Listing Intake - (Street Address)
Full address line will appear here
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Record ID: None (new property)  |  Last Modified: -
Address and Sellers
Street-only title + full address + two seller contact blocks
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Street Address (street-only for naming)
Full Property Address
Seller 1 - Full Name
Seller 1 - Phone
Seller 1 - Email
Seller 2 - Full Name
Seller 2 - Phone
Seller 2 - Email
Timeline and Logistics
Target list timing + settlement window + occupancy/rent-back
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Target list timing
Preferred settlement window
Close goal (default 45-60 days)
Occupancy / rent-back needs
HOA / community notes
Seller stance (as-is / repairs)
Title note (if known)
Staging plan
Prep / staging budget ($)
Media plan
Launch Plan (optional)
Coming soon strategy, showing constraints, offer review timing
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Coming Soon (Y/N + planned days)
Showing constraints
Preferred offer review day/time
Subject Property Facts
Township/county, SD, type, beds/baths, sq ft, basement, HOA
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Township / County
Subdivision
School District
Property Type
Beds
Baths - Full
Baths - Half
Above-grade finished Sq Ft
Lot Size
Year Built
Basement - Finish
Basement - Walkout
Condition
HOA?
HOA Fee Amount
HOA Frequency
HOA Includes
Utilities / Systems
Water, sewer, fuel, A/C, generator, pool
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Water
Sewer
Fuel
Central A/C
Generator
Pool
Condition and Positioning
Positioning summary + upgrades + cosmetic punch list
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Positioning Summary (2-3 sentences)
Key Upgrades
Cosmetic Punch List (one per line)
Positioning Proof Points (optional)
Buyer hooks and objection handling
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Top 3 Buyer Hooks (one per line)
Top 3 Objections + Our Answer (one per line)
Format: Objection: [issue] | Answer: [response]
Payoffs / Liens (seller estimates)
Primary mortgage + HELOC/LOC + payoff docs
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Primary Mortgage?
Lender / Servicer
Approx balance ($)
HELOC / LOC?
Bank
Approx balance ($)
Other liens / notes
Top Risks / Buyer Objections
Check items to reveal detail panels
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Select known risks/conditions
Market Snapshot (last 90 days)
Select district to auto-fill — Active count, MOI, DOM, sold stats, % at ask
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District — select to auto-fill market fields below
Area/segment definition
Active Listings
Months of Inventory
Avg/Median DOM
Median Sold ($)
Avg Sold ($)
Price Range
% at/above ask (current period)
% at/above ask (same month last year)
% at/above ask (list month, prior yr)
Expected list month
Inventory Note
Pricing Strategy
Suggested list price/range + rationale
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Suggested List Price
Suggested Range
Offer deadline?
Rationale bullets (one per line)
Offer approach notes
Financial Inputs / Net Proceeds
Commissions, costs, and estimated net
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Seller fee %
Other seller costs %
BAC scenarios to show
Other fixed costs $ (optional)
For Net Calculation Only — These payoff amounts are used to calculate net proceeds below and will be included in Title note in the report output.
Potential seller assist ($)
Mortgage payoff ($)
Other liens payoff ($)
Net Proceeds Estimate
Click "Calculate Net" to see estimated proceeds based on suggested list price.
Comps
Address | MLS# | Status | Sold/List | Close Date | DOM | Notes
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Selected comps (one per line, format: Address | MLS# | Status | Price | Date | DOM | Notes)
Comp Adjustment Notes (optional)
Primary drivers and notes for comp grid
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Primary comp drivers (comma-separated)
Notes for comp grid
Outputs
Generate Summary + Report Inputs
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Walkthrough Summary
Report Inputs (v1.1)