software via text/email or inside the Research Module, or you submitted an offer on a property using our offer maker tools. All property alerts and submitted offers are logged by SmartMap Systems. The fee for each closed transaction originated by accessing the SmartMap Systems software is 25% of the Buyer’s Agent commission. If you decide to reduce your commission to make a deal work, keep in mind that the fee due to SmartMap Systems is still 25% of whatever amount was originally being offered to you (the Buyer's Agent) inside the MLS. Remember - we don't make money unless you make money. Access fees for closed transactions are due and payable to SmartMap Systems LLC at the close of escrow by the title company. Please request all invoices prior to the close of escrow. You also agree that in order to maintain access to our SmartMap Systems software, you agree to actively submit a minimum of 20 offers each and every month and/or close a minimum of 1 transaction per month using our software. If we find that you are not actively submitting a minimum of 20 offers and/or closing a minimum of 1 transaction per month using our software, SmartMap Systems LLC has the right to terminate your account at any time.