Real Estate Intake Form
This quick 3-minute form helps me understand your needs for the most personalized service!
Your Full Name
*
First Name
Last Name
Email
*
example@example.com
Best Phone Number
*
Format: (000) 000-0000.
I am looking to
*
Buy a Home
Sell a Home
Buy AND Sell
Just Exploring For The Future
What Is Your Timeline?
*
ASAP - I Need To Move Now!
1-3 Months
3-6 Months
6-12 Months
More Than A Year
My Current Situation
*
First-Time Buyer
Currently Own A Home
Currently Renting
Real Estate Investor
Other
IF YOU OWN, Are You Looking To:
Upsize (Need More Space)
Downsize (Less Maintenance)
Relocate
Add A Second Home
IF YOU ARE BUYING, Move These Two Numbers To Show Your Comfortable Price Range:
IF BUYING- Are You Pre-Approved For A Mortgage?
Yes, I'm Pre-Approved
No, I Talked To A Lender & Have To Get Them Paperwork
No, I Filled Out An Application & Haven't Heard Back
No, I Need To Be Connected With A Lender
Paying Cash
Other
Do Any Of These Apply? (Check all that apply)
*
Military Veteran (Possibly VA Eligible)
Dealing With Estate/Probate
Divorce Situation
Job Relocation/Transfer
Looking For Lake House/Cottage
Empty Nester Looking To Downsize
Luxury Market ($500k+)
Interested In New Consruction
Looking For Land/Lots
None (Click & Fill in "Other" For Your Situation)
Other
FOR BUYERS- What Type Of Property Interests You?
Single Family Home
Condo/Townhouse
Multi-Family (2+ Units)
Lake Property/House/Cottage
Vacant Land
Investment Property
Luxury
IF BUYING- Areas/Neighborhoods You're Interested In:
Think School Districts, City/Town/Village(s), Maybe Areas You DON'T Want To Be, Where On A Map Would You Search?
What Is Driving You?
*
Growing Family - Need More Space
Empty Nest - Ready To Downsize
Investment Opportunity
Job Change And/Or Relocation
Lifestyle Change
Financial Reasons
Other
Anything Else I Should Know? (Give Me A Little Synopsis Of What You Are Going Through) Anything Unique?
Going through a private separation? This is always confidential, but let me know different scenarios like that!
How Can I Best Get A Response From You?
*
Phone Call
Text Message
Email
Other
Submit To Ally!
Should be Empty: