Real Estate Client Intake Form
Gather essential information from potential clients to understand their needs and preferences.
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
What is your current credit score?
*
What’s motivating you to buy a home right now?
*
What’s your ideal timeframe for closing?
When are you hoping to move?
*
Are you currently renting, or do you already own a home?
*
Renting
Own
Do you need to sell your current home before buying the next one?
*
Yes
No
Who else will be living in the home with you?
Have you spoken with a lender yet or gotten pre-approved?
*
Yes
No
What price range are you most comfortable with?
*
How much do you plan to put down?
Are there any specific loan programs you’re considering (VA, FHA, conventional, etc.)?
VA
FHA
Conventional
Other
Do you have a monthly payment range you’d like to stay within?
*
What areas or neighborhoods are you most interested in?
*
Are you ready to start touring homes soon, or are you just gathering info right now?
*
Ready to tour soon
Just gathering info
Have you seen any homes online that caught your eye?
Yes
No
How do you prefer to communicate?
*
Text
Call
Email
In Person
Submit
Should be Empty: