Real Estate Client Intake Form

This form is used by real estate agents to collect essential information from clients to understand their property needs, preferences, and contact information. It streamlines the buying, selling, or renting process by organizing all pertinent data in one place.

Client Information

Full Name: {fullName}

Email: {email}

Phone Number: {phoneNumber}

Preferred Method of Contact: {preferredContactMethod}

Client Status

Are you looking to: {clientGoal}

Are you a first-time buyer? {firstTimeBuyer}

Property Requirements

Property Type: {propertyType}

Preferred Location: {location}

Budget Range: {budgetMin} - {budgetMax}

Preferred Number of Bedrooms: {bedrooms}

Preferred Number of Bathrooms: {bathrooms}

Desired Square Footage: {squareFootage}

Must-Have Features:

{#mustHaveFeatures}

• {feature}

{/mustHaveFeatures}

Optional or Nice-to-Have Features:

{#niceToHaveFeatures}

• {feature}

{/niceToHaveFeatures}

Financing Information

Do you have mortgage pre-approval? {mortgageApproved}

{#mortgageApprovedYes}Pre-Approval Amount: {preApprovalAmount}{/mortgageApprovedYes}

Will you require financing assistance? {needsFinancingHelp}

Timeline

Ideal Move-in Date: {moveInDate}

How soon are you looking to make a transaction? {transactionTimeline}

Additional Notes

{additionalNotes}

Household Members

A list of people who will be living in the property:

Agent Notes

{agentNotes}