New Client Intake

New Client Intake

Please help me better serve you by completing a few questions. In a world full of choices, choose those that make your life simple.
Name*

First NameLast Name
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
CallTextEmailIn PersonVia Zoom
No Obligation Market AnalysisInterview for listing agentInterview for buyer agentLoan Pictures / Floor ScanLease searchOther
Schedule a 1 hour google meet to review your needs
- ASAP1 Month2 Months3 MonthsOther
- YesNoNot in this areaNot in this stateRenting
- Have you made any updates that will impact your homes value? If yes please list all updates and approximate date they were completed
- YesNoNotice has been givenOther
- Are there any issues that you are aware of with your home? If yes please list issues.
- Approximate Loan Balance
- What is your interest rate
- 2nd Mortgage / Lien
- Any Additional information you would like to share?
- YesNo
- Lender Name
- Lender Phone #
- Lender Email
- Loan Type
- What is the loan status
- Budget for new house (Purchase price)
- Monthly Payment Budget
- If already approved please attach pre-approval letter
  
  Browse Files
  
  Cancelof
- ASAP0-3 Months3-6 Months6-9 MonthsOther
- Area(s) for desired new home
- SQFT of home desired
- Any1-2 Beds2-3 Beds3-4 Beds4+ BedsOther
- 1 - 1.52 -2.53 - 3.54Other
- Any must have's? (i.e. Single story, no carpet, 55+ community, etc.)
- Style of home desired
- HOAGated CommunityPool - PublicPool on propertyDesignated OfficeSingle StoryUpdatedOutdoor spaceGas AppliancesStorage3 Car garageFencedWood FloorsCarpetKitchen IslandGranite CountersOther
- Any Additional information you would like to share?
- ASAP1 month2 Months3 MonthsOther
- YesNo
- Name
  
  First NameLast Name
- Name
  
  First NameLast Name
- Monthly rent from
- Monthly rent to
- Search Area
- YesNoDogCatOther
- Dog Breed
- Weight
- Number of bedrooms
- Number of bathrooms
- Additional requirements
- Thank you for allowing me to serve you.
  
  If you scheduled an appointment I will send you a confirmation shortly.
- Referral Partner
- Other Referral partner
- Signed Representation paperworkMet with the lenderScheduled a time to view homes
- I have seen houses with another agentHave not see houses with another agentI am interviewing buyers agentsI am interviewing sellers agentsI am receiving information from another sellers agentsI have listed with another agentOther
- Should be Empty:

New Client Intake

Thank you for allowing me to serve you.