Client Intake Form
Thank you for entrusting me to help you find your dream home! As a military spouse, I understand the importance of finding the right home in the right location—whether you're relocating, investing, or settling in. It’s truly an honor to assist you in this journey, and I’m grateful for your trust in my expertise. — Breiana
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
How can I help you?
*
Buy
Sell
Invest
Not sure
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Buyer Intake Form
Let’s find the right home for you.” — Breiana
What is your reason for buying this home?
Primary Residence
Vacation Home
What is your credit Score
Poor- 300-579
Fair 580-669
Good 670-738
Very Good 740-799
Excellent 800-850
Have you been pre-approved?
Yes
No
I am a cash buyer
How many Bedrooms?
How many baths?
What is your price range?
What type of loan are you considering?
FHA
Conventional
VA
I am a cash buyer
Desired move in date
Desired area?
Best time to contact you?
What's the best way to reach you?
Call
Text
Email
Any of the above
Thank you!
Thank you for taking the time to provide me with the best information to further assist you with finding your dream home! I will be in contact with you shortly!
Back
Submit
Seller Intake Form
Let’s position your home to sell for top value.- Breiana
Property Address:
*
What type of Property are you selling
Single-family home
Condo
Townhome
Multi-family
Other
How many bedrooms?
How many bathrooms?
Approximate square footage (if known)
What best describes the condition of your home
Move-in ready
Minor updates needed
Needs repairs
Major renovation needed
When are you looking to sell?
ASAP
1–3 months
3–6 months
Just exploring
Why are you considering selling?
Relocating
Upsizing
Downsizing
Investment property
Financial reasons
Other
Do you have a price in mind?
Have you spoken with a Real Estate Agent?
Yes
No
Best time to contact you?
What's the best way to reach you
Call
Text
Email
Any of the above
Thank you!
Thank you for taking the time to provide me with the best information to further assist you with finding your dream home! I will be in contact with you shortly!
Back
Submit
Investor Intake Form
Let’s find the right opportunity to meet your investment goals. -Breiana
What type of investment are you looking for?
Rental property
Fix & Flip
Short-term rental (Airbnb)
Multi-family
Not sure yet
What is your main goal with this investment?
Cash flow
Appreciation
Short-term income
Long-term hold
What is your Approximate investment budget?
Under $200K
$200K–$400K
$400K–$700K
$700K+
Flexible / depends on deal
How do you plan to finance this investment?
Cash
Finanacing
Combination
Not sure yet
What is your timeline
ASAP
1–3 months
3–6 months
Just exploring
Desired area(s)?
Have you spoken with a Real Estate Agent?
Yes
No
What's the best way to reach you
Call
Text
Email
Any of the above
Best time to contact you?
Thank you!
Thank you for taking the time to provide me with the best information to further assist you with finding your dream home! I will be in contact with you shortly!
Submit
Should be Empty: