intake

Agent Information:

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

- 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)

- 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)

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 *

Save and Resume Later

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 Follow Up Email Setup

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, so we 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.

Enter Your Active Email 1 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?

Save and Resume Later

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.

Enter Your Pending Email 2 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.

Enter Your Pending Email 3 in the space below:

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

Save and Resume Later

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.

Enter Your Back On Market Email 1 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?

Enter Your Back On Market Email 2 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.

Enter Your Back On Market Email 3 in the space below:

Number of days "Back On Market" before sending?

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 before you click the "Submit" button.

At the bottom of the page, upload your buyer's Proof Of Funds Letter, as well as a copy of the
most recent offer you submitted for your buyer.

Remember to upload a Proof of Funds Letter that is non-property specific. A copy of the last offer
you submitted for your buyer will help us program your account to match how you're currently
submitting offers, without missing any important information.

If you don't have the documents available right now, go ahead and click the "Submit"
button now, but be sure to provide us with the missing documents ASAP. They can be
sent to info@smartmapsystems.com.

Upload your buyer proof of funds & recently submitted purchase contract below

Click or drag files to this area to upload. You can upload up to 3 files.