Intake Portal

Start a File in Minutes

Use the Clearpath portal to submit a new transaction with the details we need up front, so setup is faster and follow-up is cleaner.

Buyer-side intake

Best for accepted buyer contracts. Include agent details, lender contact, executed paperwork, and any time-sensitive notes our team should see immediately.

Executed agreement and addenda
Client contact details and preferred communication style
Lender and title information if available

Buyer intake form embed goes here

Use a Cognito, Jotform, or similar embed that captures everything needed for fast setup.

Listing-side intake

Best for accepted listing contracts. This version is designed for seller-side details, title handoff, and the paperwork checkpoints that matter most early in the file.

Executed contract and seller paperwork
Escrow or title contact information
Any brokerage-specific compliance steps to prioritize

Listing intake form embed goes here

Ideal for a dedicated seller-side form with room for title, contract, and disclosure status notes.

What happens after submission

We confirm receipt and review the file for missing pieces.
We build the transaction timeline and identify immediate follow-up items.
Your team gets a clear starting point instead of a messy inbox trail.