Questionnaire

Date

First Name

Last Name

Your Entity's Name

Counties Served (separate with comma)

Total number of closed sales in 2022 and 2023 (As Seller's Agent)

Total number of closed sales in 2022 and 2023 (As Buyer's Agent)

Total year-to-date closed transactions (As Seller's Agent)

Total year-to-date closed transactions (As Buyer's Agent)

Can your production numbers be verified through your local MLS?
YesNo

What is your average sales price per home?

Will you sustain current production levels for the next 3 years?
YesNo

What percent of your sales include refinance?

Are you able to direct title orders?
YesNo

If yes, how many orders would you be able to direct to the joint venture within the next 12 months?

Buyer's Side

Seller's Side

If no, who decides where to direct your title order? (Check all that apply)
You (The Applicant)A Team (Including the applicant)A Team (Excluding the applicant)A Transaction coordinatorOther

What is the current process for selecting a title company?

Who is your current preferred title and escrow company?

What are the deciding factors when selecting your title and escrow vendors?

Would you be willing to send your next 15 transactions to NexTitle for a trial period?
YesNo

Are you currently a member of any real-estate related joint venture?
YesNo

If yes, please provide details, including Entity name, EIN, address for distribution checks, operating agreement / bylaws, list of agents, tax election — how taxes are paid

Are you an Accredited Investor?
(See https://www.investopedia.com/terms/a/accreditedinvestor.asp for the complete definition of an “Accredited Investor”)
YesNo

Preferred Phone Number

EmailPlease leave this field empty.

Additional Contact Information - Any other individual you feel it would be beneficial for us to know, such as a transaction coordinator, team lead, assistant etc.

First Name

Last Name

Phone Number

Email

For security purposes, please answer this question: What is the sum of 1 and 4?

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