SELLER INTAKE FORM

SELLER INTAKE FORM

Thank you for taking the time to set an appointment with me. I truly appreciate the opportunity to assist you with your real estate needs. Please take a moment to answer these quick questions so I could prepare for our consultation.
Name (Seller #1)

First NameLast Name
Phone Number
Format: (000) 000-0000.
Email
example@example.com
OCCUPATION AND COMPANY
One of the biggest benefits to working with me is my network - I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
When is your birthday?
If you like presents, leave your birthday here.
Name (Seller #2)

First NameLast Name
Phone Number
Format: (000) 000-0000.
Email
example@example.com
OCCUPATION AND COMPANY
One of the biggest benefits to working with me is my network - I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
When is your birthday?
If you like presents, leave your birthday here.
Are there any other indirect decision makers involved in your purchase or home sale?
If there is anyone whose opinion you value during this process, include them here.
ADDRESS OF PROPERTY NEEDING TO SELL

This information remains private at all times.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
OCCUPANCY OF PROPERTY

OWNER OCCUPIEDTENANT OCCUPIEDVACANT
PROPERTY DETAILS
IF APPLICABLE, WHEN IS TENANTS LEASE UP

MonthDayYear
Date
HOW MANY BEDROOMS

12345+
HOW MANY FULL BATHROOMS

12345+
HALF BATHROOMS

12345+
GARAGE SPACES

12345+
What city, state & area are you looking for a REALTOR referral?
AGE OF HVAC UNIT
WATER HEATER AGE
ROOF AGE
TYPE OF ROOF
TYPE OF PROPERTY

SINGLE FAMILYTOWNHOUSEMULTI - FAMILY
NUMBER OF STORIES

123BASEMENT
Have you updated any of the plumbing or electrical in the house?
Do you have any warranties on your home?
Please include if they are transferrable to the buyer. This may include pest control, the roof, appliances, etc.
Have you ever had an insurance claim?
Don't worry, this won't affect your ability to resell the property. I just want to know so we don't have any surprises during the buyer's inspection period.
Please upload any invoices or documents you have from the claim:

You don't need to upload these now but you should start getting them together as it may come up during the inspection or on the seller's disclosure. Having invoices or documentation will ensure the buyer doesn't try to use it against us.
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Have you done any updating on the property since you purchased it?
Try to be as specific as possible and feel free to include any details like brands of appliances, styles of floors, etc. This will help us find more relevant properties that have also sold in your area.
Did you pull permits for the work you did? - This will help in bulletproofing our transaction so there's no surprises.

Yes, we pulled permits for everythingYes, we pulled permits for the necessary renovationsYes, we pulled permits for some of the renovationsNo, we didn't pull permits
If you have any photos of the property, please upload them here:

This will help us better visualize the property and give a more accurate valuation once we meet.Please make sure to include pictures of full rooms (rather than detail shots). Don't worry about the photos being perfect - this is for our eyes only and will not be used for any purpose other than for us to get an idea of what the property is like.
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EXTERIOR FEATURES

FENCED YARDHOT TUBHURRICANE SHUTTERSPOOLSCREENED IN PATIOSHEDSPRINKLERS
INTERIOR FEATURES

CUSTOM CLOSETSDOUBLE VANITIES IN MASTERSEPARATE SHOWER AND TUBWALK IN CLOSETSFIREPLACE
Is there anything you do NOT want to stay with the property?
Washer/dryer, light fixtures, appliances and window treatments generally stay. If there’s anything that you want to take with you, let us know here.
Is there any work you were planning on doing to the property before we list it that hasn't been done yet?
Is there anything that you want to make sure we include in the listing description?
IS THERE A BEDROOM ON THE FIRST FLOOR?

Yes, the owner's suite is on the first floorYes, there is a bedroom that's not the owner's suite on the first floorYes, there are multiple bedrooms on the first floorThere is an office/den on the first floorNo, no bedrooms on the first floor
Does the buyer need a mailbox key?

Yes and I have it to provide to the buyer at closingYes but I do NOT have it to provide to the buyer at closingNo, not applicable
Is there a mailbox number that the buyer will need? If so, please provide it here:
Does the buyer need keys/decals to access community amenities?

Yes, I will provide them at closingYes, I have some access keys but they will need to get additional access from the association (gate decals, etc.)Yes, I do NOT have them to provide at closingNo, not applicable
LIFESTYLE
HOW DID YOU FIND ME?
IS THIS YOUR FIRST TIME SELLING A HOME?

YESNO
DO YOU NEED THE CASH OUT OF THIS PROPERTY IN ORDER TO PURCHASE ANOTHER HOUSE?
AFTER YOU SELL, WHERE WILL YOU GO?
IDEALLY, WHEN WOULD YOU LIKE TO SELL?
Do you have any concerns about this process that you'd like the REALTOR referral to address?
WHAT IS YOUR HOME SHOWING AVAILABILITY LIKE?
We like to know this up front so that as we are prepping your property for sale, we can plan showings around your schedule.
FINANCES
HOW MUCH ARE YOU HOPING TO GET FROM YOUR PROPERTY?
IF YOU HAVE A MORTGAGE, WHAT IS THE REMAINING BALANCE?
We will prepare a document called a net sheet that shows you how much you’ll walk away with after taxes, commission, your mortgage payoff, etc. We need to know this in order to prepare that document.
ARE YOU CURRENT ON YOUR MORTGAGE?

YESNO
ASSOCIATION (HOA) INFORMATION
ASSOCIATION TYPE

HOMEOWNERS ASSOCIATIONCONDO ASSOCIATIONCO-OPNO HOA
FREQUENCY OF PAYMENTS

MONTHLYQUARTERLYANNUALLY
WHAT IS INCLUDED IN YOUR ASSOCIATION FEE?
Please mention any amenities or features of the community. We will use this information to input the listing into the MLS and for buyers to search.
Name of Association/Management Company
If there is more than one association, include the names of all of them.
Contact Name And Number At Association
If there is more than one association, include the names of all of them.
DOES THE COMMUNITY HAVE ANY RENTAL RESTRICTIONS?

No Rental RestrictionsNo Rentals Are AllowedNo Corporate RentalsLimit On # Of Times Leased Per Year (Explain Below)Must Own For One Year Before LeasingMust Own For 2 Years Before LeasingCredit Requirement For Tenant 1
DOES THE COMMUNITY HAVE ANY PARKING RESTRICTIONS?

Private Parking (Driveway, Garage, etc.)Designated Spots For Owners In Lot (Please Explain Below)Open Parking (For Example, No Numbered Spots In Lot)No Commercial VehiclesDesignated Guest ParkingGuests Must RegisterDecal/Sticker Needed For Registered Vehicles
ARE THERE ANY SECURITY MEASURES IN PLACE?

Keycard/Code AccessManned gated communitySecurity drives aroundSecurity At Front Desk (For Condos)Decal/Sticker Needed For Registered Vehicles
Explain Any Restrictions Here:
This is one of the most common questions asked by buyers so we want to give them great information:
ARE THERE ANY SPECIAL ASSESSMENTS THAT YOU ARE AWARE OF?

YesNo
If there is an assessment, please explain the terms and what it's for:
We will need to disclose this to the buyer at the time of the contract. If we do not disclose it, the contract states that we are responsible for paying the assessment in full at closing:
[ FOR BUYERS ONLY ] HOW MUCH DO YOU HAVE SAVED TO GO TOWARDS THIS HOME BUYING PROCESS?
Please Upload Any Docs From The Association You Have:

If you are in a condo association, we are required by the contract to provide the condo docs (rules & regulations, budget and bylaws to the buyer within 3 days of going under contract. If you don't have them, they will need to be ordered from the association).
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PRIORITIES
What qualities are you seeking in a REALTOR? Are there specific attributes or skills you consider essential, such as expertise in condominiums, experience with first-time homebuyers, strong negotiation skills, availability, or organizational abilities?
Having a sign in front of your property can help get more inquiries and showings for your property. Are you open to having a “For Sale” sign in front?*

Yes, let's get tons of callsNo, I don't want a signMy association doesn't allow it
How would you like showings to go?*

Limit to a few hours each week based on a set scheduleWe will need to coordinate with the tenantI'm flexible!
Would you like to be present at the closing?*

Yes, I will be thereNo, I will not be in attendanceNot sure yet
When do you want the property to hit the market?
Is there anything else that you would like us to know before our meeting?
WHAT'S YOUR PREFERRED METHOD OF COMMUNICATION?

EMAILPHONE CALLTEXT
Thank you for sharing your thoughts with us. Our ultimate goal is to serve you in the best possible way and make selling your home a positive experience. Open communication is key to achieving this goal, as it allows us to handle any issues that may arise during the selling process smoothly and without stress. We look forward to working with you and ensuring that this is your best real estate experience yet!
Should be Empty:

SELLER INTAKE FORM

ADDRESS OF PROPERTY NEEDING TO SELL

PROPERTY DETAILS

LIFESTYLE

FINANCES

ASSOCIATION (HOA) INFORMATION

PRIORITIES