Intake Form – Susan McGhee

Welcome to the Complete TC Services Transaction Coordination System!

Please take a moment to complete this form to provide us with the details of your transaction.
You must have a signed contract to begin. We will not proceed with your transaction without a signed contract.

Please select if you are a current member with the Pace Morby Subto Community(Required)

Yes, I am Subto

No, I am outside Subto

Please give us your Name(Required)

Please list the address for your request:(Required)

Street Address City State / Province / Region ZIP / Postal Code

What is the best email to contact you?(Required)

What is the best number to reach you?(Required)

Please select the best description of your current transaction(Required)

Cash ($700)

Subto ($1,000)

Seller Finance ($800)

Hybrid ($1,200)

Wrap ($1,400)

Novation ($1,400)

Morby Method ($1,550)

Please select any of the following conditions that apply to your deal(Required)

California Deal

NJ, NY, MD

Florida Deal

Texas Deal

This is my first deal

This is my first creative deal

VA or FHA Loan

None of these apply to me

Pre-Foreclosure

Anticipated Self Performance

Some of these conditions can add additional work from our end and will affect your deposit amount.

Please select any other Parties involved in this transaction(Required)

JV Partner

Assignor (Wholesaler)

Assignee (End Buyer)

Seller Realtor

Buyer Realtor

Title Company

Closing Attorney

Transactional Lender

Private Money Lender

Additional TC

Check as many as you'd like.

JV Partner Information

Kindly provide any relevant details of JV Partner(Required)

JV Partner Name(Required)

First Last

JV Partner Phone(Required)

JV Partner Email(Required)

JV Partner Company Name

(if applicable)

Assignor (Wholesaler)

Kindly provide any relevant details of Assignor (Wholesaler)(Required)

Assignor (Wholesaler) Name(Required)

First Last

Assignor (Wholesaler) Phone(Required)

Assignor (Wholesaler) Email(Required)

Assignor (Wholesaler) Company Name

(if applicable)

Assignee (End Buyer)

Kindly provide any relevant details of Assignee (End Buyer)(Required)

Assignee (End Buyer) Name(Required)

First Last

Assignee (End Buyer) Phone(Required)

Assignee (End Buyer) Email(Required)

Assignee (End Buyer) Company Name

(if applicable)

Seller Realtor

Kindly provide any relevant details of Seller Realtor(Required)

Seller Realtor Name(Required)

First Last

Seller Realtor Phone(Required)

Seller Realtor Email(Required)

Seller Realtor Company Name

(if applicable)

Buyer Realtor

Kindly provide any relevant details of Buyer Realtor(Required)

Buyer Realtor Name(Required)

First Last

Buyer Realtor Phone(Required)

Buyer Realtor Email(Required)

Buyer Realtor Company Name

(if applicable)

Title Company

Kindly provide any relevant details of Title Company(Required)

Title Company Name(Required)

First Last

Title Company Phone(Required)

Title Company Email(Required)

Title Company Company Name

(if applicable)

Closing Attorney

Kindly provide any relevant details of Closing Attorney(Required)

Closing Attorney Name(Required)

First Last

Closing Attorney Phone(Required)

Closing Attorney Email(Required)

Closing Attorney Company Name

(if applicable)

Transactional Lender

Kindly provide any relevant details of Transactional Lender(Required)

Transactional Lender Name(Required)

First Last

Transactional Lender Phone(Required)

Transactional Lender Email(Required)

Transactional Lender Company Name

(if applicable)

Private Money Lender

Kindly provide any relevant details of Private Money Lender(Required)

Private Money Lender Name(Required)

First Last

Private Money Lender Phone(Required)

Private Money Lender Email(Required)

Private Money Lender Company Name

(if applicable)

Additional TC

Kindly provide any relevant details of Additional TC(Required)

Additional TC Name(Required)

First Last

Additional TC Phone(Required)

Additional TC Email(Required)

Additional TC Company Name

(if applicable)

Deal Details

Please provide a concise summary of your deal's details to help us assit you better(Required)

A brief summary of all deal information you have. We will be 'stepping' into a deal and need a good visual to best provide support.

When is your anticipated COE date?(Required)

MM slash DD slash YYYY

Please be aware that dates sooner than 30 days from your request may have additional rush fees added

Please attach your signed Purchase Contract(Required)

Accepted file types: pdf, Max. file size: 50 MB.

Do you have additional documents for us to open this transaction?(Required)

Yes

Operating Agreement, Articles of Organization, JV Agreement, etc.

Additional Documents(Required)

Max. file size: 50 MB.

Please be aware that this request does NOT include servicing setup assistance. If you are interested in adding servicing to your request for an additional fee, please select below(Required)

Yes, I'd like to know more about Servicing Assistance

No Thanks, I don't need Servicing for this request

By clicking accept below, you acknowledge that until your file has been accepted that this is only a request for our team to assist you. Submitting this form does not guarantee fulfillment by Complete TC Services(Required)

I accept

I don't accept

We will communicate our review and decision to you regardless.