Real Estate Client Intake Form
Real Estate Intake Form
Please fill out this form completely to help us understand your real estate needs and preferences.
Client Information
Name
Phone number
Property Details
Type of Property
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Residential
-
Commercial
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Rental
Desired Location
Key Features
e.g., Bedrooms, Bathrooms, Square Footage
Financial Information
Budget Range
Pre-approved for Mortgage?
When do you plan to buy/sell?
What’s your primary reason for buying/selling?
Any other information or special requests?
Thank you for your submission!
We appreciate you taking the time to submit.
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