RT Brokers

Client Intake Form

Complete all sections. A representative will contact you within 24 business hours.

Before You Begin: Have your transaction details and relevant financial information ready. ← Back to RT Brokers

01 — Client ProfilePersonal Information

First Name *

Last Name *

Email Address *

Phone Number *

Street Address

Company / Organization Name

02 — Broker ServicesSelect All That Apply

Buyer / Borrower Introduction

Connect qualified buyers and borrowers with the right lending products and acquisition opportunities

Referral Partner Onboarding

Formalize a referral relationship with RT Brokers and begin receiving qualified deal flow

Opportunity Intake & Qualification

Submit a deal or opportunity for review and qualification by the RT Brokers team

Real Estate Referral Partnership

Establish a structured real estate referral partnership with defined terms and compensation

Financial Product Referral

Refer clients to vetted financial products including lending, insurance, and investment vehicles

Deal Coordination & Follow-Through

Active deal management and coordination from initial contact through close

03 — Transaction DetailsTell Us About Your Deal

Transaction Type

Estimated Transaction Value

Your Role

Are You Pre-qualified / Pre-approved?

Transaction Location / Market

Transaction Summary

04 — Additional NotesScheduling & Preferences

How Did You Hear About Us?

Desired Timeline

Special Instructions

05 — AuthorizationClient Certification

By submitting this form, I certify that the information I have provided is accurate to the best of my knowledge. I authorize Resurrection Temple to use this information solely for the brokerage and referral services I have selected, subject to the applicable Service Agreement and Non-Disclosure Agreement. I understand that all services are administrative and coordinative in nature and do not constitute legal, tax, or investment advice.

I agree to the terms above and authorize Resurrection Temple to process my broker intake.

✓ Your intake has been submitted successfully. An RT Brokers representative will review your submission and contact you within 24 business hours. Please check your email for a confirmation.