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Client Intake Form
Tell us more! This form helps us understand your needs and the types of services you're looking for. Once submitted, we'll review it and reach out to discuss how Winn Winn Closings can help. We're excited to work with you!
Tell us a little bit about you and your business...
First name
*
Last name
*
Brokerage
*
Phone
*
Email
*
What areas do you work in (geographically)?
*
What types of real estate do you practice?
*
Residential
Commercial
Leasing
Other
Have you worked with a transaction coordinator before?
*
Yes
No
What software system do you use to prepare your forms?
*
What transaction management system does your brokerage use?
*
What area of your business do you struggle with the most?
*
Why are you interested in partnering with a transaction coordinator?
*
What transaction coordination services are you most interested in?
*
How did you hear about Winn Winn Closings?
*
Submit
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