Client Intake Form
I’m so glad you’re here 🤍Whether you’re just exploring or ready to make a move, I’m honored you reached out. This quick form helps me understand your goals so I can serve you well from the very beginning. Around here it’s all about clear communication, smart strategy, and making the process feel peaceful — not overwhelming. This will only take a few minutes!
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Preferred Contact Method
*
Phone
Text
Email
How did you hear about me?
*
Are you looking to
*
Buy
Sell
Both
When are you looking to make a move?
*
0-3 months
3-6 months
6-12 months
12 months +
Have you worked with a real estate agent before?
*
Yes
No
Are you pre-approved with a mortgage lender?
*
Yes
No
If not, would you like for me to connect you with a local lender?
*
Yes
No
Are you currently a homeowner?
*
Yes
No
What is prompting your move?
*
Is there anything I can be praying about?
Submit
Should be Empty: