REAM of IDAHO CLIENT INTAKE FORM 2021

Client 1:

Client 2:

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Home Phone:
Please enter a valid phone number.Format: (000) 000-0000.
Business Phone:
Please enter a valid phone number.Format: (000) 000-0000.
Mobile Phone:
Please enter a valid phone number.Format: (000) 000-0000.
Email Address:
Alternate/Seasonal Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Alternate Phone
Please enter a valid phone number.Format: (000) 000-0000.
YesNo
YesNo
Planed retirement date:
If retired, date retired:
What are your primary financial/Investment Goals (e.g., monthly cash flow, long term investments, flips, commercial holdings, multi-family holdings, development, etc)? (List in order of importance.)
What kind of financial legacy do you want to leave?
How would you improve your investment portfolio situation if you could? Why?
CharitiesVolunteerismOlther
HuntingHikingTravelEducationWine-tastingReadingGolfTennisSailingFishingGardeningCamping
Preferences:
8:009:0010:0011:0012:001:002:003:004:005:00
HomeWorkMobileAny
HomeWorkMobileAny
MondaysTuesdaysWednesdaysThursdaysFridays
8:009:0010:0011:0012:001:002:003:004:005:00
CoffeeDecaf CoffeeTeaDecaf TeaSodaWaterCreamMilkSugarSweet 'n LowEqualSplendaOther
Food allergies?
Family Interest/Hobbies:
Religious preferences:
Client 1 (Name):
Client 1 (Name):

Client Information:

Rank the following products/services in order of important to you, with "1" being the most important:

Rows	Ranking
Buying/Selling Residential Real Estate
Buying/Selling Commercial Real Estate
Buying/Selling Multifamily Real Estate
Developing Real Estate
Buying Land to Hold
Current Market Newsletter
Property Management
Of Market or Pocket Listings
Building a Real Estate Portfolio
Other

Client Information:

Rows	Price	Currently Available?	Estimated Availability Date?
Liquid Cash to Invest
1031 Monies in Holding
Estimated equity in current primary home.
Estimated equity in current investment homes
Other Money

Preferences: