CarSide Concierge — Client Intake

Tell me about your purchase.

A few details so I can represent you well — the vehicle, your budget and timeline, any trade-in, and a few logistics. About five minutes. The more specific, the sharper I can be on your behalf.

1 · Your contact details

Full name *

Best phone *

Best email *

Preferred contact & best times — e.g. "Text after 5pm"

2 · The vehicle you want

Vehicle(s) you're considering * — year, make, model, trim if known; more than one is fine

New, used, or either? *

New Used Either

Must-have features, colors, or specs

Any deal-breakers? — anything that rules a vehicle out

Primary use for the vehicle

How far are you willing to travel for the right vehicle? *

Houston metro only Up to ~100 miles Anywhere for the right deal

4 · Trade-in

I have a vehicle to trade or sell

Trade-in details — year, make, model, trim, mileage, rough condition

Do you still owe money on it? Lender + approx payoff

Any accident or damage history?

Trade-in photos — exterior corners, interior, dash with mileage, any damage. Up to 12 photos.

Photos of your trade

JPG / PNG / HEIC · up to 25 MB each

Add photos

5 · Documents

Optional but helpful. Anything you upload lands in your private CarSide file — only I see it. If you'd rather email these to me later, that's fine too; just reply to the confirmation email.

Bank-grade transport (HTTPS) · stored in a private Google Drive folder · used solely to assist with your purchase · never sold or shared.

ID — front

Driver's license or passport

Choose file

ID — back

Same ID, back side

Choose file

Proof of income

Recent pay stubs or W-2 / 1099 (multiple ok)

Add files

Proof of residence

Utility bill, lease, or bank statement

Add files

Car insurance

Current insurance card or declarations page

Choose file

6 · Context

Have you visited or contacted any dealerships already? What happened?

Have you driven the vehicle(s) you're considering?

Yes No

Anything else that would help me represent you well?

How did you hear about CarSide Concierge?

7 · Please confirm

I understand CarSide Concierge is an independent advisor and does not sell vehicles, take title, or provide or arrange financing. I understand I am the buyer and will complete the purchase and sign all paperwork in my own name. I understand savings and outcomes vary and are not guaranteed.

Uploading documents…

Sent over an encrypted connection. Used only to assist with your purchase — never sold or shared.

Got it. Thank you.

Your details are in. I’ll review everything and follow up personally with the next step — research, your target out-the-door price, and the dealer shortlist.

If any document didn’t upload, simply reply to the confirmation email I just sent you and attach it — I’ll add it to your file.

— Dimitri, CarSide Concierge