CAPITAL TRUST NOTARY GROUP LLC
NEW CLIENT INTAKE FORM (Sample Template)
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CLIENT / COMPANY INFORMATION
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Name:            ______________________________________________
Company (if applicable): _______________________________________
Phone:           ______________________________________________
Email:           ______________________________________________
Preferred Contact Method: [ ] Phone  [ ] Email  [ ] Text

SERVICE REQUESTED (check all that apply)
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[ ] Signing Agent / Loan Closing        [ ] General Notarization
[ ] Tax Prep & Filing                   [ ] I-9 Verification
[ ] Fingerprinting                      [ ] Civil Process Serving
[ ] Apostille                           [ ] Business Notarization
[ ] Other: _____________________________________________________

REFERRAL SOURCE
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How did you hear about us? _____________________________________

ADDITIONAL NOTES
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_________________________________________________________________
_________________________________________________________________

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NOTE TO BUSINESS OWNER: This is a starter template. Replace with your
finalized, branded intake form before distributing to clients.