Client Intake Form

Client Intake Form

Please complete all applicable sections.
Contact & Client Details
Client Name(s)

First NameLast Name
Preferred Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Primary Phone
Please enter a valid phone number.Format: (000) 000-0000.
Secondary Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Preferred Method of Communication
Best Time to Contact
Current Address
Buyer Profile & Search Criteria
Client Type

Other
Client Type - Other (please specify)
Buyer Timeline - When would you like to purchase?
Desired Move-In Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Have you spoken with a lender?
Preferred Lender
Pre-Approved?
Purchase Budget
Desired Monthly Payment
Down Payment Available
Need Down Payment Assistance?
Desired Cities/Areas
School District (if applicable)
Minimum Bedrooms
Minimum Bathrooms
Minimum Square Feet
Minimum Acreage/Lot Size
Garage Size Preference
Property Type

Other
Property Type - Other (please specify)
Must-Haves

Other
Must-Haves - Other (please specify)
Deal Breakers
Why are you moving?
What is most important in your next home?
Describe your dream home
Seller Details
Seller - Property Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Seller - Reason for Selling
Seller - Desired Timeline
Mortgage Balance (Approx.)
Desired Selling Price
Have you made major updates?
If yes, please describe major updates
Any repairs needed?
Home Occupied
Preferred Showing Times
Should be Empty:

Client Intake Form

Contact & Client Details

Buyer Profile & Search Criteria

Seller Details