Home Intake & CMSMTF Export

Fill this out to generate a HOME .CMSMTF for HawkSoft. It mirrors the auto intake flow but maps to HOME fields.

Autosave to Drive (optional)

If you use Google Apps Script, paste your Web App URL to receive a JSON copy on submit.

1) Customer & Property Basics

First Name

Last Name

+ Add Second Named Insured

Second Named Insured

SNI First Name

SNI Last Name

SNI Date of Birth

SNI Gender Female Male Non-Binary Other

SNI Relationship Spouse Domestic Partner Child Parent Other

SNI Occupation

Email

Named Insured Gender Male Female Non-Binary Other

Named Insured DOB

Named Insured Occupation

Phone

Property Street Address

Unit / Apt

City

State

ZIP

Mailing Address (if different)

Mailing City

Mailing State / ZIP

County

Policy Form HO3 HO5 HO4 HO6 DP1 DP3

Protection Class

Year Built

Construction Frame Brick Masonry Masonry Veneer Superior Log Modular / Manufactured

# Additional Residences (if multi-unit)

Currently Insured With Select

Expiration Date

Years with Company

Current/Expiring Policy Annual Premium

Pay Plan MonthlyQuarterly Semi-AnnualAnnual

Paid in Full? NoYes

How did you hear about us?

Other Agencies Quoting?

2) Security & Protective Devices

Burglar Alarm None Local Central

Fire Alarm None Smoke Detector Local Central

Sprinklers Select None Partial Full

Deadbolt Locks Y No

Fire Extinguisher Y No

3) Coverages

Coverage A - Dwelling ($)

Coverage B - Other Structures ($)

Coverage C - Personal Property ($)

Coverage D - Loss of Use ($ or %)

Personal Liability ($) Select 100000 300000 500000 1000000

Medical Payments ($) Select 1000 2500 5000 10000 incl

All-Peril Deductible

4) Endorsements

Contents Replacement Cost? NoY

Home Replacement Cost? NoY

Ordinance or Law Increase

Earthquake Coverage? NoY

Earthquake Deductible

EQ Masonry Veneer Covered? NoY

Multi-Policy? NoY

5) Scheduled Property (Totals)

Schedule Jewelry Items

+ Add Jewelry Item

Schedule Guns

+ Add Gun Item

Schedule Fine Art

+ Add Fine Art Item

Schedule Cameras

+ Add Camera Item

Schedule Electronics

+ Add Electronics Item

Schedule Musical Instruments

+ Add Musical Instrument

Jewelry Total ($)

Furs ($)

Guns ($)

Cameras ($)

Scheduled Property Notes

Coins ($)

Stamps ($)

Silverware ($)

Fine Art ($)

Golf Equipment ($)

Musical Instruments ($)

Electronics ($)

6) Watercraft (if any)

Add basic watercraft info (for scheduling/exclusions)

Boat 1 Type

Boat 1 Horsepower

Boat 1 Max Speed (mph)

Boat 1 Length (ft)

Boat 2 Type

Boat 2 Horsepower

Boat 2 Max Speed (mph)

Boat 2 Length (ft)

7) Mortgagee / Lienholder

LP Type 1

Mortgagee 1 Name

Mortgagee 1 Name Line 2

Mortgagee 1 Address

City

State / ZIP

Loan Number

LP Type 2

Mortgagee 2 Name

Mortgagee 2 Name Line 2

Mortgagee 2 Address

City

State / ZIP

Loan Number

8) Notes

General Notes

Download .CMSMTF Print / Save PDF Submit + (Optional) Save

Drag-and-drop the downloaded .CMSMTF into HawkSoft to import as HOME. This uses your actual HOME field names.