Operational intake form

Start a real estate intake for purchase, sale, refinance, or title transfer support.

This form collects the basic details needed to quote a real estate support file. Do not send passwords, full card numbers, or highly sensitive material through a web form.

Real estate only Secure upload available

Real estate intake

Tell LegalExpt what kind of real estate file you have.

This intake helps sort purchase, sale, refinance, and title-transfer matters before the next support step. If legal advice or closing authority is required, the file can then be referred to a licensed lawyer or notary.

Best for

Purchase • sale • refinance • title transfer • survivorship questions

Helpful items to have ready

Agreement of purchase and sale, closing date, lender/broker details, ID names, and any list of missing documents

Need worksheets first?

Open the closing checklist or open the lawyer question sheet.

Full name Phone number Email address Matter type Property city / municipality Timeline Closing or signing date Mortgage involved?

Property address or brief identifier Tell us what is happening What support do you want most?

Dropbox large-file upload

Upload real estate documents in Dropbox

Use Dropbox for APS documents, commitment letters, title and closing papers, statements, and other larger real-estate file materials.

Open real estate upload

Use the same full name and email address as this intake form so the files can be matched to your request.

Upload the APS, mortgage commitment, title materials, lender letters, statements, and closing documents here.

Use this intake to send the property details and deadlines. Use the Dropbox real-estate upload for larger closing documents and related records.