JotForms Library

Access links:

➡️ Transaction Forms

➡️ Internal FUB Forms

➡️ Requests and Feedback

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Transaction Forms

📋 Zillow Showcase Pre-Book

📋 Rental Coversheet

📋 Referral Form

Internal FUB Forms

These forms are integrated directly within each lead's profile in FUB.

  • Schedule appointments directly in the lead’s profile

  • Record the outcome of an appointment (e.g., met, rescheduled, cancelled) and add any relevant notes

  • Upload signed buyer agreements for internal records

  • Attach signed listing agreements to a lead’s profile

  • Start the process for a buyer-side transaction

  • Use this form to initiate a new seller-side transaction. Submitting the form triggers the creation of a transaction file in Open to Close, notifies the transaction coordination team, and activates the appropriate workflows. Be sure to include all relevant details—such as property address, seller contact information, and key dates—to avoid delays in setup.

  • This form is used to officially cancel a property listing or terminate a buyer escrow. Filling out the form will trigger the necessary backend processes to remove the deal from the pipeline, update internal records, notify the transaction team, and stop any active workflows or task assignments related to the transaction. Submit promptly once a cancellation is confirmed to ensure accurate tracking and compliance.

Requests and Feedback

📋 Business Summary Form

📋 Daily Recap Form

📋 Marketing Request Form

📋 Preferred Vendor Submission Form

📋 Split Concession Approval Request Form

📋 SOI Sign Up Form

📋 Submit Headshot & Bio