Sales Intake Form – Matrix Home Solutions

Existing Customers

Your Full Name

Customer First Name

Customer Last Name

Street Address

City

State

Zip Code

Product Category

Measure Date

Promised Install Date

Total Contract Amount

Discounts - Paperwork & Pricing Must Match

Deposit Amount

Deposit Receipt

Date of Next Deposit

Financing?

Financing Details

Financing Time Out Date (If Applicable)

Lead Source

Scope of Work

Production Timeline Notes

Special Homeowner Notes

Please upload your intake forms below as a zip file. All forms must be titled as follows: "Customer Last Name – City – POS". Forms to be included in the zip folder are: Survey and Closing Sheet, Pricing and Commission Sheet, Financing Application and Cert for the Bank that was used, Copy of the Check and Deposit Slip, Contract and Consumers Rights Paperwork