---
title: Real Estate Transaction Coordinator Intake Form Template | Paperform
description: Professional intake form for real estate transaction coordinators to collect client information, upload contracts, track key dates, coordinate vendors, and manage communication preferences throughout the transaction.
url: "https://paperform.co/templates/real-estate-transaction-coordinator-intake-form"
type: static
generatedAt: "2026-03-28T00:44:59.912Z"
---

[← Back to free form templates](/templates/)    ![Real Estate Transaction Coordinator Intake Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/real-estate-transaction-coordinator-intake-form.png)
    [Preview](https://_preview.paperform.co/ai-template/real-estate-transaction-coordinator-intake-form) [Use this template for free](/create?ai-template=real-estate-transaction-coordinator-intake-form)    [Application Forms](/templates/category/applications/)[Real Estate & Property Forms](/templates/category/real-estate/) [Real Estate](/templates/industry/real-estate/) [Real Estate Agent](/templates/role/real-estate-agent/)[Property Manager](/templates/role/property-manager/)[Broker](/templates/role/broker/)     About this free form template
### Streamline Your Real Estate Transactions with Paperform

Managing a real estate transaction requires juggling multiple parties, critical deadlines, and mountains of paperwork. This **Real Estate Transaction Coordinator Intake Form** helps transaction coordinators, real estate agents, and brokerages collect all the essential information in one organized place—from the initial contract upload to vendor coordination and communication preferences.

Whether you're working with buyers or sellers, this template captures everything you need to keep the transaction on track: client contact details, property information, key milestone dates, financing details, and vendor coordination needs. The form replaces scattered emails and messy document chains with a single, professional intake experience that feeds directly into your workflow.

#### Perfect for Real Estate Professionals

This form is designed for **transaction coordinators, real estate agents, brokers, and real estate teams** who need to onboard new transactions efficiently. It's ideal for residential sales, whether you're representing buyers, sellers, or managing dual agency situations.

The conditional logic adapts the form based on transaction type, so buyers see financing questions while sellers see questions about existing mortgages and property preparation. Upload fields make it easy to collect signed contracts, inspection reports, and other critical documents right from the start.

#### Automate Your Transaction Workflow with Stepper

Once a transaction coordinator form is submitted, there's typically a long checklist of follow-up tasks: opening escrow, ordering title reports, scheduling inspections, coordinating appraisals, and keeping all parties informed. Instead of manually tracking each step, you can connect this form to [Stepper](https://stepper.io) to automate your entire transaction coordination workflow.

With Stepper, you can automatically create tasks for each milestone, send reminders as key dates approach, notify vendors when their services are needed, update your CRM or transaction management software, and trigger personalized email sequences for clients. This means you spend less time on administrative coordination and more time ensuring smooth closings.

#### Secure Document Collection with Papersign

Real estate transactions require multiple signed documents beyond the initial purchase agreement—disclosures, addendums, commission agreements, and closing documents. By connecting this intake form to [Papersign](https://papersign.com), you can automatically generate and send these documents for electronic signature based on the information collected in the form.

Papersign keeps all signatures legally compliant and creates a complete audit trail linked back to the original transaction intake, making it easy to track which documents have been signed and which are still pending. This eliminates the need to chase down wet signatures and speeds up the entire transaction timeline.

#### Built for Professional Real Estate Operations

With Paperform's professional design capabilities, your intake form can match your brokerage branding and create a polished first impression. The form works seamlessly on mobile devices for clients who want to complete it from anywhere, and you can embed it directly on your website or send it as a standalone link.

All submission data is captured securely with SOC 2 Type II compliance, and you can integrate with your existing real estate CRM, transaction management platform, or tools like Google Sheets, Airtable, or Slack to keep your team in sync. For agencies managing multiple agents or transaction coordinators, Paperform's Agency+ plan lets you create and manage forms across your entire organization.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Condo & Townhome Buyer Questionnaire](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/condo-townhome-buyer-questionnaire.png)

### Condo & Townhome Buyer Questionnaire

A comprehensive buyer questionnaire for condo and townhome shoppers to identify property preferences, HOA requirements, amenity priorities, and budget considerations.](/templates/condo-townhome-buyer-questionnaire/)
[![Foreclosure & Short Sale Buyer Application Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/foreclosure-short-sale-buyer-application-form.png)

### Foreclosure & Short Sale Buyer Application Form

A comprehensive buyer qualification form for foreclosure and short sale properties with as-is acknowledgments, financial verification, and lender approval contingencies.](/templates/foreclosure-short-sale-buyer-application-form/)
[![Buyer Showing Appointment Scheduler](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/buyer-showing-appointment-scheduler.png)

### Buyer Showing Appointment Scheduler

Schedule property viewings with ease. Select properties, choose preferred time slots, verify pre-approval status, and communicate special requests to streamline the home buying process.](/templates/buyer-showing-appointment-scheduler/)
[![Cash Buyer Verification Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cash-buyer-verification-form.png)

### Cash Buyer Verification Form

Verify cash buyers with proof of funds documentation, timeline preferences, and purchase terms. Streamline your real estate transactions with automated buyer qualification.](/templates/cash-buyer-verification-form/)
[![Commercial Real Estate Property Showcase Planning Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/commercial-real-estate-property-showcase-planning-form.png)

### Commercial Real Estate Property Showcase Planning Form

Streamline your commercial property showcase events with this comprehensive planning form. Coordinate broker previews, schedule site tours, distribute investment materials, and manage the offer submission process all in one place.](/templates/commercial-real-estate-property-showcase-planning-form/)
[![Danish Real Estate Transaction Declaration](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/danish-real-estate-transaction-declaration.png)

### Danish Real Estate Transaction Declaration

A comprehensive Danish real estate transaction declaration form for recording property transfers, including buyer and seller CPR details, property information, and valuation documentation required for regulatory compliance.](/templates/danish-real-estate-transaction-declaration/)
[![Facebook Ad Lead Generation Form for Real Estate Agents](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/facebook-ad-lead-generation-form-for-real-estate-agents.png)

### Facebook Ad Lead Generation Form for Real Estate Agents

Capture qualified leads from Facebook ads with property preferences and mortgage pre-qualification questions. Perfect for real estate agents looking to convert social media traffic into serious buyers.](/templates/facebook-ad-lead-generation-form-for-real-estate-agents/)
[![Finnish Apartment Purchase Preliminary Information Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/finnish-apartment-purchase-preliminary-information-form.png)

### Finnish Apartment Purchase Preliminary Information Form

A comprehensive pre-purchase form for Finnish apartment buyers to collect property details, housing company information, maintenance charges, and buyer information required for real estate transactions in Finland.](/templates/finnish-apartment-purchase-preliminary-information-form/)
[![Home Buyer Closing Document Checklist](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/home-buyer-closing-document-checklist.png)

### Home Buyer Closing Document Checklist

A comprehensive checklist for home buyers to confirm all required documents, funds, and details are ready for closing day, ensuring a smooth property transfer.](/templates/home-buyer-closing-document-checklist/)
[![Home Sale Marketing Plan Approval Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/home-sale-marketing-plan-approval-form.png)

### Home Sale Marketing Plan Approval Form

A comprehensive form for real estate agents to present and obtain approval for property marketing plans, including photography budgets, listing strategies, advertising channels, and open house schedules.](/templates/home-sale-marketing-plan-approval-form/)
[![Home Sale Professional Network Referral Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/home-sale-professional-network-referral-form.png)

### Home Sale Professional Network Referral Form

Connect homebuyers and sellers with trusted service providers through a streamlined referral network form that matches client needs with qualified vendors and tracks referral arrangements.](/templates/home-sale-professional-network-referral-form/)
[![Home Seller Consultation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/home-seller-consultation-form.png)

### Home Seller Consultation Form

A comprehensive consultation form for homeowners looking to sell their property. Capture property details, pricing expectations, timeline requirements, and financial information to provide accurate market analysis and selling strategies.](/templates/home-seller-consultation-form/)