Buyer/ Investor Client Intake Form

Homebuyer & Investment Intake | Start Your Homebuying Journey

You're one step closer to securing your next property. Complete this intake so I can understand your goals and guide you with strategy, clarity, and result.
Name

First NameLast Name
Phone Number

Area CodePhone Number
Email
example@example.com
Are you looking to:
How soon?
Best available day/time to schedule Buyer Consultation and Showings (Please check all that apply or specify)
If you are looking to BUY have you been pre-approved for a mortgage/financing?
If yes, who are you currently working with? (Lender or Bank - optional)
Estimated Credit Range
Source of Income
Property Type
Number of Bedrooms
Number of Bathrooms
Price Range
Preferred Cities / Areas
Preferred Cities
Home Ownership Goal Date:

MonthDayYear
Date
Anything you'd like me to know about your goals?
How did you hear about me?
Referral Name Source
Thank you for your submission. Your next step starts here. I will review your information and follow up with you within 24 hours to discuss your goals and next steps.

Please check your email and phone for follow-up within 24 hours.
What Happens Next
Agreement
Should be Empty:

Homebuyer & Investment Intake | Start Your Homebuying Journey